What are some popular services for financial advising?

A financial advisor in Merriam, KS can provide a range of services to help individuals and businesses manage their finances. One specific area of expertise for financial advisors in Merriam is navigating the complex tax laws in the state of Kansas. With a state income tax rate that varies based on income level, as well as sales and property taxes, it can be challenging for individuals and businesses to ensure they are paying the correct amount of taxes and taking advantage of all available deductions and credits. A financial advisor in Merriam can provide guidance on tax planning strategies, including retirement account contributions, charitable donations, and business expenses, to help clients minimize their tax liability and maximize their financial well-being. Additionally, financial advisors in Merriam can provide investment advice, retirement planning services, and estate planning guidance to help clients achieve their long-term financial goals. With their expertise and knowledge of the local financial landscape, financial advisors in Merriam can provide valuable support and guidance to help clients achieve financial success.

What are people saying about financial advising services in Merriam, KS?

Merriam, KS is the ultimate destination for anyone seeking top-notch financial advising services. With its bustling economy, thriving business community, and diverse population, Merriam offers a unique blend of opportunities and challenges that make it an ideal location for financial experts to hone their craft. What sets Merriam apart from other cities is its commitment to providing personalized financial advice that takes into account the unique needs and goals of each client. Whether you're looking to invest in the stock market, plan for retirement, or start a business, the financial advisors in Merriam have the knowledge and expertise to help you achieve your objectives. From tax planning to estate planning, from risk management to wealth management, Merriam is the place to be for anyone who wants to take control of their financial future.

What does a financial planner do?

A financial planner in Merriam, KS is a professional who helps individuals and businesses manage their finances effectively. With a deep understanding of the financial landscape in Merriam, KS, a financial planner can help clients make informed decisions about their investments, retirement planning, tax strategies, and more. Merriam, KS is a bustling city that is home to a diverse range of businesses and individuals. From small startups to large corporations, there is a wide range of financial needs that a planner must be able to address. The planner must be skilled in analyzing complex financial data, staying up-to-date with changing regulations and tax laws, and developing customized strategies that meet the unique needs of each client. In Merriam, KS, a financial planner must also have a keen understanding of the local economy and market trends to provide the most effective advice to clients.

When should you get a financial planner?

Merriam, KS residents should consider reaching out to a financial advisor when they are facing a significant life event, such as a job change, marriage, divorce, or retirement. The city of Merriam, KS is located in Johnson County, which has one of the highest median household incomes in the state of Kansas. However, despite its affluence, residents of Merriam, KS may still face financial challenges and uncertainties. For instance, they may need guidance on how to manage their wealth, plan for their children's college education, or save for their retirement. Moreover, Merriam, KS residents may benefit from working with a financial advisor who is familiar with the local market and can help them navigate the complexities of investing, tax planning, and estate planning. Therefore, if you are a resident of Merriam, KS, and want to secure your financial future, it may be wise to seek the advice of a professional financial advisor.

How do I choose the right financial advisor?

A financial advisor in Merriam, KS should possess several important qualities to provide effective financial planning services. Firstly, they must have a deep understanding of the local economy and the financial landscape of Merriam. With its diverse population and thriving business community, Merriam requires a financial advisor who can navigate the intricacies of the local market. Additionally, the advisor must possess strong analytical and problem-solving skills to help clients identify their financial goals and develop a comprehensive plan to achieve them. A financial advisor in Merriam must also have excellent communication skills to effectively communicate complex financial concepts and strategies to clients. Furthermore, they should be trustworthy, ethical, and committed to acting in the best interest of their clients. Finally, the advisor must stay up-to-date with the latest industry trends and regulations to ensure they provide the best advice and services to their clients. In conclusion, a financial advisor in Merriam, KS must possess a unique set of skills and qualities to provide effective financial planning services to the community.

What makes Merriam, KS the top choice for financial advising?

Merriam, Kansas is home to a number of top financial advising firms, each with their own unique approach to helping clients achieve their financial goals. From boutique firms specializing in niche markets to larger firms offering a wide range of services, Merriam has something for everyone. One standout firm is known for their innovative use of technology to streamline the financial planning process. They have developed a proprietary software that allows clients to track their investments in real-time, giving them a clear picture of their financial health at any given moment. This firm also offers personalized investment strategies based on each client's unique risk tolerance and financial objectives. With so many top-notch firms to choose from, it's no wonder that Merriam is quickly becoming a hub for financial advising in the Midwest.

How do financial advisors get paid?

Financial advisors in Merriam, KS get compensated in various ways. Some financial advisors charge a flat fee for their services, while others charge a percentage of the assets they manage. Additionally, some advisors receive commissions from the sale of financial products, such as insurance policies or mutual funds. It is important to note that in Merriam, KS, financial advisors must adhere to strict regulations and guidelines set forth by the state and federal government. This includes registering with the Kansas Securities Commissioner and obtaining appropriate licenses and certifications. Furthermore, financial advisors in Merriam, KS must act in the best interest of their clients, known as a fiduciary duty, and disclose any potential conflicts of interest. Overall, the compensation methods for financial advisors in Merriam, KS are diverse and heavily regulated to protect consumers.

Find the Top Financial Advisors Serving Merriam, KS

Name: Edward Jones - Financial Advisor: Tim Deves
Address: 6339 Long Ave Suite B, Shawnee, KS
Telephone: (913) 631-1316

Connect With a Financial Planner

List of Firms

Merriam, KS Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tim Deves

5 out of 5

6339 Long Ave Suite B, Shawnee, KS 66216, USA

(913) 631-1316

https://www.edwardjones.com/us-en/financial-advisor/tim-deves

Directions

Sunesis Advisors

SEC File# 801-72788

CRD# 159114

6750 93rd St, Overland Park, KS 66212, USA

(913) 815-4460

http://www.sunesisadvisors.com/

Directions

Where Certified Financial Advisors in Merriam, KS Serve

Merriam, Kansas is a vibrant community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Merriam Town Center to the sprawling Shawnee Mission Park, there's no shortage of things to see and do in this bustling city. When it comes to top employers, Merriam is home to several major companies, including the world-renowned Garmin International and the fast-growing Shawnee Mission Health. Other top employers in the area include the Johnson County Community College, the City of Merriam, and the Shawnee Mission School District. As for major highways and streets, Merriam is conveniently located near several major thoroughfares, including I-35, I-435, and Shawnee Mission Parkway. These highways provide easy access to nearby cities and attractions, making Merriam a great place to live, work, and play. When it comes to neighborhoods, Merriam has something for everyone.

Nearby Locations

Douglas County, KS Fairway, KS Great Bend, KS Johnson County, KS Lawrence, KS Leavenworth County, KS Leawood, KS Lenexa, KS

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Merriam, KS can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized budget and financial plan tailored to their specific needs and goals. With the cost of living in Merriam being slightly higher than the national average, a financial advisor can help residents manage their expenses and save for big-ticket items like a down payment on a home or a child's education. Additionally, Merriam is home to a diverse community of small business owners, and a financial advisor can assist them with financial planning, tax strategies, and retirement planning. Overall, a financial advisor can be a valuable resource for residents of Merriam, helping them navigate the complex world of personal finance and achieve their financial goals.

Insurance Broker

Residents of Merriam, KS can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies that fit the unique needs of the residents in Merriam. With its proximity to Kansas City, Merriam residents have access to a wide range of insurance options, but navigating through them can be overwhelming. An insurance broker can help residents find the right policies for their homes, cars, and businesses, ensuring they have the right coverage at a price they can afford. Additionally, with the unpredictable weather in Kansas, an insurance broker can help residents find policies that protect against natural disasters like tornadoes and hailstorms. Overall, an insurance broker can provide peace of mind for Merriam residents, knowing that they are protected against life's uncertainties.

Retirement Planning

Residents of Merriam, KS can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings, especially considering the cost of living in Merriam. With a population of just over 11,000 people, Merriam is a small city that offers a comfortable lifestyle for retirees. However, the cost of living can be higher than in other parts of the state, making it important to have a solid retirement plan in place. A retirement planner can help residents of Merriam by identifying the best investment options, creating a budget, and developing a comprehensive retirement plan that takes into account their unique financial situation and goals. By working with a retirement planner, residents of Merriam can feel confident that they are on the right track towards a comfortable and secure retirement.

Wealth Management

Residents of Merriam, KS could benefit from a wealth manager in several ways. Firstly, a wealth manager could help them create a personalized financial plan that aligns with their goals and objectives. This would help them manage their finances in a more efficient manner and make informed decisions regarding their investments. Additionally, a wealth manager could help residents of Merriam, KS navigate tax laws and regulations, which can be particularly challenging in this area due to the complex tax laws in the state of Kansas. Furthermore, a wealth manager could assist residents in managing their retirement savings and planning for their future, which is especially important given the aging population in Merriam, KS. Overall, a wealth manager can provide invaluable financial guidance to residents of Merriam, KS, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Merriam, KS can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by getting assistance in finding the best mortgage options available in the area. Merriam, KS is a diverse community with a mix of urban and suburban neighborhoods, which means that residents may have different financial needs and goals. A mortgage loan officer can help residents navigate the complexities of the mortgage market and find a loan that suits their unique circumstances. Additionally, a loan officer can provide guidance on the home buying process, including pre-approval, closing costs, and other important considerations. Ultimately, the goal of a mortgage loan officer is to help residents of Merriam, KS achieve their dream of homeownership while ensuring they make informed decisions about their financial future.

Tax Services

Residents of Merriam, KS can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring residents are taking advantage of all available tax deductions and credits. For example, Merriam, KS is home to a number of small businesses and entrepreneurs who may be eligible for tax breaks related to business expenses, home office deductions, and more. A tax advisor can help these individuals navigate the complex tax code and ensure they are maximizing their deductions. Additionally, Merriam, KS has a diverse population with a range of income levels and tax situations. A tax advisor can provide personalized advice and guidance to help each resident understand their unique tax situation and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Merriam, KS can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Merriam residents is by assisting them in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Merriam, where there is a large senior population. An estate planning lawyer can help seniors plan for their future, including setting up trusts, drafting wills, and creating powers of attorney. Additionally, an estate planning lawyer can help families navigate the probate process and ensure that their loved ones' estates are settled fairly and efficiently. With the help of an estate planning lawyer, Merriam residents can have peace of mind knowing that their assets and legacy are protected for future generations.

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