Bukaty Companies Financial Services Email Format

Financial ServicesKansas, United States51-200 Employees

Bukaty Companies Financial Services is a mid-sized financial services firm based in Overland Park, Kansas, that brings together a team of professionals with diverse experience to serve clients. The company emphasizes a team-based, single-source approach to client service and is aligned with Resources Investment Advisors, an independent SEC-registered adviser, to provide investment advisory services; securities are offered through Triad Advisors, with Bukaty as a separate entity from Triad. The firm's model includes a cooperative network of affiliated advisers supporting proactive wealth management and corporate retirement services.

Its clients include individuals seeking to protect their quality of life through wealth management and organizations requiring retirement services. In 2019, Vincent Morris and the Bukaty practice were recognized as PLANSPONSOR Retirement Plan Adviser Mega Team of the Year.

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