Company Email Format Management

Stepp & Rothwell, Inc.

Financial Services Overland Park, Kansas, United States 22 employees

Employees: 22
Contacts: 3
Emails: 3
Phones: 1

steppandrothwell.com LinkedIn

Stepp & Rothwell, Inc. Overview

Headquarters: Overland Park, Kansas, United States
Phone Number: Available in AeroLeads
Website: steppandrothwell.com
Industry: Financial Services
Employees: 22
Founded: 1992
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Holistic Financial Planning Insurance Planning & Risk Management Income tax planning & optimization

About Stepp & Rothwell, Inc.

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Stepp & Rothwell, Inc. Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Stepp & Rothwell, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bob Pearson	Investment Administrator at Stepp	Overland Park, Kansas, United States	Email Phone
Kathy Stepp	Founder at Stepp & Rothwell, Inc.	Leawood, Kansas, United States	Email
Meridith Nelson, Mba, Mha, Cfp®	Financial Planning	Overland Park, Kansas, United States	Email
Franci Erdmann	Strategic Operations Leader		View