Wealth Management in Wyandotte County, KS

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List of Firms

Wyandotte County, KS Wealth Management Firms

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CFO Capital Management- Kansas City
5 out of 5
Location 6405 Metcalf Ave Suite 207, Overland Park, KS 66202, USA
Phone (913) 735-5206
Language https://www.cruicefinancial.com/brG--Thorne--brDaimler.e962383.htm
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Mader & Shannon Wealth Management
SEC File# 801-67482
CRD# 123741
5 out of 5
Location 4717 Grand Ave #800, Kansas City, MO 64112, USA
Phone (816) 751-0585
Language http://www.madershannon.com/
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 – 5:00 PM Saturday: Closed Sunday: Closed
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Security Investment Center
Location 2406, 1300 N 78th St Ste G3, Kansas City, KS 66112, USA
Phone (913) 299-5008
Directions
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CFG Wealth Management
5 out of 5
Location 5200 W 94th Terrace, Prairie Village, KS 66207, USA
Phone (913) 660-0258
Language http://www.cfgwealthmanagement.com/
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modern horizons wealth advisors
5 out of 5
Location 1900 W 47th Pl #320, Mission, KS 66205, USA
Phone (816) 548-4155
Language http://mhwealthkc.com/
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Swyden Asset Management Inc
Location 911 Main St, Kansas City, MO 64105, USA
Phone (816) 474-4677
Directions
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Total Wealth Management Group - UBS Financial Services Inc.
Location One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, USA
Phone (913) 345-3259
Language https://advisors.ubs.com/twmgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166317&y_source=1_MjI3MTI2ODgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Merrill Lynch Wealth Management Advisor Christina Akkila
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9785
Language https://fa.ml.com/missouri/kansas-city/teahan-group
Directions
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Kansas City Private Wealth Management
5 out of 5
Location 3 W 63rd St #120, Kansas City, MO 64113, USA
Phone (816) 214-8344
Language http://www.kcpwm.com/
Directions
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Edward Jones - Financial Advisor: Eric V McTye
5 out of 5
Location 8147 Parallel Pkwy, Kansas City, KS 66112, USA
Phone (913) 299-3600
Language https://www.edwardjones.com/us-en/financial-advisor/eric-mctye
Directions
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Virtue Financial AdvisorS
Location 1300 N 78th St g3, Kansas City, KS 66112, USA
Phone (800) 675-0557
Language http://virtueosj.com/
Directions
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Sterneck Capital Management LLC
SEC File# 801-45256
CRD# 111463
Location 4510 Belleview Ave #204, Kansas City, MO 64111, USA
Phone (816) 531-2254
Language http://sterneckcapital.com/
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2300 Hutton Rd # 105, Kansas City, KS 66109, USA
Phone (913) 721-5070
Language https://www.edwardjones.com/
Time Monday: 11:00 AM – 8:00 PM Tuesday: 11:00 AM – 8:00 PM Wednesday: 11:00 AM – 8:00 PM Thursday: 11:00 AM – 8:00 PM Friday: 11:00 AM – 8:00 PM Saturday: 11:00 AM – 8:00 PM Sunday: Closed
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Wealth Management in Wyandotte County, KS

Where Wealth Management Advisors in Wyandotte County, KS Serve

Wyandotte County, located in the heartland of Kansas, is a bustling community that boasts a rich history and a vibrant present. From its iconic landmarks to its bustling streets and neighborhoods, this county is a hub of activity and excitement. One of the most notable landmarks in Wyandotte County is the Kansas Speedway, a world-renowned racetrack that attracts racing enthusiasts from around the globe. Other popular landmarks include the Schlitterbahn Waterpark, the Legends Outlets, and the Wyandotte County Lake Park. When it comes to top employers, Wyandotte County is home to a diverse range of businesses and industries, including healthcare, education, and manufacturing. Some of the largest employers in the area include the University of Kansas Hospital, the Kansas City Kansas Community College, and the General Motors Fairfax Assembly Plant.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wyandotte County, KS can benefit from the services provided by a bank in many ways. For instance, a bank can offer loans to individuals and businesses to help them finance their projects and achieve their goals. This is particularly important in Wyandotte County, which has a diverse economy with many small businesses and entrepreneurs. Additionally, a bank can provide financial education and resources to help residents manage their money more effectively and make informed decisions about their finances. This is crucial in a county where many residents face economic challenges and may lack access to financial resources. Furthermore, a bank can offer a range of financial products and services, such as checking and savings accounts, credit cards, and investment options, which can help residents meet their financial needs and achieve their long-term goals. Overall, a bank can play a vital role in supporting the economic growth and prosperity of Wyandotte County and its residents.

Insurance Broker

Residents of Wyandotte County, KS can benefit tremendously from the services of an insurance broker. With the county's population of over 165,000 people, navigating the complex world of insurance can be a daunting task. An insurance broker can help residents find the right insurance policies to fit their unique needs, whether it's health insurance, auto insurance, or homeowners insurance. Moreover, Wyandotte County has a diverse population, with over 30% of its residents identifying as Hispanic or Latino. An insurance broker can help bridge the language barrier and ensure that all residents have access to the insurance coverage they need. Additionally, Wyandotte County is home to several large employers, such as the University of Kansas Medical Center and the Kansas City, Kansas Public Schools. An insurance broker can help these employers navigate the complex world of group insurance policies, ensuring that their employees have access to the best possible coverage.

Retirement Planning

Residents of Wyandotte County, KS can benefit from a retirement planner in several ways. Firstly, a retirement planner can help them create a personalized retirement plan that aligns with their unique financial goals and circumstances. This is particularly crucial for residents of Wyandotte County, KS, as the county has a higher poverty rate compared to the state average. Secondly, a retirement planner can help residents navigate the complex world of retirement savings, including investment options, tax implications, and withdrawal strategies. This is especially important given the county's diverse population, which includes a significant percentage of minority groups who may face additional barriers to retirement planning. Lastly, a retirement planner can provide ongoing guidance and support to ensure that residents stay on track towards their retirement goals, which can be especially valuable as the county continues to experience economic and demographic changes.

Financial Advisor

Residents of Wyandotte County, KS can benefit greatly from the services of a financial advisor. With a poverty rate of 19.8%, higher than the national average, many residents may struggle with managing their finances. A financial advisor can assist with creating a budget, managing debt, and setting financial goals. Additionally, Wyandotte County has a large Hispanic population, with over 30% of residents identifying as Hispanic or Latino. A bilingual financial advisor can provide essential services to this community, such as explaining complex financial concepts in Spanish and navigating cultural differences in financial practices. Furthermore, Wyandotte County is home to several major employers, including the Kansas City Kansas Community College and the University of Kansas Medical Center. A financial advisor can assist employees of these institutions with retirement planning and investment strategies. Overall, a financial advisor can provide tailored financial guidance to the diverse and dynamic community of Wyandotte County, KS.

Mortgage Loan Officer

Residents of Wyandotte County, KS can benefit greatly from the services of a mortgage loan officer. With the county's population of over 165,000 residents, there is a high demand for affordable housing options. A mortgage loan officer can assist residents in finding the best loan options for their unique financial situations, whether it be a first-time homebuyer or a homeowner looking to refinance. Additionally, Wyandotte County is home to a diverse population, with a significant portion of residents identifying as Hispanic or Latino. A mortgage loan officer who is bilingual and knowledgeable about the specific needs of this community can provide invaluable assistance in navigating the often complex mortgage process. Furthermore, Wyandotte County has a median household income that is lower than the state average, making it challenging for many residents to afford a home. A mortgage loan officer can help residents explore government-backed loan programs and down payment assistance options that can make homeownership more accessible.

Tax Services

Residents of Wyandotte County, KS can benefit from the expertise of a tax advisor in a multitude of ways. Specifically, with the county's diverse population and industries, a tax advisor can provide specialized knowledge on how to navigate tax laws that are unique to the area. For example, Wyandotte County is home to a large number of small businesses, which can benefit from tax planning and strategies to reduce their tax burden. Additionally, the county has a significant number of residents who work in the healthcare industry, which has its own set of tax implications and deductions. A tax advisor can also provide guidance on how to take advantage of tax credits and incentives that are available to residents of Wyandotte County, such as the Neighborhood Revitalization Program, which offers property tax rebates to homeowners who make improvements to their homes. Overall, a tax advisor can help residents of Wyandotte County, KS save money and maximize their tax benefits, while navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Wyandotte County, KS can benefit from the expertise of an estate planning lawyer in a myriad of ways. Firstly, an estate planning lawyer can help residents of Wyandotte County, KS to create a will that outlines their wishes for the distribution of their assets after they pass away. This is particularly important in Wyandotte County, KS, where the population is growing rapidly and the real estate market is booming. Secondly, an estate planning lawyer can help residents of Wyandotte County, KS to establish trusts that will protect their assets from creditors, taxes, and other potential threats. This is especially important in Wyandotte County, KS, where the economy is diverse and residents may have investments in a variety of industries. Finally, an estate planning lawyer can help residents of Wyandotte County, KS to plan for long-term care, including nursing home care and other medical expenses.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Wyandotte County, KS can offer a plethora of wealth management services to individuals and businesses alike. From investment management to retirement planning, a wealth manager can help clients achieve their financial goals and secure their financial future. One specific aspect of Wyandotte County that a wealth manager can take advantage of is its diverse economy. With a mix of industries ranging from healthcare to manufacturing, a wealth manager can work with clients to create a diversified investment portfolio that reflects the unique economic landscape of the county. Additionally, a wealth manager can help clients navigate the complexities of estate planning and tax management, ensuring that their wealth is protected and preserved for future generations. With their expertise and experience, a wealth manager in Wyandotte County, KS can provide invaluable guidance and support to clients looking to build and grow their wealth.

Wyandotte County, KS is the ideal location to secure a wealth manager, thanks to its diverse economy and growing population. With its thriving business community and strong emphasis on education, Wyandotte County is home to a plethora of highly-skilled financial professionals who can provide expert guidance on investment strategies, retirement planning, and risk management. Moreover, the county's proximity to major metropolitan areas such as Kansas City and Overland Park ensures that residents have access to a wide range of financial services and products. From traditional banking services to cutting-edge fintech solutions, Wyandotte County's wealth management industry is well-equipped to meet the needs of both individual investors and large corporations. Whether you're looking to grow your portfolio or protect your assets, Wyandotte County is the best place to find a wealth manager who can help you achieve your financial goals.