Community Financial Services Group - (816) 322-2760

Community Financial Services Group is a Kansas City area based financial planning firm.

Allowing you time to focus on what matters most ...

Our planning team will:
-Listen to you
-Recognize your family's priorities
-Identify your goals
-Provide you with solutions
-Be forthright
-Simplify your life

Financial Planning Services:
-Estate Planning
-Buy-Sell Agreements/Succession Planning
-Income Planning & Solutions
-Risk Management
-Portfolio Analysis
-Charitable Giving Strategies
-College Planning
-Retirement Planning

Investment Services
-Bonds
-CDs
-Exchange Traded Funds
-Mutual funds
-Real Estate Trusts
-Separately Managed Accounts
-Stocks
-Unit Investment Trusts
-Variable annuities
-Corporate Retirement Plans

Insurance
-Disability Income Insurance
-Health Insurance
-Life Insurance
-Long-term Care Insurance

*Community Family Services Group does not provide legal, tax, or accounting advice, but provides financial services in conjunction with your personal legal, tax, and accounting representatives. We can also make the described services separately available through our network of independent professional advisors.

Licensed: MO, KS, TX, TN, FL, AZ, CA

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment advisory services provided by O.N. Investment Management Company.

Contact your registered representative to obtain current prospectuses. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses of the underlying variable portfolios carefully before investing. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results.

Insurance and annuity products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Guarantees are based upon the claims-paying ability of the issuing insurance company. Product, product features and rider availability vary by state. Issuers not licensed to conduct business and products not distributed in AK, HI and NY.

Tags: Financial Planning

Address & Contact

Street:
801 W Foxwood Dr
City:
Raymore
State:
MO
Zip:
64083
Phone:
(816) 322-2760
Website:
http://communityfinancialservicesgroup.com
Category:
Bank/Financial Services

Map & Directions

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