TOP 20 Best Expert financial planners in Wichita, Kansas
25 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
Edward Jones - Financial Advisor: Joe Metzen, CFP®
Edward Jones - Financial Advisor: Joe Metzen, CFP® is a reputable financial institution located at 315 South Maize Road in Wichita, Kansas, United States. Specializing in providing personalized financial planning services, Joe Metzen, a Certified Financial Planner®, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to transparency, integrity, and client satisfaction, this institution prides itself on delivering top-notch financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Edward Jones - Financial Advisor: Joe Metzen, CFP® is dedicated to helping you secure a stable financial future.
Edward Jones - Financial Advisor: Matthew J Chase, AAMS™
Edward Jones - Financial Advisor: Matthew J Chase, AAMS™ is a reputable financial institution located at 12111 Maple Street in Wichita, Kansas, United States. As a certified Accredited Asset Management Specialist, Matthew J Chase is dedicated to providing personalized financial advice and investment strategies to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional service, Edward Jones - Financial Advisor: Matthew J Chase, AAMS™ is a trusted partner for individuals and families seeking expert guidance in managing their finances.
Edward Jones - Financial Advisor: Connor J Aronis, CFP®
Edward Jones - Financial Advisor: Connor J Aronis, CFP® is a reputable financial institution located at 7570 West 21st Street North in Wichita, Kansas, United States. As a Certified Financial Planner, Connor J Aronis provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted name in the finance industry. Whether you are looking to invest, save for retirement, or plan for your children's education, Connor J Aronis and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world.
AmberWay Financial Advisors
AmberWay Financial Advisors is a leading finance institution located at 3500 North Rock Road in Wichita, Kansas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or save for the future, AmberWay Financial Advisors is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and secure a brighter financial future for you and your loved ones.
Edward Jones - Financial Advisor: Luke Willson, CFP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Luke Willson, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 9747 East 21st Street North in Wichita, Kansas, United States. Specializing in finance, Luke Willson, a Certified Financial Planner, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones provides a range of investment options and strategies tailored to each client's unique needs. Trust in Edward Jones and Luke Willson to guide you towards a secure financial future.
Edward Jones - Financial Advisor: Keith J Dater
Edward Jones - Financial Advisor: Keith J Dater is a trusted financial institution located in Wichita, Kansas. With a focus on personalized service and tailored financial solutions, Keith J Dater and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones offers expert advice and guidance to help you make informed decisions. Visit their office at 716 North 119th Street West to start planning for a secure financial future today.
Edward Jones - Financial Advisor: Marty Brisco
At Edward Jones - Financial Advisor: Marty Brisco in Wichita, Kansas, clients can expect personalized financial planning and investment services. Located at 7570 West 21st Street, this institution provides expert guidance to help individuals and families achieve their financial goals. Marty Brisco, a trusted advisor, offers a range of services including retirement planning, wealth management, and education savings plans. With a focus on building long-term relationships, clients can feel confident in their financial future with the support of this experienced team.
Chew & Lee Financial
Chew & Lee Financial is a reputable finance institution located at 2707 West Douglas Avenue in Wichita, Kansas, United States. Our experienced team of financial experts provides a wide range of services including investment management, retirement planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.
Edward Jones - Financial Advisor: Heike Beeson, CFP®|AAMS™|CRPS™
Edward Jones - Financial Advisor: Heike Beeson, CFP®|AAMS™|CRPS™ is a reputable finance institution located at 6019 East Central Avenue, Wichita, Kansas, United States. Heike Beeson, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), provides expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment management, Edward Jones - Financial Advisor: Heike Beeson is dedicated to helping clients build and protect their wealth for a secure financial future.
Edward Jones - Financial Advisor: Scott Nelson, CFP®|AAMS™
Edward Jones - Financial Advisor: Scott Nelson, CFP®|AAMS™ is a reputable financial institution located at 8127 East Central Avenue in Wichita, Kansas, United States. Scott Nelson, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial planning services.
Thomas Dean Mc Millen - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Dean McMillen is a Financial Advisor at Ameriprise Financial Services, LLC located at 10333 East 21st Street North in Wichita, Kansas, United States. Thomas holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Financial Advisor, Thomas is dedicated to providing clients with comprehensive financial planning services tailored to their individual needs and goals. Contact Thomas Dean McMillen for expert financial advice and guidance.
Ameriprise Financial: Andrews Mark
Ameriprise Financial: Andrews Mark is a finance institution located at 10333 East 21st Street North, Wichita, Kansas, United States. The institution offers a range of certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution aims to provide expert advice and guidance to individuals and businesses in managing their finances effectively.
Kimberly Read AAMS , CRPC - Ameriprise Financial Services, Inc.
Kimberly Read AAMS, CRPC at Ameriprise Financial Services, Inc. in Wichita, Kansas, is a finance institution that offers a wide range of services to meet the needs of individuals and businesses. Kimberly Read holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and more. The institution provides comprehensive financial planning services, including investment strategies, insurance products, and wealth transfers for domestic partners. With a focus on ethical practices and continuing education, Kimberly Read AAMS, CRPC is committed to helping clients achieve their financial goals.
Bryce Flaming - UBS Financial Services Inc.
Bryce Flaming - UBS Financial Services Inc. is a finance institution located at 1635 Waterfront in Wichita, Kansas, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to offer comprehensive solutions tailored to each client's unique needs. Trust Bryce Flaming - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.
Timothy P. O'Sullivan
Timothy P. O'Sullivan is a highly respected institution located at 1551 N Waterfront in Wichita, Kansas, United States. Specializing in accounting, finance, and legal services, Mr. O'Sullivan has been recognized by his peers for his expertise in Elder Law and Trusts and Estates. With accolades such as being named the Wichita Elder Law "Lawyer of the Year" in 2011 and 2016, as well as the Wichita Trusts & Estates "Lawyer of the Year" in 2010, Mr. O'Sullivan is a Fellow of the American College of Trust and Estate Counsel. His extensive experience includes speaking at numerous professional seminars and being a member of prestigious organizations such as the National Academy of Elder Law Attorneys and the Wichita Estate Planning Council. With a Martindale-Hubbell Law Directory's highest "AV" rating for lawyers, Timothy P. O'Sullivan is a trusted resource for all your financial and legal needs.
Decker Tax & Accounting LLC
Decker Tax & Accounting LLC is a trusted accounting and finance institution located at 9105 West Central Avenue in Wichita, Kansas, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our personalized approach ensures that each client receives the attention and expertise they need to achieve their financial goals. Whether you are an individual or a business owner, Decker Tax & Accounting LLC is here to help you navigate the complexities of the financial world with confidence and ease. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Northwestern Mutual Life: Fisher Glenn
Northwestern Mutual Life: Fisher Glenn is a reputable finance, health, and insurance agency located at 727 North Waco Avenue in Wichita, Kansas, United States. With a strong focus on providing comprehensive financial planning and insurance services, this institution is dedicated to helping individuals and families achieve their long-term financial goals and secure their future. The experienced team at Northwestern Mutual Life: Fisher Glenn is committed to providing personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust Northwestern Mutual Life: Fisher Glenn to provide expert guidance and support every step of the way.
Myra Renteria, Bankers Life Agent
Myra Renteria, Bankers Life Agent is an insurance agency located at 3020 North Cypress Drive in Wichita, Kansas, United States. As a Bankers Life Agent, Myra Renteria specializes in providing insurance products and services to individuals and families to help protect their financial future. With a focus on personalized service and tailored solutions, Myra Renteria is dedicated to helping clients find the right insurance coverage to meet their needs and goals. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other insurance products, Myra Renteria is committed to providing expert guidance and support every step of the way. Contact Myra Renteria, Bankers Life Agent today to learn more about how she can help you secure your financial future.
Kenneth Lejuerrne
Kenneth Lejuerrne is a reputable finance institution located at 1635 Waterfront in Wichita, Kansas, United States. With a strong commitment to providing top-notch financial services, Kenneth Lejuerrne offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you're looking for investment advice, wealth management, or assistance with financial planning, the experienced professionals at Kenneth Lejuerrne are dedicated to helping you achieve your financial goals. Trustworthy, reliable, and knowledgeable, Kenneth Lejuerrne is your go-to institution for all your financial needs.
Arnold W. Beevers, CFA, CFP
Arnold W. Beevers, CFA, CFP is a reputable financial institution located at 10501 East Berkeley Square Parkway in Wichita, Kansas, United States. Specializing in banking and finance services, our team of professionals is led by Arnold W. Beevers, a Certified Financial Analyst and Certified Financial Planner. With a focus on providing personalized financial solutions and expert advice, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about our comprehensive range of services and how we can assist you in managing your finances effectively.
Russell E. Hall, CFP
Russell E. Hall, CFP is a reputable finance and insurance agency located at 250 West Douglas Avenue in Wichita, Kansas. With a team of skilled professionals led by Certified Financial Planner Russell E. Hall, the institution offers a wide range of financial services, including retirement planning, investment management, and insurance solutions. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Russell E. Hall, CFP is dedicated to providing top-notch financial guidance and support.
Greg Ek - Morgan Stanley
Greg Ek - Morgan Stanley is a leading financial institution located in Wichita, Kansas. Our team of experienced professionals is dedicated to providing expert financial advice and investment services to our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, we are here to help. Visit us at 1617 N Waterfront Pkwy to learn more about how we can assist you in achieving your financial goals.
Cary L Morris - Morgan Stanley
Cary L Morris - Morgan Stanley is a leading finance institution located at 1617 N Waterfront Pkwy in Wichita, Kansas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. With a strong focus on personalized solutions and expert advice, we strive to build long-lasting relationships based on trust and integrity. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
Melvin L. Bird, CPA
Melvin L. Bird, CPA is a reputable accounting and finance institution located at 807 North Main in Wichita, Kansas, United States. With years of experience and expertise in the field, Melvin L. Bird, CPA offers a wide range of services to individuals and businesses seeking financial guidance and support. From tax preparation to financial planning, their team of professionals is dedicated to helping clients achieve their financial goals. Trust Melvin L. Bird, CPA for all your accounting and finance needs.
Tax-prep.com
Tax-prep.com is a leading accounting and finance institution located in Wichita, Kansas. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of tax preparation. Whether you need assistance with filing your personal taxes or require expert advice on financial planning, we are here to help. Visit us at 9415 East Harry Street to experience our top-notch services and ensure your financial success.
Nearby cities:
- Overland Park
- Kansas City
- Olathe
- Lenexa
- Shawnee
- Leawood
- Garden City
- Leavenworth
- Pittsburg
- Liberal
- Prairie Village
- Derby
- Mission
- Atchison
- Fort Scott
- Merriam
- Gardner
- Colby
- Paola
- Bonner Springs
- Goodland
- Ulysses
- Hiawatha
- Scott City
List of local businesses, places and services in Kansas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos