Stepp & Rothwell, Inc.

www.steppandrothwell.com

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.

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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.

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Country

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State

Kansas

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City (Headquarters)

Overland Park

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Employees

11-50

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Founded

1992

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Partner / Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Founder

    Email ****** @****.com
    Phone (***) ****-****

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