Tailored investment strategies in Kansas City, Kansas
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Edward Jones - Financial Advisor: Bradley K Kolowski, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Bradley K Kolowski, CFP®|AAMS™ is a trusted financial institution located at 1601 East Mary Street in Garden City, Kansas. As a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), Bradley K Kolowski provides expert financial advice and personalized investment strategies to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Bradley K Kolowski and his team are dedicated to providing top-notch financial planning services tailored to your individual needs. With a commitment to integrity, professionalism, and client satisfaction, Edward Jones is a name you can trust for all your financial planning needs.
1601 E Mary St Suite 5, Garden City, KS 67846, United States -
Edward Jones - Financial Advisor: Colby W Martin
● ClosedEdward Jones - Financial Advisor: Colby W Martin is a trusted financial institution located at 925 North Kansas Avenue in Liberal, Kansas. As a part of the renowned Edward Jones company, Colby W Martin offers personalized financial advice and services to help individuals achieve their financial goals. With a focus on building long-lasting relationships with clients, Colby W Martin provides tailored investment strategies, retirement planning, and wealth management solutions. Whether you are looking to grow your wealth or plan for the future, Edward Jones - Financial Advisor: Colby W Martin is dedicated to helping you secure a stable financial future.
925 N Kansas Ave, Liberal, KS 67901, United States -
Jarrett Simon - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJarrett Simon, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 917 Pine Avenue, Hoxie, Kansas, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Jarrett provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy evolves with your changing life circumstances. You can conveniently access your accounts and track your progress online from any device. Schedule a complimentary initial consultation to learn more about how Jarrett can assist you in reaching your financial goals. Please note that securities business can only be conducted with residents of states where Jarrett is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Privacy and security are a top priority, and users of the website are bound by the terms outlined in the Ameriprise Financial Website Rules and Regulations. Feel free to refer friends or family members to Jarrett for expert financial guidance.
917 Pine Ave Ste A, Hoxie, KS 67740, United States -
Edward Jones - Financial Advisor: Ryan D Freels
● OpenEdward Jones - Financial Advisor: Ryan D Freels is a reputable finance institution located at 10561 Barkley Street in Overland Park, Kansas, United States. With a focus on personalized financial planning and investment strategies, Ryan D Freels and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is committed to helping you make informed decisions and secure your financial future. Contact Ryan D Freels today to schedule a consultation and start building a customized financial plan tailored to your needs.
10561 Barkley St Suite 120, Overland Park, KS 66212, United States -
Joseph De Largy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph De Largy is a financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, United States. Joseph holds various certifications such as 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 reflect Joseph's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a financial advisor, Joseph is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. Joseph's commitment to ethical practices and continuing education ensures that clients receive expert advice tailored to their specific financial goals and needs. Contact Joseph De Largy at Ameriprise Financial Services, LLC for professional and trustworthy financial guidance.
4200 W 115th St Ste 200, Leawood, KS 66211, United States -
Wealth Masters International Inc
● OpenWealth Masters International Inc is a finance institution located at 2625 South West Street in Wichita, Kansas, United States. This institution specializes in providing wealth management services to individuals and businesses, helping them achieve their financial goals through strategic planning and investment strategies. With a team of experienced financial advisors, Wealth Masters International Inc offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you build a secure financial future.
2625 S West St LOT 701, Wichita, KS 67217, United States -
Bank of America Private Client Advisor Shawn W Lancelot
● OpenBank of America Private Client Advisor Shawn W Lancelot is a prestigious financial institution located at 100 South Broadway in Wichita, Kansas, United States. As a private client advisor, Shawn W Lancelot offers personalized financial services and expertise to high net worth individuals and families. With a focus on building and preserving wealth, Shawn W Lancelot provides tailored investment strategies, retirement planning, estate planning, and more. Clients can expect top-notch service and guidance from a dedicated and experienced advisor who is committed to helping them achieve their financial goals.
100 S Broadway, Wichita, KS 67202, United States -
Adroit Wealth Management LLC
● ClosedAdroit Wealth Management LLC is a finance institution located at 727 North Waco Avenue in Wichita, Kansas, United States. We specialize in providing expert financial planning and investment management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families build and preserve wealth through personalized strategies tailored to each client's unique needs. At Adroit Wealth Management LLC, we are committed to delivering exceptional service and guidance to help our clients navigate the complexities of the financial world with confidence and peace of mind.
727 N Waco Ave # 100, Wichita, KS 67203, United States -
Telzey Michelle Jantzen - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenTelzey Michelle Jantzen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 8118 East Douglas Avenue in Wichita, Kansas. With a focus on providing personalized financial planning and investment advice, Telzey is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Telzey can help create a customized financial strategy tailored to your individual needs. Contact Telzey Michelle Jantzen today to start planning for a more secure financial future.
8118 E Douglas Ave STE 101, Wichita, KS 67206, United States -
Cross Advisory Group
● ClosedCross Advisory Group is a leading finance institution located at 124 South Baltimore Avenue in Derby, Kansas, United States. With a team of experienced financial advisors, they provide expert guidance and strategies to help clients achieve their financial goals. Whether it's investment planning, retirement savings, or wealth management, Cross Advisory Group offers personalized services tailored to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping individuals and businesses navigate the complexities of the financial world with confidence.
124 S Baltimore Ave Ste F, Derby, KS 67037, United States -
Edward Jones - Financial Advisor: Carla Schartz
● OpenEdward Jones - Financial Advisor: Carla Schartz is a reputable finance institution located at 10311 Stonegate Street in Wichita, Kansas. Carla Schartz, a skilled and experienced financial advisor, provides personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Carla can help create a customized financial strategy tailored to your unique needs. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Carla Schartz is dedicated to helping clients secure their financial future.
10311 Stonegate St Suite B, Wichita, KS 67206, United States -
Brett Bell - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrett Bell - Financial Advisor, located at 8118 East Douglas Avenue in Wichita, Kansas, United States, is a finance institution affiliated with Ameriprise Financial Services, LLC. Brett Bell provides personalized investment, asset allocation, and portfolio recommendations tailored to each client's individual goals and risk tolerance. With regular meetings to review progress and adapt strategies as life changes, clients can track their financial goals securely online from any device. Brett Bell's expertise and qualifications can be verified on FINRA's BrokerCheck website, ensuring clients receive professional and trustworthy financial advice. From retirement planning to major purchases, Brett Bell helps clients achieve their financial goals with a focus on long-term success. Schedule a complimentary initial consultation to learn more about how Brett Bell can assist with your financial planning needs.
8118 E Douglas Ave STE 101, Wichita, KS 67206, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a renowned finance and insurance agency located at 250 North Water Street in Wichita, Kansas, United States. With a strong reputation for providing comprehensive financial services and insurance products, Mass Mutual is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring peace of mind and financial security for the future. Whether you are looking for retirement planning, investment management, or insurance coverage, Mass Mutual Financial Group is committed to delivering top-notch service and expertise.
250 N Water St STE 301, Wichita, KS 67202, United States -
Brown Flaming Roulston Wealth Management Group - UBS Financial Services Inc.
● OpenThe Brown Flaming Roulston Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 1635 Waterfront in Wichita, Kansas, United States. With a focus on wealth management, the institution offers a range of services to help clients achieve their financial goals. From investment planning to retirement strategies, the team at Brown Flaming Roulston is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to excellence and a reputation for integrity, the institution is a trusted partner for individuals looking to secure their financial future.
1635 Waterfront # 250, Wichita, KS 67206, United States -
Edward Jones - Financial Advisor: James Sloan
● OpenEdward Jones - Financial Advisor: James Sloan is a renowned financial institution located at 13011 East 21st Street North in Wichita, Kansas, United States. Specializing in providing top-notch financial advisory services, James Sloan and his team are dedicated to helping clients achieve their financial goals and secure their future. With a wealth of experience and expertise in the finance industry, they offer personalized investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: James Sloan is committed to providing you with the guidance and support you need to make informed financial decisions. Contact them today to schedule a consultation and take the first step towards a secure financial future.
13011 E 21st St N #105, Wichita, KS 67230, United States -
FCS Private Wealth Management
● OpenFCS Private Wealth Management is a prestigious finance institution located at 3400 College Boulevard in Leawood, Kansas, United States. With a focus on providing personalized wealth management services, FCS is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, FCS Private Wealth Management is committed to providing tailored solutions to meet your unique needs.
3400 College Blvd # 100, Leawood, KS 66211, United States -
Thomas Michael Higgins, CFP - UBS Financial Services Inc.
● OpenThomas Michael Higgins, CFP - UBS Financial Services Inc. is a finance institution located at 11150 Overbrook Road in Leawood, Kansas, United States. With a focus on providing comprehensive financial planning services, Thomas Michael Higgins, CFP offers personalized investment strategies tailored to meet the individual needs and goals of their clients. With a commitment to excellence and a dedication to helping clients achieve financial success, this institution is a trusted partner in wealth management.
One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, United States -
Hamilton Wealth Management Group - UBS Financial Services Inc.
● OpenHamilton Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in Leawood, Kansas. Specializing in wealth management, they offer a wide range of services to help individuals and families achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning tailored to each client's unique needs. Located at 11150 Overbrook Road, Hamilton Wealth Management Group is dedicated to providing top-notch financial services to clients in the United States and beyond.
One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 1635 Waterfront in Wichita, Kansas, United States. With a strong reputation for providing comprehensive financial services and investment solutions, LPL Financial is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, the experienced professionals at LPL Financial are dedicated to providing personalized and tailored solutions to meet your unique needs. Trust LPL Financial to guide you towards financial success and security.
1635 Waterfront Suite 150, Wichita, KS 67206, United States -
Jay Haffley - Private Client Advisor
● ClosedJay Haffley - Private Client Advisor is a finance institution located at 3055 North Rock Road in Wichita, Kansas, United States. As a private client advisor, Jay Haffley offers personalized financial services to individuals seeking expert guidance in managing their wealth. With a focus on building long-term relationships and providing tailored solutions, clients can expect professional and confidential advice on investment strategies, retirement planning, estate planning, and more. Trust Jay Haffley to help you navigate the complexities of the financial world and achieve your financial goals.
3055 N Rock Rd, Wichita, KS 67226, United States -
Edward Jones - Financial Advisor: Jon M Lewis, CFP®
● ClosedEdward Jones - Financial Advisor: Jon M Lewis, CFP® is a trusted financial institution located at 1214 North Rock Road in Mulvane, Kansas. Specializing in personalized financial planning and investment strategies, Jon M Lewis, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Jon M Lewis and the team at Edward Jones are committed to providing tailored solutions to meet your unique needs. Visit us today to start planning for a brighter tomorrow.
1214 N Rock Rd A, Mulvane, KS 67110, United States -
Evan Wessel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEvan Wessel is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Wichita, Kansas. With a focus on personalized financial planning and investment strategies, Evan helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for growth, Evan Wessel can provide expert guidance and tailored solutions to meet your individual needs. Visit his office at 8621 East 21st Street North to start planning for a brighter financial future today.
8621 E 21st St N Ste 130, Wichita, KS 67206, United States -
Compass Personal Advisors - Ameriprise Financial Services, LLC
● ClosedCompass 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.
10333 E 21st St N Ste 402, Wichita, KS 67206, United States -
Edward Jones - Financial Advisor: Luke Willson, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Luke Willson, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 9747 East 21st Street North in Wichita, Kansas, United States. Specializing in finance, Luke Willson, a Certified Financial Planner, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones provides a range of investment options and strategies tailored to each client's unique needs. Trust in Edward Jones and Luke Willson to guide you towards a secure financial future.
9747 E 21st St N Suite 127, Wichita, KS 67206, United States -
Thomas Dean Mc Millen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Dean McMillen is a Financial Advisor at Ameriprise Financial Services, LLC located at 10333 East 21st Street North in Wichita, Kansas, United States. Thomas holds multiple certifications including 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 Thomas's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Financial Advisor, Thomas is dedicated to providing clients with comprehensive financial planning services tailored to their individual needs and goals. Contact Thomas Dean McMillen for expert financial advice and guidance.
10333 E 21st St N Ste 402, Wichita, KS 67206, United States -
Merrill Lynch Financial Advisor Gabriel Parham
● ClosedMerrill 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.
2959 N Rock Rd Suite 200, Wichita, KS 67226, United States -
Amy Beery - Registered Practice Associate, Ameriprise Financial Services, LLC
● OpenAmy Beery is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 4200 West 115th Street, Leawood, Kansas, United States. She offers personalized financial services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Amy provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access, you can track your investments and goals from any device. Schedule a complimentary initial consultation to learn more about how Amy can help you reach your financial goals. Please note that securities business is conducted only with residents of states where the advisor is properly registered. Ameriprise Financial cannot guarantee future financial results. Member FINRA and SIPC.
4200 W 115th St Ste 200, Leawood, KS 66211, United States -
Dustin Lentz - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDustin Lentz - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 8621 East 21st Street North, Wichita, Kansas, United States. As a trusted advisor, Dustin Lentz offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on wealth management, retirement planning, and investment strategies, Dustin Lentz provides expert guidance and tailored solutions to meet the unique needs of each individual client. With a commitment to excellence and a dedication to client satisfaction, Dustin Lentz - Private Wealth Advisor, Ameriprise Financial Services, LLC is a premier choice for those seeking comprehensive financial planning services.
8621 E 21st St N Ste 130, Wichita, KS 67206, United States -
Bryce Flaming - UBS Financial Services Inc.
● OpenBryce Flaming - UBS Financial Services Inc. is a finance institution located at 1635 Waterfront in Wichita, Kansas, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to offer comprehensive solutions tailored to each client's unique needs. Trust Bryce Flaming - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.
1635 Waterfront # 250, Wichita, KS 67206, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2561 South Seneca Street in Wichita, Kansas, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their financial potential. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to delivering personalized solutions tailored to your specific needs.
2561 S Seneca St #30, Wichita, KS 67217, United States
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