Experienced financial advisor in Independence, Kentucky
17 results found
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EM Ford Insurance & Financial Planning
● ClosedEM Ford Insurance & Financial Planning is a full-service independent insurance agency and financial planning group located at 600 Frederica Street in Owensboro, Kentucky. With over 30 knowledgeable employees at our Owensboro and Henderson locations, we are dedicated to providing our clients with transparent, perspective, and insightful solutions to their insurance and financial planning needs. Established in 1925, EM Ford has grown to become one of the largest family-owned independent insurance agencies in Kentucky. Our team is committed to offering quality products and personal attention to each and every client. We work with individuals, businesses, and nonprofit organizations to provide comprehensive coverage solutions in personal, business, and employee benefits.
600 Frederica St, Owensboro, KY 42301, United States -
Financial Freedom Partners
● OpenFinancial Freedom Partners is a leading finance institution located at 101 East 2nd Street in Owensboro, Kentucky, United States. Our team of experts is dedicated to helping individuals and businesses achieve financial independence through personalized financial planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our experienced advisors are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
101 E 2nd St #200, Owensboro, KY 42303, United States -
Independence Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedIndependence Financial Services is a financial advisory practice operated by Ameriprise Financial Services, LLC. Located at 2425 Frederica Street in Owensboro, Kentucky, this institution specializes in providing personalized financial planning and investment advice to individuals and families. With a focus on helping clients achieve financial independence and security, the experienced team at Independence Financial Services offers a wide range of services including retirement planning, investment management, estate planning, and insurance solutions. Whether you are looking to build wealth, protect your assets, or plan for the future, Independence Financial Services is dedicated to helping you reach your financial goals.
2425 Frederica St, Owensboro, KY 42301, United States -
Oliver Financial
● ClosedOliver Financial is a reputable finance and insurance agency located at 4409 Kentucky 146 in Buckner, Kentucky, United States. With a team of experienced professionals, Oliver Financial offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Clients can expect personalized and comprehensive financial advice to help them achieve their financial goals. Trust Oliver Financial to provide expert guidance and support in navigating the complexities of the financial world.
4409 KY-146, Buckner, KY 40010, United States -
Saling Wealth Advisors
● ClosedSaling Wealth Advisors, located at 9750 Ormsby Station Road in Louisville, Kentucky, is a finance institution dedicated to helping families and business owners make important financial decisions. With a team of experienced professionals, Saling Wealth Advisors offers unique solutions tailored to the needs of business owners and entrepreneurs. As an SEC registered investment adviser, Saling Wealth Advisors provides a range of services to help clients pursue their financial goals and objectives. With access to resources and expertise, Saling Wealth Advisors can help clients make the most of each investment opportunity. Established in 1962, Saling Wealth Advisors is affiliated with Raymond James, a well-respected independent financial services company. Please consult with a qualified financial adviser before implementing any investment strategy.
9750 Ormsby Station Rd, Louisville, KY 40223, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.
4801 Olympia Park Plaza Suite 3500, Louisville, KY 40241, United States -
Edward Jones - Financial Advisor: Jonathan A Millay
● ClosedEdward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
220 Lexington Green Cir Suite 140, Lexington, KY 40503, United States -
Financial Freedom Partner
● OpenFinancial Freedom Partner is a leading finance institution located at 2703 Breckenridge Street in Owensboro, Kentucky, United States. Our mission is to empower individuals and businesses to achieve financial independence through innovative solutions and expert guidance. With a team of experienced professionals, we offer a wide range of financial services including financial planning, investment management, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Freedom Partner is your trusted partner in achieving your financial goals. Visit us today and take the first step towards a secure and prosperous financial future.
2703 Breckenridge St, Owensboro, KY 42303, United States -
Trinity Aging Life Advisors
● OpenWelcome to Trinity Aging Life Advisors Located at 1522 Dixie Highway, Park Hills, Kentucky 41011, Trinity Aging Life Advisors is your trusted partner in navigating the complexities of aging and life transitions. Serving the Cincinnati, Northern Kentucky, and Louisville areas since 2015, we are the premier life care management provider dedicated to enhancing the lives of seniors and individuals with disabilities.
1522 Dixie Highway, Park Hills, Kentucky 41011, United States -
Chas H Bilz Insurance Inc
● ClosedChas H Bilz Insurance Inc is a local, independent insurance agency located at 909 Wright's Summit Parkway in Fort Wright, Kentucky. With over 50 years of experience, we specialize in providing tailored insurance solutions for individuals and families at competitive prices. Our team of life and health insurance advisors can offer recommendations to help you navigate the uncertainties of life. We work with a variety of insurance companies to provide you with a wide range of options to suit your needs. Licensed in multiple states including KY, OH, IN, and TN, we are dedicated to providing convenient customer service while minimizing our impact on the environment. Sign up for mobile text alerts to stay informed about your policy and important updates. Refer someone you know to us and let us show you how much we can save you on your insurance. Contact us today for a quote or visit us online to learn more about our services.
909 Wright's Summit Pkwy Suite 210, Fort Wright, KY 41011, United States -
Smith Insurors Inc
● ClosedSmith Insurors Inc. is an independent insurance agency located at 130 East Pike Street in Cynthiana, Kentucky. We specialize in providing tailored insurance packages to meet the unique needs of your business. Our team of experienced agents is committed to finding the best deal for our customers, taking into consideration factors such as price, service, claims handling, and financial strength. In addition to commercial insurance, we also offer personal insurance to protect your home and belongings. Life and health coverages are available to complete your insurance package and provide peace of mind for you and your loved ones.
130 E Pike St, Cynthiana, KY 41031, United States -
H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 1840 Declaration Drive in Independence, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you reach your financial goals. Contact us today to schedule a consultation and see how H&R Block can help you manage your finances effectively.
1840 Declaration Dr, Independence, KY 41051, United States -
Lawton Insurance
● ClosedLawton Insurance, located at 848 South Main Street in Hartford, Kentucky, is a trusted health and insurance agency offering personalized insurance solutions for both individuals and businesses in the state of Kentucky. As an independent insurance agency, Lawton Insurance reviews multiple insurance companies to find the best value for your home, condo, vacation home, and more. With a focus on honesty and trust, the experienced agents at Lawton Insurance work to understand each client's unique needs and provide tailored insurance coverage to meet those needs. Whether you are looking for personal insurance, business insurance, or life insurance, Lawton Insurance is dedicated to helping you find the right coverage at the best price. With local offices in Bowling Green, Owensboro, Central City, and Hartford, KY, Lawton Insurance is committed to serving the community and building lasting relationships with each client. Trust Lawton Insurance to protect what matters most to you.
848 S Main St, Hartford, KY 42347, United States -
Mercer Wealth Management LLC
● ClosedMercer Wealth Management LLC, located at 9300 Shelbyville Road in Louisville, Kentucky, is a finance institution that offers a highly personalized approach to wealth management. As an independent firm, they work with families, individuals, businesses, and non-profits to address their specific needs through a holistic perspective. The team at Mercer Wealth Management genuinely cares about their clients and goes above and beyond to build trust and confidence. With a skilled and experienced team, they provide a comprehensive set of solutions to help clients pursue their financial goals. Mercer Wealth Management is a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Clients can log into the Mercer Wealth Management Client Portal for easy access to their financial information.
9300 Shelbyville Rd suite 350, Louisville, KY 40222, United States -
SCJ Fiduciary Services
● ClosedSCJ Fiduciary Services, located at 4102 Ballard Woods Drive in Smithfield, Kentucky, is a finance institution dedicated to bringing Employee Ownership to companies nationwide. Founded by Steve James in 2017, the firm aims to empower employee owners through the creation of ESOP companies. With the vision of Heather Driscoll, SCJ Fiduciary Services has experienced significant growth, now boasting a team of 11 full-time employees and 3 Individual Independent Trustees located across the country. The firm supports employee owners in 35 states nationwide, with the Independent Trustees Steve James, Kjersti Corey, and Drew Schaefer collectively bringing over 55 years of experience in the ESOP industry. SCJ Fiduciary Services strives to facilitate a seamless transition to employee ownership, allowing companies to maximize their workforce potential while providing employees with a stake in the company's success.
4102 Ballard Woods Dr, Smithfield, KY 40068, United States -
Michelle Marks - Raymond James
● OpenMichelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.
4969 US-42 Ste 1600, Louisville, KY 40222, United States -
HICKS & MANN WEALTH MANAGEMENT
● ClosedWelcome to Hicks & Mann Wealth Management, located at 3955 Alexandria Pike, Cold Spring, Kentucky. We are a dedicated financial advisory firm committed to providing you with clear and straightforward answers to your financial questions. Our goal is to empower you to make informed decisions about your retirement, ensuring a successful and secure future. Our website offers a comprehensive guide to our no-cost, no-obligation process, demonstrating how our experienced team can assist you in achieving your retirement goals. We believe in the importance of thoughtful decision-making, which is why we encourage you to "Sleep On It" before finalizing any choices. This approach will also help you assess other firms you might be considering.
3955 Alexandria Pike, Cold Spring, Kentucky 41076, United States
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