Tailored investment strategies in Kansas
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Cory Terrell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCory Terrell is a financial advisor at Ameriprise Financial Services, LLC located at 4200 West 115th Street in Leawood, Kansas, United States. He is the recipient of the Ameriprise Ultimate Digital Excellence Award in 2023. Cory offers complimentary initial consultations to discuss your financial goals, whether it be retirement planning, education savings, or major purchases. He provides investment recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track your financial journey. You can access your investments and accounts securely from any device. Cory is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Get in touch with Cory Terrell to start planning for your financial future today.
4200 W 115th St Ste 200, Leawood, KS 66211, United States -
Bryce Cowan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBryce Cowan - Financial Advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to investment strategies, we work closely with you to track your progress and adjust your approach as needed. With access to your accounts and investments from any device, we make it easy for you to stay informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to get started on your path towards financial success.
4200 W 115th St Ste 200, Leawood, KS 66211, United States -
Edward Jones - Financial Advisor: Amy Patton, AAMS™
● ClosedEdward Jones - Financial Advisor: Amy Patton, AAMS™ is a reputable financial institution located at 8900 State Line Road in Leawood, Kansas, United States. Specializing in providing personalized financial advice and guidance, Amy Patton, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and tailored solutions to meet their individual needs. Whether planning for retirement, investing for the future, or managing wealth, Amy Patton, AAMS™ is committed to providing top-notch financial services with a personal touch.
8900 State Line Rd # 349, Leawood, KS 66206, United States -
Merrill Lynch Financial Advisor Wes Brock
● ClosedMerrill Lynch Financial Advisor Wes Brock, located at 3401 College Boulevard, Leawood, Kansas, is part of the BG Wealth Management Group, a team of financial advisors dedicated to helping individuals and families across the United States navigate their complex financial circumstances. The team aims to simplify their clients' financial lives, instill confidence, and provide trusted advice so clients can focus on what matters most to them. The advisors at Merrill Lynch take the time to listen to their clients' unique concerns and goals, using sophisticated tools to project how their wealth may change over time under different market conditions. They work with clients to identify risks and opportunities, develop personalized wealth management strategies, and create detailed action plans to help clients achieve their financial goals.
3401 College Blvd, Leawood, KS 66211, United States -
Merrill Lynch Financial Advisor Michael Mancuso
● ClosedMerrill Lynch Financial Advisor Michael Mancuso, located at 3401 College Boulevard in Leawood, Kansas, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, Michael and his team utilize the Merrill Personal Wealth Analysis™ to create a customized plan centered around your aspirations and priorities. By understanding your unique investment personality and financial situation, they can develop a strategy to help you pursue what matters most to you. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Michael will work with you to create an approach designed to address your financial needs. With regular check-ins and adjustments as needed, the goal is to help you achieve your financial goals while managing investment risk. Let Michael Mancuso and his team at Merrill Lynch Wealth Management help you reach your financial aspirations and live your best financial life.
3401 College Blvd, Leawood, KS 66211, United States -
Sterling Sport Mindset
● ClosedSterling Sport Mindset, located at 6405 Metcalf Avenue in Overland Park, Kansas, is a health institution specifically designed for competitive athletes looking to enhance their mental game. Whether you're already excelling in your sport or feeling overwhelmed by the demands of competition, Sterling Sport Mindset is here to help you reach your goals and enjoy the journey. Our personalized mental game program is tailored to each athlete's unique needs, focusing on building confidence, focus, and intensity to elevate your performance on and off the field. We understand the challenges that come with being a dedicated athlete, from the pressure to perform to the sacrifices of time and energy. That's why our team is dedicated to providing you with the tools and support you need to thrive in your sport while maintaining a balanced life.
6405 Metcalf Ave # 510, Overland Park, KS 66202, United States -
Mid America Tax Planners
● ClosedMid America Tax Planners is a trusted institution located at 6840 West 105th Street in Overland Park, Kansas. Specializing in accounting and finance services, this local government office provides expert tax planning and financial advice to individuals and businesses in the area. With a team of experienced professionals, Mid America Tax Planners is dedicated to helping clients navigate the complexities of tax laws and maximize their financial opportunities. Whether you need assistance with tax preparation, retirement planning, or investment strategies, you can rely on Mid America Tax Planners to provide personalized solutions tailored to your specific needs.
6840 W 105th St #101, Overland Park, KS 66212, United States -
Horizon Capital Advisors
● ClosedHorizon Capital Advisors is a premier financial institution located at 7101 College Boulevard in Overland Park, Kansas, United States. As a leading finance company, we specialize in providing expert financial advice and investment solutions to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Horizon Capital Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
7101 College Blvd Ste 1250, Overland Park, KS 66210, United States -
Teri Salach - Morgan Stanley
● OpenTeri Salach - Morgan Stanley is a finance institution located at 11161 Overbrook Road in Leawood, Kansas, United States. Specializing in wealth management and investment services, our team at Morgan Stanley is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on building long-term relationships and providing top-notch customer service, we strive to deliver comprehensive financial solutions tailored to each individual's unique needs. Contact us today to learn how we can help you secure your financial future.
11161 Overbrook Rd Ste 225, Leawood, KS 66211, United States -
Dan Hutchins, CPA
● ClosedDan Hutchins, CPA is a trusted accounting and finance institution located at 11900 College Boulevard in Overland Park, Kansas, United States. With years of experience and expertise in the field, Dan Hutchins, CPA offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with bookkeeping, payroll, or investment strategies, Dan Hutchins, CPA is the go-to institution for all your accounting and finance needs.
11900 College Blvd #310, Overland Park, KS 66210, United States -
Farm Bureau Financial Services
● ClosedFarm Bureau Financial Services is an insurance agency located at 524 1/2 North Kansas Avenue in Liberal, Kansas. They offer a wide range of insurance products and services to help individuals and families protect their assets and secure their financial future. With a focus on personalized service and tailored solutions, Farm Bureau Financial Services is committed to providing reliable and trustworthy insurance options to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is ready to assist you in finding the right coverage at the right price. Visit their office in Liberal today to learn more about how Farm Bureau Financial Services can help you protect what matters most.
524 1/2 N Kansas Ave, Liberal, KS 67901, United States -
Meridian Gardens Investors
● OpenMeridian Gardens Investors is a prestigious financial institution located at 1325 North Meridian Avenue in Wichita, Kansas, United States. With a strong focus on investment strategies and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or invest in real estate, Meridian Gardens Investors is committed to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how we can help you build a secure financial future.
1325 N Meridian Ave Apt 114, Wichita, KS 67203, United States -
Funk Financial Retirement Services
● OpenFunk Financial Retirement Services is a trusted institution located at 510 West Drive in Friend, Kansas, United States. Our team of experienced financial advisors specializes in helping individuals plan for a secure and comfortable retirement. We offer a range of services including retirement planning, investment management, estate planning, and more. With a focus on personalized guidance and tailored strategies, we are dedicated to helping our clients achieve their financial goals and enjoy a worry-free retirement. Contact us today to schedule a consultation and start planning for your future with Funk Financial Retirement Services.
510 West Dr, Friend, KS 67871, United States -
Northwestern Mutual Life: Fisher Glenn
● OpenNorthwestern Mutual Life: Fisher Glenn is a reputable finance, health, and insurance agency located at 727 North Waco Avenue in Wichita, Kansas, United States. With a strong focus on providing comprehensive financial planning and insurance services, this institution is dedicated to helping individuals and families achieve their long-term financial goals and secure their future. The experienced team at Northwestern Mutual Life: Fisher Glenn is committed to providing personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust Northwestern Mutual Life: Fisher Glenn to provide expert guidance and support every step of the way.
727 N Waco Ave # 380, Wichita, KS 67203, United States -
Curtis Bowersox - Prudential Financial
● OpenCurtis Bowersox - Prudential Financial is a reputable finance and insurance agency located at 8110 East 32nd Street North in Wichita, Kansas. With a strong reputation for providing top-notch financial and insurance services, Curtis Bowersox - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Their team of knowledgeable professionals is committed to delivering personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Curtis Bowersox - Prudential Financial is here to help you navigate the complexities of the financial world and secure your financial future.
8110 E 32nd St N #160, Wichita, KS 67226, United States -
Precision Advising and Consulting
● ClosedPrecision Advising and Consulting is a leading institution in Colby, Kansas, specializing in accounting and finance services. Located at 535 East 5th Street, our team of expert advisors and consultants are dedicated to providing precise and tailored financial guidance to individuals and businesses. Whether you need help with tax planning, investment strategies, or budgeting, our professionals are here to assist you every step of the way. Trust Precision Advising and Consulting to help you achieve your financial goals with accuracy and efficiency.
535 E 5th St, Colby, KS 67701, United States -
The Saunders Group of Raymond James
● OpenThe Saunders Group of Raymond James is a reputable finance institution located at 11551 Ash Street in Leawood, Kansas, United States. With a strong focus on providing comprehensive financial services and investment solutions, the institution is dedicated to helping clients achieve their financial goals. The team of experienced professionals at The Saunders Group of Raymond James offers personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Saunders Group of Raymond James is committed to delivering top-notch service and expertise in the world of finance.
11551 Ash St # 250, Leawood, KS 66211, United States -
Valley View Financial Group Trust
● OpenValley View Financial Group Trust is a trusted institution located at 5901 College Boulevard in Leawood, Kansas. As a financial group, we offer a variety of services including ATM access and financial assistance. Our dedicated team is committed to providing top-notch financial solutions to our clients, ensuring their financial needs are met with professionalism and expertise. Visit us at Valley View Financial Group Trust for all your financial needs.
5901 College Blvd, Leawood, KS 66211, United States -
Wichita Wealth Management, LLC
● OpenWichita Wealth Management, LLC is a leading finance institution located at 889 North Maize Road in Wichita, Kansas. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to each individual's needs. Trust Wichita Wealth Management, LLC to guide you towards a secure financial future.
889 N Maize Rd #109, Wichita, KS 67212, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 2441 North Maize Road in Wichita, Kansas, United States. Specializing in accounting and finance services, Block Advisors offers expert guidance and support for individuals and businesses looking to navigate the complexities of tax preparation and financial planning. With a team of experienced professionals, Block Advisors is dedicated to helping clients achieve their financial goals and maximize their resources. Whether you need assistance with tax filing, retirement planning, or investment strategies, Block Advisors is committed to providing personalized solutions tailored to your specific needs. Visit us today to discover how we can help you secure a stable financial future.
2441 N Maize Rd Ste 103, Wichita, KS 67205, United States -
Waterfront Planning Group - Morgan Stanley
● OpenWaterfront Planning Group - Morgan Stanley is a finance institution located at 1617 N Waterfront Pkwy in Wichita, Kansas, United States. Our team of financial experts at Waterfront Planning Group is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experienced professionals are here to provide you with tailored solutions to meet your needs. Contact us today to schedule a consultation and start planning for a secure financial future.
1617 N Waterfront Pkwy Ste 200, Wichita, KS 67206, United States -
Merrill Lynch Financial Advisor Dustin Kuhn
● ClosedMerrill 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.
2959 N Rock Rd Suite 200, Wichita, KS 67226, United States -
Merrill Lynch Financial Advisor Taylor D Gilmore
● ClosedMerrill Lynch Financial Advisor Taylor D Gilmore is a finance institution located at 2959 North Rock Road, Wichita, Kansas, United States. Taylor D Gilmore focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With experience in managing concentrated stock positions and navigating important transition events like retirement or inheritance, Taylor provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. Taylor can also work with your outside attorneys, accountants, and other professional advisors to help coordinate financial and legacy plans. Supported by the global resources of Merrill, Taylor's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Taylor focuses on understanding your family, goals, and priorities to create a personalized investment strategy tailored to your needs.
2959 N Rock Rd Suite 200, Wichita, KS 67226, United States -
Longview Advisors, LLC
● ClosedLongview Advisors, LLC is a finance institution located in Wichita, Kansas. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to help. Visit us at 3450 North Rock Road to learn more about how Longview Advisors, LLC can assist you in reaching your financial objectives.
3450 N Rock Rd # 201, Wichita, KS 67226, United States -
The Converse Team Financial Services
● ClosedThe Converse Team Financial Services, located at 3500 North Rock Road in Wichita, Kansas, offers independent client-focused guidance and wealth management services to businesses and individuals. Specializing in tax planning strategies and investment vehicles, we strive to simplify complex financial topics to help you achieve your goals. At The Converse Team, we prioritize people and aim to improve quality of life through financial wellness. Our approach involves treating each client with respect, providing tailored solutions, and delivering on our promises. We believe in transparency, simplicity, and helping families and businesses navigate their financial journeys.
3500 N Rock Rd Bldg 200, Wichita, KS 67226, United States -
Baird Private Wealth Management
● ClosedBaird 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.
8535 E 21st St N Suite 125, Wichita, KS 67206, United States -
Merrill Lynch Financial Advisor Charlie B Bennett
● ClosedMerrill Lynch Financial Advisor Charlie B Bennett is a finance institution located at 2959 North Rock Road, Wichita, Kansas, United States. Managing your wealth with a personalized approach that adapts to changing market conditions is their specialty. They offer access to investment insights from Merrill and banking solutions from Bank of America to help you pursue your financial goals. With a focus on community involvement and personalized wealth management strategies, they strive to understand your priorities and create a plan tailored to your unique needs. Whether you're planning for retirement, saving for a home, or funding education, they are dedicated to helping you achieve financial success. By getting to know you and your goals, they can offer customized solutions to help you navigate the complex world of finance. With a commitment to ongoing communication and adjustments to your financial approach, they are here to support you every step of the way. Contact Merrill Lynch Financial Advisor Charlie B Bennett to start working towards your financial goals today.
2959 N Rock Rd Suite 200, Wichita, KS 67226, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
2959 N Rock Rd Suite 200, Wichita, KS 67226, United States -
NORTHWESTERN MUTUAL : Jared C Peters
● OpenNorthwestern Mutual: Jared C Peters is a finance institution located at 10500 East Berkeley Square Parkway in Wichita, Kansas, United States. As a branch of Northwestern Mutual, a leading financial services company, Jared C Peters offers a range of services including financial planning, investment management, and insurance solutions. With a commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual: Jared C Peters provides personalized advice and tailored strategies to meet the unique needs of each individual. Visit their office in Wichita to start planning for a more secure financial future today.
10500 E Berkeley Square Pkwy Suite 240, Wichita, KS 67206, United States -
Edward Jones - Financial Advisor: Preston Johnson, AAMS™
● ClosedEdward Jones - Financial Advisor: Preston Johnson, AAMS™, located at 1005 North Main Street in Garden City, Kansas, is a trusted institution in the world of finance. As a dedicated financial advisor, Preston Johnson is committed to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Edward Jones is a reliable partner for individuals looking to make informed decisions about their investments, retirement planning, and overall financial well-being. Whether you are planning for retirement, saving for your child's education, or simply looking to grow your wealth, Preston Johnson and Edward Jones are here to provide expert guidance and support every step of the way.
1005 N Main St, Garden City, KS 67846, United States
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