The highest-rated Financial Planning & Wealth Management companies out of 158 vetted & reviewed in the Salina area.
Learn how we score.
Prominent finalists A-Z in Salina
BE Wealth
Baxter & Associates
Billings Group
Bluestem Wealth Management
CK Capital
Citizens Financial Services
Credit Score Advocates
Dechant & Alpers
Gough Financial Group
L&L Advisors
Market Advisory Group
Martin Law
Midwest CPA
Pathway Financial Solutions
Rocky Mountain Advisers
Sabala, Harmon & Case Cpas
Sara Fins Coaching / Easy Business Bookkeeping
Smoky Hill Financial Group
Strategic Financial Concepts
The Retirement Team
Tier 1 Financial
United Capital Management of Kansas
Wedel Financial Group
Wellness Financial Planning
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United Capital Management of Kansas
(4)
United Capital Trust, Services, United Capital Insurance
“Always warm & welcoming”
i
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BE Wealth
(6)
Questions
“Trustworthy and always has time to talk”
i
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L&L Advisors
(8)
Medicare Supplements, Cancer Plans, Life Insurance
“I strongly recommend talking to them.”
i
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Pathway Financial Solutions
(4)
“Was unfamiliar with anything Of there business and they were able to direct me to Travis.”
i
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Billings Group
(3)
“I invest any 401k I have from any jobs I had from past years.”
i
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Wedel Financial Group
(1)
“Great financial advisors and good to work with”
i
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Wellness Financial Planning
“At Wellness Financial Planning, we leverage robust technology to provide you with innovative tools and personalized financial solutions. Our dynamic software allows us to analyze your financial situation comprehensively, taking into account your goal...”
i
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Tier 1 Financial
“Financial planning is our heritage and continues to inform how we go to market, serving as a catalyst for client success; a matchmaker for trusting, long-lasting advisor-client relationships; and the character engineer behind a friendly, loyal, carin...”
i
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Rocky Mountain Advisers
“The first of these principles is the belief that superior long-term returns can only be generated as long as first priority is given to protecting one's principal investment. We find it difficult to make any money from investing if the initial princi...”
i
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Smoky Hill Financial Group
“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”
i
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Citizens Financial Services
(12)
Investments, Financial Planning, Retirement
“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.”
i
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Sara Fins Coaching / Easy Business Bookkeeping
(3)
Program
“Now I always know where I am financially using her program, and her responsiveness and support are quick and perfect for a wellness entrepreneur like me.”
i
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Bluestem Wealth Management
(2)
“Based of his preliminary research he had a plan that would work for me in my present financial state and future state.”
i
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Market Advisory Group
(50)
Taxes, Retirement, Estate Planning
“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
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Ryan Shumaker
(45)
Ira
Understand
Future
“Excellent understanding of, (and the ability to communicate), complex details pertaining to financial management: navigating NOW, and planning for the FUTURE Highly recommend.”
i
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Midwest CPA
(18)
Industries, Tax Services, Services For Individuals
“And the expertise of her years of experience reflecting a confidence to venture thoughtful advice while clearly and firmly suggesting to get validation from other professionals.”
i
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Strategic Financial Concepts
(2)
Money, Insurance, Estate
“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.”
i
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Baxter & Associates
“Much like vineyard farmers labor in their orchards, you have tirelessly cultivated your own esteemed savings and earnings. Now look to the team who can turn the fruit of that labor into a comprehensive investment plan.”
i
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CK Capital
(5)
“I had an great 5star experience working with Jason Roberts, once my application was completed ,contact was made immediately and the process begin ,the level of communication was great the quick responses were great,the level of professionalism was g...”
i
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Dechant & Alpers
Tax Services, Services For Individuals, Business Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
i
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Credit Score Advocates
(17)
Report
Team
Information
“The friends I referred were able to get their credit score in a great place - now they own a home (and not at ridiculous interest rates) thanks to the good credit.”
i
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Sabala, Harmon & Case Cpas
(2)
Tax Services, Services For Individuals, Business Services
“Actually, the 2018 will be in and complete before my 2017 personal (had to do an amendment return after running right to the October 15 deadline).”
i
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Gough Financial Group
(2)
Cetera Market Research, Popular Calculators, Events
“Gough Financial Group has been great to work with and made financial planning and future planning simple.”