The 30 Best Financial goal planning in Merriam, Kansas

8 results found

Edward Jones - Financial Advisor: Sheldon L Rinkes is a reputable financial institution located at 6750 Antioch Road in Merriam, Kansas. As a dedicated financial advisor, Sheldon L Rinkes provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing excellent customer service, Edward Jones - Financial Advisor: Sheldon L Rinkes is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Zebulun Jackson is a reputable financial institution located at 6700 Antioch Road in Merriam, Kansas. As a trusted advisor, Zebulun Jackson provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Zebulun Jackson offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Zebulun Jackson is dedicated to providing tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards financial success.

Farmers Insurance - Keith Smith is a local insurance agency located at 7451 Switzer Road in Merriam, Kansas. As a resident of Johnson County since 1987, Keith Smith takes pride in serving the community as a Farmers® agent. Specializing in home, auto, and life insurance, Keith is also licensed in Financial Services and can assist with college and retirement planning, IRAs, and more. Outside of his role as an agent, Keith is actively involved in the local community through coaching youth and high school basketball teams, as well as coaching abroad through the Rotary Club. Whether you're looking for comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, Keith Smith and his team can help you navigate the complexities of insurance. With over 80 years of experience, Farmers® provides reliable coverage for homes, cars, life, renters, condos, businesses, and recreational vehicles. By bundling policies, you can save money and ensure that your assets are protected.

Mariner Wealth Advisors is a leading finance institution located at 8500 Shawnee Mission Parkway in Merriam, Kansas, United States. With a team of experienced wealth management professionals, Mariner Wealth Advisors provides expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mariner Wealth Advisors offers personalized solutions to meet your individual needs. Trust in Mariner Wealth Advisors to provide you with the guidance and expertise needed to secure your financial future.

Yallaly CPA Firm is a reputable accounting and finance institution located at 6700 Antioch Road in Merriam, Kansas, United States. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting for individuals and businesses. Our firm is dedicated to providing personalized and professional service to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with your accounting and finance needs.

Cumberland & Cumberland is a leading accounting and finance institution located at 10200 West 75th Street in Merriam, Kansas, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Cumberland & Cumberland is dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Jane Nelson, CPA is a reputable accounting and finance institution located at 8115 Shawnee Mission Parkway in Merriam, Kansas, United States. With a team of experienced and skilled professionals, Jane Nelson, CPA offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise and dedication ensure that clients receive top-notch service and guidance. Whether you are looking for help with your personal finances or need assistance with your business accounting, Jane Nelson, CPA is here to help you achieve your financial goals.

Novogradac & Company LLP is a leading accounting and finance institution located at 6700 Antioch Road in Merriam, Kansas. With a strong reputation for providing high-quality services to clients in the United States, Novogradac & Company LLP offers a wide range of financial and accounting services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for tax planning, audit services, or financial consulting, Novogradac & Company LLP is committed to delivering exceptional results.