Financial Counselors Inc
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Investment Advisory Service, Financial Planners, Financial Planning Consultants
5901 College Blvd, Leawood, KS 66211
913-663-0600
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Meritage Portfolio Management
7500 College Blvd Ste 1212, Overland Park, KS 66210
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- General Info
- Founded in 1966, Financial Counselors is an investment advisory firm that provides investment management services. It offers investment advisory services for various institutional clients, such as foundations and endowments, public funds and Taft-Hartley accounts. It also serves high net worth individuals. In addition, the company serves as a subadvisor for several banks and trust companies. The company offers several client communication tools, such as quarterly portfolio evaluation reports and investment strategy letters, monthly letters, and personal and phone meetings. Financial Counselors, also known as FCI, is affiliated with Midwest Trust Company, Benefit Trust Company and Midwest Trust Company of Missouri. The company is located in Kansas City, Mo.
- Extra Phones
Phone: 913-451-2811
Phone: 913-319-0393
Fax: 816-329-1505
TollFree: 800-615-2536
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- Categories
- Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services
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