Overland Park, KS College Blvd Office

Team
Updated today

Client AUM

$2,640,786,290

Clients

11,897

Advisors

2

Of 507 advisors across 160 offices

Location

6900 College Blvd, Suite 870

Overland Park KS 66211

Advisors at this office

2

Advisors at this office

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Michael G

Series 63, Series 65

Overland Park, KS

Equity Services, inc.

Michael Goss is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Overland Park, Kansas, holding Series 63 and Series 65 registrations and having 44 years of industry experience. He has worked at Equity Services, Inc. and National Life of Vermont since 1981. Outside of his advisory role, he is president of Michael Goss & Associates, which provides insurance sales including life, disability, and long-term care insurance. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to provide a range of long-term and specialized investment strategies.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Gary G

ChFC®, Series 63, Series 65

Overland Park, KS

Equity Services, inc.

Gary Goss is a financial advisor with Equity Services, Inc. in Overland Park, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 44 years of industry experience, having worked at Equity Services since 1981 and National Life since 1975. Outside of his advisory role, he is also an agent and broker for fixed insurance sales with several companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines broker-dealer and SEC-registered investment adviser activities, offering multiple advisory platforms that include third-party asset managers and model portfolios, with a mix of long-term and shorter-term investment strategies.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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