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
Dechant & Alpers
Flint Hills Investment Services
Foote Financial Group
L&L Advisors
Market Advisory Group
Midwest CPA
Millennial Wealth Management Advisors
Pathway Financial Solutions
Peoples Financial
Rocky Mountain Advisers
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”
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BE Wealth
(6)
Questions
“Trustworthy and always has time to talk”
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L&L Advisors
(8)
Medicare Supplements, Cancer Plans, Life Insurance
“I strongly recommend talking to them.”
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Pathway Financial Solutions
(4)
“Was unfamiliar with anything Of there business and they were able to direct me to Travis.”
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Billings Group
(3)
“I invest any 401k I have from any jobs I had from past years.”
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Wedel Financial Group
(1)
“Great financial advisors and good to work with”
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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...”
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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...”
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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...”
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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...”
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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.”
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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.”
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Peoples Financial
“We understand that every person is unique and has specific goals. That is why we get to know our customers on an individual level. Learning your objectives and helping guide you through the journey. We have built an expert team, oriented to do our pa...”
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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.”
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Millennial Wealth Management Advisors
Ongoing Financial Planning, Investment Management
“At Millennial Wealth Management Advisors, LLC we offer AFFORDABLE Financial Planning and Investment Management. Each client, whether families or individuals each with their own unique financial situation, will be treated with the same urgency and res...”
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Flint Hills Investment Services
“We assist clients in all stages of life, and specialize in retirement planning. Wherever they are in life, we can help them create a roadmap designed to connect today's reality with tomorrow's dreams. We work with the support of LPL Financial, one of...”
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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.”
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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.”
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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.”
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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.”
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Foote Financial Group
(1)
Social Security Maximization, Benefit Management Software, Employee Benefits
“Very knowledgeable and friendly”
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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.”
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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...”
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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'...”
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Retirement Planning and Investment Management Services in Salina, KS Cost Estimates