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Mitzi Swaffar, Cfp® is listed as Owner and President of MS Financial Resources | Financial Planner | CFP® | Fiduciary | Toddler Mom | Lover of Wineries at MS Financial Resources, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Mitzi Swaffar, Cfp®.
Mitzi Swaffar, Cfp® previously worked as CFP®, Owner and President at Ms Financial Resources and Investment Advisor Representative at Investment Advisors Corp. Mitzi Swaffar, Cfp® holds Bachelor Of Science (B.S.) from The University Of Kansas.
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Hi, I'm Mitzi Swaffar. If you're a business owner, then you know what it's like to wear many hats. I love hearing the stories of business owners and guiding them through Retirement and Investment Planning so that they can focus on what they are passionate about - running their business. I also enjoy helping individuals become financially fit for and during retirement. To do this, together we create a REALISTIC roadmap (financial plan) with steps and actions to get there.
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Overland Park, KS, US
Services Include - financial planning, retirement planning, 401(k) rollovers, IRAs, Roth IRAs, College Savings, brokerage accounts, stocks, bonds, mutual fundsAdditional Advisory Services - actively manage brokerage accounts with an asset allocation portfolio tailored and designed to fit clients' needs and investment objectives[My Compliance Department.
financial planning, retirement planning, 401(k) rollovers, IRAs, Roth IRAs, College Savings, brokerage accounts, stocks, bonds, mutual funds
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Mitzi Swaffar, Cfp® works for MS Financial Resources.
Mitzi Swaffar, Cfp® is listed as Owner and President of MS Financial Resources | Financial Planner | CFP® | Fiduciary | Toddler Mom | Lover of Wineries at MS Financial Resources.
Mitzi Swaffar, Cfp® is based in Kansas City Metropolitan Area, United States, United States while working with MS Financial Resources.
Mitzi Swaffar, Cfp® has worked for Ms Financial Resources, Investment Advisors Corp, and Cmic Financial Services Located Inside Capitol Federal Savings.
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Mitzi Swaffar, Cfp® holds Bachelor Of Science (B.S.) from The University Of Kansas.
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