Best Financial Advisors in Merriam, KS

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Merriam, KS Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tim Deves
5 out of 5
Location 6339 Long Ave Suite B, Shawnee, KS 66216, USA
Phone (913) 631-1316
Sunesis Advisors
SEC File# 801-72788
CRD# 159114
Location 6750 93rd St, Overland Park, KS 66212, USA
Phone (913) 815-4460
Financial Advisors in Merriam, KS

Where Certified Financial Advisors in Merriam, KS Serve

Merriam, Kansas is a vibrant community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Merriam Town Center to the sprawling Shawnee Mission Park, there's no shortage of things to see and do in this bustling city. When it comes to top employers, Merriam is home to several major companies, including the world-renowned Garmin International and the fast-growing Shawnee Mission Health. Other top employers in the area include the Johnson County Community College, the City of Merriam, and the Shawnee Mission School District. As for major highways and streets, Merriam is conveniently located near several major thoroughfares, including I-35, I-435, and Shawnee Mission Parkway. These highways provide easy access to nearby cities and attractions, making Merriam a great place to live, work, and play. When it comes to neighborhoods, Merriam has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Merriam, KS can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized budget and financial plan tailored to their specific needs and goals. With the cost of living in Merriam being slightly higher than the national average, a financial advisor can help residents manage their expenses and save for big-ticket items like a down payment on a home or a child's education. Additionally, Merriam is home to a diverse community of small business owners, and a financial advisor can assist them with financial planning, tax strategies, and retirement planning. Overall, a financial advisor can be a valuable resource for residents of Merriam, helping them navigate the complex world of personal finance and achieve their financial goals.

Insurance Broker

Residents of Merriam, KS can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies that fit the unique needs of the residents in Merriam. With its proximity to Kansas City, Merriam residents have access to a wide range of insurance options, but navigating through them can be overwhelming. An insurance broker can help residents find the right policies for their homes, cars, and businesses, ensuring they have the right coverage at a price they can afford. Additionally, with the unpredictable weather in Kansas, an insurance broker can help residents find policies that protect against natural disasters like tornadoes and hailstorms. Overall, an insurance broker can provide peace of mind for Merriam residents, knowing that they are protected against life's uncertainties.

Retirement Planning

Residents of Merriam, KS can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings, especially considering the cost of living in Merriam. With a population of just over 11,000 people, Merriam is a small city that offers a comfortable lifestyle for retirees. However, the cost of living can be higher than in other parts of the state, making it important to have a solid retirement plan in place. A retirement planner can help residents of Merriam by identifying the best investment options, creating a budget, and developing a comprehensive retirement plan that takes into account their unique financial situation and goals. By working with a retirement planner, residents of Merriam can feel confident that they are on the right track towards a comfortable and secure retirement.

Wealth Management

Residents of Merriam, KS could benefit from a wealth manager in several ways. Firstly, a wealth manager could help them create a personalized financial plan that aligns with their goals and objectives. This would help them manage their finances in a more efficient manner and make informed decisions regarding their investments. Additionally, a wealth manager could help residents of Merriam, KS navigate tax laws and regulations, which can be particularly challenging in this area due to the complex tax laws in the state of Kansas. Furthermore, a wealth manager could assist residents in managing their retirement savings and planning for their future, which is especially important given the aging population in Merriam, KS. Overall, a wealth manager can provide invaluable financial guidance to residents of Merriam, KS, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Merriam, KS can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by getting assistance in finding the best mortgage options available in the area. Merriam, KS is a diverse community with a mix of urban and suburban neighborhoods, which means that residents may have different financial needs and goals. A mortgage loan officer can help residents navigate the complexities of the mortgage market and find a loan that suits their unique circumstances. Additionally, a loan officer can provide guidance on the home buying process, including pre-approval, closing costs, and other important considerations. Ultimately, the goal of a mortgage loan officer is to help residents of Merriam, KS achieve their dream of homeownership while ensuring they make informed decisions about their financial future.

Tax Services

Residents of Merriam, KS can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring residents are taking advantage of all available tax deductions and credits. For example, Merriam, KS is home to a number of small businesses and entrepreneurs who may be eligible for tax breaks related to business expenses, home office deductions, and more. A tax advisor can help these individuals navigate the complex tax code and ensure they are maximizing their deductions. Additionally, Merriam, KS has a diverse population with a range of income levels and tax situations. A tax advisor can provide personalized advice and guidance to help each resident understand their unique tax situation and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Merriam, KS can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Merriam residents is by assisting them in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Merriam, where there is a large senior population. An estate planning lawyer can help seniors plan for their future, including setting up trusts, drafting wills, and creating powers of attorney. Additionally, an estate planning lawyer can help families navigate the probate process and ensure that their loved ones' estates are settled fairly and efficiently. With the help of an estate planning lawyer, Merriam residents can have peace of mind knowing that their assets and legacy are protected for future generations.


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