Wealth Management in Merriam, KS

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List of Firms

Merriam, KS Wealth Management Firms

Mariner Wealth Advisors Headquarters
Location 5700 W 112th St #500, Overland Park, KS 66211, USA
Phone (913) 904-5700
Edward Jones - Financial Advisor: Sheldon L Rinkes
5 out of 5
Location 6750 Antioch Rd Ste 201, Merriam, KS 66204, USA
Phone (913) 362-5033
Ascend Wealth Management - Northwestern Mutual
Location 6601 College Blvd Suite 140, Overland Park, KS 66211, USA
Phone (913) 357-9200
SEC File# 801-79647
CRD# 113761
Location 10955 Lowell Ave # 410, Overland Park, KS 66210, USA
Phone (913) 381-7411
Forster Wealth Management, LLC
Location 10955 Lowell Ave Ste 900, Overland Park, KS 66210, USA
Phone (913) 451-4501
Nova R Wealth, Inc
SEC File# 801-78933
CRD# 169574
5 out of 5
Location 9990 College Blvd, Overland Park, KS 66210, USA
Phone (913) 225-9201
Meyers Wealth Management LLC: Jeff G. Meyers
Location 9300 W 110th St Suite 420, Overland Park, KS 66210, USA
Phone (913) 663-1414
SEC File# 801-111823
CRD# 289886
Location 8500 Shawnee Mission Pkwy #220, Merriam, KS 66202, USA
Phone (913) 895-0256
Dogwood Wealth Management
SEC File# 801-123208
CRD# 317580
5 out of 5
Location 7900 College Blvd Suite 118, Overland Park, KS 66210, USA
Phone (913) 232-2900
Aspire Wealth Management
SEC File# 801-78407
CRD# 160779
Location 7400 W 130th St Suite 130, Overland Park, KS 66213, USA
Phone (913) 322-3500
CFO Capital Management- Kansas City
5 out of 5
Location 6405 Metcalf Ave Suite 207, Overland Park, KS 66202, USA
Phone (913) 735-5206
Financial Advisors | U.S. Bancorp Investments
Location 6940 Mission Rd, Prairie Village, KS 66208, USA
Phone (816) 746-2911
Wealth Management in Merriam, KS

Where Wealth Management Advisors in Merriam, KS Serve

Merriam, KS is a vibrant city located in Johnson County, Kansas. It boasts of several landmarks that are worth exploring, including the Merriam Historic Plaza, Antioch Park, and the Shawnee Mission Park. The city is also home to some of the top employers in the region, such as the IKEA Distribution Center, John Deere, and the Shawnee Mission Medical Center. Merriam is easily accessible via major highways and streets, including Interstate 35, Shawnee Mission Parkway, and Johnson Drive. Its neighborhoods are diverse and offer a range of housing options, from quaint single-family homes to modern apartments. Whether you're a young professional or a family looking for a great place to call home, Merriam is a fantastic option to consider.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Merriam, KS is a small city with a population of around 11,000 people. The residents of Merriam, KS would be helped by a bank in various ways. Firstly, a bank can provide financial assistance to those who need it. For instance, residents who are looking to start their own business can apply for a loan at the bank. Secondly, a bank can offer savings accounts and investment opportunities to help residents grow their wealth. Furthermore, with the city's location near the Kansas City metropolitan area, a bank can provide services for those who frequently travel to the city. Additionally, with the city's diverse population, a bank can offer multilingual services to cater to the needs of non-English speaking residents. Overall, a bank can play a vital role in the financial well-being of the residents of Merriam, KS.

Insurance Broker

Residents of Merriam, KS can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex insurance market and find the best policies that meet their unique needs. This is particularly important in Merriam, KS, where the cost of living is relatively high compared to other cities in the state. Additionally, insurance brokers can provide residents with expert advice on how to save money on insurance premiums, which can be especially helpful for those on a tight budget. Furthermore, an insurance broker can assist residents in filing claims and resolving disputes with their insurance providers, which can be a daunting and time-consuming process. Overall, an insurance broker can be a valuable resource for residents of Merriam, KS, helping them secure the protection they need and ensuring they are not overpaying for insurance coverage.

Retirement Planning

Residents of Merriam, KS can benefit from the expertise of a retirement planner in several ways. One of the most common ways is by receiving guidance on how to maximize their retirement income. This is especially important in Merriam, KS, where the cost of living is higher than the national average. A retirement planner can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. They can also provide advice on investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive all the benefits they are entitled to. With the help of a retirement planner, residents of Merriam, KS can enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Merriam, KS can benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. With a population of just over 11,000, Merriam is a relatively small city, but it is still home to a diverse range of housing options. A financial advisor can provide guidance on everything from purchasing a first home to investing in rental properties, helping residents to make informed decisions that align with their long-term financial goals. Additionally, a financial advisor can help Merriam residents to manage their debt, create a budget, and plan for retirement, among other financial concerns. By working with a trusted advisor, residents can gain the knowledge and support they need to achieve financial stability and security.

Mortgage Loan Officer

Residents of Merriam, KS can benefit from the expertise of a mortgage loan officer in a number of ways. For instance, with the city's population of over 11,000 people, many individuals may be looking to purchase their first home or refinance their existing mortgage. A loan officer can help residents navigate the complex process of applying for a mortgage, ensuring that they understand the terms and conditions of their loan and find the best interest rates available. Additionally, Merriam is located in Johnson County, which is known for its high cost of living. A skilled loan officer can help residents find creative financing options to make homeownership more affordable, such as FHA loans or down payment assistance programs. With the help of a knowledgeable mortgage loan officer, residents of Merriam can achieve their dream of homeownership and build a strong financial foundation for their future.

Tax Services

Residents of Merriam, KS could benefit from the guidance of a tax advisor in various ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that apply to the city. Merriam, KS has a diverse economy that includes several small businesses and corporations, and a tax advisor can assist business owners with tax planning and compliance. Additionally, a tax advisor can help residents with tax preparation, ensuring they take advantage of all possible deductions and credits. With the recent changes in tax laws, it is even more important for residents to seek the advice of a tax advisor to avoid costly mistakes and maximize their tax savings. Overall, a tax advisor can provide valuable assistance to the residents of Merriam, KS, ensuring they stay compliant with tax laws and regulations while minimizing their tax liability.

Estate Planning Lawyer

Residents of Merriam, KS can benefit from the guidance of an estate planning lawyer in a multitude of ways. One specific scenario that is unique to Merriam, KS is the potential need for a trust to protect assets from potential flooding. With the city's location near the Turkey Creek watershed, residents may be at risk for property damage from flooding. An estate planning lawyer can help residents establish a trust to protect their assets in the event of a natural disaster. Additionally, an estate planning lawyer can assist with the creation of a will, power of attorney, and healthcare directives, ensuring that residents' wishes are carried out in the event of incapacitation or death. They can also provide advice on minimizing tax liabilities and protecting assets from creditors. By working with an estate planning lawyer, residents of Merriam, KS can have peace of mind knowing their assets and loved ones are protected.


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