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Alex M. Petrovic, CFP®

Petrovic Financial Services Inc / Raymond James Financial Services, Inc.

800 W 47th St
Ste 610
Kansas City, MO 64112
Phone: (816) 531-6700
Fax: (816) 531-6701

Toll-free: (866) 561-7400

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Petrovic Financial Services, Inc. is an independent firm.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.