TOP 30 Wealth management services in Shawnee, Kansas

21 results found

Shawnee Endodontics, located at 5407 Roberts Street in Shawnee, Kansas, is a specialized dental practice focused on the diagnosis and treatment of root canals. Dr. Nelson, a board-certified endodontist, offers a range of services including consultation, non-surgical root canal therapy, retreatment, surgical treatment, and management of dental traumatic injuries. Established in 2010, Shawnee Endodontics is conveniently situated near Johnson Drive and K-7 Highway in western Shawnee. Dr. Nelson, a native of Westwood Hills, Kansas, has a strong educational background, having graduated from Shawnee Mission North High School, the University of Kansas, and the University of Iowa. With nine years of service in the United States Army, including specialized training in endodontics, Dr. Nelson brings a wealth of experience to his private practice. He is dedicated to providing high-quality care to his patients and is committed to ongoing professional development.

Mariner Wealth Advisors is a leading finance institution located at 8500 Shawnee Mission Parkway in Merriam, Kansas, United States. With a team of experienced wealth management professionals, Mariner Wealth Advisors provides expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mariner Wealth Advisors offers personalized solutions to meet your individual needs. Trust in Mariner Wealth Advisors to provide you with the guidance and expertise needed to secure your financial future.

Teal Financial Services is a leading finance institution located at 4330 Shawnee Mission Parkway in Fairway, Kansas, United States. With a focus on providing expert financial advice and personalized solutions, Teal Financial Services offers a wide range of services including wealth management, investment planning, retirement planning, and more. 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 protect your assets, Teal Financial Services is here to provide you with the guidance and support you need.

Falcon Wealth Advisors is a leading financial institution located at 1900 Shawnee Mission Parkway in Mission Woods, Kansas, United States. Our team of experienced advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Falcon Wealth Advisors is dedicated to providing expert guidance and strategic solutions tailored to your individual needs. Trust us to help you navigate the complexities of the financial world and secure your financial future.

Levitt Financial Services is a reputable finance institution located at 21007 West 60th Terrace in Shawnee, Kansas, United States. With a team of experienced professionals, Levitt Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or wealth management, Levitt Financial Services is dedicated to providing personalized solutions tailored to your unique needs. Trust Levitt Financial Services to help you navigate the complexities of the financial world and secure a brighter financial future.

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.

Emerald Bay Capital Management is a finance institution located at 4210 Shawnee Mission Parkway in Fairway, Kansas, United States. With a focus on providing tailored investment solutions and wealth management services, Emerald Bay Capital Management prides itself on offering personalized financial strategies to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound investment strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Emerald Bay Capital Management is here to help you every step of the way.

Modrcin Financial Group is a leading finance institution located at 21628 Midland Drive in Shawnee, Kansas, United States. With a team of experienced professionals, we provide a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Professional Financial Concepts is a leading finance institution located at 6361 Warwick Street in Shawnee, Kansas. Our team of experts specializes in providing comprehensive financial solutions to individuals and businesses. Whether you need assistance with investment planning, retirement planning, or wealth management, our experienced professionals are here to help. With a commitment to excellence and a focus on personalized service, Professional Financial Concepts is dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can assist you in securing your financial future.

Edward Jones - Financial Advisor: Brad Zinn, AAMS™ is a finance institution located at 4400 Shawnee Mission Parkway in Fairway, Kansas, United States. Brad Zinn, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals. With the Accredited Asset Management Specialist™ designation, Brad offers personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or building wealth, Brad Zinn and the team at Edward Jones are committed to providing exceptional service and guidance to help you secure a strong financial future.

Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™ is a reputable financial institution located at 10820 Shawnee Mission Parkway in Shawnee, Kansas, United States. With a team led by Andrew Mitchell, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Chartered Retirement Planning Counselor (CRPC™), clients can expect expert advice and personalized financial planning services. Whether you are looking to build wealth, plan for retirement, or manage your investments, Edward Jones - Financial Advisor: Andrew Mitchell is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Eric R Schmitt is a trusted financial institution located at 10820 Shawnee Mission Parkway in Shawnee, Kansas, United States. Specializing in providing personalized financial planning services, Eric R Schmitt 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, Edward Jones - Financial Advisor: Eric R Schmitt offers a wide range of financial services including investment planning, retirement planning, and wealth management. Contact Eric R Schmitt today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Tim Deves is a trusted financial institution located at 6339 Long Avenue in Shawnee, Kansas, United States. As a finance-focused institution, Tim Deves provides personalized financial advice and guidance to help individuals and families achieve their financial goals. With a commitment to integrity and professionalism, Tim Deves offers a wide range of financial services, including investment planning, retirement planning, and wealth management. Clients can expect personalized attention and tailored financial solutions to help secure their financial future. Visit Edward Jones - Financial Advisor: Tim Deves today to start planning for a better tomorrow.

Edward Jones - Financial Advisor: Brad J Richardson is a leading financial institution located at 4400 Shawnee Mission Parkway in Fairway, Kansas, United States. As a trusted financial advisor, Brad J Richardson offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial futures. Contact Brad J Richardson today to start planning for a secure financial future.

Whetstone Capital Advisors is a leading finance institution located at 2001 Shawnee Mission Parkway in Mission Woods, Kansas, United States. With a reputation for providing expert financial advice and investment management services, Whetstone Capital Advisors is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Whetstone Capital Advisors is committed to delivering exceptional service and results.

EVP Capital Advisors is a leading finance institution located at 1968 Shawnee Mission Parkway in Mission Woods, Kansas, United States. Specializing in providing expert financial advice and services, EVP Capital Advisors is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, EVP Capital Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, EVP Capital Advisors is committed to delivering top-notch financial guidance and support. Contact them today to learn more about how they can help you secure your financial future.

Wells Fargo Advisors is a leading financial institution located at 1900 Shawnee Mission Parkway in Mission Woods, Kansas. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized investment strategies and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or managing your wealth, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Royal Alliance Associates Inc is a finance institution located at 24641 West 61st Terrace, Shawnee, Kansas, United States. With a strong reputation for providing top-notch financial services, Royal Alliance Associates Inc offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to ensure the best possible outcomes for their clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Royal Alliance Associates Inc is committed to helping you make informed decisions and secure a stable financial future.

Edward Jones - Financial Advisor: Eric S Vochatzer is a leading finance institution located at 5361 Roberts Street in Shawnee, Kansas, United States. As a trusted financial advisor, Eric S Vochatzer provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Eric S Vochatzer is dedicated to providing top-notch financial guidance and support to individuals and families in the Shawnee area. Contact them today to start planning for a secure financial future.

American Express Financial is a renowned finance institution located at 11225 College Boulevard in Overland Park, Kansas, United States. With a strong reputation for providing top-notch financial services, American Express Financial offers a wide range of financial products to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or managing your wealth, the experts at American Express Financial are dedicated to providing you with personalized solutions tailored to your specific needs. Trust in American Express Financial for all your financial needs and experience the difference of working with a trusted and reliable institution.

Cool Heat KC LLC is a local, Veteran-owned general contractor located at 501 East Front Street in Bonner Springs, Kansas. Founded in 2019, our reliable HVAC professionals offer personalized heating, cooling, and ventilation solutions for both residential and commercial clients. We prioritize your comfort by installing only the highest-rated systems and equipment available on the market. Whether you need a maintenance check, emergency repair, or new system installation, we strive to exceed your expectations with exceptional service. We stand by our work with labor warranties to match manufacturer parts warranties on new installations. Serving Overland Park, Shawnee, Lenexa, Olathe, Bonner Springs, Edwardsville, Lawrence, Leavenworth, Lee’s Summit, and the Greater Kansas City Metro Area, including various counties in both Kansas and Missouri. Our team includes experienced professionals such as Amy Griffith, Office Manager, Bo Mortensen, Mitsubishi Lead Install & Service, Tracie Rogers, Principal Owner, and Rick Rogers, Operations Manager, who bring a wealth of knowledge and expertise to the company.