Kaleidoscope Financial - Bentonville, Arkansas

Okay, here’s a detailed overview of Kaleidoscope Financial, presented in a formal and helpful tone, suitable for someone seeking information about this firm:

Kaleidoscope Financial: A Comprehensive Overview

Kaleidoscope Financial is a distinguished investment service and insurance broker firm located in Bentonville, Arkansas. They operate with a commitment to providing personalized and comprehensive financial solutions to their clients. The firm’s address is 813 SW Raintree Ln #1, Bentonville, AR 72712, United States, and their phone number is 5017431461. While they maintain a professional online presence, they prioritize direct client engagement through online appointments and convenient on-site services. Accessibility is a key value, as evidenced by their wheelchair-accessible car park and wheelchair-accessible entrance, ensuring inclusivity for all clients.

Firm Background and Specializations

Kaleidoscope Financial distinguishes itself through a dual approach, combining expert investment guidance with robust insurance brokerage services. They cater to a diverse clientele seeking to manage their wealth, protect their assets, and plan for the future. Their specialization in investment services suggests a deep understanding of market trends and a tailored approach to portfolio construction. Furthermore, their insurance brokerage component indicates a strong ability to evaluate and secure appropriate coverage to mitigate financial risks. It's noteworthy that the firm identifies itself as veteran-owned, potentially reflecting a strong work ethic and a dedication to service.

Key Features and Services

• Investment Services: Kaleidoscope Financial assists clients in developing and executing investment strategies aligned with their individual goals and risk tolerance.
• Insurance Brokerage: They provide a wide range of insurance solutions, including life, health, disability, and property insurance, to safeguard clients’ financial well-being.
• Personalized Advice: A core tenet of their approach involves building strong client relationships and offering customized recommendations.
• Flexible Scheduling: The availability of online appointments demonstrates a commitment to accommodating clients’ busy schedules.

Client Feedback and Reputation

Kaleidoscope Financial consistently receives high praise within its client base. Reviews on Google My Business showcase a remarkable average rating of 5/5, highlighting a consistently positive experience. Testimonials frequently emphasize the exceptional service provided by advisors, particularly a Mr. Eric, who is described as a “God Sent” figure. His ability to navigate challenging situations, such as complex metal transactions and annuity purchases, suggests a high level of expertise and a dedication to achieving client objectives. The firm’s responsiveness and commitment to resolving issues are clearly valued by its clientele.

Contact Information & Further Information

For further inquiries or to schedule a consultation, potential clients are encouraged to contact Kaleidoscope Financial directly at the phone number listed above. While a dedicated website is currently unavailable, exploring their Google My Business profile (where 7 reviews are available) can provide valuable insights into client experiences and the firm’s service philosophy. The firm’s location in Bentonville, Arkansas, offers a convenient and accessible service point for clients in the region.

👍 Reviews of Kaleidoscope Financial

Robert S.

5/5

Eric, was God Sent! We had 3-months of He— trying to cash in $500k of metals from AHG. Advice from Eric allowed the transactions to be completed AND annuities purchased with bonus’s that offset the losses. Could not recommend any advisor higher AND we compared many to Eric. World-class advisor!

Keith C.

5/5

We moved over to Eric Coons after decades of successful investing. We found Eric & his offerings, made a great deal of sense. While providing workable & successful options along the way. For years to come.

I am a rather detailed & analytical type person. I am also rather quantitative, with a head for numbers & such. I always have many questions,. What about this and…what about that? What are our options now? What are our options & possibilities later? Could you explain that again, please? I need a better understanding. What have you been seeing in your experience & with the Market?

Eric was in there with us…every step of the way. Continued with patience and support. Realizing I am just very thorough. I need things to make sense. Then, after I am satisfied, I am ready to move forward.

I/we found Eric a most welcomed and satisfying path forward. We continue to be very pleased. Eric is also available to support, suggest, advise, recommend possible best steps forward and so on.

I/we have been at this investing and Portfolio venue a very long time. Eric is a really good fit for us. Thanks!!!

Robert J.

5/5

Eric Coons at Kaleidoscope Financial provided an outstanding experience, guiding me through the diverse world of annuity products with clarity and expertise. His deep knowledge and personalized approach ensured that I found the perfect fit for my retirement needs, leaving me with absolute confidence that my financial future is in the best possible hands.

Randy P.

5/5

It is our pleasure to recommend and acknowledge on this date, 2/27/2020, Eric Coons and Kaleidoscope Insurance Solutions as our #1 Annuity Agent for 2019.

Eric Has worked with Gordon Marketing since 2014 and we have consistently found him to be the consummate professional. He is former military and I'm certain that the experience helped shape him into the top adviser he is today.

Eric has spoken at our annual Life & Annuity Expo and shared his knowledge and expertise with other agents. He is always looking for ways to help people.

We have spent time with Eric away from the business world on several trips and excursions. He is fun and engaging in both environments.

As a family man and respected member of the community, you would be well served to place your business with Eric Coons!

Susan S.

5/5

Eric has been so wonderful to work with. He has always made sure that my money was in the best place to continue to grow. I appreciate all he has done for me!

Darry W.

5/5

Gloria M.

5/5