Best Financial Advisors in Shawnee County, KS

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List of Firms

Shawnee County, KS Fiduciary Financial Advisors

SEC File# 801-17344
CRD# 105898
5 out of 5
Location 716 S Kansas Ave, Topeka, KS 66603, USA
Phone (785) 232-3266
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-107319
CRD# 282580
Location 2950 SW McClure Rd, Topeka, KS 66614, USA
Phone (866) 363-9595
Directions
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Lakeshore Financial, LLC
Location 1100 SW Wanamaker Rd Suite 9, Topeka, KS 66604, USA
Phone (785) 633-7868
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Edward Jones - Financial Advisor: Joseph Reid
Location 301 SW Gage Blvd Suite 101, Topeka, KS 66606, USA
Phone (785) 271-1624
Directions
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T & M Financial Inc
5 out of 5
Location 3706 SW Topeka Blvd STE 400, Topeka, KS 66609, USA
Phone (785) 266-8333
Directions
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Edward Jones - Financial Advisor: Caleb M Current
1 out of 5
Location 1021 SW Gage Blvd, Topeka, KS 66604, USA
Phone (785) 354-7180
Directions
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Aric Harrington
Location 534 S Kansas Ave, Topeka, KS 66603, USA
Phone (785) 233-6400 ext. 168
Directions
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Edward Jones - Financial Advisor: Jeff Stebbins
SEC File# 801-3297
CRD# 250
Location 3735 SW Wanamaker Rd Suite B, Topeka, KS 66610, USA
Phone (785) 266-0850
Directions
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Cornerstone Advisors LLC
SEC File# 801-114872
CRD# 300891
Location 6540 SW 10th Ave, Topeka, KS 66615, USA
Phone (785) 273-2685
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Advisors Excel
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 2950 SW McClure Rd, Topeka, KS 66614, USA
Phone (866) 363-9595
Directions
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Jones Advisory Group
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 2951 SW Woodside Dr, Topeka, KS 66614, USA
Phone (785) 215-6675
Directions
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SS&C Wealth Management
SEC File# 801-80067
CRD# 171976
Location 5825 SW 29th St #201, Topeka, KS 66614, USA
Phone (785) 272-4484
Directions
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Edward Jones - Financial Advisor: Kenton S Cox
SEC File# 801-3297
CRD# 250
Location 823 SW Topeka Blvd, Topeka, KS 66612, USA
Phone (785) 233-0366
Directions
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Orton Financial Management - Ameriprise Financial Services, LLC
Location 601 S Kansas Ave, Topeka, KS 66603, USA
Phone (785) 357-6125
Directions
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Edward Jones - Financial Advisor: Cassi Nelson
SEC File# 801-3297
CRD# 250
Location 201 NE US 24 HWY Suite 100, Topeka, KS 66608, USA
Phone (785) 234-1653
Directions
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Edward Jones - Financial Advisor: Valerie J Nelson
SEC File# 801-3297
CRD# 250
Location 3100 SW Huntoon St Suite 101, Topeka, KS 66604, USA
Phone (785) 273-0110
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Jahnnie A Brake, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2655 SW Wanamaker Rd Suite B, Topeka, KS 66614, USA
Phone (785) 271-7088
Directions
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RetireWise Tax and Wealth Advisors
Location 2820 SW Mission Woods Dr, Topeka, KS 66614, USA
Phone (785) 228-1234
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Jim Hanna - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 601 S Kansas Ave, Topeka, KS 66603, USA
Phone (785) 357-6278
Directions
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The Retirement Team
SEC File# 801-122399
CRD# 149017
5 out of 5
Location 5909 SW 28th St #100, Topeka, KS 66614, USA
Phone (785) 228-0222
Directions
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Edward Jones - Financial Advisor: Nancy J Sumpter, AAMS™
SEC File# 801-3297
CRD# 250
Location 301 SW Gage Blvd Suite 101, Topeka, KS 66606, USA
Phone (785) 271-1624
Directions
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On Target Financial
Location 5301 SW 7th St, Topeka, KS 66606, USA
Phone (785) 272-5000
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Craig S Freeman DBA Freeman Financial
Location 5401 SE Shawnee Heights Rd, Tecumseh, KS 66542, USA
Phone (785) 213-5700
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Edward Jones - Financial Advisor: Thad Allen
Location 3735 SW Wanamaker Rd Suite B, Topeka, KS 66610, USA
Phone (785) 266-0850
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ETA Financial Services
Location 2850 SW Mission Woods Dr Suite 101, Topeka, KS 66614, USA
Phone (785) 290-0009
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ArroWealth Financial
Location 4848 SW 21st St Suite 101, Topeka, KS 66604, USA
Phone (785) 730-2692
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Edward Jones: Trimble Greta E
Location 605 NW Hwy 24 Rd # 104, Topeka, KS 66608, USA
Phone (785) 266-0850
Directions
Financial Advisors in Shawnee County, KS

Where Certified Financial Advisors in Shawnee County, KS Serve

Shawnee County, KS is a vibrant destination that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Brown v. Board of Education National Historic Site, to the sprawling Topeka Zoo and Conservation Center, there is no shortage of cultural and recreational attractions to explore. The county is also home to several major employers, including the State of Kansas, Stormont Vail Health, and Washburn University. When it comes to transportation, Shawnee County is well-connected with several major highways and streets, including I-70, US-75, and Topeka Boulevard. Whether you're looking for a quiet neighborhood like Westboro or a bustling area like Downtown Topeka, Shawnee County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Shawnee County, KS can benefit greatly from the advice and guidance of a financial advisor. With a median household income of $60,000, many families in the area could benefit from assistance with budgeting and financial planning. Additionally, the county has a high poverty rate of 16.6%, meaning that there are many individuals who may need help managing debt or creating a plan for saving and investing. A financial advisor can also provide guidance on retirement planning, which is particularly important given that nearly 15% of the county's population is over the age of 65. Overall, a financial advisor can help residents of Shawnee County, KS achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Shawnee County, KS can benefit greatly from the expertise of an insurance broker. With the diverse range of industries and occupations in the county, an insurance broker can help individuals and businesses navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with Topeka being the state capital and home to several major hospitals, an insurance broker can help residents find health insurance plans that provide adequate coverage for medical services in the area. Additionally, with agriculture being a significant industry in Shawnee County, an insurance broker can assist farmers in finding policies that protect their crops and livestock from potential risks. Overall, an insurance broker can provide invaluable guidance and support to residents of Shawnee County as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Shawnee County, KS can benefit greatly from the services of a retirement planner. With a population of over 175,000 people, many individuals may not know where to start when it comes to planning for their retirement. A retirement planner can help residents of Shawnee County navigate the various retirement options available to them, such as 401(k)s, IRAs, and Social Security benefits. Additionally, Shawnee County is home to a large number of military veterans, and a retirement planner can assist them in understanding their unique retirement benefits. Overall, a retirement planner can provide valuable guidance and support to residents of Shawnee County as they plan for their future.

Wealth Management

Residents of Shawnee County, KS could benefit greatly from the expertise of a wealth manager. With a population of over 175,000 people and a median household income of $55,000, many individuals and families in the area may struggle with managing their finances, investments, and retirement planning. A wealth manager can provide personalized guidance and support to help residents make informed decisions about their money, including creating a comprehensive financial plan, managing investments, and minimizing taxes. Additionally, with a strong agricultural and healthcare industry in Shawnee County, a wealth manager with experience in these areas could provide valuable insights and strategies to help clients maximize their financial potential. Overall, a wealth manager can be a valuable resource for residents of Shawnee County, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Shawnee County, KS can benefit from the expertise of a mortgage loan officer in several ways. Firstly, as a county with a median home value of $137,000, many residents may require a mortgage to purchase a home. A loan officer can guide them through the process of selecting the right mortgage product, determining their eligibility, and securing the best interest rates. Additionally, Shawnee County is home to a significant number of military personnel and veterans. Loan officers can help these individuals take advantage of VA loans, which offer favorable terms and conditions. Finally, with a population of over 170,000 people, Shawnee County has a diverse range of borrowers with unique financial situations. A skilled loan officer can work with each individual to understand their specific needs and offer personalized solutions that meet their goals.

Tax Services

Residents of Shawnee County, 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 instance, residents of Shawnee County may be eligible for deductions related to property taxes, charitable donations, or education expenses. A tax advisor can also help residents navigate the complex tax laws and regulations specific to Shawnee County, such as local tax codes and regulations related to farming and agriculture. By working with a tax advisor, residents can ensure they are maximizing their tax savings and avoiding any potential legal issues.

Estate Planning Lawyer

Residents of Shawnee County, KS can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that outlines how their assets will be distributed after their death. This is especially important in Shawnee County, which has a large population of retirees who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can assist residents in creating a living will and healthcare power of attorney, which can help ensure that their medical wishes are followed in the event of incapacitation. Finally, an estate planning lawyer can help residents minimize the tax implications of their estate, which can be especially important in Shawnee County, where property taxes are high.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Shawnee County, KS