3 Best Financial Services in Topeka, KS

My wife and I have been working with Ryan for over a year now and have been very happy with the retirement strategy he helped us put together. He has a detailed knowledge of the many investment options that are available and a unique ability to clearly explain how they work and which ones are the most appropriate for your current situation and future needs. He also provides an emailed summary of each session that is extremely helpful as you later work through the steps that were discussed. We have been very happy with the services provided and highly recommend Ryan as an advisor if you are nearing retirement or find yourself needing to reorganize your current investment strategy.

A few years ago, the company I worked for offered its employees a voluntary exit package which allowed me to take an early retirement. Not yet being 65 I needed advice on what to do with my 401K plus guidance managing my income due to me working part time for a few more years. I knew immediately the team was my choice to help me on my new journey because I felt I was part of the “team”. There was absolutely no pressure to join them, and I felt they truly had my best interest in mind. I told them what I wanted, and I feel they gave me the best path forward for my situation and plans. I have been more than happy with their knowledge and expertise and would recommend them to anyone.

Ryan has provided much guidance and assistance with all aspects of my financial situation. He is very responsive and answers all questions thoroughly. I’m very appreciative.

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Desmond takes the time to understand your goals and takes the time to explain the complex world of investing. He offers a very straight forward approach and doesn't get into the complex high risk world of big Wall st firms. He's also very responsive when you have additional questions that come up, and he's great with providing follow up encase he doesn't have the answer.

Desmond takes the stress out of planning for retirement. He makes you feel so comfortable discussing such an important issue. Speak to him for just a few minutes and you will sense the genuine excitement he has in helping you! Make the call....you won't be sorry.

I am impressed with Desmond's knowledge of Social Security, and the Federal Thrift Savings Plan. The time he spends listening and explaining retirement scenarios is greatly appreciated.

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My wife and I had our first meeting today with Craig Gordinier. Our meeting with Craig was awesome. He was very nice and knowledgeable. JAG was a really nice office and we were treated great. I will update the review after our next meeting. Very excited to have Jones advisory looking after our future.

Great as always!! Nancy & Misty are the Best!! Smiling, helpful answering questions, offering to help with retirement paperwork. Helping us move on to our next life.

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