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BEST RATED TOPEKA, KS FINANCIAL SERVICES

3 Best Financial Services in Topeka, KS

Expert-recommended Top 3 Financial Services in Topeka, Kansas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

TGW Wealth Management - Topeka, KS Financial Services - Portrait
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TGW WEALTH MANAGEMENT

(4.9 Score)
1315 South West Arrowhead Road,
Topeka, KS 66604 Directions

Since 2003

Specialty:

✓Financial Planning ✓Insurance Services ✓Estate Planning ✓Medicare ✓Retirement Planning ✓Individual Planning

“2026 Highlights: TGW Wealth Management offers regular plan reviews; they check for progress and realign to new information. Their Staff keep their clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Thad Wellshear is the President and CEO of TGW Wealth Management. He is an active member of the Topeka Chamber of Commerce, Manhattan Chamber of Commerce, Salina Chamber of Commerce, the Better Business Bureau and the National Ethics Association. Their Principal is to ensure that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial condition.”

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License CRD #175083

Price:

Financial Planning Hourly Fees
From $100
Upto $500
Financial Planning Fixed Fees
From $100
Upto $5,000

Contact:

(785) 213-0740

By Appointment

TBR® Inspection Report:

Jones Advisory Group - Topeka, KS Financial Services - Portrait
Jones Advisory Group - Topeka, KS Financial Services - Office Image
Jones Advisory Group - Topeka, KS Financial Services - Company Logo
Best Financial Services in Topeka KS - Jones Advisory Group video
10+ YEARS IN TBR
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JONES ADVISORY GROUP

(4.8 Score)
626 Southwest Governor Place,
Topeka, KS 66606 Directions

Since 2008

Specialty:

✓Tax-efficient Strategies ✓Risk and Investment Management ✓Medicare and Long-term Care ✓Wealth Transfer ✓Asset Protection ✓Strategic Income Planning ✓Social Security Optimization ✓Money Management ✓Income and Expense Analysis ✓Estate Planning and Income Tax Planning ✓IRA ✓Longevity Protection ✓Pension Optimization

"Jones Advisory Group has specialists adequately provided to explain a comprehensive financial strategy for you or your business. Megan Jones is the president of Jones Advisory Group. Megan Jones is an Investment Adviser Representative and a licensed insurance producer in several states. She works directly with her clients to develop comprehensive financial strategies to help reduce taxes, increase income, and preserve assets. Megan spent ten years in accounting/finance with one of the area’s leading companies, Hill’s Pet Nutrition. The team behind Jones Advisory Group comprises qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Their seminars focus on common financial concerns that individuals and families face in retirement. They have a wide array of solutions available to help cover your sophisticated financial needs. Jones Advisory Group also serves in Overland Park and Kansas City.

2026 Highlights: Chris Jones is the founder of Jones Advisory Group and an Investment Adviser Representative. He holds Series 65 securities credentials."

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License CRD #282580

Price:

Annual Investment Advisory Fee Upto 2.5%

Contact:

(785) 215-6675 (877) 374-4524

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Afflora Financial Life Planning - Topeka, KS Financial Services - Portrait
Afflora Financial Life Planning - Topeka, KS Financial Services - Office Image
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Best Financial Services in Topeka KS - Afflora Financial Life Planning video
7+ YEARS IN TBR
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AFFLORA FINANCIAL LIFE PLANNING

(4.8 Score)
5990 Southwest 28th Street, Suite G,
Topeka, KS 66614 Directions

Since 2016

Specialty:

✓Retirement Planning ✓Financial Planning ✓401K Planning ✓Education and Financial Planning ✓College ✓Social Security ✓IRA ✓Medicare ✓Investment ✓Debt Management

"Afflora Financial Life Planning offers a simple and transparent, competitive flat fee based on your portfolio's size. Desmond R. Henry is the owner of Afflora Financial Life Planning. He completed his Bachelor of Applied Science degree from Washburn University and a Graduate Certificate in Personal Financial Planning from Kansas State University. Desmond R. Henry offers simple, transparent, competitive flat fees based on your portfolio size. He assists those retiring or retired in their financial planning and invests their money. Afflora Financial Life Planning devises a financial approach to get you from where you are to where you want to go. They are experts who understand the money challenges you face in planning for retirement.

2026 Highlights: Desmond Henry earned Certified Financial Planner™ designation through the CFP® Board."

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License #8309189

Price:

Financial Planning And Consulting Flat Fees Upto $25,000

Contact:

(785) 249-9313

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TBR® Inspection Report:

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TGW WEALTH MANAGEMENT REVIEWS

After moving our investments to TGW, we are more than pleased with the results we received, not only from the income but with the advice Thad has given. If we have a concern or question, we always get a quick reply. Thad also knows people who can help with Wills, Trust and even construction jobs.

Absolutely the best. If you have questions about your financial future in ANY capacity, Thad is your man! As someone who felt competent to do my own financial planning, there is NO ONE I’d rather ask for help, and I feel at peace that my husband is in good hands if I should pass first. 10 stars.

Thad has done a very good job working with our family. Retired and enjoying each day. We are working on a will in the near future. He is a very easy to work with and comes to the table with many retirement tools.

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JONES ADVISORY GROUP REVIEWS

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.

I have known Megan for a very long time. When I started planning for retirement she was the first person I called. Her and her team are amazing. Truly care about the families they serve, like mine. It's beyond just retirement planning, they have created a community my husband and I can be a part of. I know whatever happens to me and my husband, my family will be taken care of. Highly recommend Jones Advisory Group.

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.

AFFLORA FINANCIAL LIFE PLANNING REVIEWS

There is no where else I would trust with my questions and concerns about money. From educational funds for my children to IRAs and 401k Desmond has always been straight forward and honest. There are no hidden commissions and fees, you know exactly what you are getting and can trust him to keep you, the client, at the center of the partnership. He is always responsive and willing to answer any question. You never feel rushed, unheard or small like you sometimes can with bigger establishments.

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.

Desmond has been a great asset to my financial life. He has helped me budget everything you can think of. If you need any financial help I 100% recommend Desmond Henry.

TBR® Inspection Score Report

TGW WEALTH MANAGEMENT Total Inspection Points: 117/120
Business Images: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

JONES ADVISORY GROUP Total Inspection Points: 116/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

AFFLORA FINANCIAL LIFE PLANNING Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10