TOP 30 Certified financial planner services in Kentucky

79 results found

Edward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™ is a reputable financial institution located at 1121 Bath Avenue in Ashland, Kentucky, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, including Certified Financial Planner Scott Rigsby, clients can trust in the expertise and dedication of this institution to provide sound financial advice and strategies. Whether planning for retirement, investing for the future, or managing wealth, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Jerome Flynn, CFP® is a trusted financial institution located at 100 Ag Way in Stanford, Kentucky, United States. With a focus on providing personalized financial planning and investment services, Jerome Flynn, a Certified Financial Planner, helps clients navigate their financial goals and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to helping you achieve your financial objectives. Contact Jerome Flynn today to schedule a consultation and take the first step towards securing your financial future.

Keith Akers is a Financial Advisor at Ameriprise Financial Services, LLC located at 5311 Kentucky 321, Prestonsburg, 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®. Keith Akers specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.

Beau Stone is a financial advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Beau Stone holds multiple 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 Beau Stone's expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Beau Stone is dedicated to providing clients with comprehensive financial planning services tailored to their individual needs and goals.

Steve Knapp is a Financial Advisor at Ameriprise Financial Services, LLC located at 7430 U.S. Highway 42 in Florence, Kentucky, United States. Steve has obtained 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®. He offers a wide range of financial services and specializes in asset management, retirement planning, estate planning, risk management, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Steve is dedicated to providing comprehensive and personalized financial advice to help his clients achieve their financial goals.

John Fruin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7430 U.S. Highway 42, Florence, Kentucky, United States. The institution offers a range of certifications and designations such as 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®, CFP®, 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 variety of financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. John Fruin - Financial Advisor, Ameriprise Financial Services, LLC provides expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and expertise.

Kevin 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.

Michael 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.

Edward 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.

Andrew Jostworth is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Andrew holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, 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®. Andrew is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and more, Andrew is committed to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Kris Torbush, CFP® is a reputable financial institution located at 119 North Fort Thomas Avenue in Fort Thomas, Kentucky, United States. Specializing in providing personalized financial planning and investment services, Kris Torbush, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Kris Torbush and the team at Edward Jones are dedicated to providing top-quality financial services tailored to meet your specific needs.

At Edward Jones - Financial Advisor: Tyler Little, CFP®|CEPA®, located at 20 North Grand Avenue in Fort Thomas, Kentucky, United States, we provide expert financial advice and planning services to help our clients achieve their goals. With a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) on staff, we offer personalized solutions tailored to each individual's unique financial situation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Scott Brooks - Ameriprise Financial Services, Inc. is a finance institution located at 2890 Chancellor Drive, Crestview Hills, Kentucky, United States. They offer a variety of certifications and designations such as 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 financial planning topics and ensure that advisors have the knowledge and skills necessary to provide expert advice to their clients.

David Girmann - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 740 Centre View Boulevard, Crestview Hills, Kentucky, United States. The institution offers a range of certifications and designations 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 cover a wide range of financial planning and asset management topics, ensuring that advisors at David Girmann - Financial Advisor are well-equipped to provide expert advice and guidance to their clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, the team at David Girmann - Financial Advisor has the expertise and knowledge to help you navigate your financial goals.

Doug Kisker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Doug 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®, CFP®, 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 Doug's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, Doug is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethics and continued education, Doug Kisker is dedicated to providing high-quality financial services to his clients.

Jordan 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.

Scott 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.

Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC® is a trusted financial institution located at 752 Kenton Station Road in Maysville, Kentucky. Specializing in providing personalized financial planning services, Brendan A Bussell is a Certified Financial Planner and Chartered Financial Consultant who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Brendan A Bussell is committed to providing expert advice and guidance to help you make informed decisions. Contact Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC® today to take control of your financial future.

Scott 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.

Edward Jones - Financial Advisor: Anthony L McGlone Jr, CFP® is a trusted finance institution located at 117 West Water Street in Flemingsburg, Kentucky, United States. As a Certified Financial Planner, Anthony L McGlone Jr provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and personalized service, Edward Jones - Financial Advisor: Anthony L McGlone Jr, CFP® is dedicated to helping clients build and protect their wealth for a secure financial future.

Brian Wilborn is a Financial Advisor at Ameriprise Financial Services, LLC located at 2708 New Hartford Road in Owensboro, Kentucky, United States. Brian holds various certifications and designations 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a commitment to ethics and continuous education, Brian is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs children. Contact Brian Wilborn for expert financial guidance and personalized solutions tailored to your financial goals and needs.

Travis Ray Chaney is a Financial Advisor at Ameriprise Financial Services, LLC located at 2708 New Hartford Road, Owensboro, Kentucky, United States. Travis Ray Chaney holds several prestigious 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®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, Travis Ray Chaney is dedicated to providing comprehensive financial advice to individuals and small business owners. Contact Travis Ray Chaney for expert financial guidance tailored to your specific needs.

Heath Greenwell - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2708 New Hartford Road in Owensboro, Kentucky, offers a range of financial services and expertise to help individuals navigate their wealth management needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Heath Greenwell is dedicated to providing comprehensive financial planning tailored to each client's unique situation. From retirement planning to estate planning, investment strategies to insurance products, Heath Greenwell is committed to helping clients achieve their financial goals. Additionally, with specialized designations such as Certified Divorce Financial Analyst, Certified Estate Planner™, and Chartered Financial Consultant®, clients can trust in the expertise and professionalism of Heath Greenwell in managing their financial future. Contact Heath Greenwell today to start your journey towards financial security and success.

Todd C O'Neil is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. Specializing in finance, Todd C O'Neil holds numerous 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and insurance products. Todd C O'Neil is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Carl Heick - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States, is a finance institution offering a wide range of services for individuals seeking expert financial advice. The institution boasts a team of professionals with 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 ensure that clients receive top-notch financial planning and advice tailored to their individual needs, whether it be retirement planning, estate planning, investment management, or specialized services for military personnel. Carl Heick - Private Wealth Advisor, Ameriprise Financial Services, LLC, is committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals and secure their financial future.

Jeffrey Bellucci is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. He holds several prestigious 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®, CFP®, 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Jeffrey Bellucci is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and real-world application of investment concepts.

John Duerr - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9960 Corporate Campus Drive, Louisville, Kentucky, United States. The institution offers a range of certifications such as 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 various aspects of financial planning, estate planning, investment management, and specialized areas such as military financial advising. John Duerr is dedicated to providing comprehensive and ethical financial services to individuals, retirees, small business owners, and high net worth clients.

Patrick Ritter is a Financial Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Patrick Ritter 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®, CFP®, 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 Patrick Ritter's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for individuals and businesses. Patrick Ritter is committed to providing comprehensive financial advice and services to clients with a focus on professionalism, ethics, and expertise in the field of finance.

Nickolus Stephens is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. Nickolus Stephens holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and the Accredited Investment Fiduciary® (AIF®) designation. Additionally, Nickolus Stephens is an APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certified, and holds a certification as a Behavioral Financial Advisor. Nickolus Stephens also specializes in Chartered Advisor in Philanthropy® (CAP®), CAS® for fixed-rate and variable annuities, CASL® for senior and retirement planning, and is a Certified Divorce Financial Analyst. Nickolus Stephens is a Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, and CERTIFIED FINANCIAL PLANNER™ professional. Nickolus Stephens is a Certified Fund Specialist, Chartered Financial Consultant®, and Chartered Special Needs Consultant.

Edward Jones - Financial Advisor: Matthew S Williams, CFP®|CRPC™ is a reputable finance institution located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. With a focus on providing personalized financial planning services, Matthew S Williams is a Certified Financial Planner and Chartered Retirement Planning Counselor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Matthew S Williams and his team are committed to providing expert advice and guidance to help you make informed financial decisions. Trust Edward Jones - Financial Advisor: Matthew S Williams, CFP®|CRPC™ to help you secure your financial future.