Contact and Address
| Category: | Insurance agency, |
|---|---|
| Address: | 8725 Rosehill Rd Suite 119, Lenexa, KS 66215, USA |
| Postal code: | 66215 |
| Phone: | (913) 441-8380 |
| Website: | https://www.owlfi.com/ |
Hours:
| Monday: | 9:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 9:00 AM – 5:00 PM |
| Wednesday: | 9:00 AM – 5:00 PM |
| Thursday: | 9:00 AM – 5:00 PM |
| Friday: | 9:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
Location & routing
Most Recent Reviews
(March 10, 2019, 12:35 pm)Elliot at OWLFI listened to our needs and priorities and created a plan that was perfect for our goals. Thanks OWLFI. I definitely recommend this team.
(January 9, 2019, 10:15 am)I have been there several times. The owner and his team know what they are doing. They are always looking for ways to help clients reach their goals. I rented office space from them and would see them working each day. They always had positive attitudes and were excited about new challenges to help their clients. I enjoyed interacting with everyone there, and even though I didn't work for him, he and his staff treated me like one of them.
(August 6, 2018, 12:43 pm)I trust Sage Financial which is now Owl Financial . Elliot and Terry always got my back.
Photos of OWLFI
OWLFI On the Web
Owlfi
At OWLFI we actively manage your investment accounts to ensure your portfolio is performing according to your personal strategic plan. We also keep an open door of communication with our clients as trends and life events affect how your strategic plan progresses over time. Learn more.
Your Personal CFO | Owlfi | Lenexa Kansas Financial Planning
Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
OWLFI Client Portal - Home
Welcome to the OWLFI client portal. To go to your portal, login and proceed by choosing your page. Home.
Owlfi Review 2022 | investor.com
Owlfi is headquartered in Lenexa, KS and currently serves in 8 states: Florida, Kansas, Missouri, Nebraska, New York, Oklahoma, Texas, Utah. What is the average client balance at Owlfi? While Owlfi advises clients across a variety of portfolio sizes, the average client balance is currently $192,117. In total, Owlfi manages $90,487,171 in assets.
OWLFI | LinkedIn
Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios.
OWLFI - 16 Photos - 8725 Rosehill Rd, Lenexa, KS - Yelp
Specialties: Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence. We are part of your team, acting as ...
OWLFI University - HOME
Managed by OWLFI
Owlfi Company Profile | Management and Employees List
Owlfi Profile and History . We provide a foundation in all the financial aspects of your life. OWLFI supports you in your leadership role and decision-making by providing strategic financial input to help you meet your objectives. Guidance is provided to manage and protect your assets and money.
Owlfi, Inc. Company Profile | Lenexa, KS | Competitors, Financials ...
Company Description: Owlfi, Inc. is located in Lenexa, KS, United States and is part of the Other Financial Investment Activities Industry. Owlfi, Inc. has 4 total employees across all of its locations and generates $1.90 million in sales (USD). (Sales figure is modelled).
Owlfi Strategic
providing confidential, unconflicted strategic advice Global Connectivity Geographic locations across all major regions to serve our clients around the globe On-site We believe in having a small footprint but with a high level of touch. We go to you so we can become intimately familiar with who you are and what your business is about.