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Tall Oaks Advisors
- Leawood, KS
About this business
Location details
5251 W 116th Place, Suite 200, Leawood, KS, 66211, 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 |
Tom Cavaliere with Talll Oaks is extremely knowledgeable of the markets, estate planning, and helping you find your risk tolerance. He's a real pro and I highly recommend anyone who wants to get started with savings for retirement to give Tom a call!
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.
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.
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.
Frequently asked questions about Tall Oaks Advisors
How is Tall Oaks Advisors rated?
Tall Oaks Advisors has a 5 star rating with 9 reviews.
When is Tall Oaks Advisors open?
Tall Oaks Advisors is open now. It will close at 5:00 p.m.