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msfinancialresources.com

MS Financial Resources

Our Mission is to form a long-term relationship with clients and provide meaningful, ongoing financial advice and planning.

http://www.msfinancialresources.com/

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CONTACTS AT MSFINANCIALRESOURCES.COM

Mitzi Swaffar

1217 ●●●●●h Ter

Sh●●ee , KS, 66203

US

1.91●●●●0054
Mi●●●●●●●●●●@gmail.com

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Mitzi Swaffar

1217 ●●●●●h Ter

Sh●●ee , KS, 66203

US

1.91●●●●0054
Mi●●●●●●●●●●@gmail.com

View this contact

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Our Mission is to form a long-term relationship with clients and provide meaningful, ongoing financial advice and planning.
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MS Financial Resources | msfinancialresources.com Reviews

https://msfinancialresources.com

Our Mission is to form a long-term relationship with clients and provide meaningful, ongoing financial advice and planning.

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msfinancialresources.com msfinancialresources.com
1

MS Financial Resources - We Educate You

http://www.msfinancialresources.com/WeEducateYou.aspx

We strive to continually educate our clients not only about changes in the financial world, but also regarding other topics of interest by hosting workshops and events. Whether it be gardening, volunteering, or spending time with kids and grandkids, one of the first things we like to do is get to know our clients hobbies and interests and support them in that. We also inquire about any concerns (economy/stock market, retirement, identity theft) and tailor workshops around those topics.

2

MS Financial Resources | Our Team

http://www.msfinancialresources.com/OurTeam.aspx

Mitzi Swaffar, CFP. Mitzi is a Kansas City native and, having graduated from the University of Kansas, she is also an avid Jayhawk fan. She is very close to her family and proudly displays their photos throughout her office. Her hobbies include running, reading, and spending time outdoors. Connie Jabara, Strategic Partner. I offer an insurance review as a complimentary service because I want to help you understand your insurance policies, your plans, and most importantly your options. Design and Hosting ...

3

MS Financial Resources - We Value You

http://www.msfinancialresources.com/WeValueYou.aspx

We value a long-term partnership with our clients and promise to provide meaningful, ongoing reviews. It is very important to us that we sit down face-to-face to review your goals, accounts, and changing needs or concerns so that we can make adjustments accordingly. We believe that our thinking must be flexible and not rigid and do not take a static approach to your financial situation. Too often, life just happens, things change, and we must redirect our course. And an Investment Advisor.

4

MS Financial Resources, Events

http://www.msfinancialresources.com/OurEvents.aspx

RSVP: Mitzi Swaffar, mitzi@c1s.net. OR 913.529.2304. We want your suggestions for future events and workshops! Many of the events we’ve had in the past were requested by clients. Please email us any topics of interest or requests for specific speakers to mitzi@client1securities.com. We promise to take your feedback into serious consideration. 7400 W 130th Street, Suite #100 Overland Park, KS 66213 Phone. 913.529.2304 Fax. 913.204.9256. And an Investment Advisor. Design and Hosting by:.

5

MS Financial Resources - We Know You

http://www.msfinancialresources.com/WeKnowYou.aspx

We take the time to get to know our clients and go out of our way to make them feel comfortable at all times. We want to be considered as friend first, and advisor second. We believe it’s just as important to get to know you as a person as it is to discuss your money. We want you to be comfortable to ask any questions and never feel pushed into any decisions. We treat your financial matters with delicacy and your concerns with empathy. And an Investment Advisor. Design and Hosting by:.

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