Google reviewers rate Cetera Planning Partners five stars based on 135 reviews, highlighting consistent themes of knowledgeable advice, responsive communication, and comprehensive services including investment management, tax planning, and estate planning. Clients frequently mention the firm's use of digital tools for portfolio monitoring, low fee structures, and a collaborative approach that helps clients navigate market volatility. With no owner replies recorded, the feedback exclusively praises the team's professionalism and long-term client retention without noting specific criticisms.
Data from Google, last updated October 25, 2026.
Reviews from Google, shown as published (original wording, unedited).
Been with them for more than 5 years. I was able to retire 2 yrs ago as our investments were able to grow and we are at a very strong point with no debt.
I’ve enjoyed working with this group for decades. They are reliable, professional, knowledgeable experts in everything they do. I highly recommend them for all your financial planning needs from IRAs, stocks, savings and retirement plans, they do it all and more.
Have been working with the TRGP Team for over 10 years and always found them to be honest, focused on my needs and knowledgeable. Their planning and investment strategies respond well to market changes to provide the planned returns to my portfolio. I’m very happy with the quality of their services and their integrity. A “must check out” if you’re looking for financial and retirement planning firms!
Absolutely outstanding professionalism, knowledge and expert guidance regarding my portfolio! 100% satisfaction.
I was introduced to The Retirement Planning Group from an existing client. I have seen my account grow and have used their services for tax planning and estate planning services. I have been very pleased with all their services and my account representative, Taylor Pearson.
It has been such a blessing for my husband and I to work with Paul Dreher, Financial advisor, for the past 3 years. The service & expertise he and his staff provides continues to be just outstanding! Paul is a patient teacher, quick to respond to questions, and continues to educate us each step along the way on this retirement journey. We trust The Retirement Planning Group (TRPG) to share timely information to help us make informed decisions about our finances and feel confident we'll continue to enjoy our lives during these retirement years! Another service offering is CPA/Tax services with TRPG. Working with Elisha and her staff during tax time or just whenever we have tax questions make TRPG a "one-stop shop" for our financial needs. If you're in need of financial services, who will educate you on the process and value you as a customer, please call The Retirement Planning Group of Leawood KS.
Our financial advisor, Bill Parrott, with The Retirement Planning Group is the BEST! He is great at investing money well. He is good at explaining what everything means, and answers our questions in way that it is clear and understanding. Bill has been our advisor for many years. We are so grateful to have Bill with his expertise and knowledge working for us.
Very thorough in evaluating what we have, what we need, and how to achieve our retirement goals. Excellent app that we can access to show our financial position that day, and great annual meeting to update and review our plan.
I have worked with Timothy Watters & Colin Watters for >20 years now. They have always been willing to educate me & provide sage advice, while effectively managing my portfolio. They are exceptional in what they do & I am very grateful for the above average returns they have consistently delivered while helping me navigate the financial storms that have emerged in the last few decades.
I have been using this business for one year now and David Nyman has been awesome the entire time!