Best Financial Advisors in Mission Woods, KS

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List of Firms

Mission Woods, KS Fiduciary Financial Advisors

SEC File# 801-114829
CRD# 173280
Location 6201 College Blvd Ste 650, Leawood, KS 66211, USA
Phone (913) 303-3920
Directions
Kansas City Private Wealth Management
5 out of 5
Location 3 W 63rd St #120, Kansas City, MO 64113, USA
Phone (816) 214-8344
Directions
Merrill Lynch Wealth Management Advisor Jared Gudenkauf
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9777
Directions
Edward Jones - Financial Advisor: Lance K Burnside
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10820 Shawnee Mission Pkwy Suite 204, Shawnee, KS 66203, USA
Phone (913) 350-2380
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Mark D Zastrow, AAMS®
SEC File# 801-3297
CRD# 250
Location 4900 Main St Suite 320, Kansas City, MO 64112, USA
Phone (816) 756-5675
Time Monday: 7:00 AM – 5:00 PM Tuesday: 7:00 AM – 5:00 PM Wednesday: 7:00 AM – 5:00 PM Thursday: 7:00 AM – 5:00 PM Friday: 7:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Bill Hudson
Location 6241 Brookside Plaza, Kansas City, MO 64113, USA
Phone (816) 941-3500
Directions
Comprehensive Accounting Wealth Management LLC
Location 1900 W 47th Pl, Westwood, KS 66205, USA
Phone (913) 320-5311
Directions
Merrill Lynch Wealth Management Advisor Natalie Kirk Welch
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9756
Directions
CommunityAmerica Financial Advisor - Ashley Dickson
SEC File# 801-89168
CRD# 168203
4 out of 5
Location 5041 Main St, Kansas City, MO 64112, USA
Phone (913) 905-3617
Directions
Edward Jones - Financial Advisor: Laura A Hudson, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6241 Brookside Plaza, Kansas City, MO 64113, USA
Phone (816) 333-4318
Directions
Edward Jones - Financial Advisor: Casey Clark
SEC File# 801-3297
CRD# 250
Location 1900 W 47th Pl Suite 325, Westwood, KS 66205, USA
Phone (913) 362-0263
Directions
Edward Jones - Financial Advisor: Eric R Schmitt
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6405 Metcalf Ave Suite 323, Overland Park, KS 66202, USA
Phone (913) 291-1992
Directions
Country Club Bank
4 out of 5
Location 2001 Shawnee Mission Pkwy Suite 100, Mission Woods, KS 66205, USA
Phone (816) 751-9380
Directions
Brad Welch - Morgan Stanley
Location 4520 Main St. 8th Fl, Kansas City, MO 64111, USA
Phone (816) 932-7643
Directions
Edward Jones - Financial Advisor: Greta A O'Very
Location 800 W 47th St Suite 711, Kansas City, MO 64112, USA
Phone (816) 753-7277
Directions
Mader & Shannon Wealth Management
5 out of 5
Location 4717 Grand Ave #800, Kansas City, MO 64112, USA
Phone (816) 751-0585
Directions
Heritage First
Location 800 W 47th St #709, Kansas City, MO 64112, USA
Phone (816) 931-0375
Directions
Casey H Dreher
Location 4726 Rainbow Blvd, Westwood, KS 66205, USA
Phone (913) 362-5033
Directions
Merrill Lynch Wealth Management Advisor Donald Porterfield
Location 4801 Main St Suite 600, Kansas City, MO 64112, USA
Phone (816) 932-9767
Directions
Sentinel Wealth Advisors LLC
Location 1901 W 47th Pl #103, Mission, KS 66205, USA
Phone (913) 647-1340
Directions
Financial Resources
Location 5920 Nall Ave, Mission, KS 66202, USA
Phone (816) 965-8600
Directions
Financial Designs Inc
Location 11827 W 112th St #250, Shawnee Mission, KS 66210, USA
Phone (913) 451-8191
Directions
Edward Jones - Financial Advisor: Marc D Beelman, CFA®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4200 Somerset Dr Suite 160, Prairie Village, KS 66208, USA
Phone (913) 642-7147
Directions
Capital Management Inc
Location 6811 Shawnee Mission Pkwy, Mission, KS 66202, USA
Phone (913) 262-5806
Directions
Merrill Lynch Private Wealth Advisor Michael A Lowry
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9963
Directions
Bowood Capital Advisors
Location 2001 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 953-8330
Directions
Edward Jones - Financial Advisor: Julia Bartak, CFP®
Location 5820 Lamar Ave Suite 110, Mission, KS 66202, USA
Phone (913) 236-4433
Directions
Merrill Lynch Wealth Management Advisor Richard J Goede
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9744
Directions
Edward Jones - Financial Advisor: Shawn D Creger, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7301 Mission Rd Bldg B Ste 250, Prairie Village, KS 66208, USA
Phone (913) 384-2406
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 6901 Shawnee Mission Pkwy Ste 115, Overland Park, KS 66202, USA
Phone (913) 236-0436
Directions
Westwood Capital Management
Location 1900 W 47th Pl, Mission, KS 66205, USA
Phone (913) 362-7771
Directions
Edward Jones - Financial Advisor: Jeffrey Shore, CFP®
SEC File# 801-3297
CRD# 250
Location 6299 Nall Ave Suite 205, Mission, KS 66202, USA
Phone (913) 722-0743
Directions
Sean Lenz
Location 1900 Shawnee Mission Pkwy #210, Mission Woods, KS 66205, USA
Phone (913) 267-7167
Directions
The Douthat Group - UBS Financial Services Inc.
Location 4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, USA
Phone (816) 932-9538
Directions
Merrill Lynch Wealth Management Advisor Darin Shank
5 out of 5
Location 3401 College Blvd, Leawood, KS 66211, USA
Phone (913) 906-5301
Directions
Edward Jones - Financial Advisor: Sarah Hudson
SEC File# 801-3297
CRD# 250
Location 6241 Brookside Plaza, Kansas City, MO 64113, USA
Phone (816) 941-3500
Directions
Edward Jones - Financial Advisor: Steve Anderson, AAMS®
SEC File# 801-3297
CRD# 250
Location 5800 Foxridge Dr Suite 410, Mission, KS 66202, USA
Phone (913) 831-9270
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Plaza Wealth Management - UBS Financial Services Inc.
Location 4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, USA
Phone (816) 360-2250
Directions
CFW Capital Management Inc
Location 15 Le Mans Ct, Prairie Village, KS 66208, USA
Phone (913) 432-5600
Directions
Justin McCandless - Morgan Stanley
Location 4520 Main St. 8th Fl, Kansas City, MO 64111, USA
Phone (816) 932-7805
Directions
Edward Jones - Financial Advisor: Andre Kulikov
SEC File# 801-3297
CRD# 250
Location 8014 State Line Rd Suite 202, Leawood, KS 66208, USA
Phone (913) 341-2343
Directions
Great Range Capital
Location 1968 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 378-0851
Directions
Michael Zanders - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4200 W 115th St Ste 200, Leawood, KS 66211, USA
Phone (913) 905-1169
Directions
Financial Advisors in Mission Woods, KS

Where Certified Financial Advisors in Mission Woods, KS Serve

Mission Woods, KS is a quaint and picturesque city located in Johnson County, Kansas. It is home to several notable landmarks, including the Shawnee Indian Mission, which was established in the early 19th century and served as a school for Native American children. Additionally, the city boasts beautiful parks and green spaces, such as Mission Woods Park, which features walking trails and picnic areas. In terms of employment, Mission Woods is a hub for healthcare and education, with top employers including the University of Kansas Medical Center and Shawnee Mission School District. The city is also conveniently located near major highways, including I-35 and I-435, providing easy access to nearby cities like Kansas City and Overland Park. Mission Woods is divided into several distinct neighborhoods, each with its own unique charm and character. These neighborhoods include Mission Woods Estates, which features large, luxurious homes, and Mission Woods Village, which is known for its quaint streets and charming architecture.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mission Woods, KS can benefit greatly from the guidance of a financial advisor. With the median household income in Mission Woods being significantly higher than the national average, many residents may be looking for ways to invest their money wisely. A financial advisor can help residents determine the best investment strategies based on their specific financial goals and risk tolerance. Additionally, with the cost of living in Mission Woods being higher than the national average, a financial advisor can provide guidance on budgeting and saving for future expenses such as college tuition or retirement. Overall, a financial advisor can provide valuable insight and support to help Mission Woods residents make informed financial decisions and achieve their long-term financial goals.

Insurance Broker

Residents of Mission Woods, KS can benefit greatly from the services of an insurance broker. With the unpredictability of life, it's important to make sure that you and your family are protected in case of an emergency. An insurance broker can help you find the best policies for your unique needs, whether it be home, auto, or life insurance. In particular, Mission Woods is a small, affluent community with many high-value homes. An insurance broker can help residents navigate the complexities of insuring these properties, ensuring that they are adequately protected in case of damage or loss. Additionally, an insurance broker can help residents find policies that cover natural disasters such as tornadoes, which are common in the area. By working with an insurance broker, residents of Mission Woods can have peace of mind knowing that they are fully covered in case of any unforeseen events.

Retirement Planning

Residents of Mission Woods, KS can greatly benefit from the services of a retirement planner. A retirement planner can help residents of Mission Woods, KS create a customized retirement plan that takes into account their unique financial situation and goals. This can include creating a budget, identifying sources of retirement income, and developing an investment strategy. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits and navigate the complex world of Medicare. With the median age of Mission Woods, KS residents being 48 years old, retirement planning is becoming increasingly important. A retirement planner can help residents of Mission Woods, KS ensure that they have a secure and comfortable retirement.

Wealth Management

Residents of Mission Woods, KS could benefit greatly from the services of a wealth manager. With a median household income of over $150,000, many residents have significant assets to manage and may not have the time or expertise to do so effectively. A wealth manager can provide personalized financial planning and investment advice to help residents meet their financial goals, whether that be saving for retirement, paying for college tuition, or investing in real estate. Additionally, with the recent growth in the Kansas City area, many residents may be considering selling their homes or purchasing new ones, and a wealth manager can offer guidance on how to manage the proceeds from these transactions. Overall, a wealth manager can help residents of Mission Woods, KS navigate the complexities of managing their wealth and make informed decisions to secure their financial futures.

Mortgage Loan Officer

Residents of Mission Woods, KS could benefit greatly from the expertise of a mortgage loan officer. With a population of just over 200, Mission Woods is a small and tight-knit community that values homeownership. A mortgage loan officer can help residents navigate the complex process of securing a mortgage loan, whether they are first-time homebuyers or looking to refinance their current home. They can also provide guidance on the different types of mortgages available and help residents choose the best option for their unique financial situation. Additionally, a mortgage loan officer can assist with the pre-approval process, which can give residents an advantage when making an offer on a home in this competitive real estate market. With the help of a mortgage loan officer, residents of Mission Woods can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Mission Woods, KS could benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor could help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is especially important in Mission Woods, where the cost of living is higher than the national average. A tax advisor could help residents identify deductions for expenses such as property taxes, mortgage interest, and charitable donations, which could significantly reduce their tax burden. Additionally, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their specific situation, ensuring that they are in compliance and avoiding any penalties or fines. Overall, the expertise of a tax advisor could provide valuable financial benefits to residents of Mission Woods, KS.

Estate Planning Lawyer

Residents of Mission Woods, KS could benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer could help the residents of Mission Woods navigate the unique estate planning laws of Kansas. For example, Kansas has its own set of laws regarding inheritance taxes, which can be confusing for those who are unfamiliar with them. An estate planning lawyer could help residents of Mission Woods understand these laws and create a plan that minimizes their tax burden. Additionally, an estate planning lawyer could help residents of Mission Woods create a plan that ensures their assets are distributed according to their wishes after they pass away. Overall, an estate planning lawyer can provide invaluable assistance to residents of Mission Woods who want to ensure their affairs are in order.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Mission Woods, KS