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3701 SW Wanamaker Road, Topeka, KS 66610

(785) 267-8518
Julie.mayfield@ceterais.com
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Build A Foundation For A Legacy That Lasts 

At CoreFirst Investment Services, we combine family-centered guidance, a generational perspective, and access that meets you where you are.

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Build A Financial Relationship That Can Span Generations

Build A Financial Relationship That Can Span Generations

We bring local relationships and long-term thinking to the way we serve. Meet with us across the desk or connect online. We take the time to understand what you are building and who you are building it for.

See OUr Story    Meet Our Team

Financial Guidance For The Life You Are Building

Whether you are growing your career, running a business, or preparing for retirement, your financial priorities change with you.

Working Professionals

Build a financial strategy that keeps pace with your income, responsibilities, and goals throughout your career and into retirement.

Business Owners

Connect your business, personal finances, retirement plans, and future succession decisions.

Individuals & Families

Plan for the people, priorities, and financial decisions that shape your family’s life.

Pre-Retirees & Retirees

Turn years of saving into a thoughtful approach to retirement income, investing, and legacy.

Meet Our Clients
Build a Strategy For The Wealth You’re Growing & Sharing

Build a Strategy For The Wealth You’re Growing & Sharing

Investments rarely stand alone. We help bring investment management, retirement planning, tax strategy, protection, estate planning, education, and business considerations into a more connected view of your wealth.

Plan for Today Without Losing Sight Of Tomorrow

The decisions in front of you matter now. So do the people, transitions, and generations those decisions may affect years from now.

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Your Values Give The Plan Its Direction

Your Values Give The Plan Its Direction

We start by learning what matters to you, where you are today, and what you want your wealth to support. Then we turn those priorities into practical goals, a tailored plan, and an ongoing process that can adjust as life changes.


See OUr Approach    View OUr Process

Stay Informed With Market Insights & Planning Resources

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
Practical Moves to Safeguard Your Financial Progress

Practical Moves to Safeguard Your Financial Progress

Explore these strategies to help protect your purchasing power in a world of rising costs.

Start A Conversation About What You Are Building

Meet with our team in Topeka or Kansas City, or connect remotely. Tell us what is on your mind, and we can begin with the financial decisions that matter to you.

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