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Bhakta Wealth Management LLC,

22115 West 83rd Street, Shawnee, KS 66227View on Map

Description

I’m Hiren Bhakta, a financial professional in Lenexa, KS (Kansas City Area). After several years in the business I've opened up my own LPL Financial Branch DBA "Bhakta Wealth Management LLC." My passion is to be a financial coach through all stages of life so that you may live a better quality of life. This could be as simple as shopping several insurance companies to find the right product. It could also be as complicated as developing a long-term financial plan that includes certain tax, estate, investment, and insurance planning for your family and business. With the one of the largest Independent Broker/Dealer's (LPL Financial) as my back-office support, I have access to most mainstream financial companies and products. Our services: Holistic financial planning services with a team, Fee-based fiduciary wealth management as registered investment advisor, Suitable financial products & Fiduciary services provided as registered representative (No Additional Fee), Tax advantage accounts, Retirement planning, College planning, Insurance planning. Partner services: Accounting/Tax, Estate Planning - Will/Trust, Consulting-Business.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Tax Preparation Services
    Retirement Planning, Financial Planning, Tax Preparation Services, Personal Tax Planning, Business Tax Planning, Estate Planning, Tax Consultants Services, Accountant Services
    ... Read MoreRead Less
  • 0 - 5 Years
  • 22115 West 83rd Street
  • Business Hours
Monday : 11 AM – 9 PM
Tuesday : 11 AM – 9 PM
Wednesday : 11 AM – 9 PM
Thursday : 11 AM – 9 PM
Friday : 11 AM – 9 PM
Saturday : 11 AM – 9 PM

Location