Best Financial Advisors in Shawnee, KS

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List of Firms

Shawnee, KS Fiduciary Financial Advisors

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Professional Financial Concepts
Location 6361 Warwick St, Shawnee, KS 66218, USA
Phone (913) 268-4495
Directions
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Edward Jones - Financial Advisor: Brennan A Hurt
Location 8651 Penrose Ln, Lenexa, KS 66219, USA
Phone (913) 350-5550
Directions
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Balanced Financial Planning, Inc.
SEC File# 801-121980
CRD# 128161
Location 6701 W 64th St Suite 223, Overland Park, KS 66202, USA
Phone (913) 677-1090
Directions
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Edward Jones - Financial Advisor: Jason W Haney, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5361 Roberts St, Shawnee, KS 66226, USA
Phone (913) 441-9431
Directions
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Edward Jones - Financial Advisor: Brian J Hamilton
5 out of 5
Location 8651 Penrose Ln, Lenexa, KS 66219, USA
Phone (913) 350-5550
Directions
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Tallgrass Advisors LLC
Location 11900 W 87th St Pkwy STE 245, Lenexa, KS 66215, USA
Phone (913) 322-4600
Directions
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Synchrony Financial
2 out of 5
Location 9510 W 67th St, Shawnee, KS 66203, USA
Phone (866) 419-4096
Directions
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Edward Jones - Financial Advisor: Tim Deves
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6339 Long Ave Suite B, Shawnee, KS 66216, USA
Phone (913) 631-1316
Directions
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Edward Jones - Financial Advisor: Brad Zinn, AAMS™
Location 4400 Shawnee Mission Pkwy Ste 210, Fairway, KS 66205, USA
Phone (913) 262-5172
Directions
Financial Advisors in Shawnee, KS

Where Certified Financial Advisors in Shawnee, KS Serve

Nestled in the heart of Johnson County, Shawnee, KS is a vibrant city with a rich history and a promising future. From its historic landmarks to its bustling business district, Shawnee is a city that has something for everyone. One of the most iconic landmarks in Shawnee is the Shawnee Town 1929 Museum, which offers visitors a glimpse into what life was like in the city nearly a century ago. Another must-see attraction is the Shawnee Indian Mission, which was established in the early 19th century and played a crucial role in the development of the region. Shawnee is also home to several major employers, including Bayer HealthCare, FedEx, and the Shawnee Mission School District. These companies provide jobs for thousands of residents and help to drive the local economy. When it comes to transportation, Shawnee is well-connected to the rest of the region thanks to its proximity to several major highways, including I-35, I-435, and K-7.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Shawnee, KS could greatly benefit from the expertise of a financial advisor. One of the most common ways that a financial advisor can help Shawnee residents is by providing guidance on retirement planning. With a growing population of retirees in Shawnee, it's important for individuals to have a solid plan in place to ensure financial stability in their golden years. A financial advisor can help residents navigate the complex world of retirement accounts, social security benefits, and investment options to create a personalized plan that meets their unique needs. Additionally, with the recent growth in the local economy and housing market, a financial advisor can help residents make informed decisions about buying or selling property and managing their assets.

Insurance Broker

Residents of Shawnee, KS can benefit greatly from the services of an insurance broker. With the city's growing population and diverse community, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best fits their needs. Specifically, Shawnee is known for its severe weather patterns, including tornadoes and hailstorms. An insurance broker can help residents understand their coverage for these types of events and ensure they are adequately protected. Additionally, with the rising cost of healthcare, an insurance broker can assist residents in finding affordable health insurance options that meet their specific medical needs. Overall, an insurance broker can provide valuable guidance and support to Shawnee residents in protecting their homes, businesses, and health.

Retirement Planning

Residents of Shawnee, KS could benefit greatly from the expertise of a retirement planner. With a population of over 65,000, many individuals in Shawnee are likely approaching or already in retirement age. A retirement planner can provide guidance on a variety of financial matters, including investment strategies, tax planning, and estate planning. Additionally, Shawnee is home to a number of retirees who may be looking to downsize or relocate to a retirement community. A retirement planner can assist with these decisions by providing information on the costs and benefits of different housing options, as well as helping to navigate the complex process of selling a home and purchasing a new one. Overall, a retirement planner can help residents of Shawnee, KS ensure that they are making the most of their retirement years and achieving their financial goals.

Wealth Management

Residents of Shawnee, KS can benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager can help residents develop a comprehensive financial plan that takes into account their unique financial goals and circumstances. They can also provide guidance on investment strategies, tax planning, retirement planning, and estate planning. Additionally, a wealth manager can help residents navigate the complexities of the financial markets and provide ongoing support and advice to ensure that their financial plan remains on track. Specifically, with Shawnee being a growing community with a mix of urban and suburban areas, a wealth manager can help residents navigate the unique challenges of balancing long-term financial goals with the demands of daily life in a bustling community.

Mortgage Loan Officer

Residents of Shawnee, KS can benefit greatly from the services of a mortgage loan officer. For instance, many residents may be looking to purchase a home in the city's historic district, which features beautiful homes with unique architecture. A mortgage loan officer can help these residents navigate the complex process of securing a mortgage, ensuring that they get the best possible rates and terms. Additionally, many residents may be looking to refinance their existing mortgages in order to take advantage of lower interest rates or to free up cash for other purposes. A mortgage loan officer can help these residents explore their options and find the best possible solution for their needs. Overall, a mortgage loan officer can be an invaluable resource for residents of Shawnee, KS who are looking to achieve their homeownership goals.

Tax Services

Residents of Shawnee, KS can benefit greatly from the services of a tax advisor. With the ever-changing tax laws and regulations, it can be difficult for individuals to keep up with the latest updates. A tax advisor can provide expert advice on how to maximize deductions and credits, ensure compliance with tax laws, and minimize tax liabilities. In particular, residents of Shawnee, KS may benefit from a tax advisor's knowledge of local tax laws and regulations. For example, Shawnee imposes a 1% sales tax on all retail sales within the city, which can be confusing for small business owners. A tax advisor can help navigate these complexities and ensure that residents are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Shawnee, KS can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after they pass away. This can include drafting a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. In Shawnee, where there is a significant population of retirees and older adults, having a solid estate plan in place can provide peace of mind and ensure that their loved ones are taken care of. Additionally, an estate planning lawyer can assist with other important legal documents, such as powers of attorney and healthcare directives, which can be crucial in the event of incapacitation or illness. Overall, working with an estate planning lawyer can help residents of Shawnee protect their assets, minimize taxes, and ensure their wishes are carried out.

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