The 30 Best Financial planning for education in Kansas
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Compass Personal Advisors - Ameriprise Financial Services, LLC
Compass Personal Advisors - Ameriprise Financial Services, LLC is a finance institution located at 10333 East 21st Street North, Wichita, Kansas, United States. Led by Kimberly Read, Forbes Best-In-State Women Wealth Advisors in 2023, we offer personalized financial advice tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve financial success. We prioritize what matters most to you, whether it's planning for retirement, saving for education, or making a major purchase. With regular meetings and progress tracking, we ensure that your financial plan evolves with your life changes. Access your accounts and investments anytime, anywhere, and stay on track towards your goals with our digital tools. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Please note that Ameriprise financial advisors are registered to do business only in certain U.S. states. Visit our website for more information on our services and disclosures.
Merrill Lynch Financial Advisor Julie Staehr
Merrill Lynch Financial Advisor Julie Staehr, located at 2959 North Rock Road, Wichita, Kansas, United States, is dedicated to helping clients plan for the retirement they’ve always envisioned. The team at Merrill works closely with each individual to understand their unique priorities and financial situation, in order to create a personalized plan to help them pursue their financial goals while managing investment risk. With a focus on understanding each client's goals, risk tolerance, and priorities, the team at Merrill uses their experience and resources to guide clients towards their desired outcomes. The institution believes in a personalized approach to wealth management, recognizing that no two investors are alike. By working closely with clients to understand their goals, values, and investment preferences, the team at Merrill helps create a financial strategy with measurable goals and personalized advice. Through tools like the Investment Personality Assessment, the team gains a deeper understanding of each client's investing preferences to customize their financial approach accordingly.
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.
Merrill Lynch Financial Advisor Cindy Laub
Merrill Lynch Financial Advisor Cindy Laub, located at 2959 North Rock Road, Wichita, Kansas, United States, is dedicated to helping clients plan for the retirement they've always envisioned. The team at Merrill works closely with clients to understand their unique priorities and financial goals. By taking the time to listen and understand each client's individual needs, the team can design and implement a personalized financial plan to help manage investment risk and pursue long-term financial goals. With a focus on personalized advice and measurable goals, the team at Merrill helps clients track their progress and adjust their investment strategy as needed. By utilizing tools such as the Investment Personality Assessment, the team gains a deeper understanding of each client's investing preferences and can customize financial approaches accordingly.
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.
Kate Hagman - Financial Advisor, Ameriprise Financial Services, LLC
Kate Hagman is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 8415 East 21st Street North in Wichita, Kansas. With years of experience in the finance industry, Kate is committed to helping her clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Kate Hagman can provide personalized advice and guidance to help you make informed decisions. Contact Kate Hagman today to schedule a consultation and take the first step towards financial security.
Ameriprise Financial Services, Inc.
Ameriprise Financial Services, Inc. is a reputable finance institution located at 10333 East 21st Street North in Wichita, Kansas, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and insurance products. With a team of experienced financial advisors, Ameriprise is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ameriprise Financial Services, Inc. can provide personalized solutions to meet your needs.
Edward Jones - Financial Advisor: James F Nelson
Edward Jones - Financial Advisor: James F Nelson is a reputable finance institution located at 1095 North Greenwich Road in Wichita, Kansas, United States. As a trusted financial advisor, James F Nelson provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your child's education, or plan for the future, James F Nelson is dedicated to providing expert advice and guidance every step of the way. With a commitment to excellence and a focus on client satisfaction, Edward Jones - Financial Advisor: James F Nelson is a top choice for individuals seeking sound financial advice.
Income For Life
Income For Life is a finance institution located at 3310 Southwest Harrison Street, Topeka, Kansas, United States. We understand that retiring is easy, but staying retired can be difficult. As you approach 50 years old, it's important to start thinking about how you can sustain your lifestyle throughout your retirement years. Our team of experienced advisors, who have been hand-selected for their expertise and ongoing education efforts, are here to help you with your retirement income planning needs. We have partnered with top advisory firms across the nation to provide you with the best experience possible. Whether you need assistance with retirement strategies, social security planning, life insurance planning, or Medicare supplements planning, our team is here to help. We offer a variety of annuity products, including immediate annuities, fixed annuities, and fixed index annuities to help you create a retirement paycheck that you can rely on. Contact us today to learn more about how we can help you stay retired and enjoy your golden years with peace of mind.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 8500 West 110th Street in Overland Park, Kansas, is an insurance agency dedicated to helping individuals and businesses plan for their financial future. With a range of products and personalized guidance, we aim to provide solutions tailored to your specific needs. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances at any life stage. Our commitment to quality products and services means we can assist you with all your life insurance and financial needs. Backed by a comprehensive rewards package and training opportunities, Western & Southern Life is dedicated to your personal success. Remember to consult legal and tax advisors for specific advice, as we do not provide these services. We are here to support you every step of the way, so let us help you achieve your financial goals.
Tax Pro's
Tax Pro's is a reputable accounting and finance institution located at 444-c North Oliver Avenue in Kechi, Kansas, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses alike. Whether you need help with filing your taxes, managing your finances, or planning for the future, Tax Pro's is here to help. With our personalized approach and attention to detail, you can trust us to handle all of your financial needs with precision and expertise. Visit us today to see how we can assist you in achieving your 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.
SEK Smiles- Pediatric Dentistry
SEK Smiles - Pediatric Dentistry is a specialized dental institution located at 3011 North Michigan Street in Pittsburg, Kansas. Our dedicated team of pediatric dentists is committed to providing high-quality and comprehensive dental care for children of all ages, from infants to teens. We strive to create a safe and nurturing environment for our young patients, ensuring that they receive the best possible care. Our pediatric dentists have undergone two to three years of specialty training specifically focused on treating children, giving them a unique understanding of pediatric dental needs. We offer a wide range of services, from cleanings and fluoride treatments to fillings and extractions, all aimed at promoting good oral health and preventing cavities.
Credit World Services Inc
Credit World Services, Inc, located at 6000 Martway Street in Mission, Kansas, is a finance institution specializing in debt collection services. Since 1978, we have been providing quality collection services for Higher Education, Medical, Commercial, and Utility organizations. Our experienced team is dedicated to helping our clients recover outstanding debts while maintaining professionalism and ethics in our interactions with consumers. We offer personalized collection plans to meet the specific needs of each client. Contact us today to learn more about our services. Operating hours are Thursday from 8:00 AM to 5:00 PM CST and Friday from 8:00 AM to 4:00 PM CST.
Pension Resource Institute
Pension Resource Institute is a leading institution based in Overland Park, Kansas, United States. Our mission is to provide comprehensive resources and education for individuals and organizations seeking to navigate the complex world of pensions. Located at 11791 West 112th Street, our team of experts offers guidance on retirement planning, investment strategies, and compliance with pension regulations. Whether you are a retiree looking to maximize your pension benefits or an employer managing a pension plan for your employees, Pension Resource Institute is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Modern Woodmen of America
Modern Woodmen of America, located at 104 South Ozark Street in Girard, Kansas, is an insurance agency that has been bringing people together and supporting families since 1883. As a financial representative, you can make a positive impact for your family and community by accessing their high-quality financial products and helpful resources. Modern Woodmen is dedicated to helping you meet your current needs, achieve your future dreams, and plan for all stages of life. By joining Modern Woodmen, you become a member of an organization that values relationships over sales and supports causes important to you. Trust their dedicated representatives to help you make the right financial decisions and explore how shared values can work for you. Whether you are a small business owner, a widow, a retiree, or a parent preparing for your child's education, Modern Woodmen is there to support you every step of the way.
F4 Wealth Advisors
F4 Wealth Advisors is an independent wealth management and investment consulting firm located at 821 Main Street, Sabetha, Kansas, United States. Our team of financial professionals understands the challenges that wealth can bring, and we provide thoughtful planning, investment advice, and education customized to each individual, family, or institution. We believe in keeping our heads while those around us lose theirs, and we strive to navigate our clients through even the most challenging market cycles. Our four-step process helps identify, measure, minimize, and monitor investment risk levels based on your parameters and objectives.
Harvest Wealth Advisors
Harvest Wealth Advisors is a financial institution located at 4014 141st Street in Basehor, Kansas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. At Harvest Wealth Advisors, your financial success is our top priority. Contact us today to schedule a consultation and start building a brighter financial future.
Moneta Group | Kansas City Investment Advisors
Moneta Group | Kansas City Investment Advisors is a leading finance and insurance agency located at 1900 Shawnee Mission Parkway in Mission Woods, Kansas. Our team of experienced professionals is dedicated to providing personalized investment advice and financial planning services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to help. Trust Moneta Group | Kansas City Investment Advisors to provide you with expert guidance and support on your financial journey.
Canvas Wealth Advisors
Canvas Wealth Advisors is a leading finance institution located at 6136 Nieman Road in Shawnee, Kansas, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Canvas Wealth Advisors, we believe in building strong relationships with our clients based on trust, transparency, and a commitment to their financial success. Contact us today to schedule a consultation and start planning for a brighter financial future.
Caliber Wealth Management
Caliber Wealth Management is a finance institution located at 6201 College Boulevard in Overland Park, Kansas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Caliber Wealth Management to provide you with the tools and resources you need to secure your financial future.
FAS Wealth Partners
FAS Wealth Partners is a leading finance institution located at 4747 West 135th Street in Leawood, Kansas. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, FAS Wealth Partners is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Edward Jones
Edward Jones is a renowned financial institution located in Olathe, Kansas, United States. With a strong reputation for providing personalized financial services, Edward Jones offers a wide range of investment options and financial planning solutions to help individuals achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Edward Jones can provide expert advice and guidance every step of the way. With a commitment to excellence and a focus on building long-term relationships with clients, Edward Jones is a trusted partner in financial planning.
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.
Mitchell Capital Management
Mitchell Capital Management is a finance institution located at 11460 Tomahawk Creek Parkway in Leawood, Kansas. They specialize in providing investment management services to individuals and businesses looking to grow and protect their wealth. With a team of experienced financial advisors, Mitchell Capital Management offers personalized strategies tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, saving for education, or building a diversified portfolio, they are dedicated to helping you achieve financial success. Contact Mitchell Capital Management today to schedule a consultation and start planning for a secure financial future.
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.
Maciel Wealth Management
Maciel Wealth Management is a premier financial institution located at 11863 West 112th Street in Overland Park, Kansas. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Maciel Wealth Management offers tailored solutions to meet your unique needs. Trust us to provide expert guidance and customized financial strategies to help you navigate the complexities of the financial world and make informed decisions. Visit us today and let us help you build and protect your wealth.
Bhakta Wealth Management
Bhakta Wealth Management is a trusted financial institution located at 22115 West 83rd Street in Shawnee, Kansas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how Bhakta Wealth Management can help you secure a brighter financial future.
Family Investment Center
The Family Investment Center is a finance institution located at 11253 Strang Line Road in Lenexa, Kansas, United States. Our dedicated team of financial experts is committed to helping families achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, we provide personalized investment strategies tailored to your unique needs. Trust the Family Investment Center to guide you on the path to financial success and stability.
Aspen Wealth Management
Aspen Wealth Management is a premier financial institution located at 9300 West 110th Street in Overland Park, Kansas, United States. Our experienced team of financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Aspen Wealth Management is here to provide expert guidance and support. Trust us to help you navigate the complexities of the financial world and secure your financial future.
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