Buttonwood Financial Group, Llc logo
VerifiedFinancial Services· Founded 2002

Buttonwood Financial Group, Llc

At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning. We serve as your Family CFO helping to make sure these items are coordinated and targeted to specifically fit your specific needs and financial objectives. After all it’s your money, your needs, and your life! At Buttonwood Financial Group we have taken our goal of being a client centric firm to the next level. To us client centric entails: Better personal service than investors can get anywhere else, honest, top-notch professionals, a first-rate team focused on YOUR comprehensive financial objectives, 24-hour web access to accounts and financial plan, fee based compensation rather than commissions, and personalized services— oh, and at a cost often far less than our lower service competitors. When done right, a wealth management firm can make a huge positive impact on your life! When you are ready to move your financial life forward give us a call.

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HeadquartersKansas City, United StatesEmployees18(11 to 50)Annual revenue$1M to <$10MFounded year2002Websitebuttonwoodfg.comLinkedIn profileLinkedIn

Verified contacts

17

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

1

tools in use

Monthly traffic

153

organic / mo

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Top roles at Buttonwood Financial Group, Llc

12 distinct titles indexed · top 10 shown.

  • 2customer service specialist
  • 2lead advisor
  • 2marketing manager
  • 2portfolio business specialist
  • 2wealth management strategist
  • 1cfp® candidate @ byu-i🔹wealth management society | junior advisor🔹actively pursuing | business finance degree | financial planning minor - cfp® board accredited program- | series 65 completed🔹
  • 1chief operating & growth officer
  • 1financial planner
  • 1office manager
  • 1portfolio technical specialist
  • +2more titles

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