TOP 10 Best Individual investor support in Wichita, Kansas
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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.
Tejeda Financial
Tejeda Financial is a trusted finance institution located at 1000 North Tyler Road in Wichita, Kansas. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you need assistance with investments, loans, or financial planning, Tejeda Financial is here to help. Contact us today to learn more about how we can support your financial needs.
Walker Group, Inc
Walker Group, Inc is a reputable finance institution located at 445 North Waco Avenue in Wichita, Kansas, United States. With a strong track record of providing top-notch financial services, Walker Group, Inc is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Walker Group, Inc is committed to providing expert guidance and support every step of the way. Visit them today to learn more about how they can help you secure a stable financial future.
Baird Private Wealth Management
Baird Private Wealth Management is a renowned finance institution located at 8535 East 21st Street North in Wichita, Kansas, United States. With a strong reputation for providing personalized financial services and investment solutions, Baird Private Wealth Management is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers expert guidance and tailored strategies to help clients build and preserve wealth for the future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Baird Private Wealth Management is committed to providing top-notch financial advice and support.
Woodbury Financial Services
Woodbury Financial Services is a leading finance institution located at 201 Oliver in Wichita, Kansas, United States. With a strong reputation for providing personalized financial solutions to individuals and businesses, Woodbury Financial Services offers a wide range of services including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or protect your assets, Woodbury Financial Services is committed to providing top-notch financial advice and support.
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: Kelly S Dandurand
Edward Jones - Financial Advisor: Kelly S Dandurand is a trusted financial institution located at 7829 East Rockhill Street in Wichita, Kansas. As a dedicated finance professional, Kelly S Dandurand offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Kelly S Dandurand is committed to providing expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly S Dandurand is a reliable partner in your financial journey.
Adams Brown - CPAs, Wealth Consultants, Technology Advisors
Adams Brown is a leading institution in Wichita, Kansas, specializing in accounting, finance, wealth consulting, and technology advisory services. Located at 358 North Main, Adams Brown is a trusted partner for individuals and businesses seeking expert financial guidance. Their team of CPAs, wealth consultants, and technology advisors are dedicated to helping clients achieve their financial goals and navigate the complexities of the modern financial landscape. With a commitment to excellence and personalized service, Adams Brown is a valuable resource for those looking to secure their financial future.
Gentry Private Wealth LLC
Gentry Private Wealth LLC is a premier finance institution located at 515 South Main Street in Wichita, Kansas, United States. Specializing in providing asset management services to business owners, affluent individuals, foundations, and endowments, Gentry Private Wealth is dedicated to helping clients achieve financial clarity, confidence, and control. With over 40 years of combined experience, managing partners Jeff Wetta and Dustin Jackson offer personalized and attentive support to an exclusive client base. As a financial concierge, Gentry Private Wealth acts as a liaison between clients and their other professional advisors, ensuring all financial pieces fit together seamlessly. Investment advice is offered through Gentry Private Wealth LLC, making them a trusted partner in securing your financial future.
Securities America Inc
Securities America Inc is a leading financial institution located in Wichita, Kansas. With a commitment to providing top-quality services in the realm of finance, Securities America Inc offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to each client, ensuring that their individual needs are met. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Securities America Inc is here to help. Visit their office at 5846 West 21st Street in Wichita to learn more about how they can assist you with your financial needs.
UMB Private Wealth Management Center
The UMB Private Wealth Management Center in Wichita, Kansas, located at 125 North Market Street, offers a range of financial services including portfolio management, private banking, and trust administration. Our experienced team is dedicated to providing expert customer care and helping clients succeed in their financial journey. We are committed to giving back to the local community through volunteerism, corporate giving, and supporting the local economy. At UMB, you are not just a number - we take the time to understand your goals and values to be a true partner in your financial success. Visit us today to learn more about UMB Private Wealth Management.
Jade McCoy - Morgan Stanley
Jade McCoy - Morgan Stanley is a prestigious finance institution located at 1617 Waterfront in Wichita, Kansas, United States. With a strong reputation for excellence in the financial industry, the institution offers a wide range of services including investment banking, wealth management, and financial advisory. Clients can expect personalized solutions tailored to their unique financial goals and objectives. The team of experienced professionals at Jade McCoy - Morgan Stanley is dedicated to providing top-notch financial guidance and support to help clients achieve their financial aspirations.
Edward Jones
Edward Jones is a renowned financial institution located in Wichita, Kansas, United States. With a strong reputation for providing personalized investment services to individuals and businesses, Edward Jones offers a wide range of financial products and services to help clients achieve their financial goals. From retirement planning to wealth management, Edward Jones is dedicated to providing expert guidance and support to help clients make informed decisions about their finances. With a commitment to integrity and client satisfaction, Edward Jones is a trusted partner in the world of finance.
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.
Edward Jones - Financial Advisor: Stuart Scheer
Edward Jones - Financial Advisor: Stuart Scheer is a reputable finance institution located at 4425 West Zoo Boulevard, Wichita, Kansas, United States. As a dedicated financial advisor, Stuart Scheer provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Stuart Scheer is committed to providing top-notch financial guidance and support to individuals and families in the Wichita area.
Gary Myers, Financial Professional - New York Life
Gary Myers, Financial Professional at New York Life, located at 3450 North Rock Road in Wichita, Kansas, is dedicated to serving professional advisors and individuals in need of expert financial planning. With a team of experienced professionals, including Gary Myers and Daniel Myers, clients can trust in receiving personalized advice and guidance tailored to their specific needs. Whether you are just starting your career or approaching retirement, Gary Myers and his team are equipped to assist you in creating a comprehensive financial plan that will protect your family's wealth and secure your dreams for the future. As licensed insurance agents and investment adviser representatives, they offer a wide range of services to clients in various states, including Colorado, Iowa, Illinois, Kansas, Missouri, Oklahoma, Texas, and Nebraska.
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.
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.
Investment Centers of America
Investment Centers of America is a financial institution located at 3055 North Rock Road in Wichita, Kansas. As an ATM and finance center, we provide a wide range of financial services to help individuals and businesses achieve their investment goals. Our experienced team of professionals is dedicated to providing personalized guidance and support to help our clients make informed financial decisions. Whether you're looking to grow your wealth, plan for retirement, or manage your assets, Investment Centers of America is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.
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
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