Laurels

Best Financial Advisors in Topeka
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Topeka, KS

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Afflora Financial Life Planning

Afflora Financial Life Planning

  • Certified Financial Planner (CFP)

Afflora Financial Life Planning offers its services in the Topeka metro. It helps individuals and families in preparing and managing their retirement plans. The company handles clients' 401(k), Social Security, and Medicare. Founder and owner Desmond Henry is a Certified Financial Planner who has been in the industry for more than 17 years. He was given the Topeka's Top 20 Business Leaders Award in 2010. In addition, Henry has been featured in the TK Business Magazine.

5990 Southwest 28th Street
Topeka, KS 66614

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Carlson Financial

Carlson Financial

  • Insurance Products
  • Tax Planning

Founded in 2012, Carlson Financial delivers its services to families and individuals in the Topeka area. It offers a full range of services, such as investment and inheritance planning. The business also deals with income tax planning, including Roth conversions, asset location, deduction planning, and income coordination. It also helps clients acquire life, disability, and long-term care insurance. Its founder and CEO, Carl Carlson, has been in the financial services industry for more than 25 years and has 10 years of experience in wealth management.

1201 Southwest Oakley Avenue
Topeka, KS 66604

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Clayton Wealth Partners

Clayton Wealth Partners

  • Estate Planning
  • Certified Financial Planner (CFP)

Clayton Wealth Partners is a financial advisor that caters to residents in Topeka and its surrounding communities. It is a full-time fiduciary that helps its clients determine their financial and investment goals. It custom builds investment portfolios, monitors their risk characteristics and performance, and makes adjustments based on economic projections and market analysis. It also provides quarterly comparative summaries and has 24-hour online access. Clayton Wealth Partners is a registered independent investment advisory company founded in 1984.

716 South Kansas Avenue
Topeka, KS 66603

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cordell Wealth Management

Cordell Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Cordell Wealth Management is a financial advisory business that caters to individuals, families, and businesses in the Topeka metro and the surrounding areas. Its team of advisors offers a wide range of services, including education, estate, income distribution, legacy, and Social Security planning. It also provides employee retirement planning, investment strategies, and portfolio and risk management. Rene Cordell, the founder, is a Certified Financial Planner who has been in the financial services industry since 1979.

6342 Southwest 21st Street
Topeka, KS 66615

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Harvest Financial Group

Harvest Financial Group

  • Insurance Products
  • Estate Planning

Harvest Financial Group has been serving Topeka since 1999. It helps clients create a step-by-step financial plan that analyzes cash and debt management, insurance, and investment and then assists them to stay on track through progress reviews. It provides advice on retirement income, college savings, Social Security, tax preparation, and estate planning. Ken Vander Hart, the company president, started as a CPA in 1983. On the side, he is active in the community serving as a board member on the Trash Mountain Project and Topeka Bible Church.

2900 Southwest Macvicar Avenue
Topeka, KS 66611

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

KDWallStreet Financial Services

KDWallStreet Financial Services

  • Retirement Planning

KDWallStreet Financial Services is a local firm that serves clients in Topeka. It offers personalized investment review and analysis, tax planning, tax advisory, and return preparation services. The firm also handles education, retirement, and estate planning matters. It focuses on maximizing and planning its clients' tax strategy, business growth, and long-range finances. Its founder, Korwin D. Wall, has experience working with a Fortune500 company. For over 20 years, KDWallStreet Financial Services has helped clients with their financial management concerns.

6540 Southwest 10th Avenue
Topeka, KS 66615

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

On Target Financial

On Target Financial

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Established in 1979, On Target Financial serves the Topeka area. It assists people and businesses with comprehensive financial planning that includes advice on investment, retirement income, education plan, insurance protection, and income tax. Its fiduciary services cover traditional and Roth IRAs, 401k rollovers, and estate plans. Its advisors work with accounting, law, and banking professionals to guide clients through career, business, and economic changes. On Target Financial is aligned with the Cambridge Investment Research Advisors.

5301 SW 7th St
Topeka, KS 66606

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Reinert Wealth Management

Reinert Wealth Management

  • Retirement Planning
  • Insurance Products
  • Tax Planning

Reinert Wealth Management is a Topeka-based financial management company founded in 1989. The firm offers guidance on various investment solutions, such as common stocks, variable annuities, treasury bills, and brokerage accounts. It also provides financial planning services, including money purchase planning, retirement planning, profit sharing planning, and college planning. Led by Mark Reinert, the company helps individuals establish investing and retirement strategies and address estate conservation issues. Reinert holds Certified Financial Planner and Retirement Income Certified Professional designations.

3639 Southwest Summerfield Drive
Topeka, KS 66614

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

RetireWise Tax and Wealth Advisors

RetireWise Tax and Wealth Advisors

  • Insurance Products

Serving Topeka, RetireWise Tax & Wealth Advisors is a team of financial advisors who assists individuals and families in achieving their ideal retirement life. It offers strategies in retirement income, asset protection, tax-efficient, and long-term care. The firm helps with wealth management, annuities, life insurance, and IRA legacy planning. Its president and founder, Jeff Vogel, started as a financial advisor in 1986. The Association of Fundraising Professionals gave him the Outstanding Volunteer Philanthropist award for his work in the Topeka community.

2820 Southwest Mission Woods Drive
Topeka, KS 66614

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

T & M Financial Incorporated

T & M Financial Incorporated

  • Certified Financial Planner (CFP)
  • Insurance Products

T & M Financial Incorporated provides services in the Topeka metro. It deals with financial planning services and assists individuals and families in processing their early retirement and investment plans. The company also helps clients in reducing their discretionary spending, taxes, and insurance costs. In addition, its team of specialists offers insurance plans to protect policyholders' properties against theft, storms, fire, and accidents. They provide financial planning solutions tailored to clients' needs. T & M Financial Incorporated has been in the industry since 1962.

3706 Southwest Topeka Boulevard
Topeka, KS 66609

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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