Dedicated financial planning services in Richmond, Kentucky
29 results found
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Paradigm Insurance And Financial Partners
● ClosedParadigm Insurance And Financial Partners is a reputable insurance agency located at 105 Carlton Court in Richmond, Kentucky, United States. With a focus on providing comprehensive insurance and financial services, our team of experienced professionals is dedicated to helping clients protect their assets and plan for a secure future. Whether you are looking for personal insurance coverage or financial planning advice, we are here to guide you every step of the way. Trust Paradigm Insurance And Financial Partners to be your partner in securing peace of mind and financial stability.
105 Carlton Ct, Richmond, KY 40475, United States -
First Financial Credit Inc
● ClosedFirst Financial Credit Inc is a reputable finance institution located on Center Drive in Richmond, Kentucky, United States. We specialize in providing a wide range of financial services and products to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions to meet the unique needs of each individual or business. Whether you are looking for a loan, investment advice, or assistance with financial planning, First Financial Credit Inc is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.
640 University Shopping, Center Dr, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Chris Menser
● OpenEdward Jones - Financial Advisor: Chris Menser is a reputable finance institution located at 2008 Merchant Drive in Richmond, Kentucky, United States. As a trusted financial advisor, Chris Menser provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chris Menser is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
2008 Merchant Dr Suite 4, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Justin T Moore, AAMS™
● ClosedEdward Jones - Financial Advisor: Justin T Moore, AAMS™ is a reputable finance institution located at 100 Keystone Drive in Richmond, Kentucky, United States. Justin T Moore, a certified Accredited Asset Management Specialist, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Justin T Moore and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
100 Keystone Dr Ste B, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Chad Tindall, CFP®
● ClosedEdward Jones - Financial Advisor: Chad Tindall, CFP® is a trusted financial institution located at 519 Hampton Way in Richmond, Kentucky, United States. Chad Tindall, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Chad Tindall and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.
519 Hampton Way Suite 3, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Rickie D Miller
● ClosedEdward Jones - Financial Advisor: Rickie D Miller is a trusted financial institution located at 101 Alycia Drive in Richmond, Kentucky, United States. Rickie D Miller is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your investments, Rickie D Miller can provide personalized guidance and support. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Rickie D Miller is the go-to destination for all your financial needs.
101 Alycia Dr #1, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Bill Shaffer
● ClosedEdward Jones - Financial Advisor: Bill Shaffer is a reputable financial institution located at 320 High Land Park Drive in Richmond, Kentucky, United States. As a trusted financial advisor, Bill Shaffer provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bill Shaffer is dedicated to providing top-notch financial advice and guidance to individuals and families in the Richmond area.
320 High Land Park Dr #10, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Amber Middleton, AAMS™
● ClosedEdward Jones - Financial Advisor: Amber Middleton, AAMS™ is a reputable finance institution located at 100 Bay View Drive in Richmond, Kentucky, United States. As a certified Accredited Asset Management Specialist, Amber Middleton provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Amber Middleton and the team at Edward Jones are dedicated to helping you make informed financial decisions for a secure future.
100 Bay View Dr Suite 1, Richmond, KY 40475, United States -
Williams Tax & Financial Services
● ClosedWilliams Tax & Financial Services is a trusted institution located at 972 Commercial Drive in Richmond, Kentucky, United States. We specialize in accounting, finance, and insurance services to meet all of our clients' needs. Our team of experienced professionals is dedicated to providing top-notch financial guidance and support to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or insurance coverage, Williams Tax & Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
972 Commercial Dr, Richmond, KY 40475, United States -
Greg's Tax Services
● ClosedGreg's Tax Services is a reputable accounting and finance institution located at 2121 Richmond Road in Lexington, Kentucky, United States. With years of experience in tax preparation and financial planning, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Greg's Tax Services is here to assist you every step of the way. Trust us to handle your financial needs with professionalism and expertise.
2121 Richmond Rd, Lexington, KY 40502, United States -
AAA Accounting & Tax Services
● ClosedAAA Accounting & Tax Services is a reputable institution located at 305 Geri Lane in Richmond, Kentucky, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help guide you through the complexities of the financial world. Trust AAA Accounting & Tax Services for all your accounting needs.
305 Geri Ln Ste. C, Richmond, KY 40475, United States -
Bluegrass Pediatric Dentistry
● ClosedBluegrass Pediatric Dentistry, located at 120 Meridian Way in Richmond, Kentucky, is a specialized dental practice dedicated to providing compassionate and expert care to children, adolescents, and those with special needs in the surrounding communities of Richmond and Berea. Our team is committed to improving the health and lives of our young patients by focusing on prevention first and intervention second. Our office is designed to be fun and relaxing for children of all ages, from their first visit at one year old through graduation. All three of our doctors have completed additional training to specialize in pediatric dentistry, ensuring that your child receives the best possible care tailored to their specific needs. We use advanced technology, such as digital x-rays, to ensure the safety and well-being of our patients.
120 Meridian Way Ste 2, Richmond, KY 40475, United States -
Bray and Oakley Insurance Agency
● ClosedBray and Oakley Insurance Agency is a trusted health insurance agency located at 2150 Lexington Road in Richmond, Kentucky. With a focus on providing personalized insurance solutions to meet the unique needs of each client, our experienced team is dedicated to helping individuals and families find the coverage they need to protect their health and financial well-being. Whether you are looking for individual health insurance, group coverage, or Medicare options, Bray and Oakley Insurance Agency is here to help you navigate the complex world of insurance with ease. Contact us today to learn more about how we can assist you in securing the right insurance plan for your needs.
2150 Lexington Rd d2, Richmond, KY 40475, United States -
Adam McDonald - State Farm Insurance Agent
● ClosedAdam McDonald - State Farm Insurance Agent is an insurance agency located at 151 Prosperous Place in Lexington, Kentucky, United States. As the Madness of March arrives, it's important to ensure that your insurance plan is ready for any unexpected surprises that life may throw your way. With a focus on delivering personalized service, Adam McDonald and his team can help you navigate your auto, homeowners, renters, life, and financial insurance needs. With a background in Finance Planning and Financial Management, Adam is dedicated to helping individuals protect and achieve their financial goals. Licensed in Kentucky, Indiana, and West Virginia, Adam McDonald - State Farm Insurance Agent offers a range of insurance services including auto, home, life, property, business, renters, health insurance, and financial services. The team is committed to providing quality service tailored to each individual's needs. Whether you're in Lexington, Georgetown, Richmond, or anywhere in Kentucky, Adam and his team are here to help you protect and achieve your financial goals.
151 Prosperous Pl #1a, Lexington, KY 40509, United States -
Kentucky Counseling Center
● ClosedKentucky Counseling Center is a leading mental health institution located in Lexington, Kentucky, United States. We offer a wide range of mental health services for both adults and children, including counseling, psychiatry, targeted case management, and intensive outpatient programs. Our goal is to provide accessible and affordable mental health care without long wait times. Our services are available both online and in-person, allowing us to reach clients wherever they are. We have a large network of highly trained clinicians who specialize in individual, group, family, and couples counseling. Our case managers are also available to connect clients with community resources for financial, educational, employment, and health needs.
2375 Professional Heights Dr #240, Lexington, KY 40503, United States -
New Millennium Asset Manaement Inc.
● OpenNew Millennium Asset Management Inc. is a reputable finance institution located at 172 Gleneagles Boulevard in Richmond, Kentucky, United States. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust New Millennium Asset Management Inc. to help you navigate the complexities of the financial world with confidence and peace of mind.
172 Gleneagles Blvd, Richmond, KY 40475, United States -
Parsons & Company CPAs
● ClosedParsons & Company CPAs is a reputable accounting and finance institution located at 228A West Main Street in Richmond, Kentucky, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Known for their professionalism and attention to detail, Parsons & Company CPAs is dedicated to helping individuals and businesses achieve their financial goals. Contact them today for expert financial guidance and support.
228A W Main St, Richmond, KY 40475, United States -
Dunlap Law Firm
● ClosedDunlap Law Firm, located at 102 North Main Street in Versailles, Kentucky, is a reputable law firm led by Kentucky attorney Whitney Dunlap III. With over 30 years of experience, the firm specializes in using litigation, arbitration, and mediation to help businesses, families, and individuals resolve disputes. Whether you need assistance with estate planning, probate, or civil litigation, Dunlap Law Firm is dedicated to protecting your financial security and well-being. The firm offers comprehensive estate planning services, including drafting wills, powers of attorney, and trusts to ensure your assets are distributed according to your wishes. When it comes to probate, Dunlap Law Firm can guide you through the process and help distribute assets as planned by your loved one.
102 N Main St, Versailles, KY 40383, United States -
Bluegrass Credit Corporation
● ClosedBluegrass Credit Corporation is a finance institution located at 908 East Main Street in Richmond, Kentucky, United States. We specialize in providing a variety of financial services to our clients, including loans, credit counseling, and financial planning. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals and overcome any financial obstacles they may face. Whether you need a personal loan, assistance with debt management, or guidance on improving your credit score, Bluegrass Credit Corporation is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
908 E Main St #1, Richmond, KY 40475, United States -
E. S. Barr & Co.
● ClosedE. S. Barr & Co. is a reputable finance institution located at 1999 Richmond Road in Lexington, Kentucky, United States. With a strong reputation for excellence in financial services, E. S. Barr & Co. offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, E. S. Barr & Co. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1999 Richmond Rd # 1B, Lexington, KY 40502, United States -
Rachel Hooker - Thrivent
● ClosedRachel Hooker - Thrivent is a finance institution located at 102 East Main Street in Richmond, Kentucky, United States. With licenses in multiple states, including CA, DC, FL, and more, Rachel Hooker works with clients to help them achieve their financial goals. Specializing in protecting loved ones against costs related to extended care, death, and disability, Rachel takes a personalized approach by starting with a conversation about the client's life and what matters most to them. Clients can feel comfortable and empowered to take the next step with clear and candid advice. Rachel's office is centrally located to serve the Richmond area, but she also works with clients remotely through virtual meetings. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients may further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their financial advisors and services.
102 E Main St, Richmond, KY 40475, United States -
Lowell D. Land Accounting
● OpenLowell D. Land Accounting is a reputable institution located at 140 Big Hill Avenue in Richmond, Kentucky, United States. Specializing in accounting and finance services, the institution offers a range of professional services to individuals and businesses alike. With a team of experienced and knowledgeable experts, Lowell D. Land Accounting is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust Lowell D. Land Accounting to provide reliable and efficient service.
140 Big Hill Ave, Richmond, KY 40475, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 642 University Shopping Center in Richmond, Kentucky, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business in need of financial advice, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience top-notch financial services in a convenient and welcoming environment.
642 University Shopping Ctr, Richmond, KY 40475, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 2130 Lexington Road in Richmond, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.
2130 Lexington Rd, Richmond, KY 40475, United States -
Adams Hill Mc Daniel & Co
● OpenAdams Hill McDaniel & Co is a reputable accounting and finance institution located at 200 North 3rd Street in Richmond, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to providing top-notch services and personalized solutions sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Adams Hill McDaniel & Co is the go-to institution for all your accounting and finance needs.
200 N 3rd St, Richmond, KY 40475, United States -
Vice & Smith Psc: Smith David A CPA
● OpenVice & Smith Psc: Smith David A CPA is a reputable accounting and finance institution located at 2141 Pimlico Drive in Richmond, Kentucky, United States. Led by experienced CPA David A Smith, the institution offers a wide range of financial services to individuals and businesses. With a focus on professionalism and personalized attention, Vice & Smith Psc is dedicated to helping clients achieve their financial goals and navigate complex financial matters. Whether you need tax preparation, financial planning, or business consulting services, Vice & Smith Psc: Smith David A CPA is committed to providing expert guidance and support.
2141 Pimlico Dr, Richmond, KY 40475, United States -
Kandi Harper, CPA
● ClosedKandi Harper, CPA is a reputable accounting and finance institution located at 2130 Lexington Road in Richmond, Kentucky, United States. With years of experience and expertise in the field, Kandi Harper, CPA offers a wide range of services including tax preparation, financial planning, and consulting to individuals and businesses alike. Their dedicated team of professionals is committed to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you are looking for assistance with tax filing or need help with financial planning, Kandi Harper, CPA is your trusted partner for all your accounting and finance needs.
2130 Lexington Rd STE K, Richmond, KY 40475, United States -
Dana C Overall CPA PSC
● ClosedDana C Overall CPA PSC is a reputable accounting and finance institution located at 130 North 2nd Street in Richmond, Kentucky, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and auditing. Their team of skilled professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with bookkeeping or complex financial analysis, Dana C Overall CPA PSC is committed to providing high-quality and personalized services to meet your needs.
130 N 2nd St, Richmond, KY 40475, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 359 Richmond Road in Irvine, Kentucky, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or other financial services, H&R Block is committed to delivering top-notch expertise and personalized solutions to meet your needs.
359 Richmond Rd, Irvine, KY 40336, United States
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