If you’re ready to invest, we’re ready to listen. Give us a call for an introductory meeting or to schedule your Second Opinion.

7101 College Boulevard, Suite 1501
Overland Park, KS 66210
Phone: 913.402.2020
Fax: 913.402.2021

*required fields

* First Name:

* Last Name:

* Email Address:

* Phone:

Estimated Retirement Date:

Are you currently working with a financial advisor?
YES    NO

Are you interested in a complimentary consultation?
YES    NO

CAPTCHA Image

Reload Image

Security Code:

CUSTOMER SERVICE
CONTACT LIST FOR SPECIFIC NEEDS

Updates Address, Email, Births/Deaths, Employment Change
Julia Martinez 913-402-2020 x200
Kelly Stephenson 913-402-2020 x209

Set An Appointment
Julia Martinez 913-402-2020 x200
Kelly Stephenson 913-402-2020 x209
Greg Keal 913-402-2020 x208

Request A Check/Need Additional Funds*
*Please call directly; do not leave market sensitive messages
on email or voicemail as they can not be honored in this manner.

Kelly Stephenson 913-402-2020 x209
Larry Broxterman 913-402-2020 x201
Greg Keal 913-402-2020 x208
Pete Martinez 913-402-2020 x210

Request A Statement
Kelly Stephenson 913-402-2020 x209
Larry Broxterman 913-402-2020 x201

Account Question
Kelly Stephenson 913-402-2020 x209
Pete Martinez 913-402-2020 x210

Trading Question
Larry Broxterman 913-402-2020 x201

On-Line Access to Accounts
Kelly Stephenson 913-402-2020 x209

Projections, Planning & Insurance Questions
Greg Keal 913-402-2020 x208
Pete Martinez 913-402-2020 x210



HOME :: OUR DIFFERENCE :: OUR PROCESS :: OUR SERVICES :: YOUR TEAM :: GET INSIGHT :: MEDIA :: CONTACT US    Copyright © 2012 Insight Financial Services :: All Rights Reserved

DISCLOSURE STATEMENT   GLOSSARY OF TERMS



Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA / SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Advisor. IFSA, Insight Financial Services and NPC are separate and unrelated companies. Refer to the Home Page for complete disclosure language.

IFS PRIVACY POLICY     NPC PRIVACY POLICY     REQUEST ADV SITE DESIGN BY INDICIA