Best Financial Advisors in Merriam, KS

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Merriam, KS Fiduciary Financial Advisors

Sunesis Advisors
Location 6750 93rd St, Overland Park, KS 66212, USA
Phone (913) 815-4460
Edward Jones - Financial Advisor: Tim Deves
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6339 Long Ave Suite B, Shawnee, KS 66216, USA
Phone (913) 631-1316
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About Merriam, KS

Merriam, KS is a city located in Johnson County, KS. Some of the landmarks in Merriam include the Shawnee Mission Park, the Johnson County Community College, and the Corporate Woods office park. The top employers in Merriam are Sprint, Garmin, and YRC Worldwide. Major highways and streets in Merriam include I-35 and Shawnee Mission Parkway. The neighborhoods in Merriam include Indian Creek, Prairie Village, and Westwood.

Where Certified Financial Advisors in Merriam, KS Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Merriam, KS residents can benefit from the many services banks provide.Some of these services include providing checking and savings accounts, issuing loans, and cashing checks. In addition, banks offer a variety of other services such as online banking, bill pay, and mobile banking. This allows customers to access their account information and conduct transactions whenever it is most convenient for them.

Insurance Broker

Merriam, KS residents can receive help from insurance brokers when it comes to choosing the right insurance plan. Insurance brokers are licensed professionals who can help you compare different insurance plans and find the one that's right for you. They can also help you file claims and get the most out of your policy.

Retirement Planning

Most people in Merriam, KS don't have a financial advisor to help them with their retirement planning. This can be a huge mistake, especially if you're not sure how to plan for retirement yourself. A good financial advisor can help you figure out how much money you'll need to save each month in order to retire comfortably, and they can also help you invest your money so that it grows over time. If you're nearing retirement age and haven't yet started saving for retirement, it's never too late to get started - a financial advisor can help make the process easier.

Wealth Management

Merriam, KS residents can benefit from wealth management in a number of ways. A good wealth manager can help you make the most of your money by providing sound financial advice and helping to grow your assets over time. They can also help you protect your wealth from any potential setbacks, such as market fluctuations or unexpected expenses. And if you ever need to access your money quickly, a wealth manager can help you do that as well.

Estate Planning Lawyer

Merriam, KS residents who have estate planning lawyers can ensure that their loved ones are taken care of after they die. Estate planning lawyers can help residents create wills and trusts which will dictate what happens to their property after they die. This can be especially helpful for people who have children or other dependents, as it ensures that their loved ones will be taken care of financially even if something happens to them. Merriam, KS residents who are interested in estate planning should consult with a lawyer to learn more about their options.

Mortgage Loan Officer

Mortgage loan officers in Merriam, KS can help residents by providing them with the best options for their home mortgage. They can work with residents to find the best interest rates, and they can also help them to understand all of the different mortgage options that are available. In addition, mortgage loan officers can provide assistance to residents who may be struggling to make their monthly payments.

Tax Services

Residents of Merriam, KS can benefit from the help of a tax accountant. A tax accountant can help residents make sure they are taking advantage of all the deductions and credits to which they are entitled. They can also help residents plan for their future tax liabilities, so that they are not caught by surprise when it comes time to pay their taxes.


FAQs About Personal Financial Advisors in Merriam, KS