Wealth Management in Sedgwick County, KS

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List of Firms

Sedgwick County, KS Wealth Management Firms

SEC File# 801-68048
CRD# 144344
1 out of 5
Location 1625 Waterfront, Wichita, KS 67206, USA
Phone (800) 793-9398
Directions
Cordell Wealth Management
5 out of 5
Location 7570 W 21st St #1050a, Wichita, KS 67205, USA
Phone (316) 943-6169
Directions
VantagePointe Financial Group
Location 12219 E Central Ave Suite 201, Wichita, KS 67206, USA
Phone (316) 295-2785
Directions
Merrill Lynch Wealth Management Advisor Carolyn Hobble
Location 2959 N Rock Rd Suite 200, Wichita, KS 67226, USA
Phone (316) 631-3536
Directions
Wichita Wealth Management, LLC
Location 889 N Maize Rd Suite 109, Wichita, KS 67212, USA
Phone (316) 722-1010
Directions
Gentry Private Wealth LLC
Location 515 S Main St Suite 111, Wichita, KS 67202, USA
Phone (316) 613-7570
Directions
Graber Wealth Management
1 out of 5
Location 1100 W Riverside Ave, Wichita, KS 67203, USA
Phone (316) 269-4100
Directions
Dahlke & Associates, Inc.
Location 8621 E 21st St N #180, Wichita, KS 67206, USA
Phone (316) 684-5544
Directions
Edward Jones - Financial Advisor: Robert C Weidner
Location 8526 W 13th St N STE 100, Wichita, KS 67212, USA
Phone (316) 722-5946
Directions
The Trust Company of Kansas
4 out of 5
Location 245 N Waco Ave #120, Wichita, KS 67202, USA
Phone (316) 264-6010
Directions
Wealth Management in Sedgwick County, KS

Where Wealth Management Advisors in Sedgwick County, KS Serve

Sedgwick County, located in south-central Kansas, is a vibrant and bustling community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it an attractive destination for tourists and residents alike. From the iconic Keeper of the Plains statue, which stands majestically at the confluence of the Arkansas and Little Arkansas Rivers, to the Wichita-Sedgwick County Historical Museum, which offers a fascinating glimpse into the area's rich history, Sedgwick County has no shortage of landmarks that are sure to leave a lasting impression. In terms of top employers, Sedgwick County is home to a diverse range of businesses, including the Koch Industries, Cargill Meat Solutions, Spirit AeroSystems, and Textron Aviation, among others. These companies provide thousands of jobs to the local community and help to drive the economy forward.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sedgwick County, KS can benefit from a bank in numerous ways. For one, a bank can provide them with access to financial services, such as loans, credit cards, and savings accounts. This can help them manage their finances more effectively and plan for the future. Additionally, banks can offer convenient online banking options, making it easier for residents to check their account balances, pay bills, and transfer funds. Furthermore, Sedgwick County is home to a diverse population, including a significant number of small business owners. Banks can help these entrepreneurs by offering business loans, lines of credit, and other financial products that can help them grow and succeed. Overall, a bank can be an invaluable resource for residents of Sedgwick County, providing them with the financial tools and support they need to achieve their goals and thrive in their community.

Insurance Broker

Residents of Sedgwick County, KS can greatly benefit from the services of an insurance broker. Sedgwick County is home to Wichita, the largest city in Kansas, and has a diverse population with varying insurance needs. An insurance broker can help residents navigate the complex world of insurance, from finding the right health insurance plan to protecting their homes and businesses from natural disasters. With Kansas being located in Tornado Alley, it is important for Sedgwick County residents to have adequate insurance coverage for potential damages caused by severe weather. Additionally, an insurance broker can help residents understand the intricacies of car insurance, which is especially important in a county where the average commute time is 19.8 minutes. Overall, an insurance broker can provide valuable guidance and support to Sedgwick County residents in protecting their assets and ensuring their peace of mind.

Retirement Planning

Residents of Sedgwick County, KS can greatly benefit from the services of a retirement planner. With the county being home to a large number of retirees, a retirement planner can offer guidance on how to manage their finances and investments to ensure a comfortable retirement. The planner can help residents navigate the complex world of retirement planning and provide customized solutions that take into account their unique circumstances. For example, Sedgwick County has a high cost of living compared to other areas in the state, and a retirement planner can help residents budget their expenses and maximize their retirement income. Additionally, with the uncertainty of Social Security and Medicare, a retirement planner can help residents plan for the future and ensure they are financially prepared for any unexpected expenses or emergencies. Overall, a retirement planner can provide invaluable assistance to residents of Sedgwick County, KS in securing their financial future during retirement.

Financial Advisor

Residents of Sedgwick County, KS can benefit from the expertise of a financial advisor in a multitude of ways. For instance, the county's economy is heavily reliant on the aviation industry, which has been experiencing significant fluctuations in recent years. A financial advisor can help residents navigate these uncertainties by providing guidance on investment strategies that account for the industry's volatility. Additionally, Sedgwick County has a diverse population with varying levels of financial literacy, making it challenging for some individuals to make informed decisions about their money. A financial advisor can help bridge this gap by providing education on personal finance topics and tailoring advice to each client's unique needs. Furthermore, Sedgwick County has a high poverty rate, which can make it difficult for some residents to build wealth. A financial advisor can help these individuals create a plan for saving and investing that aligns with their goals and resources.

Mortgage Loan Officer

Residents of Sedgwick County, KS can benefit greatly from the services of a mortgage loan officer. With a population of over 500,000 people, Sedgwick County is the second most populous county in Kansas, and as such, there is a high demand for housing. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging for first-time homebuyers. Additionally, the loan officer can help residents find the best mortgage rates available in Sedgwick County, which can vary greatly depending on the lender. With the help of a mortgage loan officer, residents of Sedgwick County can achieve their dream of homeownership, which is especially important given the county's high cost of living compared to other areas in Kansas.

Tax Services

Residents of Sedgwick County, KS could greatly benefit from the services of a tax advisor. With a population of over 500,000 people, Sedgwick County is the second-most populous county in Kansas. As such, the tax laws and regulations can be complex and confusing, making it difficult for residents to navigate on their own. A tax advisor can provide valuable assistance in areas such as tax planning, preparation, and compliance. They can also help residents take advantage of tax credits and deductions that they may not be aware of, ultimately saving them money. Additionally, a tax advisor can provide guidance on estate planning and retirement planning, which are important considerations for many Sedgwick County residents. Overall, the expertise of a tax advisor can be invaluable in helping residents of Sedgwick County navigate the complex tax landscape and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Sedgwick County, KS could benefit from an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help residents of Sedgwick County, KS ensure that their assets are distributed according to their wishes after their passing. This is particularly important in Sedgwick County, KS, where the population is rapidly aging, and many residents are nearing retirement age. Additionally, an estate planning lawyer can help residents of Sedgwick County, KS minimize their tax liabilities, which can be especially important in a state like Kansas, where taxes can be high. Finally, an estate planning lawyer can help residents of Sedgwick County, KS create a plan for their long-term care, which can be especially important given the high cost of healthcare in the United States. Overall, an estate planning lawyer can provide invaluable assistance to residents of Sedgwick County, KS, helping them to protect their assets and ensure that their wishes are carried out after their passing.

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