Market Advisory Group specializes in assisting retirees and pre-retirees in planning for a secure future, with a combined experience of over 50 years. The partnership represents the culmination of more than six decades of collective expertise in the financial services industry. Their primary focus is on creating comprehensive financial strategies tailored to your unique lifestyle, circumstances, and long-term goals. They prioritize building strong and mutually beneficial relationships with their clients. They are committed to understanding your needs and objectives, and they work diligently to ensure that their strategies align with your specific goals. From start to finish, they guide you through every step of implementing your retirement investment strategies. They aim to alleviate your concerns and provide you with the peace of mind you deserve. Don't hesitate to contact Market Advisory Group to learn more or schedule an appointment.
3 Best Financial Services in Wichita, KS
Expert recommended Top 3 Financial Services in Wichita, 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.
MARKET ADVISORY GROUP REVIEWS
Market Advisory Group is the absolute best financial Group there is. They offer so many options for you Medicare, Social Security, Social Security tax. (very important) Will and Trust the list just goes on and on. All of the people that work there are so very kind knowledgeable caring and they absolutely do what you want and want the very best for you and all of your needs. if you have not thought about social security, Medicare social security, putting back money into a 401k they have absolutely done the best for my husband and our accounts. Go check them out as soon as possible you will not be disappointed! Thank you Market Advisory Group. Please keep up the good work! We will see you in March! R Scott
I've been doing business with Market Advisory Group for the last few years and only have good things to say about them. They take the time to keep you up to date with your investments and also the staff is very professional and friendly. Another thing I like about their business model is that they also have a lawyer, medicare person and tax service all integrated if you like. This really helps at the beginning of the year when it's tax season and then they can advise the best way to handle taxes when it's time.
I highly recommend Market Advisory Group. They have so many services available under one roof. I was able to get a new will done and have my taxes done here. Most important is my investment portfolio. Danny takes the time to go over everything with me and answers all my questions. I have learned a lot since coming here. We meet on a regular basis so that I know how things are going. I am so thankful for Market Advisory Group!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Stoutheart Financial Group, situated in Wichita, is renowned for its exceptional financial services. They offer personalized financial advice that caters to your specific needs. The paramount objective of Stoutheart Financial Group is to assist clients in attaining their financial goals, fostering a sense of confidence, connectivity, and control over their economic well-being. By leveraging each team member's unique skills and strengths, they work cohesively toward the shared mission of helping clients, akin to yourself, achieve their financial objectives. Stoutheart Financial Group goes beyond mere short-term challenges by enabling clients to focus on making prudent decisions that propel them closer to their long-term goals. To initiate your journey towards financial prosperity, reach out to Stoutheart Financial Group for a complimentary initial consultation. This consultation serves as an opportunity to discuss your financial aspirations and explore how they can assist you in achieving them.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STOUTHEART FINANCIAL GROUP REVIEWS
I've had the pleasure of working with Lori, Dustin, Evan, and their newest team member Conner. From my first hand experience, their level of service and communication is off the charts. They are all very professional and show a passion for what they do. No situation is too extreme for them. They have tools and resources to address any situation whether it be tax issues, divorces, or sound financial investment advice. They are a hometown group that you can trust. I would definitely recommend them to my friends and family. Great job everyone!
We have worked with Stoutheart for over 20 years. Richard, Lori, Dustin and Emma guided us into retirement at 62 & 64 years old. Professional and successful advice through all market conditions and life stages. We continue to meet quarterly for updates and recommendations. We have NO financial worries and a comfortable lifestyle with some travel. This all reflects Stoutheart's focus on long-term results - trust them through the market downturns!!
Dustin and the entire Stoutheart team have been nothing short of incredible the entire time I’ve been working with them! Quick to respond, always very professional, extremely knowledgeable, and the friendliest group of people to work with makes for a great partnership and I’m looking forward to working with them for many years to come! Can’t thank them enough!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Brendan C. Lee has a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. He holds a Bachelor of Science degree from Kansas State University. Edward Jones specializes in investment management, prioritizing the provision of exceptional customer service to their clients. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. By leveraging the knowledge of these professionals, and they aim to create a comprehensive approach tailored to your specific needs. Edward Jones firmly believes that adopting a long-term investment approach is the most effective method for building and preserving your financial future. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve. In addition, they prioritize understanding your individual long-term goals and employ the necessary expertise to help you achieve them.
Specialty:
Contact:
Working Hours:
Fri: 8am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
BRENDAN C LEE - EDWARD JONES REVIEWS
Brendan is very knowledgeable and is happy to share that knowledge in a way that we can understand. He has never made us feel "dumb" for asking a question. He contacts us when there is a need, but doesn't "bug us". We have seen good returns for the 13 years we have been with him and look forward to continuing our relationship.
Brendan has been my financial advisor for 10 years and I'm very pleased with his expertise, knowledge and service. Highly recommend Brendan and Cindy.
His the Best highly recommend others to see him. His Secretary makes you welcome just as he does
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.