Best Financial Advisors in Miami County, KS

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List of Firms

Miami County, KS Fiduciary Financial Advisors

Raymond James Financial Services
Location 1610 Industrial Rd, Paola, KS 66071, USA
Phone (913) 294-9400
Directions
True Wealth & Company, LLC
3 out of 5
Location 7450 W 130th St Suite 300, Overland Park, KS 66213, USA
Phone (913) 653-8783
Directions
Edward Jones - Financial Advisor: Steve Spangler, AAMS™
5 out of 5
Location 7717 W 151st St, Overland Park, KS 66223, USA
Phone (913) 814-3804
Directions
Edward Jones - Financial Advisor: Eric Alpers
Location 20172 W 153rd St, Olathe, KS 66062, USA
Phone (913) 768-1777
Directions
Customized Accounting Services, LLC
4 out of 5
Location 410 N Silver St, Paola, KS 66071, USA
Phone (913) 294-9093
Directions
Financial Advisors in Miami County, KS

Where Certified Financial Advisors in Miami County, KS Serve

Miami County, KS is a vibrant and dynamic area that's teeming with landmarks, top employers, major highways, and neighborhoods that are sure to impress. From the stunning Miami County Courthouse to the iconic Louisburg Cider Mill, this region is full of fascinating landmarks that are steeped in history and culture. The top employers in the area include companies like Amazon, Suncor Energy, and Johnson County Community College, which offer a wide range of job opportunities for locals. Meanwhile, major highways like US-69 and K-68 run through the county, providing easy access to neighboring cities and towns. And with neighborhoods like Paola, Osawatomie, and Spring Hill, there's no shortage of places to call home in Miami County. So whether you're looking for a place to work, play, or live, Miami County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Miami County, KS can benefit greatly from the advice and guidance of a financial advisor. With a high percentage of the population being employed in agriculture and manufacturing industries, it is important for residents to have a solid financial plan in place to ensure long-term financial stability. A financial advisor can help residents with retirement planning, investment strategies, debt management, and budgeting. Additionally, with the county's growing population and increasing housing costs, a financial advisor can provide valuable insight on the local real estate market and assist with mortgage planning. Overall, a financial advisor can provide the necessary tools and knowledge to help residents of Miami County, KS achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Miami County, KS can benefit greatly from the services of an insurance broker. For example, an insurance broker can help residents find the best insurance coverage for their needs, whether it be for health, auto, or home insurance. One specific aspect that an insurance broker can assist with in Miami County, KS is navigating the unique risks associated with living in a rural area. With a higher likelihood of natural disasters such as tornadoes and flooding, an insurance broker can help residents find the right coverage to protect their homes and property. Additionally, an insurance broker can provide guidance on Medicare and Medicaid options for seniors in the area. Overall, an insurance broker can provide valuable support and expertise to residents of Miami County, KS in navigating the complex world of insurance.

Retirement Planning

Residents of Miami County, KS can benefit greatly from the services of a retirement planner. A retirement planner can help them navigate the complex world of retirement planning and ensure that they are making the most of their retirement savings. One of the most common ways that a retirement planner can help residents of Miami County is by helping them create a retirement budget. With the cost of living in Miami County being slightly higher than the national average, it is important for retirees to have a solid understanding of their expenses and how they can be managed. A retirement planner can help residents create a budget that takes into account their unique financial situation, including their income, expenses, and retirement goals. This can help ensure that they are able to live comfortably in retirement without having to worry about running out of money.

Wealth Management

Residents of Miami County, KS can greatly benefit from the services of a wealth manager. A wealth manager can help them create a financial plan that is tailored to their unique needs and goals. One specific way that a wealth manager can assist residents of Miami County is by helping them navigate the local real estate market. With the county's growing population and limited housing inventory, it can be challenging for residents to find the right home at the right price. A wealth manager can provide guidance on how to invest in real estate, whether it's purchasing a primary residence or a rental property, and help residents make informed decisions that align with their overall financial strategy. Additionally, a wealth manager can help residents plan for their retirement, save for their children's education, and manage their investments to ensure long-term financial success.

Mortgage Loan Officer

Residents of Miami County, KS could greatly benefit from the help of a mortgage loan officer in a variety of ways. For example, with the county's population growing steadily in recent years, many residents may be looking to purchase their first home or upgrade to a larger one. A mortgage loan officer can assist in finding the best loan options for each individual's unique financial situation and provide guidance through the entire home buying process. Additionally, with Miami County being a rural area, many residents may be interested in purchasing land or properties with acreage. A mortgage loan officer can help navigate the complexities of these types of loans and ensure that residents are able to achieve their dreams of owning property in this beautiful area of Kansas.

Tax Services

Residents of Miami County, KS can benefit greatly from the expertise of a tax advisor. With its diverse economy and unique tax laws, Miami County presents many challenges for taxpayers. A tax advisor can help residents navigate the intricacies of the tax code and ensure that they are taking advantage of all available deductions and credits. For example, residents who own farms or agricultural businesses may be eligible for special tax breaks that are not available to other taxpayers. A tax advisor can help these individuals understand their options and make informed decisions about their finances. Additionally, residents who are self-employed or own small businesses may need help with tax planning and compliance. A tax advisor can assist with everything from bookkeeping to payroll to ensure that these individuals are meeting their tax obligations and avoiding penalties. Overall, a tax advisor can be an invaluable resource for residents of Miami County, KS who want to take control of their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Miami County, KS can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help residents of Miami County, KS ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Miami County, KS, where many residents own property and have significant assets. An estate planning lawyer can also help residents of Miami County, KS minimize tax liabilities and avoid probate court, which can be a lengthy and expensive process. Additionally, an estate planning lawyer can help residents of Miami County, KS create a plan for their healthcare and end-of-life decisions, ensuring that their wishes are respected and their loved ones are taken care of. Overall, an estate planning lawyer can provide peace of mind and security for residents of Miami County, KS, helping them to navigate the complexities of estate planning and ensure that their legacy is protected.

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