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Tall Oaks Advisors

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Overland Park, United States

talloaksadvisors.com
Financial planner· Investment service· Financial Services· Insurance broker· Stock broker

Tall Oaks Advisors Reviews | Rating 5 out of 5 stars (5 reviews)

Tall Oaks Advisors is located in Overland Park, United States on 7211 W 98th Terrace STE 140. Tall Oaks Advisors is rated 5 out of 5 in the category financial planner in United States. Securities offered through LPL Financial, Member SIPC www.sipc.org. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.talloaksadvisors. Investment Advice offered through Tall Oaks Advisors, Inc., a registered investment advisor and separate entity from LPL Financial.

Address

7211 W 98th Terrace STE 140

Phone

+1 9137354246

Company size

1-10 employees

Headquarters

Overland Park, KS

Founded

2014

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

Sun
Closed
Mon
8:30AM–5PM
Tue
8:30AM–5PM
Wed
8:30AM–5PM
Thu
8:30AM–5PM
Fri
8:30AM–3PM
Sat
Closed

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I

Ian Rhey

I offer my employees a simple IRA through Tom and it’s been seemless. Not one complaint from my team. On boarding was so easy and he helped me see the tax advantages for my business. Truly individualized experience. Highly recommend.

D

Davis Acres

Tom is awesome. We were needing advice for our company and he answered all of our questions and we ended up switching all of our personal investments to him. Thanks Tom!

C

Cole Chevalier

I highly recommend Tom. He has been working with my wife and I for the last two years. Tom helped us open up our Roth IRA accounts, and map out our future retirement. Tom is very up front and honest, and explains everything very thoroughly. We have full faith in Tom with our investments.

M

Michael Stewart

Met with Tom, he helped us pick a retirement plan for for our future. He explained us understand by going into great detail and being very knowledgeable with all Of our options. We opened up an IRA and have decided to invest into our future with Tom as our financial Advisor. We are very confident in him and trusting him to handle our investments! Definitely recommend and look forward to our partnership with him for years to come.

I

Ian Kuklenski

Tom helped me roll over an old retirement account that I’ve been jacking with for years and out it in something socially responsible, as I requested. We had a lunch meeting everything got knocked out signed and taken care of it was the easiest process I’ve ever had and he explained everything well. I’ve got an undergrad in finance so I know enough to be dangerous to myself but he seems like he knows what he’s doing. I don’t know who the stroke victim is that left a one star review. But I hope they got to a hospital soon.

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