Wealth Management in Mission Woods, KS

We did the hard work of finding trustworthy partners in Mission Woods, KS. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Mission Woods, KS Wealth Management Firms

generic_business-71
Weaver Financial
Location 5410 W 61st Pl Suite 100, Mission, KS 66205, USA
Phone (913) 871-6151
Directions
generic_business-71
Cornerstone Wealth Management
SEC File# 801-123282
CRD# 313269
Location 4400 College Blvd #350, Overland Park, KS 66211, USA
Phone (913) 766-9924
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Chris Longly
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9915
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Richard J Goede
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9744
Directions
generic_business-71
Pegasus Capital Management
3 out of 5
Location 10801 Mastin St Ste. 370, Overland Park, KS 66210, USA
Phone (913) 327-1627
Directions
generic_business-71
RBC Wealth Management Branch - Kansas City
5 out of 5
Location 4001 W 114th St #200, Leawood, KS 66211, USA
Phone (913) 451-3500
Directions
generic_business-71
Kansas City Private Wealth Management
5 out of 5
Location 3 W 63rd St #120, Kansas City, MO 64113, USA
Phone (816) 214-8344
Directions
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205, USA
Phone (913) 267-7200
Directions
generic_business-71
Frontier Wealth Management Llc
5 out of 5
Location 4435 Main St #650, Kansas City, MO 64111, USA
Phone (816) 753-5100
Directions
generic_business-71
EVP Capital Advisors
5 out of 5
Location 1968 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 906-8032
Directions
generic_business-71
Emerald Bay Capital Management
1 out of 5
Location 4210 Shawnee Mission Pkwy, Fairway, KS 66205, USA
Phone (913) 748-8020
Directions
generic_business-71
Wealth Management Group of Kc
Location 10851 Mastin St # 120, Overland Park, KS 66210, USA
Phone (913) 649-4121
Directions
Wealth Management in Mission Woods, KS

Where Wealth Management Advisors in Mission Woods, KS Serve

Mission Woods, KS is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the lush greenery of the Shawnee Mission Park to the historic Shawnee Indian Mission Museum, there is no shortage of things to see and do in this vibrant community. Top employers in the area include the Shawnee Mission School District, the University of Kansas Medical Center, and the Sprint Corporation. Major highways such as I-35 and I-635 provide easy access to nearby cities, while streets like Mission Road and State Line Road offer convenient routes for local travel. Neighborhoods in Mission Woods range from quaint and cozy to sprawling and luxurious. From the charming bungalows of Old Mission to the stately homes of Indian Hills, there is a perfect home for every taste and budget. Whether you are a young professional, a growing family, or a retiree seeking a peaceful retreat, Mission Woods has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mission Woods, KS can benefit from a bank in several ways. One specific way is through the provision of loans to support the growth of small businesses in the area. As a community with a population of just over 200 people, Mission Woods has a limited number of businesses, most of which are small and locally owned. With the help of a bank, these businesses can access the funding they need to expand their operations, hire more employees, and contribute to the local economy. Additionally, a bank can offer financial education and resources to help residents manage their personal finances, such as savings accounts, credit cards, and investment options. This can help residents achieve their financial goals and improve their overall quality of life. Overall, having a bank in Mission Woods can provide residents with the necessary tools and resources to support their financial well-being and contribute to the growth and development of the community.

Insurance Broker

Residents of Mission Woods, KS could benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker could help them navigate the complex landscape of insurance policies and find the coverage that best suits their needs. Given that Mission Woods is a small, affluent city with a population of just over 200, an insurance broker could help residents find coverage that is tailored to their unique circumstances. Additionally, an insurance broker could help residents understand the various risks associated with living in the area, such as the threat of severe weather or flooding. By working with an insurance broker, residents of Mission Woods could ensure that they have the protection they need in case of an emergency or unexpected event.

Retirement Planning

Residents of Mission Woods, KS can benefit from the guidance of a retirement planner in various ways. One of the most common ways is by helping them plan for their future income needs and expenses. A retirement planner can help residents of Mission Woods, KS navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also help them develop a comprehensive retirement plan that takes into account their unique financial situation, including their assets, debts, and other financial obligations. Additionally, a retirement planner can provide advice on investment strategies and help residents of Mission Woods, KS optimize their retirement savings. With the help of a retirement planner, residents of Mission Woods, KS can feel confident that they are on track to achieving their retirement goals, regardless of any unexpected life events that may arise.

Financial Advisor

Residents of Mission Woods, KS could greatly benefit from the expertise of a financial advisor. With its affluent community and high median household income, there are many opportunities for residents to grow their wealth and invest in their future. A financial advisor could help residents navigate the complexities of investment strategies and create a personalized plan that aligns with their unique financial goals. Additionally, with the city's close proximity to Kansas City, there are opportunities for residents to take advantage of the city's vibrant business scene and potentially invest in local startups or real estate ventures. A financial advisor could provide valuable insight and guidance on these opportunities, helping residents make informed decisions and maximize their financial potential.

Mortgage Loan Officer

Residents of Mission Woods, KS could benefit from the services of a mortgage loan officer in various ways. Firstly, the officer could help them secure a mortgage loan to purchase a house in the area. Mission Woods is a small city located in the northeastern part of Kansas, with a population of just over 200 residents. Due to its small size, the housing market in Mission Woods is limited, and finding a suitable home can be challenging. A mortgage loan officer could help residents navigate the housing market and find a property that meets their needs and budget. Additionally, the officer could assist residents in obtaining a mortgage loan with favorable terms and interest rates, which can save them thousands of dollars in the long run. Furthermore, the officer could provide advice on refinancing existing mortgages, home equity loans, and other financial products that can help residents achieve their homeownership goals.

Tax Services

Residents of Mission Woods, KS could benefit greatly from the expertise of a tax advisor. With the city's median household income being $150,000, tax planning and preparation can be complex and overwhelming. A tax advisor can assist residents in minimizing their tax liability through strategic planning and identifying deductions and credits unique to Mission Woods, such as the city's property tax rebate program for senior citizens. Additionally, with the city's close proximity to Kansas City, Missouri, a tax advisor can also provide guidance on navigating the tax laws and regulations of both states for those who work or own property in both locations. The complexity of tax laws and regulations can be daunting, but a tax advisor can provide invaluable assistance for residents of Mission Woods, KS.

Estate Planning Lawyer

Residents of Mission Woods, KS can benefit greatly from the services of an estate planning lawyer. With its affluent community and high net worth individuals, Mission Woods demands a comprehensive estate plan to ensure that assets are protected and distributed according to the wishes of the individual. An estate planning lawyer can help residents navigate the complexities of estate tax laws and create a plan that minimizes tax liabilities. Additionally, an estate planning lawyer can assist in creating trusts, wills, and powers of attorney that protect assets and provide for loved ones. With the help of an experienced estate planning lawyer, residents of Mission Woods can have peace of mind knowing that their assets are secure and their wishes will be carried out after their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs