Business planning services in Edgewood, KY
14 results found
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Odyssey Financial Advisors - Ameriprise Financial Services, LLC
● ClosedOdyssey Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. They specialize in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on multi-generational financial planning, they ensure that every family member's financial priorities are addressed. They offer personalized financial strategies for education, retirement, and personal investments, promoting financial literacy across generations. Ameriprise financial advisors are registered to do business in certain U.S. states and provide a complimentary initial consultation to discuss financial goals. Clients can access their investments and track progress towards their goals securely online. The institution emphasizes the importance of regular reviews and updates to financial plans as life changes. With a commitment to helping clients achieve their financial goals, they offer a range of services to support financial wellness for the whole family.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States -
Scott Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott Brooks - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky, offers a range of financial services to meet the needs of individuals and businesses. Scott Brooks holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Scott Brooks provides personalized financial advice tailored to each client's unique goals and needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Scott Brooks is dedicated to helping you achieve financial success.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States -
Jordan Browning - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJordan Browning is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike, Edgewood, Kentucky, United States. Jordan holds various certifications such as 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 Jordan's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jordan is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States -
Scott Osborne - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Osborne is a Financial Advisor at Ameriprise Financial Services, LLC located at 130 Dudley Pike, Edgewood, Kentucky, United States. Scott Osborne 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 Scott Osborne's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Scott Osborne is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals. Contact Scott Osborne at Ameriprise Financial Services, LLC for comprehensive financial planning services.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States -
Paden Belanger - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPaden Belanger - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky, offers personalized financial advice and education to help families and businesses achieve their financial goals. With a focus on multi-generational financial planning, the team at Odyssey Financial Advisors guides clients in creating a legacy of brilliance and purpose. From retirement planning to personal investments, every voice is heard and every goal is addressed. With a commitment to financial literacy, they empower each family member to make informed decisions for their future. Tax season may be over, but the team is still here to assist with shredding old documents and accepting canned food donations. Contact Paden Belanger for a complimentary initial consultation to discuss what's most important to you and start building a solid financial foundation for the future.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States -
Scott Osborne - Ameriprise Financial Services, LLC
● OpenScott Osborne - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. The institution offers a range of certifications and designations for financial professionals to ensure they have the expertise and knowledge to meet the diverse needs of their clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Scott Osborne - Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses, ensuring they are well-equipped to make informed financial decisions.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States -
Dennis Grothaus: Allstate Insurance
● ClosedDennis Grothaus: Allstate Insurance is an insurance agency located at 970 Dudley Pike in Edgewood, Kentucky. With a focus on providing personalized insurance solutions for individuals and families, Dennis Grothaus and his team are dedicated to helping clients protect what matters most to them. Whether it's auto, home, life, or business insurance, they offer a wide range of options to meet the unique needs of each customer. With a commitment to excellent customer service and a reputation for reliability, Dennis Grothaus: Allstate Insurance is a trusted choice for insurance coverage in the Edgewood area.
970 Dudley Pike Ste A, Edgewood, KY 41017, United States -
Jennifer T. Leonard, Esq.
● OpenJennifer T. Leonard, Esq. is a reputable law firm located at 178 Barnwood Drive in Edgewood, Kentucky, United States. Specializing in various legal services, Jennifer T. Leonard, Esq. provides expert advice and representation in matters such as family law, estate planning, and business law. With a strong commitment to client satisfaction and a track record of successful cases, this institution is known for its professionalism and dedication to achieving the best possible outcomes for its clients. Contact Jennifer T. Leonard, Esq. for all your legal needs.
178 Barnwood Dr, Edgewood, KY 41017, United States -
Pearson & Bernard
● ClosedPearson & Bernard is a prestigious law firm located at 178 Barnwood Drive in Edgewood, Kentucky. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in the United States. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Pearson & Bernard is here to help. With a commitment to excellence and a track record of success, you can trust our firm to advocate for your rights and best interests. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
178 Barnwood Dr, Edgewood, KY 41017, United States -
Blank D Barry CPA
● ClosedBlank D Barry CPA is a reputable accounting and finance institution located at 186 Barnwood Drive in Edgewood, Kentucky, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Blank D Barry CPA for professional and reliable financial advice to help them navigate the complexities of personal and business finances.
186 Barnwood Dr, Edgewood, KY 41017, United States -
First South Credit Inc
● ClosedFirst South Credit Inc is a reputable finance institution located at 252 Edgewood Drive in Nicholasville, Kentucky, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with loans, investments, or financial planning, First South Credit Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.
252 Edgewood Dr, Nicholasville, KY 40356, United States -
Taxwise Don E & Associates
● OpenTaxwise Don E & Associates is a reputable accounting and finance institution located at 619 Edgewood Drive in Nicholasville, Kentucky, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Taxwise Don E & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
619 Edgewood Dr, Nicholasville, KY 40356, United States -
St Elizabeth Family Practice: Castle Jason R MD
● OpenWelcome to St. Elizabeth Family Practice: Castle Jason R MD, your trusted partner in family health care located at 413 South Loop Road, Edgewood, Kentucky. We are dedicated to providing comprehensive and personalized medical care for you and your family. Our practice prides itself on forming strong partnerships with our patients, focusing on your unique healthcare needs. At our full-service Edgewood Center for Family Medicine, you will receive top-notch medical care from a team of experienced faculty and 30 resident physicians specializing in family medicine. Our physicians are committed to delivering state-of-the-art care, ensuring that you have access to the latest medical advancements.
413 South Loop Road, Edgewood, Kentucky 41017, United States -
Gentrup Concrete LLC
● ClosedWelcome to Gentrup Concrete LLC Located at 47 Harrison Avenue in the charming town of Bellevue, Kentucky, just across the river from downtown Cincinnati, Gentrup Concrete LLC stands as a testament to over a century of excellence in concrete craftsmanship. As a family-owned and operated business since 1919, the Gentrup family has been committed to providing quality, reliability, and personal service to our Cincinnati and Northern Kentucky neighbors.
47 Harrison Avenue, Bellevue, Kentucky 41073, United States
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