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National Financial Data Services in Kansas City, MO

National Financial Data Services (Financial Planning Consultants & Services) is a financial advisory firm in Kansas City, Missouri. This financial advisor is listed on Financial Advisory Firms under Financial Advisory Services - Financial Planning Consultants & Services.


You can reach us on phone number (816) 435-1700, fax number or email address . Our office is located on 1004 Baltimore Ave, Kansas City, MO,


For full contact details to this financial advisor have a look at the the column to your right (or scroll if you're viewing this on a mobile device.)

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Areas of practice & firm overview

National Financial Data Services is listed under Financial Planning Consultants & Services in Kansas City, Missouri .

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Fees and & free initial consultation

There's currently no information available about fees or if National Financial Data Services offers free initial consultation.

Qualifications

The information below about National Financial Data Services is optional and only visible if provided by the owner. Call (816) 435-1700 to learn more.

Certification/Specialties

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Professional Associations and Memberships

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Classes and Seminars

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Education

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6 comments, questions or reviews - Add

Raymond D. Sweet wrote something

I have a 529 that Michael Grant(advisor) established for me. But I have lost all the identifying papers and I don't have a way to contact Michael Grant (actually I contacted him on linkedin and he has not responded) So, I'm wondering if you can help me determine where my 529 is housed. 310 270 1992. I got your information from my tax return.

Written September 2015 on a Wednesday (2015-09-02)

Gwendolyn Graham asked a question

I liquidated account AADP0315000000504718 in 2015. I need to receive a 1099 for investment income. I much appreciate your assistance.

Written April 2016 on a Monday (2016-04-11)

Lawrence P & Jolene A Loebach asked a question

I received notice from the IRS that I did not turn in all of my dividends and capital gain distributions for 2015 from National Financial Data Services at 330 W 9th St 1rst floor, Kansas City, MO 64105 1807. Several different accounts are listed in our names from this company. Can you email me any information you may have on this. My email address is Lawrence.loebach@mexichem.com

Written October 2017 on a Wednesday (2017-10-18)

Nora Javier asked a question

The IRS just sent me a letter saying that you reported that I have an account with your company. I don't remember ever having an account with you. Can you please check your records? Maybe it was reported erroneously? Thank you. nora.javier@dot.ca.gov

Written April 2017 on a Monday (2017-04-03)

Kaye L. Davis & David E. Johndreau asked a question

We have a joint ownership of FOCUS GROWTH FUND A with you and I need a 1099-DIV form for income tax. The account is #AADK0433300210410686. My email address is davis6409@comcast.net. Should you
need to speak with me by phone, the # is 865-525-6409. Thanks for your help...Kaye L. Davis
My brother David E. Johndreau lives in Citrus Heights, CA, and has given me written permission to sell all.

Written March 2017 on a Thursday (2017-03-23)

Ginny Matthews asked a question

What is your relationship with Principle Funds? Are you a servicing agent for them?, etc.

Written August 2015 on a Wednesday (2015-08-19)

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National Financial Data Services
Missouri financial advisor


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Address

National Financial Data Services
1004 Baltimore Ave
Kansas City, MO 64105

Contact National Financial Data Services to find out about hours of operation / office hours / business hours.

Office hours

Listed business hours are general only. Call (816) 435-1700 to learn about office hours.

Monday: 9:00 AM to 5:00 PM
Tuesday: 9:00 AM to 5:00 PM
Wednesday: 9:00 AM to 5:00 PM
Thursday: 9:00 AM to 5:00 PM
Friday: 9:00 AM to 5:00 PM
Saturday: Closed
Sunday: Closed

Phone

Phone: (816) 435-1700
Fax: No listed fax number.

Email address

No listed email address.

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