Wealth Management in Leavenworth County, KS

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List of Firms

Leavenworth County, KS Wealth Management Firms

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Edward Jones - Financial Advisor: Brian W Keeley
5 out of 5
Location 419 Shawnee St, Leavenworth, KS 66048, USA
Phone (913) 682-2120
Directions
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First Command Financial Advisor - Curt Ross
Location 417 S 2nd St Ste D-101, Leavenworth, KS 66048, USA
Phone (913) 651-6820
Directions
SEC File# 801-78373
CRD# 168246
5 out of 5
Location 645 Massachusetts St, Lawrence, KS 66044, USA
Phone (785) 856-2222
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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The Trust Company of Kansas
5 out of 5
Location 730 New Hampshire St #205, Lawrence, KS 66044, USA
Phone (785) 749-0904
Directions
Wealth Management in Leavenworth County, KS

Where Wealth Management Advisors in Leavenworth County, KS Serve

Leavenworth County, KS is a vibrant and diverse community nestled in the heart of the Midwest. Home to a plethora of landmarks, including the historic Fort Leavenworth and the scenic Riverfront Park, this county boasts a rich history and a bright future. With top employers such as the United States Army, the Leavenworth County government, and the Lansing Correctional Facility, this area is a hub of economic activity. Major highways and streets, such as I-70 and US-73, provide easy access to nearby cities and attractions. From the charming neighborhoods of Leavenworth and Lansing to the rural communities of Tonganoxie and Basehor, this county offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Leavenworth County, KS would be helped by a bank in a multitude of ways. Firstly, a bank would provide them with a safe and secure place to store their money and valuables. Given that Leavenworth County is home to several military installations, including Fort Leavenworth, a bank would be a reliable and trustworthy place for military personnel and their families to manage their finances. Additionally, a bank could offer loans and mortgages to those looking to purchase homes or start businesses in the county. With its rich history and cultural attractions, Leavenworth County is a desirable place to live and work, and a bank could help make that dream a reality for many. Furthermore, a bank could provide financial education and resources to residents, helping them to make informed decisions about their money and plan for their futures. Overall, a bank would be an invaluable resource for the residents of Leavenworth County, offering them a sense of security and stability in their financial lives.

Insurance Broker

Residents of Leavenworth County, KS can benefit from the services of an insurance broker in several ways. One of the most common ways an insurance broker can help residents is by providing them with personalized insurance plans that cater to their specific needs. Leavenworth County, KS is known for its diverse population, with a mix of urban and rural areas. Therefore, insurance brokers can assist residents in finding insurance policies that cover their unique needs, such as protection from natural disasters like tornadoes and flooding, as well as coverage for farm equipment and livestock. Additionally, brokers can help residents navigate the complex insurance market, comparing policies, and finding the best deals and discounts available. Overall, insurance brokers can be a valuable resource for residents of Leavenworth County, KS, providing them with the peace of mind and financial security they need to protect themselves and their families.

Retirement Planning

Residents of Leavenworth County, KS would greatly benefit from the services of a retirement planner. With a population of over 80,000, the county is home to a large number of retirees who need guidance on how to manage their finances in their golden years. A retirement planner can help them navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also assist with estate planning, tax planning, and investment management. In addition, the planner can provide advice on how to minimize the impact of inflation on their retirement income. With the cost of living in Leavenworth County being slightly higher than the national average, residents need to be diligent in their financial planning to ensure they can maintain their standard of living throughout their retirement years. A retirement planner can help them achieve their financial goals and provide them with peace of mind knowing that their retirement is secure.

Financial Advisor

Residents of Leavenworth County, KS can benefit in many ways from the services of a financial advisor. One of the most common ways is by receiving guidance on retirement planning, given the county's aging population. With a median age of 37, Leavenworth County has a higher percentage of residents over the age of 65 than the state average. A financial advisor can help these individuals prepare for retirement by developing a personalized plan that takes into account their unique financial situation and goals. Additionally, a financial advisor can provide advice on investment strategies, tax planning, and estate planning, all of which can help residents of Leavenworth County achieve long-term financial security. With the help of a skilled advisor, residents can navigate the complex world of finance with confidence and ease.

Mortgage Loan Officer

Residents of Leavenworth County, KS can greatly benefit from the expertise of a mortgage loan officer. With a population of over 80,000 people, Leavenworth County is a growing community that is home to many families and individuals. A knowledgeable mortgage loan officer can help residents navigate the complex world of home financing, providing guidance on everything from interest rates to down payments. They can also assist with the pre-approval process, helping residents determine how much they can afford to spend on a new home. Additionally, a mortgage loan officer can help residents understand the various types of mortgages available to them, such as fixed-rate, adjustable-rate, and government-backed loans. With their extensive knowledge of the local market, a mortgage loan officer can help residents find the best mortgage options to suit their unique needs and financial situations.

Tax Services

Residents of Leavenworth County, KS could benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could be invaluable is helping residents navigate the complex tax laws surrounding agricultural businesses. Leavenworth County is home to a significant number of farms and agricultural operations, and the tax laws governing these businesses can be incredibly confusing. A tax advisor could help farmers and other agricultural business owners understand the deductions and credits available to them, ensure that they are compliant with all relevant tax laws, and help them minimize their tax liability. Additionally, a tax advisor could provide guidance on estate planning and help residents plan for the future of their agricultural businesses. Overall, the knowledge and experience of a tax advisor could be incredibly beneficial to residents of Leavenworth County, especially those involved in the agricultural industry.

Estate Planning Lawyer

Residents of Leavenworth County, KS can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in creating comprehensive plans that ensure that a person's assets are distributed according to their wishes. In Leavenworth County, KS, estate planning lawyers can help residents navigate the state's complex probate laws and ensure that their assets are protected from creditors and other potential threats. Additionally, an estate planning lawyer can help residents create trusts and other legal vehicles that can provide for their loved ones after they pass away. This is especially important in Leavenworth County, KS, where many families rely on agriculture and other industries that require long-term planning and asset protection. By working with an estate planning lawyer, residents of Leavenworth County, KS can ensure that their assets are managed and distributed according to their wishes, providing peace of mind for themselves and their loved ones.

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