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TOP 30 Estate planning advisor in Edgewood, KY
6 results found
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Scott Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott 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.
Jordan Browning - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Melissa Kelly - Financial Advisor, Ameriprise Financial Services, LLC
Melissa Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike, Edgewood, Kentucky, United States. Melissa holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. Melissa specializes in providing comprehensive financial planning services, including asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and continuous education, Melissa is dedicated to helping individuals achieve their financial goals. Contact Melissa Kelly today for expert financial advice and personalized wealth management solutions.
Scott Osborne - Ameriprise Financial Services, LLC
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.
Elder Care Financial Resources
Elder Care Financial Resources is a finance institution specializing in providing financial assistance and resources for elderly individuals and their families. Located at 109 Edgewood Drive in Bardstown, Kentucky, United States, our team is dedicated to helping seniors navigate the complexities of financial planning and managing their resources in order to ensure a comfortable and secure future. Whether you are looking for advice on retirement planning, long-term care insurance, or estate planning, our experienced professionals are here to help. Contact us today to learn more about how Elder Care Financial Resources can support you and your loved ones in preparing for the future.
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