Wealth Management in Topeka, KS

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List of Firms

Topeka, KS Wealth Management Firms

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AE Wealth Management, LLC
SEC File# 801-107319
CRD# 282580
Location 2950 SW McClure Rd, Topeka, KS 66614, USA
Phone (866) 363-9595
Language https://aewealthmanagement.com/
Directions
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Clayton Wealth Partners
SEC File# 801-17344
CRD# 105898
5 out of 5
Location 716 S Kansas Ave, Topeka, KS 66603, USA
Phone (785) 232-3266
Language http://claytonwealthpartners.com/
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Reinert Wealth Management
Location 3639 SW Summerfield Dr, Topeka, KS 66614, USA
Phone (785) 272-3900
Language http://www.reinertwealthmanagement.com/
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Cordell Wealth Management
5 out of 5
Location 6342 SW 21st St West Suite 103, Topeka, KS 66615, USA
Phone (785) 354-4342
Language http://www.cordellwealth.com/
Directions
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Afflora Financial Life Planning
5 out of 5
Location 5990 SW 28th St g, Topeka, KS 66614, USA
Phone (785) 256-9150
Language http://www.affloraflp.com/
Directions
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Cornerstone Advisors LLC
Location 6540 SW 10th Ave, Topeka, KS 66615, USA
Phone (785) 273-2685
Language http://www.cstonegroup.com/
Directions
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ProActive Capital Management, Inc.
Location 1414 SW Ashworth Pl Ste 200, Topeka, KS 66604, USA
Phone (785) 215-8080
Language http://www.pcmks.com/
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Harvest Financial Group
Location 2900 SW Macvicar Ave, Topeka, KS 66611, USA
Phone (785) 271-1798
Language http://www.theharvestsolution.com/
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Tanner Knowland - Thrivent
5 out of 5
Location 1609 SW 37th St, Topeka, KS 66611, USA
Phone (785) 554-9842
Language https://connect.thrivent.com/tanner-knowland?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU2MDYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Jones Advisory Group
5 out of 5
Location 2951 SW Woodside Dr, Topeka, KS 66614, USA
Phone (785) 215-6675
Language http://www.jonesadvisory.net/
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
2 out of 5
Location 6342 SW 21st St, Topeka, KS 66615, USA
Phone (785) 271-2492
Language https://home.wellsfargoadvisors.com/001_4Y?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA00801311
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Wealth Management in Topeka, KS

Where Wealth Management Advisors in Topeka, KS Serve

Topeka, KS is a city that is full of rich history and bustling activity. It is home to several landmarks that are worth visiting, such as the Kansas State Capitol Building, the Brown v. Board of Education National Historic Site, and the Topeka Zoo. When it comes to the top employers in the area, there are several notable companies that call Topeka home, including Goodyear Tire & Rubber, Hill's Pet Nutrition, and the Topeka Public Schools. As for major highways and streets, Topeka is serviced by several major thoroughfares, including I-70, I-470, and US-75. Additionally, there are several major streets that run through the city, such as SW 21st Street, SE California Avenue, and SW Topeka Boulevard. Finally, Topeka is home to several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Topeka, KS can benefit from a bank in numerous ways. One of the most common ways is through access to financial resources that can help them achieve their goals. For instance, banks in Topeka can provide loans to residents who want to start a business or buy a home. Additionally, banks can offer financial advice and planning to help residents manage their finances better. Topeka is a city with a diverse population, and banks can help bridge the gap between different communities by offering services that cater to their unique needs. For example, banks can provide translation services for non-English speakers or offer financial literacy programs for underprivileged communities. In short, banks in Topeka can play a vital role in helping residents achieve financial stability and improve their quality of life.

Insurance Broker

Residents of Topeka, KS can benefit greatly from the services of an insurance broker. These professionals offer a wealth of knowledge and expertise in the insurance industry, and can assist residents in finding the best policies to suit their individual needs. In a city like Topeka, where the weather can be unpredictable and severe, an insurance broker can help residents find policies that cover damage caused by tornadoes, hailstorms, and other severe weather events. Additionally, with the cost of healthcare on the rise, an insurance broker can help residents find affordable health insurance policies that provide comprehensive coverage. Overall, an insurance broker can be an invaluable resource for residents of Topeka, helping them navigate the complex world of insurance and ensuring that they are adequately protected in the face of life's uncertainties.

Retirement Planning

Residents of Topeka, KS can greatly benefit from the services of a retirement planner. With its rapidly growing population of retirees, Topeka presents unique challenges that require a specialized approach to retirement planning. A retirement planner can help navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring that residents receive the maximum benefits they are entitled to. Additionally, a retirement planner can provide guidance on estate planning, including wills and trusts, to ensure that retirees can pass on their assets to their loved ones with minimal tax consequences. With the cost of healthcare continuing to rise, a retirement planner can also help residents plan for long-term care and other healthcare expenses, which can be particularly challenging in Topeka where healthcare options are limited. Overall, a retirement planner can provide Topeka residents with the peace of mind that comes with knowing their retirement is secure.

Financial Advisor

Residents of Topeka, KS can greatly benefit from the services of a financial advisor. With the city's economy being heavily reliant on government and healthcare industries, a financial advisor can assist residents in developing long-term financial plans that are tailored to their unique needs and goals. From managing debt and creating a budget to investing in retirement and college savings plans, a financial advisor can provide valuable guidance and expertise to help residents achieve financial stability and security. Additionally, with the city's median household income being below the national average, a financial advisor can help residents navigate the challenges of living within their means while still achieving their financial objectives. Overall, a financial advisor can be an invaluable resource for residents of Topeka, KS, providing them with the tools and knowledge necessary to build a strong financial foundation for themselves and their families.

Mortgage Loan Officer

Residents of Topeka, KS would greatly benefit from the expertise of a mortgage loan officer. With a population of over 125,000 people, Topeka is a bustling city with a diverse range of housing options. However, navigating the complex world of mortgages can be daunting for many residents. A mortgage loan officer can help residents find the right loan to fit their unique financial situation, whether they are first-time homebuyers or looking to refinance. Additionally, with Topeka's average home price of $120,000, a mortgage loan officer can assist residents in securing the best possible interest rates and terms to make their dream of homeownership a reality. With the guidance of a mortgage loan officer, residents of Topeka can confidently navigate the mortgage process and achieve their housing goals.

Tax Services

Residents of Topeka, KS can benefit from the expertise of a tax advisor in a multitude of ways. With the city's diverse economy, ranging from government agencies to healthcare facilities, there are various tax laws and regulations that can be confusing for the average taxpayer. A tax advisor can assist individuals in navigating these complexities and ensuring compliance with all applicable tax codes. Furthermore, residents who own small businesses or rental properties can benefit from a tax advisor's knowledge of deductions and credits that can minimize their tax liability. In addition, with the recent changes in tax laws, a tax advisor can provide guidance on how to maximize deductions and credits for charitable contributions, which is particularly relevant for Topeka residents who value community involvement and giving back to local organizations. Overall, a tax advisor can offer valuable insights and strategies to help Topeka residents optimize their tax situation and achieve their financial goals.

Estate Planning Lawyer

Residents of Topeka, KS can benefit significantly from the services of an estate planning lawyer. These lawyers specialize in creating plans that protect the assets and interests of their clients after they pass away. In Topeka, where the population is aging, estate planning lawyers can help seniors plan for their future and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help families navigate the complex probate process, which can be especially challenging in Topeka due to the state's unique probate laws. By working with an estate planning lawyer, residents of Topeka can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of after they are gone.

Topeka, KS Financial Resources

Topeka, KS Chamber of Commerce

https://topekapartnership.com/topeka-chamber/

Topeka, KS City Hall

https://www.topeka.org/

Topeka, KS Public Library

https://tscpl.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Topeka, KS are comprehensive and tailored to meet the unique needs of each client. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With a deep understanding of the local market, a wealth manager in Topeka, KS can provide valuable insights and guidance on investment opportunities that are specific to the region. For instance, the wealth manager can advise on investments in the agriculture industry, which is a significant contributor to the economy of Topeka, KS. Furthermore, the wealth manager can help clients navigate the complex tax laws in Kansas and optimize their tax strategies. With their bursty and complex approach, wealth managers in Topeka, KS can help clients achieve their financial goals and create a legacy that lasts for generations.

Topeka, KS is the quintessential heartland town, known for its friendly locals and strong sense of community. However, it's not just the charming atmosphere that makes Topeka the best place to get a wealth manager. The city is home to a plethora of financial institutions, each with their own unique approach to managing wealth. From traditional banks to boutique firms, Topeka offers a wide range of options for those seeking financial guidance. Additionally, the city's low cost of living allows for more affordable fees and services, making it an attractive choice for those looking to maximize their investments. With its diverse range of financial institutions and affordable options, Topeka, KS is the perfect place to find a wealth manager who can help you achieve your financial goals.