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TOP 30 Estate strategies in Kentucky
137 results found
Search for local businesses, places and services near you
Retirement & Financial Strategies
Retirement & Financial Strategies is a premier finance institution located at 3402 Frederica Street in Owensboro, Kentucky, United States. Our team of experienced professionals is dedicated to helping individuals plan for a secure and comfortable retirement through personalized financial strategies. We offer a range of services including retirement planning, investment management, estate planning, and more. Visit us today to start building a solid financial foundation for your future.
ASM A-Strategy Management LLC
ASM A-Strategy Management LLC is a property management institution located at 1800 Bordeaux Boulevard in Burlington, Kentucky, United States. Specializing in investment, property ownership, management, and rental services, ASM makes the process seamless and stress-free for property owners. They handle tenant issues, rent collection, maintenance and repairs, and tenant qualification, providing peace of mind knowing that your investment is well taken care of. Residents of ASM-managed properties enjoy personal, attentive service, technological conveniences, and a rewards program that offers tenant incentives. With well-maintained multi-family properties and apartments, residents have access to a Resident Portal for secure online rent payments and maintenance requests.
Dream House Real Estate
Dream House Real Estate is a premier real estate agency located at 705 North Dixie Boulevard in Radcliff, Kentucky. Our dedicated team of experienced agents is committed to helping clients find their dream home. Whether you are looking to buy, sell, or rent a property, we are here to provide expert guidance and support every step of the way. With a focus on personalized service and attention to detail, we strive to make the real estate process as smooth and stress-free as possible. Contact us today to start turning your real estate dreams into reality.
Trifecta Real Estate Services
Trifecta Real Estate Services, located at 935 Paris Road in Mayfield, Kentucky, offers a wide range of services including finance, general contracting, and real estate agency. With a focus on local relationships, regional networks, and global data, Trifecta has been serving Western Kentucky and Tennessee markets for over a century. Whether you are looking to buy, sell, lease, or need assistance with valuations, our team of licensed brokers, agents, and appraisers are here to guide you through every step of the process. We pride ourselves on our diverse portfolio of services and our ability to tailor real estate strategies to meet your specific needs and goals. With a dedication to relentless growth and a commitment to long-lasting relationships, Trifecta is the partner you need for success in your real estate journey. Contact us today to access the most comprehensive collection of exclusive real estate data right to your inbox.
Lifetime Wealth Strategies - Financial Advisors
Lifetime Wealth Strategies is a team of experienced financial advisors located in Louisville, Kentucky. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Our services include investment planning, retirement planning, estate planning, and more. With a focus on personalized strategies and excellent customer service, we strive to build long-lasting relationships with our clients. Visit us at 9700 Bunsen Way to learn how we can help you build and protect your wealth.
Legacy Wealth Strategies
Legacy Wealth Strategies is a premier finance institution located at 9400 Williamsburg Plaza in Louisville, Kentucky, United States. With a focus on helping individuals and families achieve their financial goals, Legacy Wealth Strategies offers personalized wealth management solutions tailored to each client's unique needs. Their team of experienced financial advisors provides expert guidance on investments, retirement planning, estate planning, and more. Trust Legacy Wealth Strategies to help you secure a prosperous financial future.
Family Wealth Strategies
Family Wealth Strategies, located at 5940 Timber Ridge Drive in Prospect, Kentucky, offers comprehensive financial services tailored to meet the unique needs of retirees and those nearing retirement. Specializing in Legacy & Investments, Taxes & Risk, Income & Estate planning, Family Wealth Strategies is dedicated to helping clients navigate the complexities of financial management. Their team of experienced professionals will work with you to develop a customized retirement plan that includes investment planning, tax-efficient strategies, estate planning, health care planning, and income planning. By analyzing your financial situation and risk tolerance, they can help you make informed decisions about your investments and assets.
Oath - Lexington Estate Planning & Investment Attorneys
Oath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.
Re/Max Realty Group
Located at 2131 Ohio Street in Paducah, Kentucky, the RE/MAX Realty Group is a reputable real estate agency dedicated to providing exceptional service to clients in the local market. Whether you are looking to buy, sell, or simply explore the real estate landscape, our experienced RE/MAX® agents are here to make the process memorable and enjoyable. Our agents are deeply rooted in the community, equipped with the knowledge and skills needed to navigate today's market with ease. At RE/MAX Realty Group, we offer cutting-edge marketing strategies to help sell your home quickly, as well as the latest technology to simplify the home-finding process. With access to advanced map search technology, a state-of-the-art mobile app, current market statistics, and more, we strive to make your real estate journey seamless and efficient.
Private Client Services
Private Client Services is a finance institution located at 2225 Lexington Road in Louisville, Kentucky, United States. We specialize in providing personalized financial services to high-net-worth individuals and families. Our team of experienced financial advisors offers tailored solutions to help clients achieve their wealth management goals. Whether you are looking for investment advice, estate planning, or retirement planning, our experts are here to assist you every step of the way. Trust Private Client Services to provide top-notch financial guidance and support for all your wealth management needs.
ABRI | Financial Planner
ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.
Hamilton & Stevens, PLLC
Hamilton & Stevens, PLLC is a law firm located at 151 Main Street in Pikeville, Kentucky. Our team of experienced lawyers is committed to providing clear and understandable legal assistance to our clients. We understand that dealing with legal issues can be daunting, which is why we strive to explain your options in a way that makes sense to you. At Hamilton & Stevens, PLLC, we believe in working closely with our clients to develop a customized plan that will help them achieve their desired outcomes. By combining our knowledge of the law with your unique circumstances, we can create a strategy for success.
Plentiful Wealth, LLC
Plentiful Wealth, LLC is a reputable finance institution located at 1627 Greenup Avenue in Ashland, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and build a prosperous future. We offer a wide range of services including investment management, retirement planning, and wealth preservation strategies. At Plentiful Wealth, LLC, we prioritize our clients' financial well-being and provide personalized solutions to meet their individual needs. Visit us today to start your journey towards financial success.
Action Realty
Action Realty is a reputable real estate agency located at 1622 Cumberland Avenue in Middlesboro, Kentucky. Our dedicated team of professionals is committed to helping clients buy, sell, and rent properties in the area. With years of experience in the real estate market, we provide expert guidance and personalized service to ensure a smooth and successful transaction. Whether you are looking for your dream home, investment property, or commercial space, Action Realty is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
Transamerica Agency Network
The Transamerica Agency Network is a leading insurance agency located at 126 Trivette Drive in Pikeville, Kentucky, United States. With a strong reputation for providing top-notch insurance products and services, the agency is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment solutions, the Transamerica Agency Network has a team of experienced professionals ready to assist you. Contact them today to learn more about their comprehensive insurance offerings and personalized customer service.
Accredited Wealth Management
Accredited Wealth Management is a prestigious finance institution located at 6010 Brownsboro Park Boulevard in Louisville, Kentucky. Our team of experienced professionals are dedicated to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Accredited Wealth Management to guide you towards financial success and peace of mind.
Clay County Attorney
The Clay County Attorney is a legal institution located at 102 Walters Street in Manchester, Kentucky. As a team of experienced lawyers, they provide expert legal counsel and representation to clients in Clay County and beyond. Specializing in a variety of legal matters, the Clay County Attorney is dedicated to serving the community with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the Clay County Attorney is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Transamerica Agency Network
Transamerica Agency Network is an insurance agency located at 5900 U.S. 60 in Ashland, Kentucky, United States. They offer a wide range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced agents, Transamerica Agency Network is committed to providing personalized and comprehensive insurance solutions to protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, Transamerica Agency Network can help you find the coverage that fits your needs and budget. Contact them today to learn more about their insurance offerings and how they can help you secure your future.
Raymond James
Raymond James is a finance institution located at 1600 Carter Avenue in Ashland, Kentucky, United States. With a strong reputation for providing comprehensive financial services to individuals, businesses, and institutions, Raymond James offers a wide range of investment options, retirement planning, wealth management, and financial advisory services. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or estate planning, Raymond James is committed to providing personalized solutions tailored to your specific needs.
Keith Akers - Financial Advisor, Ameriprise Financial Services, LLC
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.
U.S. Bancorp Investments - Financial Advisors: Covington
U.S. Bancorp Investments - Financial Advisors in Covington, Kentucky, located at 602 Madison Avenue, offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. Our team of experienced advisors provides personalized investment strategies, retirement planning, estate planning, and more. With a focus on building long-term relationships and delivering exceptional service, we are committed to helping our clients navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned finance institution located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, United States. With a strong reputation for providing expert financial advice and services, Merrill Lynch offers wealth management solutions tailored to individual needs and goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Merrill Lynch's team of experienced professionals are dedicated to helping you achieve your financial objectives. Trust Merrill Lynch Wealth Management to guide you towards financial success and security.
Steve Knapp - Financial Advisor, Ameriprise Financial Services, LLC
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.
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.
Kevin Widener - Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Andrew Jostworth - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Randie Sue Hagelman
Merrill Lynch Financial Advisor Randie Sue Hagelman is a dedicated professional located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. With over 15 years of experience in the financial services industry, Randie and her team, The Hagelman Group, provide personalized wealth management services to meet the individual needs of their clients. They offer a comprehensive approach to managing wealth, starting with listening to clients' goals and designing customized financial strategies to help achieve them. Randie specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provide access to trust and estate planning services through Bank of America Private Bank. She also assists clients with protection strategies such as life, long term care, and disability insurance. Randie believes in building strong client relationships based on trust and personalized service, and is committed to understanding each client's unique financial situation and goals.
Karl Diebold - Financial Advisor, Ameriprise Financial Services, LLC
Karl Diebold - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 740 Centre View Boulevard, Crestview Hills, Kentucky, United States. Specializing in finance, the institution offers a wide range of services to cater to the diverse needs of individuals seeking financial guidance. Karl Diebold holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise and commitment to providing top-notch financial advice. Whether you are looking for asset management, retirement planning, estate planning, or investment strategies, Karl Diebold is equipped to assist you in making informed decisions. With a focus on ethical practices and continuous education, Karl Diebold ensures that clients receive personalized and comprehensive financial solutions. Contact Karl Diebold - Financial Advisor, Ameriprise Financial Services, LLC for expert financial advice tailored to your specific needs.
Bradley D McElwain - Financial Advisor, Ameriprise Financial Services, LLC
Bradley D McElwain is a financial advisor at Ameriprise Financial Services, LLC located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Specializing in asset management, retirement planning, and estate planning, Bradley holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in investment strategies, risk management, and financial planning, Bradley is dedicated to providing comprehensive financial advice tailored to the unique needs of each client. Whether you are a retiree, small business owner, or high net worth individual, Bradley D McElwain is committed to helping you achieve your financial goals with integrity and professionalism.
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