Here’s The Deal:
Market Advisory Group is a well-known financial advisor in Wichita, Kansas. They're not any other advising team. They help with your estate, taxes, Medicare, and more, so you get everything you need under one roof. Their team approach allows them to take on the complexity of retirement to serve you best. The partnership culminates over 60 decades of combined experience in the financial services industry. They focus on building 100% complete financial strategies customized to fit your lifestyle, circumstances, and most significant goals. Their advisors are fiduciaries, so they create plans with your best interests in mind. They always work to strengthen their relationships and ensure they are mutually beneficial. They handle every step of putting your new retirement investment strategies into action. They identify your ambitions for retirement and craft a complete plan focused on your goals. They understand that making major financial decisions and changes is a stressful experience. Feel free to get in touch with them to schedule an appointment.
UNIQUE FACTS:
• Online Appointment.
3 Best Financial Services in Wichita, KS
Expert recommended Top 3 Financial Services in Wichita, Kansas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, price and general excellence. You deserve only the best!
STOUTHEART FINANCIAL GROUP
Here’s The Deal:
Stoutheart Financial Group is a leading financial services provider in Wichita. They provide investment, asset allocation, and portfolio recommendations based on client's goals and personal risk tolerances. They are committed to understanding your goals and the changing markets and are here to provide personal financial advice based on your individual needs. They document your goals, meet regularly to review and analyze your progress, update your approach as life changes, and help you track your progress along the way. Their focus is to help clients achieve their financial goals and feel confident, connected, and in control of their economic lives. Their team is proud to provide a breadth of experience, specialized financial knowledge, and an elevated level of service to all their clients. They work together to serve your goals and help you confidently to meet your financial future. They apply each member's skills and strengths to achieve their collective goal of helping clients like them meet their financial goals. They can help their clients avoid being distracted by short-term challenges and focus on making the right moves toward reaching their long-term goals. Contact them for a complimentary initial consultation to discuss your financial goals.
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Working Hours:
Fri: 8am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
WADE WEST-EDWARD JONES
Since 2018
Here’s The Deal:
Wade West has a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. He prides himself on working with all types of investors, business owners, newlyweds, and pre-and post-retirees and explaining things that make sense to them. He has built his practice based upon the Golden Rule, treating his clients as they would want to be treated, a simple idea that still makes sense in today's complex marketplace. He completed a bachelor's degree from Wichita State University. As an Edward Jones financial advisor, his top priority is helping individuals. Edward Jones specializes in investment management, prioritizing providing exceptional customer service to its clients. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve. Their team is here to help you achieve your goals, and it all begins with a conversation, so give them a call soon.
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Contact:
Working Hours:
Fri: 8am - 4:30pm
Sat & Sun: By Appointment Only