Blue Valley Investment Services

CONNECT

Address:

13401 Mission Rd.
Leawood, KS 66209

Phone:

913-234-3025

Fax/Other:

913-234-3425

Our Philosophy

We believe our clients are entitled to the advice of an Investment Professional whose philosophy and style of doing business are compatible with their own.  We are committed to doing what is right for our clients by delivering comprehensive financial planning, wealth management advice and product strategies without a proprietary slant.

We believe in full disclosure.  It is important to inform our clients of the costs and benefits of working with a professional investment representative.

We believe our clients' interests come first.  We seek to make financial recommendations that are consistent with their financial circumstances, risk tolerance, and long-term goals. 

                         

We believe that serving our clients well is the greatest measure of our success.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck