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, cost and general excellence. You deserve only the best!
MARKET ADVISORY GROUP REVIEWS
Stephanie and Larry have made our decision to move our funds to MAG a very comforting one. They both did a great job of talking to us in layman's terms while answering and explaining numerous questions. Stephanie was extremely helpful with the after-meeting paperwork and many emails we sent her way. Always guiding us and showing patience. We think they are the best and are very happy we are working with them.
As managers of my mother's retirement investments, Larry and Stephanie were absolutely spot on with their recommendations and totally in charge of wealth management. I never had to worry about any surprises. I had no second thoughts about leaving my inheritance account in their charge, even though I reside in FL. They are the best.
Our experience with Larry and Stephanie at Market Advisory Group has been nothing short of Exceptional. They are very knowledgeable and professional at their jobs, and are very personable at the same time! So glad our investments are with them, and that we have have met two great people as well!
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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
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STOUTHEART FINANCIAL GROUP REVIEWS
My family began working with Stoutheard when it was founded. We've watched it grow over the past decades into a successful, second-generation organization with a full staff and many clients. Our modest finances have done well over time, but even more important to us is what has made Stoutheart stand out right from the start: its commitment to understanding each client's individual values and priorities so that our investments can be tailored to line up with our lives, needs, and preferences. They've seen us through loss of family members and other life changes, so for me they are much more than just an investment firm.
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.
Fantastic advisors. We have been with them for many years and trust their advice and support completely.
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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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Working Hours:
Fri: 8am - 4:30pm
Sat & Sun: By Appointment Only
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WADE WEST-EDWARD JONES REVIEWS
Wade is knowledgeable and thorough. Each person that I have assisted with insurance who has Wade as their financial advisor is going into retirement knowing exactly what they have and what to expect. He has helped them to build their wealth and to consider the many factors that could affect them as they age. He is accessible, friendly, and willing to help in any way he can.
Wade is an extremely knowledgeable financial advisor and is always there to help when you have questions and ideas. He is also very involved in the community which I appreciate. He is very personable and can speak to you in layman's terms so you can have comprehensive meetings. I always feel good knowing Wade is taking care of my money and retirement.
Wade is an experienced financial advisor who works hard for his clients to meet their needs. Wade truly takes the time to listen and make recommendations based on a clients needs and wants.
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