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3rd Level Wealth

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North Fork Financial

(1)

“Shawn took a long time to sit and visit with me, and I'm just a beginner—not a high dollar investor (yet, anyway 🙂).”

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Invision Investment Group

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Citizens Financial Services

(12)

“Would recommend them to anyone looking for a partner to work with, whether it be for placing life insurance, investing, 529 plans, or any of the other services provided.”

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Heritage Private Weath Management

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Market Advisory Group

(50)

Experts
Social Security
One Stop Shop

“Financial planning by Fiduciary Financial Advisor , Tax advice and preparation by CPA's with expertise in new tax laws, we will at sometime be using the Estate Planning attorney, and lastly when we hit Medicare age use MAG's Medicare advisor.”

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The 24 firms listed for Hutchinson, KS provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Hutchinson, KS

16 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 181 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are retirement (3), insurance (2) and investments (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers remote or virtual consultations; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 17 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Hutchinson listed here?

3 of the 24 firms are located in Hutchinson. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Strategic Financial Concepts

(2)

Future

“My husband and I met with Chris and where we don't have a huge portfolio and are just starting out, he still made us feel relaxed and no less important than any other client of his.”

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Gough Financial Group

(2)

“Gough Financial Group has been great to work with and made financial planning and future planning simple.”

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Leading Edge Financial Planning

(4)

“He listens to what is important to you as a person/couple and explains the process so that you can better understand how to make your money work for you based on YOUR goals.”

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Adams Brown

(14)

Questions

“Carley Hittle has been our main point of contact and she is not only extremely knowledgeable and honest but truly cares and wants to help make sure you have the best outcome possible!”

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Preheim & Perry Financial Group

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Walker Group

(1)

“One thing that has remained clear to me is that Scott has a lot of experience, a lot of knowledge, and really wants to do what will be best to help his clients reach their financial goals.”

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Horizon Wealth Management Group

(1)

“Unlike other investment companies in Wichita, the guy's here have appropriate certifications.”

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Insight Wealth Strategies

(1)

“Whether entrusting them with your money, getting ready for a big life change, or simply figuring out what your financial status is, these guys are the ones to call.”