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Tall Oaks Advisors

5.0
  • Overland Park, KS

About this business

FinanceFinancial ServicesInvestingInvestment Service

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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.08 reviews
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Ben Parrott's profile image
Ben Parrott 
a month ago

Both Tom and Bennett have been great to work with, and I have been nothing but happy when it comes to them handling my retirement investments, and have appreciated all the info they've been able to provide me to when it comes to financial planning. Thank you! 

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Michael Stewart 
4 years ago

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. 

Michelle McNay's profile image
Michelle McNay 
a year ago

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. 

Ian Rhey's profile image
Ian Rhey 
3 years ago

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. 

Andrew Leone's profile image
Andrew Leone 
a year ago

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. 

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Frequently asked questions about Tall Oaks Advisors

How is Tall Oaks Advisors rated?

Tall Oaks Advisors has a 5 star rating with 8 reviews. 

When is Tall Oaks Advisors open?

Tall Oaks Advisors is open now. It will close at 5:00 p.m.