Mariner

Mariner

Financial-Services

Overland Park, KS
United States
Company Tagline

Wealth on Your Level

Industry Category
Financial-Services
Company Description

Mariner is a leading financial services firm committed to providing comprehensive wealth management solutions. Located at 5700 W. 112th, Suite 200, Overland Park, KS 66211, US, Mariner offers a wide array of services including wealth planning, investment advisory services, multi-generational wealth planning, and risk management. With a focus on delivering personalized financial strategies, Mariner ensures that each client receives tailored advice to achieve their unique financial goals.

Mariner's expertise extends to philanthropy, executive compensation planning, business succession planning, family office services, and retirement planning. By staying ahead of market trends and employing innovative financial tools, Mariner empowers clients to navigate the complexities of wealth management with confidence. Mariner's commitment to excellence makes it a trusted partner for individuals and families seeking long-term financial security and growth.

With a strong presence in the financial sector, Mariner continues to expand its reach and enhance its service offerings. The firm also has locations at 145 E Prospect Ave, Suite 217, Danville, California 94526, US; 11512 El Camino Dr, Suite 370, San Diego, California 92130, US; and many other locations. Mariner's dedication to client success and innovative financial solutions positions it as a leader in the industry. We invite the management team at Mariner to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

Mariner est une entreprise de services financiers de premier plan, engagée à fournir des solutions complètes de gestion de patrimoine. Située au 5700 W. 112th, Suite 200, Overland Park, KS 66211, États-Unis, Mariner offre une large gamme de services, notamment la planification de patrimoine, les services de conseil en investissement, la planification de patrimoine multigénérationnelle et la gestion des risques. En mettant l'accent sur la fourniture de stratégies financières personnalisées, Mariner s'assure que chaque client reçoit des conseils adaptés pour atteindre ses objectifs financiers uniques.

L'expertise de Mariner s'étend à la philanthropie, à la planification de la rémunération des cadres, à la planification de la succession d'entreprise, aux services de bureau familial et à la planification de la retraite. En restant à l'avant-garde des tendances du marché et en utilisant des outils financiers innovants, Mariner permet à ses clients de naviguer en toute confiance dans les complexités de la gestion de patrimoine. L'engagement de Mariner envers l'excellence en fait un partenaire de confiance pour les particuliers et les familles à la recherche de sécurité financière et de croissance à long terme.

Forte d'une forte présence dans le secteur financier, Mariner continue d'étendre sa portée et d'améliorer son offre de services. L'entreprise possède également des bureaux au 145 E Prospect Ave, Suite 217, Danville, Californie 94526, États-Unis ; 11512 El Camino Dr, Suite 370, San Diego, Californie 92130, États-Unis ; et de nombreux autres endroits. Le dévouement de Mariner à la réussite de ses clients et ses solutions financières innovantes la positionnent comme un chef de file du secteur. Nous invitons l'équipe de direction de Mariner à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur ses services exceptionnels.

Key Personnel / Employees
Alice Bjork Jeff Drott Bob Lee CFP® AEP® CEPA® (Wealth Advisor | Business Exit and Succession Planning | Trusts Estates & Wealth Management) Timothy Lesko (Managing Director & Senior Wealth Advisor)

Compare Companies Side by Side

Compare Mariner with 3 companies in Financial-Services

4 Companies
Comparison Field
Mariner
Mariner
Main Company
Raven Capital Corporation
Raven Capital Corpor...
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Milne Wealth Management Ltd
Milne Wealth Managem...
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Ritholtz Wealth
Ritholtz Wealth
View Profile
Founded Year
2012 2013
Company Size
2-10 2-10 51-200
City
Overland Park, KS
Country
United States
Skills & Keywords Comparing with main company
25 Total Skills
Wealth Management Financial Planning Investment Advisory Retirement Planning Risk Management Estate Planning Financial Services retirement planning services wealth management tax planning insurance solutions retirement plan solutions risk management trust services estate planning investing business retirement plans tax preparation financial planning investment analysis & selection wealth planning consulting services philanthropy asset management multi-generational wealth planning
2 Total 2 Unique
Unique Skills:
intergenerational wealth transfer legacy planning
12 Total 12 Unique
Unique Skills:
corporate pensions employee benefits financial advice financial independence iht planning insurance advice +6
3 Total 3 Unique
Unique Skills:
financial advice insurance planning retirement planning
4
Total Companies
2012
Oldest Founded
1
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

Mariner 马里纳 मैरिनर مارينر Маринер