TOP 30 Audit & Consulting in Florence, Kentucky
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Kevin Widener - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKevin Widener is a dedicated Financial Advisor at Ameriprise Financial Services, LLC located at 7430 U.S. Highway 42 in Florence, Kentucky, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin Widener is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on ethical practices and comprehensive knowledge in asset management, estate planning, retirement planning, investment strategies, and risk management, Kevin Widener is committed to helping clients achieve their financial goals.
7430 U.S. Hwy 42 #101, Florence, KY 41042, United States -
Edward Jones - Financial Advisor: J Bryce Calvert
● ClosedEdward Jones - Financial Advisor: J Bryce Calvert is a reputable financial institution located at 7500 Oakbrook Drive in Florence, Kentucky, United States. As a trusted financial advisor, J Bryce Calvert offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, the institution provides tailored investment strategies, retirement planning, and wealth management solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: J Bryce Calvert is committed to providing expert guidance and support every step of the way.
7500 Oakbrook Dr Suite 18, Florence, KY 41042, United States -
Edward Jones - Financial Advisor: Brad Shipe
● OpenEdward Jones - Financial Advisor: Brad Shipe is a reputable financial institution located at 8160 Dream Street in Florence, Kentucky, United States. Specializing in financial advice and planning, Brad Shipe and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Brad Shipe is committed to providing top-notch financial guidance to individuals and families in the Florence area.
8160 Dream St, Florence, KY 41042, United States -
Michael Murphy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Murphy is a Financial Advisor at Ameriprise Financial Services, LLC located at 7310 Turfway Road in Florence, Kentucky, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and more. With a focus on providing comprehensive financial planning services, Michael is dedicated to helping individuals and businesses achieve their financial goals.
7310 Turfway Rd Ste 350, Florence, KY 41042, United States -
Edward Jones - Financial Advisor: Brant Owens, CFP®|CLU®
● OpenEdward Jones - Financial Advisor: Brant Owens, CFP®|CLU® is a reputable finance institution located at 7500 Oakbrook Drive in Florence, Kentucky, United States. Brant Owens, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), offers personalized financial advice and solutions to help clients achieve their financial goals. With a commitment to providing exceptional service and expertise, Edward Jones is a trusted partner in helping individuals plan for a secure financial future.
7500 Oakbrook Dr Suite 18, Florence, KY 41042, United States -
Elm Brokerage
● OpenElm Brokerage is a leading financial institution located in Florence, Kentucky, United States. We specialize in providing a wide range of brokerage services to our clients, including investment advice, wealth management, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Elm Brokerage is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
Florence, KY 41042, United States -
Kentucky Financial Services Group
● OpenKentucky Financial Services Group is a leading finance institution located at 8810 Bankers Street in Florence, Kentucky, United States. We offer a wide range of financial services to individuals and businesses, including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
8810 Bankers St, Florence, KY 41042, United States -
Edward Jones
● OpenEdward Jones is a reputable accounting and finance institution located at 1511 Cavalry Drive in Florence, Kentucky, United States. With a focus on personalized financial services and guidance, Edward Jones is committed to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Edward Jones is dedicated to providing tailored solutions to meet your needs.
1511 Cavalry Dr STE 102, Florence, KY 41042, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 7310 Turfway Road in Florence, Kentucky, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future.
7310 Turfway Rd Ste 550A, Florence, KY 41042, United States -
Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC
● ClosedCardinal Pointe Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 7310 Turfway Road in Florence, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss individual financial goals. While they cannot guarantee future financial results, they provide an overview of financial planning concepts during the initial consultation. The institution values privacy and security, adhering to strict regulations and rules outlined on their website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC aims to help individuals achieve their financial goals and welcomes referrals from satisfied clients. With a focus on online security and protection against email fraud, clients can trust in the expertise and professionalism of Cardinal Pointe Financial Group.
7310 Turfway Rd Suite 550, Florence, KY 41042, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 7310 Turfway Road in Florence, Kentucky, United States. Specializing in providing comprehensive financial planning and investment management services, Edelman Financial Engines is dedicated to helping individuals and families achieve their long-term financial goals. With a team of seasoned financial advisors and a commitment to personalized service, Edelman Financial Engines is a trusted partner in navigating the complexities of wealth management.
7310 Turfway Rd Suite 550, Florence, KY 41042, United States -
Edward Jones - Financial Advisor: Corissa Otten
● OpenEdward Jones - Financial Advisor: Corissa Otten is a reputable finance institution located at 8160 Dream Street in Florence, Kentucky, United States. With a focus on personalized financial planning and investment strategies, Corissa Otten and her team at Edward Jones provide expert guidance and support to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Edward Jones - Financial Advisor: Corissa Otten is dedicated to helping you navigate the complexities of the financial world with confidence and clarity. Visit their office today to start building a secure financial future.
8160 Dream St, Florence, KY 41042, United States -
Capital Investment Brokerage
● ClosedCapital Investment Brokerage is a premier finance institution located at 7024 Houston Road in Florence, Kentucky, United States. Our team of experienced brokers is dedicated to helping individuals and businesses achieve their financial goals through expert investment advice and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our knowledgeable staff is here to guide you every step of the way. Trust Capital Investment Brokerage for all your financial needs.
7024 Houston Rd, Florence, KY 41042, United States -
Mann Capital Management LLC
● OpenMann Capital Management LLC is a finance institution located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Founded by Scott, the Managing Member, Mann Capital Management offers services in financial planning, investment management, estate, and retirement planning for business and family clients. Scott, who holds a BS in Public Administration from Northern Kentucky University, works closely with clients to help them achieve their financial goals. Vanessa, Scott's wife, is an administrator at Mann Capital Management and is also a licensed life and health insurance agent. With a BS in Biology from Northern Kentucky University, Vanessa brings her expertise to the team and works full-time as an Account Administrator for a large health insurance provider. Together, Scott and Vanessa have six grown children. For more information about Mann Capital Management LLC, you can access their Privacy Notice and Form ADV Part 2A on their website.
73 Cavalier Blvd #212, Florence, KY 41042, United States -
Money Concepts Capital Corporation.
● OpenMoney Concepts Capital Corporation is a finance institution located at 7000 Houston Road in Florence, Kentucky, United States. With a focus on providing personalized financial solutions, Money Concepts Capital Corporation offers a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, Money Concepts Capital Corporation is committed to helping you secure a stable financial future.
7000 Houston Rd, Florence, KY 41042, United States -
Edward Jones - Financial Advisor: Carl Campbell
● ClosedEdward Jones - Financial Advisor: Carl Campbell is a trusted financial institution located at 1511 Cavalry Drive in Florence, Kentucky, United States. As a dedicated finance professional, Carl Campbell provides personalized financial advice and services to help clients achieve their goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Carl Campbell is committed to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Carl Campbell is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
1511 Cavalry Dr Ste 102, Florence, KY 41042, United States -
Allison Kees - Prudential Financial
● OpenAllison Kees - Prudential Financial is a reputable finance and insurance agency located at 71 Cavalier Boulevard in Florence, Kentucky, United States. With a commitment to providing top-notch financial services and insurance solutions, Allison Kees - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Allison Kees - Prudential Financial is here to help you secure your financial future.
71 Cavalier Blvd Suites 304-306, Florence, KY 41042, United States -
Fifth Third Securities - Jeffrey Lawson
● ClosedFifth Third Securities - Jeffrey Lawson is a finance institution located at 8100 Burlington Pike in Florence, Kentucky, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the experienced team at Fifth Third Securities - Jeffrey Lawson is here to help. Trustworthy and reliable, they strive to provide personalized solutions tailored to your unique financial needs. Visit them today to start planning for a secure financial future.
8100 Burlington Pike, Florence, KY 41042, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 8073 Connector Drive in Florence, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you manage your finances effectively and efficiently. Visit us today to see how we can help you achieve your financial goals.
8073 Connector Dr, Florence, KY 41042, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 7273 Turfway Road in Florence, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business seeking financial advice, H&R Block is dedicated to providing expert guidance and support. Visit us today to learn more about how we can help you achieve your financial goals.
7273 Turfway Rd, Florence, KY 41042, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 8460 U.S. Highway 42 in Florence, Kentucky. With a team of knowledgeable professionals, H&R Block offers a wide range of services to help individuals and businesses with their tax preparation and financial needs. Whether you need assistance with filing your taxes or managing your finances, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience the personalized and reliable service that sets us apart from the rest.
8460 U.S. Hwy 42, Florence, KY 41042, United States -
Thomas Lonnemann CPA, Inc
● ClosedThomas Lonnemann CPA, Inc is a reputable accounting and finance institution located at 8729 U.S. Highway 42 in Florence, Kentucky, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Thomas Lonnemann CPA, Inc is dedicated to helping you achieve your financial goals and maximize your financial success. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
8729 U.S. Hwy 42, Florence, KY 41042, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 7625 Doering Drive in Florence, Kentucky, United States. Our tax advance loans may have ended for the year, but our Tax Pros are still here to help you get your biggest refund! Whether you prefer to drop off your tax documents for a quick review and e-signing, or sit down for a one-on-one appointment with a Tax Pro, we are here to make the process easy and convenient. Located inside Walmart, you can get your taxes done while you shop, ensuring that you still receive your maximum refund. While Refund Advance loans are no longer available this year, we offer other services such as in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or give us a call to reserve time with a Tax Pro who speaks English. Trust Jackson Hewitt Tax Service to handle your taxes, because when every dollar matters, it matters who does your taxes™.
7625 Doering Dr, Florence, KY 41042, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 7955 Mall Road in Florence, Kentucky, United States. With a commitment to providing reliable and professional tax services, Liberty Tax helps individuals and businesses navigate the complexities of tax preparation and filing. Their team of experts is dedicated to ensuring that clients receive accurate and timely assistance with their financial needs. Whether you are looking for assistance with tax planning, filing, or other financial services, Liberty Tax is here to help you achieve your financial goals.
7955 Mall Rd, Florence, KY 41042, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 8079 Connector Drive in Florence, Kentucky, United States. While our tax advance loans have ended this year, our Tax Pros are still ready to help you maximize your refund. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, our team is here to assist you. At Jackson Hewitt, we understand that time is valuable. That's why we offer convenient options such as dropping off your tax documents for a Tax Pro to handle, followed by a quick review and e-signing process. While Refund Advance loans are no longer available this year, we offer early advance options at select locations during specific periods.
8079 Connector Dr, Florence, KY 41042, United States -
Marita Accounting & Tax Services
● OpenMarita Accounting & Tax Services is a professional institution located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients achieve their financial goals and maximize their returns. Trust Marita Accounting & Tax Services for all your accounting and tax needs.
73 Cavalier Blvd # 119, Florence, KY 41042, United States -
Baker Business & Tax Solutions
● ClosedBaker Business & Tax Solutions is a leading accounting and finance institution located at 7405 Burlington Pike in Florence, Kentucky, United States. Our team of experts specializes in providing comprehensive tax and financial services to individuals and businesses. With years of experience and a commitment to excellence, we are dedicated to helping our clients achieve their financial goals and navigate the complexities of the tax system. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Baker Business & Tax Solutions is here to help. Contact us today to learn more about how we can support your financial success.
7405 Burlington Pike #201A, Florence, KY 41042, United States -
Walsh Tax Services LLC
● OpenWalsh Tax Services LLC is a professional accounting and finance institution located at 6348 Hampton Ridge Drive in Florence, Kentucky, United States. Our team of experienced and knowledgeable tax professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust Walsh Tax Services LLC to handle all of your accounting and finance needs with precision and expertise.
6348 Hampton Ridge Dr, Florence, KY 41042, United States -
dll Tax & Booking
● Opendll Tax & Booking is a professional accounting and finance institution located at 11 Oblique Street in Florence, Kentucky, United States. Our team of experts is dedicated to providing top-notch tax preparation and booking services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of financial management with ease and confidence. Whether you need help with tax filing, bookkeeping, or financial planning, dll Tax & Booking is here to provide personalized solutions tailored to your specific needs. Visit us today to experience the difference our expertise can make in your financial success.
11 Oblique St, Florence, KY 41042, United States -
Todd Breckel CPA
● OpenTodd Breckel CPA is a reputable accounting and finance institution located at 71 Cavalier Boulevard in Florence, Kentucky, United States. With years of experience in the industry, Todd Breckel and his team offer a wide range of services including tax preparation, financial planning, and business consulting. Their expertise and dedication to their clients make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or your company's accounting needs, Todd Breckel CPA is committed to providing top-notch service and guidance.
71 Cavalier Blvd Suite 210, Florence, KY 41042, United States
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