Client Survey | KC Financial Advisors

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We are excited to announce that, effective January 31^st, 2025, KC Financial Advisors officially became CreativeOne Advisors Group. This change reflects our evolution since joining the CreativeOne Wealth family in 2021 and aligns with our commitment to offer you enhanced services, resources, and support tailored to your needs.

While our name is changing, our unwavering commitment to your financial success remains the same. You can continue to rely on the experienced team you know as CreativeOne Advisors Group, now backed by even greater resources and experience.

Thank you for allowing us to be a part of your financial journey. We’re excited about this next chapter and look forward to continuing to serve you with excellence.

Click the link to access our new website.

CreativeOneAdvisorsGroup.com

CLIENT SURVEY

CLIENT SURVEY

TELL US MORE ABOUT YOURSELF WITH OUR SURVEY!

We love serving you and your family’s financial needs. And we know a lot about your investment needs/likes/dislikes, but less about your personal likes/dislikes. To help round out our picture of you, please complete our short survey.

TELL US MORE ABOUT YOURSELF WITH OUR SURVEY!

We love serving you and your family’s financial needs. And we know a lot about your investment needs/likes/dislikes, but less about your personal likes/dislikes. To help round out our picture of you, please complete our short survey.

TELL US MORE ABOUT YOURSELF WITH OUR SURVEY!

We love serving you and your family’s financial needs. And we know a lot about your investment needs/likes/dislikes, but less about your personal likes/dislikes. To help round out our picture of you, please complete our short survey.

KC Financial Advisors Client Survey

Contact Us

First Name:

Last Name

Wedding Anniversary (If Applicable)

What are your favorite Local “KC” Spots?

Favorite Vacation Spot

What charities do you support?

Favorite activities/hobbies

What restaurants do you most enjoy?

Do you like wine or cocktails? If so, what kinds?

Do you have pets? If so, what kind?

Favorite Sports/Teams

Favorite Movies/Actors

Check All That You Enjoy:

Golf

Baseball

Traveling

Photography

Shooting

Music

New Option

Football

Bingo

Health & Wellness

Bowling

Grilling

Hockey

Cooking

Horse Racing

Genealogy

Collectibles

Thank you for contacting us.
We will get back to you as soon as possible.

Oops, there was an error sending your message.
Please try again later.

KC Financial Advisors Client Survey

Contact Us

First Name:

Last Name

Wedding Anniversary (If Applicable)

What are your favorite Local “KC” Spots?

Favorite Vacation Spot

What charities do you support?

Favorite activities/hobbies

What restaurants do you most enjoy?

Do you like wine or cocktails? If so, what kinds?

Do you have pets? If so, what kind?

Favorite Sports/Teams

Favorite Movies/Actors

Check All That You Enjoy:

Golf

Baseball

Traveling

Photography

Shooting

Music

New Option

Football

Bingo

Health & Wellness

Bowling

Grilling

Hockey

Cooking

Horse Racing

Genealogy

Collectibles

Thank you for contacting us.
We will get back to you as soon as possible.

Oops, there was an error sending your message.
Please try again later.

SIGN UP FOR OUR WEEKLY EMAIL NEWSLETTER:

Contact Us

NAME

EMAIL

Thank you for contacting us.
We will get back to you as soon as possible.

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Please try again later.

SIGN UP FOR OUR WEEKLY EMAIL NEWSLETTER:

Contact Us

NAME

EMAIL

Thank you for contacting us.
We will get back to you as soon as possible.

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Please try again later.

CONTACT US

Phone: 913.317.1414

Fax: 913.317.1416

OUR LOCATION

10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
Get Directions

CONNECT

CONTACT US

Phone: 913.317.1414

Fax: 913.317.1416

OUR LOCATION

10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
Get Directions

Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.

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