Best Financial Advisors in Johnson County, KS

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List of Firms

Johnson County, KS Fiduciary Financial Advisors

SEC File# 801-71232
CRD# 153278
5 out of 5
Location 6800 College Blvd Suite 620, Overland Park, KS 66211, USA
Phone (913) 827-4600
Directions
Financial Advisors | U.S. Bancorp Investments
Location 10100 W 119th St, Overland Park, KS 66213, USA
Phone (913) 323-5321
Directions
Centerpoint Advisory Services
5 out of 5
Location 7450 W 130th St, Overland Park, KS 66213, USA
Phone (913) 685-3001
Directions
Edward Jones - Financial Advisor: Chad D Shaddox, AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 7951 W 160th St Suite 510, Overland Park, KS 66223, USA
Phone (913) 685-5939
Directions
Ryan Johnson - Private Client Advisor
Location 7101 College Blvd Suite 610, Overland Park, KS 66210, USA
Phone (913) 663-8109
Directions
Kansas City Wealth Management | KC Financial Advisors
Location 6800 College Blvd, Overland Park, KS 66211, USA
Phone (913) 721-6997
Directions
Edward Jones - Financial Advisor: Kelly A Tate, ChFC®|CLU®
SEC File# 801-3297
CRD# 250
Location 7400 College Blvd Suite 360, Overland Park, KS 66210, USA
Phone (913) 283-9804
Directions
Fortune Financial Services
SEC File# 801-78728
CRD# 145799
Location 11600 College Blvd #225, Overland Park, KS 66210, USA
Phone (913) 393-0038
Directions
Matthew Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 5700 W 112th St Ste 130, Overland Park, KS 66211, USA
Phone (913) 491-5400
Directions
Edward Jones - Financial Advisor: Katie Dixon
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8720 W 151st St, Overland Park, KS 66221, USA
Phone (913) 851-5218
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Brooke Donley Behrens, CFA®
SEC File# 801-3297
CRD# 250
Location 13401 S Mur-Len Rd, Olathe, KS 66062, USA
Phone (913) 764-2400
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Spectrum Wealth Advisors
Location 7285 W 132nd St #180, Overland Park, KS 66213, USA
Phone (913) 685-8581
Directions
Hadel Financial Advisors, Inc.
Location 11900 College Blvd Ste. 315, Overland Park, KS 66210, USA
Phone (913) 825-2626
Directions
Edward Jones - Financial Advisor: Jac Comfort
SEC File# 801-3297
CRD# 250
Location 5200 W 94th Terrace Ste 203, Prairie Village, KS 66207, USA
Phone (913) 381-0900
Directions
Edward Jones - Financial Advisor: Brandon A Gehle
SEC File# 801-3297
CRD# 250
Location 12701 Metcalf Ave Suite 101, Overland Park, KS 66213, USA
Phone (913) 402-6745
Directions
Renaissance Financial
4 out of 5
Location 7500 College Blvd Suite 350, Overland Park, KS 66210, USA
Phone (913) 344-7700
Directions
Davis Financial Partners
Location 7300 College Blvd, Overland Park, KS 66210, USA
Phone (913) 224-2739
Directions
Edward Jones - Financial Advisor: Chad King
SEC File# 801-3297
CRD# 250
Location 11512 W 135th St, Overland Park, KS 66221, USA
Phone (913) 239-0185
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
Edward Jones - Financial Advisor: Chris Carr, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15660 W 135th St, Olathe, KS 66062, USA
Phone (913) 829-6346
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Cornerstone Financial Advisors
Location 7300 College Blvd # 223, Overland Park, KS 66210, USA
Phone (913) 327-1623
Directions
Edward Jones - Financial Advisor: Steve Spangler, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7717 W 151st St, Overland Park, KS 66223, USA
Phone (913) 814-3804
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Craig Clennan
SEC File# 801-3297
CRD# 250
Location 9152 W 135th St, Overland Park, KS 66221, USA
Phone (913) 239-0299
Directions
Edward Jones - Financial Advisor: Sam Patterson
SEC File# 801-3297
CRD# 250
Location 13301 W 135th St, Overland Park, KS 66221, USA
Phone (913) 897-8010
Directions
Providence Financial Advisor
Location 6900 College Blvd Suite 440, Overland Park, KS 66211, USA
Phone (913) 323-0535
Directions
Edward Jones - Financial Advisor: Amy Patton, AAMS®
SEC File# 801-3297
CRD# 250
Location 6500 W 95th St Ste 101, Overland Park, KS 66212, USA
Phone (913) 385-9850
Directions
Edward Jones - Financial Advisor: Sean P O'Neill
SEC File# 801-3297
CRD# 250
Location 13551 S Mur-Len Rd, Olathe, KS 66062, USA
Phone (913) 782-1044
Directions
Douglas Scalard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 10955 Lowell Ave Ste 420, Overland Park, KS 66210, USA
Phone (913) 451-2966
Directions
Edward Jones - Financial Advisor: Gabe Nelson
SEC File# 801-3297
CRD# 250
Location 12701 Metcalf Ave Suite 203, Overland Park, KS 66213, USA
Phone (913) 851-0245
Directions
KC Family Financial
Location 9625 Lamar Ave, Overland Park, KS 66207, USA
Phone (913) 207-3280
Directions
Edward Jones - Financial Advisor: David W Teasley, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 9401 Indian Creek Pkwy Suite 660, Overland Park, KS 66210, USA
Phone (913) 962-0268
Directions
Insight Financial Services, Inc.
5 out of 5
Location 7101 College Blvd #1501, Overland Park, KS 66210, USA
Phone (913) 402-2020
Directions
Gemini Financial Advisors
SEC File# 801-107738
CRD# 283653
Location 13431 W 173rd Terrace, Overland Park, KS 66221, USA
Phone (913) 738-5277
Directions
Gemini Financial Advisors
SEC File# 801-107738
CRD# 283653
Location 7400 W 130th St #345, Overland Park, KS 66213, USA
Phone (913) 738-5277
Directions
Parker Financial Group, Inc.
5 out of 5
Location 9200 Indian Creek Pkwy #180, Overland Park, KS 66210, USA
Phone (913) 661-9492
Directions
Impact Wealth Planners
Location 6800 College Blvd # 630, Overland Park, KS 66211, USA
Phone (913) 289-6500
Directions
Financial Advisors in Johnson County, KS

Where Certified Financial Advisors in Johnson County, KS Serve

Johnson County, located in the heart of Kansas, is a vibrant and dynamic county that boasts a plethora of landmarks and attractions that will leave you in awe. From the towering Johnson County Courthouse to the stunning Overland Park Arboretum and Botanical Gardens, there is no shortage of breathtaking sights to behold. Home to some of the top employers in the state, Johnson County is a hub of economic activity, with major companies like Sprint, Garmin, and Black & Veatch calling this county home. With a diverse range of industries, including healthcare, technology, and finance, Johnson County offers ample opportunities for career growth and development. Navigating Johnson County is a breeze, thanks to its extensive network of highways and streets. Major highways like I-435 and I-35 make it easy to get around, while local streets like Metcalf Avenue and Shawnee Mission Parkway provide easy access to shopping, dining, and entertainment. With a variety of neighborhoods to choose from, Johnson County offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Johnson County, KS can benefit greatly from the expertise of a financial advisor in a number of ways. One specific area where a financial advisor can be particularly helpful is in navigating the unique tax laws and regulations of the state. With Kansas being one of only a few states that taxes income from all sources, including retirement income, it can be challenging for residents to maximize their tax savings and minimize their liabilities. A financial advisor can provide guidance on tax-efficient investment strategies and help residents understand how to take advantage of available deductions and credits. Additionally, a financial advisor can help residents plan for major life events such as retirement, college expenses, and purchasing a home. By working with a financial advisor, residents of Johnson County can gain peace of mind knowing that their financial future is in good hands.

Insurance Broker

Residents of Johnson County, KS can benefit greatly from the expertise of an insurance broker. With the county's population rapidly growing, it can be overwhelming to navigate the complex world of insurance policies and find the best coverage for your unique needs. An insurance broker can help residents of Johnson County, KS by providing personalized guidance and recommendations on the most suitable insurance options available to them. For example, with Johnson County, KS being home to many affluent individuals and families, an insurance broker can assist in finding high-value insurance policies that provide comprehensive coverage for luxury homes, vehicles, and other assets. Additionally, an insurance broker can help residents of Johnson County, KS navigate the healthcare system and find the best health insurance plans that meet their specific needs and budget.

Retirement Planning

Residents of Johnson County, KS could greatly benefit from the services of a retirement planner. Johnson County is known for its high cost of living and affluent population, which can make planning for retirement a daunting task. A retirement planner can provide guidance on how to save and invest wisely, as well as help residents navigate the complex world of Social Security and Medicare. Additionally, many residents of Johnson County work for large corporations or have successful businesses, which can make retirement planning even more complicated. A retirement planner can help these individuals create a customized plan that takes into account their unique financial situation and goals. Overall, a retirement planner can provide peace of mind and help residents of Johnson County feel confident about their financial future.

Wealth Management

Residents of Johnson County, KS could benefit greatly from the services of a wealth manager. One specific way in which they could be helped is by creating a comprehensive financial plan that accounts for the unique factors of living in Johnson County. With a high median household income and a thriving economy, residents of Johnson County may face different financial challenges and opportunities than those in other areas. A wealth manager could help them navigate these factors and make informed decisions about investments, retirement planning, and estate planning. Additionally, a wealth manager could provide guidance on tax strategies that are specific to Kansas state laws, helping residents to maximize their financial resources. Overall, a wealth manager could be an invaluable asset to residents of Johnson County, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Johnson County, KS can benefit from the expertise of a mortgage loan officer in numerous ways. One of the most common ways is by helping them navigate the complex process of buying a home in the area. Johnson County is known for its high property values, which can make it challenging for first-time homebuyers to secure a mortgage. A loan officer can help residents understand their options, including government-backed loans and down payment assistance programs, and guide them through the application process. Additionally, loan officers can help residents refinance their existing mortgages to take advantage of lower interest rates or to tap into their home equity for renovations or other expenses. With the help of a knowledgeable mortgage loan officer, residents of Johnson County can achieve their homeownership goals with confidence.

Tax Services

Residents of Johnson County, KS can benefit greatly from the expertise of a tax advisor, especially given the county's relatively high median household income and property values. A tax advisor can help residents navigate the complexities of tax law and maximize their deductions, potentially saving them thousands of dollars each year. Additionally, with Johnson County's proximity to the Missouri state line, residents may also need assistance with filing taxes in multiple states. A tax advisor can provide valuable guidance on how to minimize tax liabilities and ensure compliance with all applicable laws and regulations. Overall, a tax advisor can be an invaluable resource for Johnson County residents looking to optimize their financial situation and minimize their tax burden.

Estate Planning Lawyer

Residents of Johnson County, KS can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Johnson County residents is by creating a customized estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Johnson County, which has a high population of retirees and wealthy individuals who may have complex estates. An estate planning lawyer can also assist with setting up trusts, creating powers of attorney, and developing healthcare directives to ensure that individuals' wishes are respected in the event of incapacity or illness. With the help of an estate planning lawyer, Johnson County residents can have peace of mind knowing that their legacy and assets will be protected and distributed as they intended.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Johnson County, KS