Two West Advisors

United States · 12 Employees
Two West Advisors helps you solve your retirement plan, endowment or wealth management challenges. We are an independent Registered Investment Advisor, which means we work for you, conflict-free. Over a decade ago, we were formed under the belief that two people rowing in the same direction (west) with common goals, have a better chance of arriving at their destination than going at it alone. That theory holds true for not just our partnership formed in 2004, but applies to our valued client relationships as well. Together, we found a common passion and an opportunity to make a difference in an industry that was suffering from a lack of transparency and a whole lot of complexity. Other firms claim to be better, we simply claim to be measurably different! We spend our time and energy dedicated to serving the retirement plan industry, and we have become specialists in an industry dominated by generalists. We structured our business model to offer independent, transparent, unbiased and tailored retirement plan advice to our fellow small and medium-sized businesses. We have a proven track record of saving our clients time and money. As it turns out, we are at the crest of a wave of change in our industry and many now are following our lead. If you are new to Two West Advisors, thanks for checking us out. We'd love to see how we can help you learn how to play the retirement plan game and win! Learn more at www.twowestadvisors.com. If you are already one of our valued clients, thanks for believing that we could deliver on our promises and help you and your employees better prepare for your financial future.

概述

国家 United States
成立时间 2010
总部 Kansas City, Missouri
电话号码 +1 913-825-1722
网站 http://www.twowestadvisors.com
LinkedIn http://www.linkedin.com/company/two-west-companies
Twitter https://twitter.com/ancora_themes
Facebook https://www.facebook.com/AncoraThemes/
员工数 12
行业 financial services,
简介 Two West Advisors helps you solve your retirement plan, endowment or wealth management challenges. We are an independent Registered Investment Advisor, which means we work for you, conflict-free. Over a decade ago, we were formed under the belief that two people rowing in the same direction (west) with common goals, have a better chance of arriving at their destination than going at it alone. That theory holds true for not just our partnership formed in 2004, but applies to our valued client relationships as well. Together, we found a common passion and an opportunity to make a difference in an industry that was suffering from a lack of transparency and a whole lot of complexity. Other firms claim to be better, we simply claim to be measurably different! We spend our time and energy dedicated to serving the retirement plan industry, and we have become specialists in an industry dominated by generalists. We structured our business model to offer independent, transparent, unbiased and tailored retirement plan advice to our fellow small and medium-sized businesses. We have a proven track record of saving our clients time and money. As it turns out, we are at the crest of a wave of change in our industry and many now are following our lead. If you are new to Two West Advisors, thanks for checking us out. We'd love to see how we can help you learn how to play the retirement plan game and win! Learn more at www.twowestadvisors.com. If you are already one of our valued clients, thanks for believing that we could deliver on our promises and help you and your employees better prepare for your financial future.

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常见问题

Two West Advisors 在哪里?

Two West Advisors 的总部位于 Kansas City, Missouri

Two West Advisors 的电话号码是多少?

Two West Advisors 的电话号码是 +1 913-825-1722

Two West Advisors 的官方网站是什么?

Two West Advisors 的公司官方网站是 http://www.twowestadvisors.com

Two West Advisors 是做什么的?

Two West Advisors 的业务有哪些?

retirement planning,401,wealth management,fiduciary advisor,403,endowment,foundation management,donor development

Two West Advisors 的年收入是多少?

Two West Advisors 的收入是 9840000美元

Two West Advisors 有多少员工?

Two West Advisors 有 12 名员工

Two West Advisors 属于哪个行业?

Two West Advisors 从事以下行业: financial services

Two West Advisors 使用什么技术?

Two West Advisors 使用的一些流行技术包括: Amazon SES,Domo,GoDaddy Hosting,Google Cloud Hosting,Google Font API,Google Tag Manager,Microsoft Office 365,Mobile Friendly,Nginx,Outlook,Pardot,Remote,Sisense,Splunk,WP Engine,WordPress.org,reCAPTCHA

如何联系 Two West Advisors?

Two West Advisors 联系信息: 电话号码:+1 913-825-1722, 网站:http://www.twowestadvisors.com, 邮箱:amb***@***.com

Two West Advisors 的社交媒体链接是什么?

Two West Advisors 领英:http://www.linkedin.com/company/two-west-companies,fackbook:https://www.facebook.com/AncoraThemes/,twitte:https://twitter.com/ancora_themes

Two West Advisors 是一家上市公司吗?

不是

Two West Advisors 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Two West Advisors?

Two West Advisors 有 0 家投资者,包括 。

管理层

Amber Rebar

Client Relationship Manager

Mike Curran

Wealth Manager/ Plan Consultant/Accredited Investment Fiduciary/Certified Plan Fiduciary Advisor

Sara Stiles

Senior Retirement Plan Consultant

Stephanie Smith

Wealth Management Operations Manager

员工

Marko Ungashick

Chief Executive Officer

Andrew Cfp

Chief Operating Officer

Tim Jansen

Plan Consultant

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