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Tall Oaks Advisors
- Overland Park, KS
About this business
Tom was born in Summit, NJ and moved to Leawood, KS in 1984. He attended Kansas State University and Baker University, where he earned his MBA. While still in high school, Tom turned one of his passions into a business by opening a sports collectible store. Tom owned and ran this for 13 years and became a founding member of Ebay Power Sellers. In 2001, Tom decided to pursue one of his other passions and changed career paths to become a wealth advisor. Since 2001, he has been helping his clients pursue their financial goa... read more
Location details
7211 West 98th Terrace, Suite 140, Overland Park, KS, 66212, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I am a novice at investing and retirement plans. Tom explained and simplified the process in terms I can understand. He did the same for my college age daughter. I trust Tom and appreciate the personal service we receive.
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 have used Tom and Tall Oaks Advisors for financial advice and life insurance. Tom is knowledgeable and explains things so you can understand and be confident in your decisions.
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.
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.
Frequently asked questions about Tall Oaks Advisors
How is Tall Oaks Advisors rated?
Tall Oaks Advisors has a 5 star rating with 7 reviews.
When is Tall Oaks Advisors open?
Tall Oaks Advisors is closed now. It will open on Monday at 8:00 a.m.