Wealth Management in Great Bend, KS

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List of Firms

Great Bend, KS Wealth Management Firms

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Edward Jones Investments
SEC File# 801-3297
CRD# 250
Location 2421 10th St, Great Bend, KS 67530, USA
Directions
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Francis Financial Services
5 out of 5
Location 1015 McKinley St, Great Bend, KS 67530, USA
Phone (620) 792-7577
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Thrivent Financial-Lutherans
Location 2015 Forest Ave # 100, Great Bend, KS 67530, USA
Phone (620) 792-3120
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Raymond James Financial Services
Location 1920 Main St, Great Bend, KS 67530, USA
Phone (620) 603-9556
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Edward Jones - Financial Advisor: Todd J Armatys
SEC File# 801-3297
CRD# 250
Location 1904 Broadway Ave, Great Bend, KS 67530, USA
Phone (620) 793-5481
Directions
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Great Bend Chamber of Commerce
5 out of 5
Location 1125 Williams St, Great Bend, KS 67530, USA
Phone (620) 792-2401
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Spectrum CPA Partners, LLC
5 out of 5
Location 1400 Polk St, Great Bend, KS 67530, USA
Phone (620) 792-5378
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Edward Jones - Financial Advisor: Jim Vopat
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2421 10th St, Great Bend, KS 67530, USA
Phone (620) 792-5095
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Thrivent Financial
Location 1311 Williams St, Great Bend, KS 67530, USA
Phone (620) 792-2465
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Life Planning Solutions
Location 1618 Main St, Great Bend, KS 67530, USA
Phone (620) 793-9999
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Adams Brown
5 out of 5
Location 2006 Broadway Ave #2A, Great Bend, KS 67530, USA
Phone (620) 792-2428
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Becker CPA, Ltd.
5 out of 5
Location 2119 US-281 BYP, Great Bend, KS 67530, USA
Phone (620) 792-5336
Directions
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Edward Jones - Financial Advisor: Kris Sundahl
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2016 19th St, Great Bend, KS 67530, USA
Phone (620) 603-0340
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
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Central Investment Planners
Location 2324 Garfield St, Great Bend, KS 67530, USA
Phone (620) 792-2526
Directions
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Sherman Hiss Wealth Management Group
SEC File# 801-69511
CRD# 125112
5 out of 5
Location 2001 Broadway Ave, Great Bend, KS 67530, USA
Phone (620) 792-6333
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Farm Bureau Financial Services
4 out of 5
Location 4210 8th St, Great Bend, KS 67530, USA
Phone (620) 792-1246
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Farm Bureau Financial Services: Cordre Neil
Location 4210 8th St, Great Bend, KS 67530, USA
Phone (620) 792-1246
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Investment Centers of America
Location 1222 Kansas Ave, Great Bend, KS 67530, USA
Phone (620) 793-4735
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Dave Nachtigal
Location 4210 8th St, Great Bend, KS 67530, USA
Phone (620) 792-1246
Directions
Wealth Management in Great Bend, KS

Where Wealth Management Advisors in Great Bend, KS Serve

Great Bend, KS is a vibrant city nestled in the heart of Kansas. It boasts a variety of landmarks, including the Great Bend Brit Spaugh Zoo, the Barton County Historical Museum, and the Cheyenne Bottoms Wildlife Area. The city is home to several top employers, such as the Great Bend Regional Hospital, the USD 428 School District, and the City of Great Bend. Major highways and streets in Great Bend include US-56, US-281, and 10th Street. The city is also home to several neighborhoods, including the Northridge neighborhood, the Stone Lake Estates neighborhood, and the Sunset Ridge neighborhood. Great Bend is a city full of opportunities and excitement, with something for everyone to enjoy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Great Bend, KS can benefit from a bank in numerous ways. For instance, a bank can provide loans to small businesses in the area, which can help them grow and create more job opportunities for the locals. Additionally, a bank can offer financial advice and investment opportunities to individuals, helping them make sound decisions and achieve their financial goals. Furthermore, given that Great Bend is a rural community, a bank can provide essential services such as mobile banking and remote deposit capture, making it easier for residents to manage their finances from the comfort of their homes. Overall, a bank can serve as a vital resource for the people of Great Bend, KS, helping them build a stronger and more prosperous community.

Insurance Broker

Residents of Great Bend, KS can benefit greatly from the services of an insurance broker. With the city being located in a region that is prone to severe weather conditions such as tornadoes and hailstorms, an insurance broker can help residents find the best insurance policies to protect their homes and properties. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that provide adequate coverage for their medical needs. With the rising cost of healthcare, having access to an insurance broker who can navigate the complex healthcare system and find the best insurance policies can be a lifesaver for many residents of Great Bend, KS. Furthermore, an insurance broker can also help residents find auto insurance policies that offer comprehensive coverage and protection against the unique driving conditions in the area, such as icy roads during the winter months. In short, an insurance broker can be an invaluable resource for residents of Great Bend, KS, helping them navigate the complex world of insurance and find the best policies to protect themselves and their families.

Retirement Planning

Residents of Great Bend, KS can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them create a comprehensive financial plan that takes into account their specific needs and goals. This is particularly important in Great Bend, KS, where the cost of living is relatively low compared to other parts of the country. A retirement planner can help residents make the most of their retirement savings, ensuring they have enough money to cover their expenses and maintain their desired lifestyle. Additionally, a retirement planner can provide guidance on important financial decisions, such as when to start taking Social Security benefits, how to invest their money, and how to manage their taxes. With the help of a retirement planner, residents of Great Bend, KS can enjoy a secure and comfortable retirement.

Financial Advisor

Residents of Great Bend, KS can greatly benefit from the guidance of a financial advisor. With the city's economy heavily reliant on agriculture and oil production, a financial advisor can help residents navigate the volatile market and make informed investment decisions. Additionally, Great Bend has a high poverty rate, with over 15% of the population living below the poverty line. A financial advisor can assist these individuals in creating a budget, managing debt, and finding ways to save money. Furthermore, with the cost of healthcare on the rise, a financial advisor can help residents plan for unexpected medical expenses and explore healthcare savings options. Overall, a financial advisor can provide invaluable support to the residents of Great Bend, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Great Bend, KS can benefit from the expertise of a mortgage loan officer in various ways. For instance, a mortgage loan officer can assist residents in securing a mortgage loan to purchase their dream home or refinance an existing mortgage. With Great Bend being a hub of agricultural activity, a mortgage loan officer can also provide guidance on obtaining loans for farm properties. Additionally, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including understanding the various types of mortgages available and the associated costs. With the current economic climate, a mortgage loan officer can also provide advice on how to manage debt and improve credit scores to increase the chances of securing a favorable mortgage rate. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Great Bend, KS looking to achieve their homeownership goals.

Tax Services

Residents of Great Bend, KS could benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws that are unique to the state of Kansas. For example, Kansas is one of only a few states that still imposes a tax on food and groceries, and understanding how to navigate this tax can be confusing for many residents. Additionally, Kansas has a number of tax incentives and credits available to residents, such as the Rural Opportunity Zone program, which provides tax breaks to individuals who move to designated rural areas of the state. A tax advisor could help residents take advantage of these incentives and credits, potentially saving them thousands of dollars in taxes each year. Finally, a tax advisor could provide valuable guidance and support to small business owners in Great Bend, helping them navigate the complex tax laws that apply to businesses and ensuring that they are in compliance with all applicable regulations.

Estate Planning Lawyer

Residents of Great Bend, KS can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help them create a comprehensive plan for the distribution of their assets after they pass away. This is particularly important in Great Bend, which has a high population of retirees and elderly individuals. Secondly, an estate planning lawyer can assist with the creation of trusts and other legal arrangements that can help protect assets from creditors and ensure that they are passed down to beneficiaries in a tax-efficient manner. Additionally, an estate planning lawyer can help residents of Great Bend navigate complex probate laws and procedures, which can be especially challenging for those who are unfamiliar with the legal system. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Great Bend as they navigate the complexities of estate planning and ensure that their wishes are carried out after they pass away.

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