TOP 10 Best Estate planning in Edgewood, Kentucky
19 results found
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Odyssey Financial Advisors - Ameriprise Financial Services, LLC
Odyssey 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.
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.
E. Lopez Law, PLLC
E. Lopez Law, PLLC is a reputable law firm located at 7 Sperti Drive in Edgewood, Kentucky, United States. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need. Please note that this is an advertisement and the information on this website is intended for general information purposes only. It should not be taken as formal legal advice or the establishment of a lawyer/client relationship.
Jennifer T. Leonard, Esq.
Jennifer 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.
McClure Bruce L
McClure Bruce L is a reputable law firm located at 581 Dudley Road in Edgewood, Kentucky, United States. Specializing in various legal matters, the skilled lawyers at McClure Bruce L provide expert advice and representation to clients in need. With a commitment to excellence and a track record of success, clients can trust McClure Bruce L to handle their legal needs with professionalism and integrity. Contact McClure Bruce L today for reliable legal services you can count on.
Cetrulo Law
Cetrulo Law is a reputable law firm located at 130 Dudley Road in Edgewood, Kentucky. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-quality legal services to our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, our firm is here to help. With a strong commitment to professionalism and client satisfaction, Cetrulo Law is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Taxwise Don E & Associates
Taxwise 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.
Attorney Larry Hicks
Attorney Larry Hicks is a reputable legal institution located at 130 Dudley Pike in Edgewood, Kentucky, United States. Specializing in various areas of law, Attorney Larry Hicks offers expert legal advice and representation to clients in need. With a commitment to providing personalized and effective legal solutions, this institution is dedicated to helping clients navigate the complexities of the legal system. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Attorney Larry Hicks is here to provide the guidance and support you need. Contact them today to schedule a consultation and discuss your legal needs.
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.
Benjamin Gehrke - Associate Financial Advisor, Ameriprise Financial Services, LLC
Benjamin Gehrke is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky. With a focus on providing personalized financial advice and guidance, Benjamin helps clients navigate their financial goals and plan for a secure future. Ameriprise Financial Services, LLC is a trusted name in the finance industry, offering a wide range of services to help individuals and families achieve their financial objectives. Contact Benjamin Gehrke today to schedule a consultation and start planning for a brighter financial future.
Hannegan Wealth Management LLC
Hannegan Wealth Management LLC is a leading financial institution located at 180 Barnwood Drive in Edgewood, Kentucky, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and strategic financial planning, we strive to provide our clients with the tools and resources they need to make informed decisions and build a strong financial foundation. Trust Hannegan Wealth Management LLC to guide you towards a secure and prosperous financial future.
Barnwood Capital Management, LLC
Barnwood Capital Management, LLC is a finance institution located at 176 Barnwood Drive in Edgewood, Kentucky, United States. Specializing in investment management and financial advisory services, Barnwood Capital Management, LLC is committed to helping clients achieve their financial goals through strategic planning and expert guidance. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and objectives. Trust Barnwood Capital Management, LLC to provide comprehensive financial services to help you secure a prosperous future.
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.
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.
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.
Pearson & Bernard
Pearson & 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.
Leonard Law, PSC
Leonard Law, PSC is a reputable law firm located at 182 Barnwood Drive in Edgewood, Kentucky, United States. Our dedicated team of experienced attorneys specializes in various areas of law, including personal injury, family law, criminal defense, and estate planning. We are committed to providing our clients with top-notch legal representation and personalized service to help them navigate through their legal issues. Contact Leonard Law, PSC today for a consultation and let us help you with your legal needs.
Fifth Third Preferred - Rebecca Dinn
Welcome to Fifth Third Preferred - Rebecca Dinn, your trusted financial partner located conveniently at 3003 Dixie Highway, Edgewood, Kentucky. Specializing in personalized financial services, we are committed to helping you achieve your financial goals with tailored solutions. Whether you are looking for investment advice, wealth management, or comprehensive financial planning, Rebecca Dinn and her team provide exceptional service and expertise to guide you every step of the way. At Fifth Third Preferred, we prioritize your financial well-being and strive to deliver results that meet your unique needs. Visit us today to experience a higher standard of financial excellence.
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