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TOP 30 Fiduciary financial advisor in Kansas
17 results found
Search for local businesses, places and services near you
Invisor Financial
Invisor Financial, located at 225 Main Street in Seneca, Kansas, is a finance institution dedicated to helping people understand and manage their money. They believe that a comprehensive financial plan is essential for achieving long-term financial goals and peace of mind. Invisor specializes in 401(k) plans for small and mid-sized businesses, offering personalized and cost-effective options. Their team of financial planners and advisors are fiduciaries, meaning they always prioritize their clients' best interests. Invisor Financial LLC offers investment advisory services that are not FDIC insured, not guaranteed by the bank, and may lose value. As a registered investment adviser in Kansas and other jurisdictions, Invisor Financial is committed to transparency and putting their clients first.
Kedrec - Financial Advisor & Fiduciary
Kedrec is a trusted financial advisor and fiduciary located in Overland Park, Kansas. Our team of experts is dedicated to providing personalized financial guidance and investment solutions to help you achieve your long-term financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Kedrec is here to help. Visit us at 9393 West 110th Street to start your journey towards financial success.
Mike Dower - RBC Wealth Management Financial Advisor
Mike Dower - RBC Wealth Management Financial Advisor is a trusted financial institution located at 4001 West 114th Street in Leawood, Kansas, United States. With a focus on providing personalized financial advice and wealth management services, Mike Dower and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Mike Dower - RBC Wealth Management Financial Advisor is dedicated to providing expert guidance and support every step of the way.
Lori A Tempel - RBC Wealth Management Financial Advisor
Lori A Tempel - RBC Wealth Management Financial Advisor is a leading financial institution located in Leawood, Kansas. With a focus on providing personalized financial planning and investment services, Lori A Tempel and her team work closely with clients to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lori A Tempel - RBC Wealth Management Financial Advisor offers tailored solutions to meet your needs. With a commitment to excellence and a track record of success, clients can trust in the expertise and professionalism of this esteemed institution.
Fiduciary Investment Trusts
Fiduciary Investment Trusts is a leading finance institution located at 6201 College Boulevard in Overland Park, Kansas, United States. Specializing in fiduciary services, our team of experts provides trustworthy and professional investment management solutions for individuals and businesses. With a commitment to transparency, integrity, and client satisfaction, Fiduciary Investment Trusts is dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about our services and how we can assist you in managing your investments effectively.
Valley View Financial Group Trust
Valley View Financial Group Trust is a trusted institution located at 5901 College Boulevard in Leawood, Kansas. As a financial group, we offer a variety of services including ATM access and financial assistance. Our dedicated team is committed to providing top-notch financial solutions to our clients, ensuring their financial needs are met with professionalism and expertise. Visit us at Valley View Financial Group Trust for all your financial needs.
Leading Edge Financial Planning, LLC
Leading Edge Financial Planning, LLC, located at 515 South Main Street in Wichita, Kansas, is a finance institution dedicated to guiding individuals and businesses in making wise financial decisions at every stage of life. Whether you are planning for your future, navigating through changes, or preparing for retirement, our team of independent, fee-based, and full-fiduciary financial planners is here to help you achieve your goals. We understand that merging finances with a partner can be challenging, so we offer pre-marriage financial planning to ensure a smooth transition. Our flexible and adjustable plans are designed to adapt to life's changes, providing you with peace of mind and financial security.
Merrill Lynch Financial Advisor Dustin Kuhn
Merrill Lynch Financial Advisor Dustin Kuhn, located at 2959 North Rock Road in Wichita, Kansas, is dedicated to helping clients plan for the retirement they've always dreamed of. The team at Merrill works closely with each individual to understand their unique priorities and financial situation, crafting personalized plans to help them pursue their goals while managing investment risk. With a focus on turning goals into reality, the team utilizes their experience and resources to guide clients towards financial success. No two investors are alike, which is why Merrill Lynch Financial Advisor Dustin Kuhn takes a personalized approach to wealth management. By getting to know each client's goals, risk tolerance, and time horizons, the team can tailor a financial strategy with measurable goals and personalized advice. Using research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand clients' investing preferences and customize their approach accordingly.
Merrill Lynch Financial Advisor Gabriel Parham
Merrill Lynch Financial Advisor Gabriel Parham is a prestigious finance institution located at 2959 North Rock Road, Wichita, Kansas, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service, supported by the global resources of Merrill. We prioritize building strong client relationships based on trust and personalized service. Our approach to investing is centered around understanding you as an individual, your family, goals, and priorities. We take the time to get to know you and customize a financial plan that reflects your unique needs. As an investor, you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. Our mission is to help you achieve your financial goals while managing investment risk. We offer personalized investment strategies tailored to your needs and priorities, ensuring that you stay on track regardless of market fluctuations. Let's work together to help you live your best financial life.
John Willson - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Willson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8621 East 21st Street North in Wichita, Kansas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. With a focus on providing comprehensive financial planning services, John is dedicated to helping individuals and small business owners achieve their financial goals. Whether you're looking for retirement strategies, investment opportunities, or insurance products, John Willson is here to guide you through the complexities of financial planning. Contact John Willson today to start building a secure financial future.
Paschang & Associates, LLC.
Paschang & Associates, LLC is a financial planning firm located in Leawood, Kansas. We have a fiduciary responsibility to our clients and specialize in holistic financial planning for individuals, families, and small businesses. Our focus is on helping clients navigate the financial challenges they face in their mid to late career stages and through eldercare. We are dedicated to providing the highest level of financial planning and investment management on a personal level, working with a limited group of clients who share our core values. Our financial tools automatically rebalance as you near retirement, ensuring your investments are aligned with your goals.
CAPTRUST
CAPTRUST is a finance institution located at 4200 West 115th Street in Leawood, Kansas, United States. Our Leawood-based advisors specialize in providing wealth management services to high-net-worth individuals, business owners, and families. We also offer investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. Our services for nonprofit clients include committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or any other financial needs, our advisors are here to assist you.
Market Advisory Group - 95th & Nall KC
Market Advisory Group - 95th & Nall KC is a comprehensive financial institution located at 5267 West 95th Street in Overland Park, Kansas. Specializing in finance, health, insurance, and legal services, we offer a range of services including financial advising, taxes, estate planning, and Medicare assistance. Our team of fiduciary advisors is dedicated to creating personalized retirement plans tailored to your unique needs and goals. With a focus on transparency and client satisfaction, we ensure that your future is secure and well-managed. Contact us today to learn more and take the first step towards a worry-free retirement.
Danda Trouve Investment
Danda Trouve Investment, located at 8201 Mission Road in Prairie Village, Kansas, is a finance institution that offers wealth management services to high-net-worth individuals, business owners, and families. Our Leawood-based advisors also provide investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. At Danda Trouve Investment, we offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, or philanthropic strategies, our experienced financial advisors are here to assist you.
Central Trust Company
Central Trust Company, located at 11900 College Boulevard in Overland Park, Kansas, is a trusted institution providing ATM and finance services. Founded on the principle of always acting in the best interest of their clients, Central Trust Company has grown to manage over $9.5 billion in client assets. They offer fee-only wealth management solutions including investment management, fiduciary services, financial planning, estate planning, and tax planning - all free from conflicts of interest. With a focus on legendary client service and a commitment to Midwest values, Central Trust Company has been serving clients since 1902. Their dedication to finding solutions for their clients sets them apart in the industry. Please note that products and services offered by Central Trust Company are not insured by the FDIC and are subject to investment risks. Insurance products are available through non-affiliated insurance companies.
Market Advisory Group
Market Advisory Group is a comprehensive financial institution located at 110 East Waterman Street in Wichita, Kansas. Our team of advisors specializes in providing a range of services including financial advising, taxes, estate planning, and Medicare services. We understand the importance of securing your future, which is why we offer a holistic approach to retirement planning. Navigating the complexities of retirement can be overwhelming, which is why we have brought together all the essential services under one roof. Our team of fiduciary advisors works with your best interests in mind, creating personalized plans tailored to your unique needs. With a focus on staying up-to-date with the latest rules and regulations, we ensure that your retirement plan is regularly reviewed and updated to help you achieve peace of mind.
CAPTRUST
CAPTRUST is a finance institution located at 1625 Waterfront in Wichita, Kansas, United States. Our Wichita-based advisors offer wealth management services to high-net-worth individuals, business owners, and families. We also provide investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. At CAPTRUST, we offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, or philanthropic strategies, our financial advisors are here to assist you.
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