Best Financial Advisors in Leawood, KS

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Leawood, KS Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 13101 Meadow Ln, Leawood, KS 66209, USA
Phone (913) 663-1876
Directions
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CommunityAmerica Financial Advisor - Heath Burch
Location 10617 Mission Rd, Leawood, KS 66206, USA
Phone (816) 741-1104
Directions
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Ken Eidson - RBC Wealth Management Financial Advisor
Location 4001 W 114th St Suite 200, Leawood, KS 66211, USA
Phone (913) 451-3543
Directions
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Total Wealth Management Group - UBS Financial Services Inc.
Location One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, USA
Phone (913) 345-3259
Directions
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MDS Advisors of Raymond James
5 out of 5
Location 11551 Ash St Suite 250, Leawood, KS 66211, USA
Phone (913) 374-3340
Directions
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CommunityAmerica Financial Advisor - Scott Adams
5 out of 5
Location 10617 Mission Rd, Leawood, KS 66206, USA
Phone (816) 741-1106
Directions
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Edward Jones - Financial Advisor: Martin Meyers, AAMS™
Location 12908 State Line Rd, Leawood, KS 66209, USA
Phone (913) 338-0031
Directions
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Edward Jones - Financial Advisor: Shana M Scicluna, CFP®|AAMS™|CRPC™
Location 11300 Tomahawk Creek Pkwy Ste 150, Leawood, KS 66211, USA
Phone (913) 317-8024
Directions
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Everest Wealth Management
SEC File# 801-80718
CRD# 133823
Location 4901 W 136th St #1, Leawood, KS 66224, USA
Phone (913) 387-2017
Directions
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Financial Advisory Service, Inc
5 out of 5
Location 4747 W 135th St #100, Leawood, KS 66224, USA
Phone (913) 239-2300
Directions
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Merrill Lynch Wealth Management Advisor Jonathan Cole Helbert
Location 3401 College Blvd, Leawood, KS 66211, USA
Phone (913) 906-5316
Directions
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Edward Jones - Financial Advisor: Josh Hartman
5 out of 5
Location 12908 State Line Rd, Leawood, KS 66209, USA
Phone (913) 338-0031
Directions
Financial Advisors in Leawood, KS

Where Certified Financial Advisors in Leawood, KS Serve

Leawood, KS is a bustling city located in the heart of Johnson County, Kansas. It is home to a plethora of notable landmarks, including the Ironwoods Park, Leawood City Park, and the Tomahawk Creek Trail. These landmarks offer residents and visitors alike the chance to experience the natural beauty of the area and engage in outdoor activities such as hiking, biking, and picnicking. In addition to its natural beauty, Leawood is also home to several top employers, including the Sprint Corporation, the University of Kansas Health System, and the Cerner Corporation. These companies provide a wealth of employment opportunities for the city's residents, helping to fuel the local economy and promote growth and development. Leawood is also well-connected to the rest of the region via several major highways and streets, including I-435, US-69, and State Line Road.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Leawood, KS could benefit from the help of a financial advisor in a variety of ways. One of the most common ways a financial advisor could assist Leawood residents is by providing guidance on retirement planning. Leawood is a relatively affluent community, with a median household income of over $150,000. As such, many residents may have substantial retirement savings and investments that require careful management and planning. A financial advisor could help Leawood residents develop a comprehensive retirement plan that takes into account their specific financial goals and risk tolerance, as well as any tax implications or other factors unique to their situation. By working with a financial advisor, Leawood residents can feel more confident and secure in their retirement planning, knowing that they have a trusted expert to guide them along the way.

Insurance Broker

Residents of Leawood, KS could greatly benefit from the services of an insurance broker. With its high median household income and affluent population, Leawood is home to many individuals and families who have complex insurance needs. An insurance broker can help these residents navigate the often-confusing world of insurance, ensuring that they have the right coverage for their unique circumstances. For example, an insurance broker could help a Leawood resident find the best policy for their luxury home or help a small business owner in the area find the right coverage for their employees. With an insurance broker's help, residents of Leawood can have peace of mind knowing that they are protected in case of the unexpected.

Retirement Planning

Residents of Leawood, KS would benefit greatly from the expertise of a retirement planner. With a median age of 45, many residents are approaching retirement age and may not have a clear plan in place. A retirement planner can help them navigate the complexities of retirement savings and investments, as well as provide guidance on Social Security and Medicare. Additionally, Leawood is known for its affluent community, so a retirement planner can assist with estate planning and tax strategies to ensure that residents can enjoy their retirement without financial worries. Overall, a retirement planner can provide peace of mind and a clear path forward for residents of Leawood, KS as they approach their golden years.

Wealth Management

Residents of Leawood, KS could benefit greatly from the services of a wealth manager. With its reputation as one of the wealthiest cities in Kansas, Leawood residents often have complex financial needs that require personalized attention. A wealth manager can assist with financial planning, investment management, tax planning, and estate planning. Additionally, with the city's proximity to Kansas City, residents may have access to unique investment opportunities that a wealth manager can help navigate. Overall, a wealth manager can provide Leawood residents with a comprehensive financial plan to help them achieve their long-term goals and secure their financial future.

Mortgage Loan Officer

Residents of Leawood, KS can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or seasoned investors. In Leawood, KS, where the real estate market is highly competitive, a mortgage loan officer can provide valuable guidance on navigating the buying process and finding the best loan options available. Additionally, they can help residents understand the unique aspects of the local market, such as the desirable school district and proximity to major highways, which can impact home values and mortgage rates. With the help of a mortgage loan officer, residents of Leawood, KS can confidently make one of the biggest financial decisions of their lives.

Tax Services

Residents of Leawood, KS can benefit from the services of a tax advisor in numerous ways. One of the most common ways is through tax planning and preparation. A tax advisor can help residents of Leawood navigate the complex tax laws and regulations to ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents of Leawood understand the specific tax laws and regulations that apply to their unique situation, such as those related to owning a business or investment property. With the help of a tax advisor, residents of Leawood can minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Leawood, KS can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is particularly important in Leawood, where the median household income is significantly higher than the national average. With higher incomes come more complex assets, such as multiple properties, investments, and business interests. An estate planning lawyer can help ensure that these assets are properly protected and distributed according to the individual's wishes. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can be time-consuming and expensive. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for residents of Leawood, KS.

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