Best Financial Advisors in Lenexa, KS

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List of Firms

Lenexa, KS Fiduciary Financial Advisors

Midwest Lending Group
Location 8620 Penrose Ln Suite 10306, Lenexa, KS 66219, USA
Phone (913) 257-9515
Directions
Larmer Elstun Investment Advsr
Location 13715 W 109th St # 110, Lenexa, KS 66215, USA
Phone (913) 451-8351
Directions
Retirement & Investment Advsrs
Location 7420 Quivira Rd #101, Shawnee, KS 66216, USA
Phone (913) 631-1122
Directions
Merrill Co Llc
Location 8801 Renner Blvd, Lenexa, KS 66219, USA
Phone (913) 495-4352
Directions
Comprehensive Investment Services
Location 8801 Long St, Lenexa, KS 66215, USA
Phone (913) 438-2722
Directions
Credit Restart
Location 8700 Monrovia #310, Lenexa, KS 66215, USA
Phone (888) 670-7709
Directions
Lincoln Financial Group
5 out of 5
Location 10851 Mastin St # 950, Overland Park, KS 66210, USA
Phone (913) 451-1505
Directions
Credit Advisors Council - Credit Repair Kansas City
3 out of 5
Location 8700 Monrovia Suite 310, Lenexa, KS 66215, USA
Phone (913) 353-4006
Directions
Edward Jones - Financial Advisor: Keith P Winterhalter
SEC File# 801-3297
CRD# 250
Location 15301 W 87th St Pkwy Suite 205, Lenexa, KS 66219, USA
Phone (913) 248-1857
Directions
Forgy Financial LLC
Location 11872 W 91st St, Overland Park, KS 66214, USA
Phone (913) 663-5535
Directions
Edward Jones - Financial Advisor: Deanna Campbell
SEC File# 801-3297
CRD# 250
5 out of 5
Location 11079 Hauser St, Lenexa, KS 66210, USA
Phone (913) 451-6411
Directions
Ali Haghi - Prudential Financial
5 out of 5
Location 11071 Hauser St, Lenexa, KS 66210, USA
Phone (913) 381-5500
Directions
Wealth Management Group of Kc
Location 10851 Mastin St # 120, Overland Park, KS 66210, USA
Phone (913) 649-4121
Directions
Baldwin Investments
Location 12632 W 77th St, Shawnee, KS 66216, USA
Phone (913) 631-7614
Directions
Edward Jones - Financial Advisor: Jeremiah Wright, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8650 Candlelight Ln Suite 5, Lenexa, KS 66215, USA
Phone (913) 310-0316
Directions
Christopher Hartman, Bankers Life Agent and Bankers Life Advisory Services Financial Advisor
Location 8207 Melrose Dr Ste 150, Lenexa, KS 66214, USA
Phone (913) 894-6553
Directions
Michael Halloran - Ameriprise Financial Services, Inc.
Location 8801 Long St, Lenexa, KS 66215, USA
Phone (913) 438-8703
Directions
Guardian Financial Solutions
Location Papa Johns Pizza, 8889 Bourgade Ave, Lenexa, KS 66219, USA
Phone (913) 396-6228
Directions
Janet Ewing - Financial Advisor, Ameriprise Financial Services, LLC
Location 10955 Lowell Ave Ste 420, Overland Park, KS 66210, USA
Phone (913) 451-2605
Directions
Edward Jones - Financial Advisor: Chris Van Keirsbilck
5 out of 5
Location 16445 W 119th St, Olathe, KS 66061, USA
Phone (913) 764-1796
Directions
Financial Advisors | U.S. Bancorp Investments
Location 15380 W 119th St, Olathe, KS 66062, USA
Phone (816) 743-6244
Directions
Edward Jones - Financial Advisor: Brian J Hamilton
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8651 Penrose Ln, Lenexa, KS 66219, USA
Phone (913) 350-5550
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Brandon M Jobe
SEC File# 801-3297
CRD# 250
5 out of 5
Location 17240 W 87th St, Lenexa, KS 66219, USA
Phone (913) 422-4424
Directions
Barber Financial Plaza
Location 13519 W 95th St, Lenexa, KS 66215, USA
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 8650 Candlelight Ln Suite 5, Lenexa, KS 66215, USA
Directions
Greg Dillard
5 out of 5
Location 11900 W 87th St Pkwy #130, Lenexa, KS 66215, USA
Phone (913) 276-7112
Directions
Edward Jones - Financial Advisor: Brennan A Hurt
SEC File# 801-3297
CRD# 250
Location 8651 Penrose Ln, Lenexa, KS 66219, USA
Phone (913) 350-5550
Directions
Lewer Financial Advisors, LLC
5 out of 5
Location 9900 W 109th St #200, Overland Park, KS 66210, USA
Phone (877) 821-7797
Directions
Financial Advisors in Lenexa, KS

Where Certified Financial Advisors in Lenexa, KS Serve

Lenexa, KS is a bustling city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering Lenexa City Center to the quaint Old Town Lenexa, this city has something for everyone. The top employers in Lenexa include the healthcare giant, AdventHealth, the tech company, Garmin, and the pharmaceutical company, Thermo Fisher Scientific. The major highways and streets that run through Lenexa are I-35, I-435, and 95th Street, making it easy to navigate around the city. Lenexa is also home to several neighborhoods, including Falcon Valley, Canyon Creek, and Bristol Ridge. With so much to offer, Lenexa is a city that is constantly growing and evolving.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lenexa, KS can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is particularly important in Lenexa, which has a thriving business community and a high cost of living. A financial advisor can help residents navigate the complexities of investing, retirement planning, and tax management, while also providing guidance on how to save for major life events such as buying a home or sending a child to college. With the help of a financial advisor, residents of Lenexa can feel confident that they are making informed decisions about their financial future.

Insurance Broker

Residents of Lenexa, KS can benefit greatly from the services of an insurance broker. With the city's population growing rapidly, it can be overwhelming to navigate the various insurance options available. An insurance broker can help residents find the best coverage for their specific needs, whether it be for health, auto, or home insurance. Additionally, Lenexa is prone to severe weather conditions such as tornadoes and hailstorms, so having the proper insurance coverage is crucial. An insurance broker can assist residents in finding policies that offer protection against these types of natural disasters. Overall, working with an insurance broker can provide peace of mind and ensure that Lenexa residents are adequately covered in the event of an unexpected event.

Retirement Planning

Residents of Lenexa, KS could benefit greatly from the assistance of a retirement planner in a number of ways. For example, a retirement planner could help individuals in Lenexa navigate the complex world of Social Security benefits and Medicare. Additionally, a planner could help residents of Lenexa develop a customized retirement plan that takes into account their unique financial situation, lifestyle goals, and family needs. Given that Lenexa is a rapidly growing community with a large number of retirees, a retirement planner could also provide valuable guidance on how to manage expenses in retirement, including healthcare costs and housing expenses. Ultimately, a retirement planner could help residents of Lenexa achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Lenexa, KS can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through retirement planning. Lenexa has a growing population of retirees, and a wealth manager can help them navigate the complex landscape of retirement savings and investment options. Additionally, a wealth manager can assist with estate planning, tax planning, and investment management, all of which are critical components of a comprehensive financial plan. With the help of a skilled wealth manager, residents of Lenexa can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lenexa, KS can greatly benefit from the services of a mortgage loan officer. These professionals can provide guidance and support throughout the home buying process, helping residents secure the financing they need to purchase their dream homes. Specifically, Lenexa residents may benefit from the expertise of a loan officer who is familiar with the local real estate market and can provide insight into the unique challenges and opportunities of buying a home in this area. Additionally, a loan officer can help residents navigate the complex application process, ensuring that they have all the necessary documentation and information to secure the best possible mortgage rates and terms. With the help of a mortgage loan officer, Lenexa residents can achieve their homeownership goals and enjoy all the benefits that come with owning a home in this vibrant and growing community.

Tax Services

Residents of Lenexa, KS can benefit greatly from the services of a tax advisor. Specifically, a tax advisor can help Lenexa residents navigate the complex tax laws and regulations unique to the state of Kansas. This includes understanding the state's tax rates, exemptions, and deductions, as well as any local tax ordinances that may apply. Additionally, a tax advisor can assist Lenexa residents in developing a tax strategy that maximizes their deductions and minimizes their liabilities. With the guidance of a tax advisor, Lenexa residents can ensure that they are in compliance with all tax laws and regulations, while also taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Lenexa, KS can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Lenexa, KS to create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Lenexa, KS to minimize the tax implications of their estate plan, ensuring that their beneficiaries receive the maximum amount of their inheritance. One specific aspect of estate planning that is particularly important for residents of Lenexa, KS is the creation of a trust to protect their assets from potential long-term care costs. An estate planning lawyer can help residents of Lenexa, KS to create a trust that ensures their assets are protected while still allowing them to qualify for Medicaid if they require long-term care in the future.

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