Best Financial Advisors in Wichita, KS

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List of Firms

Wichita, KS Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Brendan C Lee, AAMS™
5 out of 5
Location 1901 W 13th St N, Wichita, KS 67203, USA
Phone (316) 264-2247
Directions
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Leading Edge Financial Planning, LLC
5 out of 5
Location 515 S Main St Suite 103, Wichita, KS 67202, USA
Phone (316) 768-7526
Directions
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Fortis Advisors
SEC File# 801-80177
CRD# 164498
4 out of 5
Location 8080 E Central Ave # 200, Wichita, KS 67206, USA
Phone (316) 634-2222
Directions
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Edelman Financial Engines
5 out of 5
Location 9747 E 21st St N Suite 123, Wichita, KS 67206, USA
Phone (833) 752-6333
Directions
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Baird Private Wealth Management
Location 8535 E 21st St N Suite 125, Wichita, KS 67206, USA
Phone (800) 925-5999
Directions
Financial Advisors in Wichita, KS

Where Certified Financial Advisors in Wichita, KS Serve

Wichita, KS is a vibrant city in the heart of the Midwest, with a rich history and diverse culture. From the iconic Keeper of the Plains statue to the stunning Art Deco architecture of the Orpheum Theatre, Wichita is filled with landmarks that showcase its unique character. The city is also home to top employers such as Koch Industries, Spirit AeroSystems, and Cargill, which provide a strong economic base for the community. Major highways like I-135 and US-54 make it easy to get around, while streets like Douglas Avenue and Kellogg Drive offer a variety of shopping, dining, and entertainment options. Neighborhoods like Old Town, Riverside, and College Hill each have their own distinct personality, with charming homes, tree-lined streets, and friendly neighbors. Whether you're a lifelong resident or a first-time visitor, Wichita is a city that never fails to inspire and delight.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wichita, KS can greatly benefit from the expertise of a financial advisor. One of the most common ways that a financial advisor can help residents is by assisting them with retirement planning. Wichita, KS has a large population of baby boomers who are nearing retirement age, and a financial advisor can help them navigate the complexities of retirement planning. Additionally, Wichita is home to a diverse range of industries, from aviation to agriculture, and a financial advisor can provide specialized advice for individuals in these fields. Whether it's creating a budget, managing debt, or investing in the stock market, a financial advisor can help residents of Wichita achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Wichita, KS could benefit greatly from the services of an insurance broker. With unpredictable weather patterns in the area, such as hailstorms and tornadoes, it's important for homeowners to have adequate insurance coverage for their property. An insurance broker can help residents navigate the various options available to them and find a policy that fits their specific needs and budget. Additionally, with a growing number of small businesses in Wichita, KS, an insurance broker can assist business owners in finding the right coverage for their company, including liability and worker's compensation insurance. Overall, an insurance broker can provide valuable guidance and expertise to help residents of Wichita, KS protect themselves and their assets from unforeseen events.

Retirement Planning

Residents of Wichita, KS can benefit greatly from the services of a retirement planner. With a population of over 390,000, Wichita is the largest city in Kansas and has a diverse economy with a strong presence in aviation, healthcare, and manufacturing industries. A retirement planner can help residents navigate the complex world of retirement planning and ensure they have a solid financial plan in place for their golden years. This includes assistance with setting financial goals, creating a budget, managing debt, and selecting appropriate investment options. Additionally, a retirement planner can provide guidance on navigating the unique tax laws and regulations of Kansas, ensuring residents are able to maximize their retirement savings and minimize their tax burden. Overall, a retirement planner can provide invaluable assistance to residents of Wichita, helping them achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Wichita, KS can benefit from the expertise of a wealth manager in a variety of ways. With the city's economy largely driven by the aviation industry, a wealth manager can help individuals navigate the unique financial challenges and opportunities that come with this industry. Additionally, Wichita has a growing population of retirees who may need assistance with retirement planning and managing their assets. A wealth manager can provide personalized advice and strategies to help these individuals achieve their financial goals and maintain their quality of life in retirement. Furthermore, with Wichita being a hub for small businesses and entrepreneurship, a wealth manager can help business owners with financial planning, tax strategies, and investment management to support the growth and success of their businesses.

Mortgage Loan Officer

Residents of Wichita, KS can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents find the best mortgage rates and loan options, providing guidance on the home buying process, and helping residents secure pre-approval for a mortgage. One specific advantage for residents of Wichita is that a mortgage loan officer can help them navigate the unique real estate market in the area. Wichita is known for its affordable housing market, but there are still many factors to consider when purchasing a home. A mortgage loan officer can provide valuable insights into the local market and help residents make informed decisions about their home buying journey. Overall, working with a mortgage loan officer can make the home buying process much smoother and less stressful for residents of Wichita, KS.

Tax Services

Residents of Wichita, KS can benefit greatly from the expertise of a tax advisor. With the city's diverse economy, which includes aviation, healthcare, and agriculture industries, residents may have unique tax situations that require specialized knowledge. A tax advisor can help individuals navigate complex tax laws and regulations, ensuring they receive all possible deductions and credits to minimize their tax liability. Additionally, residents who own businesses in Wichita may need assistance with tax planning, payroll management, and compliance with local tax laws. Overall, a tax advisor can provide valuable guidance and support to help residents of Wichita, KS make informed decisions and optimize their financial situation.

Estate Planning Lawyer

Residents of Wichita, KS would greatly benefit from the services of an estate planning lawyer. Specifically, the lawyer can help residents navigate the complex and ever-changing laws surrounding estate planning in Kansas. With the lawyer's guidance, residents can create a comprehensive plan for their assets and ensure that their wishes are carried out after their passing. Additionally, the lawyer can assist with drafting and updating important documents such as wills, trusts, and powers of attorney. For residents of Wichita, KS, having an estate planning lawyer on their side can provide peace of mind and ensure that their loved ones are taken care of in the future.

Wichita, KS Financial Resources

Wichita, KS Chamber of Commerce

https://www.wichitachamber.org/

Wichita, KS City Hall

https://www.wichita.gov/

Wichita, KS Public Library

https://www.wichitalibrary.org/

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