TOP 30 Financial planning for business owners in Wichita, Kansas
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Small Business Development Center
The Small Business Development Center located at 5015 East 29th Street North in Wichita, Kansas, United States is a valuable resource for entrepreneurs and small business owners looking to start or grow their businesses. The center offers a wide range of services including business consulting, training workshops, access to funding resources, and assistance with business planning and strategy. Whether you are just starting out or looking to take your business to the next level, the Small Business Development Center is here to help you succeed.
Darren Pracht - Financial Advisor, Ameriprise Financial Services, LLC
Darren Pracht, a Financial Advisor at Ameriprise Financial Services, LLC, located at 8621 East 21st Street North in Wichita, Kansas, offers a wide range of financial services to help individuals meet their investment and asset management needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Darren Pracht is equipped to provide expert advice on areas such as estate planning, retirement planning, investment strategies, and risk management. Additionally, with specialized certifications in areas such as Behavioral Financial Advisor, Certified Divorce Financial Analyst, and Certified Kingdom Advisor®, Darren Pracht is committed to providing comprehensive and personalized financial solutions to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Darren Pracht can help you navigate the complex world of financial planning with confidence and expertise.
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.
Travis Kvassay - Financial Advisor, Ameriprise Financial Services, LLC
Travis Kvassay is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8621 East 21st Street North in Wichita, Kansas, United States. Travis holds multiple certifications, including the 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 Travis' expertise in financial planning, estate planning, investment management, retirement planning, and more. Travis is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continued education, Travis is dedicated to helping clients achieve their financial goals.
SCORE
SCORE is a finance institution located at 220 West Douglas Avenue in Wichita, Kansas, United States. We are dedicated to helping small business owners and entrepreneurs succeed by providing education, mentoring, and resources. Our chapter is seeking volunteers with diverse backgrounds to serve as business mentors and community advocates. Join our free webinar series to learn the secrets of selling on Amazon and grow your business. Explore franchising as an option for starting your own business. Attend our online webinar on effective non-profit fundraising strategies for small organizations.
Farmers Insurance - John Buselt
Farmers Insurance - John Buselt is a local insurance agency located at 615 East 47th Street South in Wichita, Kansas. John Buselt, the agency owner, has been a resident of Wichita for 30 years and is deeply connected to the community. The agency offers a wide range of insurance products including auto, home, life, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, John and his team can help you find the right insurance plan to fit your needs and budget. They also offer competitive rates and discounts to help you save money. Additionally, they provide insurance options for condos, rental properties, small businesses, and recreational vehicles. If you're looking to secure your financial future, John can help you create a solid financial plan. Contact Farmers Insurance - John Buselt today for all your insurance needs.
Shawn Ferestad - State Farm Insurance Agent
Shawn Ferestad - State Farm Insurance Agent is a premier insurance agency located at 1095 North Greenwich Road in Wichita, Kansas, United States. Our mission is to provide superior quality insurance and financial services that customers recommend to family and friends, employees are proud of, and investors seek for long-term relationships. With over 10 years of combined insurance and team leading experience, Shawn Ferestad became a State Farm Agent in 2018. Our team is dedicated to providing a positive customer experience while designing plans that protect families and help achieve financial goals. We offer a wide range of insurance services including Auto Insurance, Homeowners Insurance, Life Insurance, Financial Services, and Commercial lines of Insurance for small business owners. Our licensed professionals are knowledgeable in State Farm's policies and are here to help you with all your insurance needs. In addition, we offer loans for customers looking to refinance or purchase a home.
Russ Herman - State Farm Insurance Agent
Russ Herman - State Farm Insurance Agent is an insurance agency located at 7829 East Rockhill Street, Wichita, Kansas, United States. Russ has been serving as an insurance agent for the past six years, offering Auto, Home, Business, Life, and Health coverage, as well as Rocket Loans and Banking & Financial Services. With a background in education and a Master's degree in Leadership, Russ is dedicated to helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. His agency is a proud sponsor of the Kansas Humane Society and is committed to providing excellent service to customers in Wichita, KS.
Farmers Insurance - Jeffrey Mitchell
Farmers Insurance - Jeffrey Mitchell is a local insurance agency located at 1115 South Glendale Street in Wichita, Kansas, United States. Jeffrey Mitchell is your dedicated Farmers agent who is committed to helping customers like you find the best insurance coverage for your needs. Whether you are looking for auto, home, renters, business insurance, or more, Jeffrey has the knowledge and experience to guide you through the process and ensure you are well-informed about your options. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable insurance products to protect your most valuable assets. From home insurance to life insurance, Farmers Insurance has you covered in the event of unexpected disasters or accidents. Take advantage of competitive rates and multi-line insurance discounts to save money on your premiums.
Farmers Insurance - William Kirby Smith Agency
The Farmers Insurance - William Kirby Smith Agency is located at 300 West Douglas Avenue in Wichita, Kansas. As a local Farmers® agent, William Kirby Smith helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, William Kirby Smith has the knowledge and experience to help you understand your options. You can get started with an online quote for auto insurance and take advantage of insurance discounts to save money. Farmers® has been providing insurance products for over 80 years, ensuring that your home and possessions are protected in the event of a disaster. Additionally, William Kirby Smith can help you review your life insurance policy to provide financial support for your loved ones. For renters, condo owners, small business owners, and those with recreational vehicles, William Kirby Smith offers customized insurance packages to reduce risk and protect your investments. Contact the Farmers Insurance - William Kirby Smith Agency today to create a solid financial plan and secure your future.
Farmers Insurance - Jose Gutierrez
Farmers Insurance - Jose Gutierrez is a local insurance agency located at 1307 West 31st Street South in Wichita, Kansas. Jose Gutierrez is your dedicated Farmers® agent in Wichita, KS, helping customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jose has the knowledge and experience to help you understand your coverage options. Contact Jose Gutierrez for a personalized insurance quote and to learn about available discounts that can help you save money. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Protect your valuable possessions with a comprehensive home insurance policy, and review your life insurance policy to provide financial support for your loved ones. Renters insurance is also available to protect your personal belongings in case of a disaster. For business owners, Farmers Insurance offers customizable business insurance packages to reduce risk and protect investments. Additionally, Farmers Insurance provides coverage options for motorcycles, boats, ATVs, travel trailers, motorhomes, and personal watercraft. Reach out to Jose Gutierrez for a financial consultation and to discuss building a solid financial plan for a secure future. Farmers Insurance also offers personal umbrella insurance policies for added asset protection. For more information about the specific insurers associated with Farmers Insurance Exchange and financial services offered by Farmers Financial Solutions, contact Jose Gutierrez in Wichita, KS.
CGP Group LLC
CGP Group LLC is a full-service accounting, tax, and business advisory firm located at 740 West 2nd Street North in Wichita, Kansas. Our team specializes in providing comprehensive financial services for growing businesses in complex markets. We understand the importance of focusing on building your business, which is why we offer up-to-date, accurate, and consistent reporting, advising, and planning that you can trust and act on. At CGP Group, we have your back to ensure you avoid missed deadlines, penalties, and non-compliance issues. Our goal is to help business owners worry less about managing their tax and accounting challenges so they can focus on growth. With our expertise and resources, we take the time to understand your business and provide the support needed for success.
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.
Sabala, Harmon & Case CPAs, P.A.
Sabala, Harmon & Case CPAs, P.A. is a top-rated accounting and finance institution located in Wichita, Kansas. With a team of experienced and dedicated professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their office is conveniently located at 7331 West 33rd Street North, making it easily accessible for clients in the area. Whether you are an individual or a business owner, Sabala, Harmon & Case CPAs, P.A. can help you navigate the complexities of accounting and finance to achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 2959 North Rock Road in Wichita, Kansas, United States, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both rising and turbulent markets. The experienced advisors at the branch offer personalized financial strategies based on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, the branch's advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients to understand their financial goals and create strategies to meet their long-term objectives, collaborating with outside professionals such as accountants and tax attorneys.
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