TOP 10 Financial advisor in Georgetown, Kentucky

13 results found

Allstate Personal Financial Representative Gregory Slater is a trusted finance and insurance agency located at 1641 Paris Pike in Georgetown, Kentucky, United States. With a focus on providing personalized financial planning and insurance solutions, Gregory Slater is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Gregory Slater is committed to providing expert guidance and exceptional customer service. Contact them today to schedule a consultation and start securing your financial future.

Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™ is a reputable finance institution located at 103 Windsor Path in Georgetown, Kentucky, United States. Jeff Antle, a Certified Financial Planner and Chartered Retirement Planning Counselor, leads the team of experienced professionals who are dedicated to helping clients achieve their financial goals. With personalized financial planning services, investment strategies, and retirement planning solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Georgetown area. Whether you are planning for the future or looking to secure your financial well-being, Jeff Antle and his team are here to help you every step of the way.

Edward Jones - Financial Advisor: Eric E Bentley, CRPC™ is a reputable finance institution located at 118 East Main Street in Georgetown, Kentucky, United States. Eric E Bentley, a Certified Retirement Planning Counselor (CRPC™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Contact Eric E Bentley today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|AAMS™ is a reputable finance institution located at 201 Boston Square Drive in Georgetown, Kentucky, United States. Specializing in financial planning and investment management, Lenora T Trachsel is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS) with extensive experience in helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Lenora T Trachsel provides tailored financial solutions to individuals and families, ensuring a secure and prosperous financial future.

Cooksey Financial Services is a leading finance institution located at 747 1/2 South Broadway Street in Georgetown, Kentucky, United States. With a team of experienced financial experts, we provide a wide range of services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cooksey Financial Services is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in financial success. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Grant Rea - State Farm Insurance Agent is a reputable insurance agency located at 401 East Washington Street in Georgetown, Kentucky, United States. With over two decades of experience as a State Farm agent, Grant Rea is dedicated to providing personalized assistance and products tailored to meet the unique needs of each individual. Specializing in relocations to Georgetown and Lexington, KY, Grant holds a degree in Finance from Washington and Lee University and is actively involved in the local community through organizations such as the Georgetown Scott Co. Chamber of Commerce. As a second-generation State Farm Agent, Grant Rea is committed to continuing the legacy of exceptional service and professionalism. His office serves areas with zip codes 40324, 40511, 41010, 40359, 41031, and 40347. Grant's expertise includes educating clients on topics such as fixed rate mortgages vs adjustable rate mortgages, disability insurance, and DIY auto maintenance.

Brent R. King, CPA, PLLC is a professional accounting and finance institution located at 101 Meadow Lane in Georgetown, Kentucky, United States. Specializing in providing expert financial services, including tax preparation, auditing, and consulting, our team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Brent R. King, CPA, PLLC is the trusted choice for all your accounting needs.

Katherine M. Johnson, CPA is a top-notch accounting and finance institution located at 240 Blossom Park Drive in Georgetown, Kentucky, United States. Our team of professionals prides itself on our meticulous attention to detail, ensuring that every aspect of your financial records is accurate and up to date. We offer quality tax planning and preparation services to help you save money and minimize your taxable income. In addition to our accounting and bookkeeping services, we also offer consulting, outsourcing, payroll, and business services. Our experienced team can serve as your part-time CFO, helping you solve business problems and identify new opportunities. We are experts in all areas of accounting and can assist you in navigating tax issues with the IRS and local tax authorities.

Family Wealth Group (FWG) Investments is a finance and legal institution located at 2704 Old Rosebud Road in Lexington, Kentucky, United States. With additional offices in Georgetown, London, Harrodsburg, and Hurricane, we offer personalized financial planning services to help you achieve your ideal retirement goals. Our team of experts will assess your current financial situation, create a custom strategy tailored to your unique needs, and provide ongoing support to ensure your retirement plan remains on track. Schedule a meeting with us today to learn more about our services and how we can help you secure a comfortable retirement. FWG Investments, LLC is a registered investment adviser, while insurance products and services are offered through Family Wealth Group, LLC. Please review our Terms and Conditions before using our website for more information.

Fifth Third Securities - Patrick Mitchell is a finance institution located at 100 Lawson Drive in Georgetown, Kentucky, United States. With a focus on providing top-notch financial services, Fifth Third Securities - Patrick Mitchell offers a wide range of investment options and personalized financial guidance to help clients achieve their financial goals. The team at Fifth Third Securities - Patrick Mitchell, led by experienced financial advisor Patrick Mitchell, is dedicated to providing expert advice and exceptional customer service to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fifth Third Securities - Patrick Mitchell is committed to helping you make informed decisions and secure your financial future.

Jackson Hewitt Tax Service is a finance institution located at 112 Osborne Way in Georgetown, Kentucky, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. Located in Walmart, our services are perfect for busy lives - you can get your taxes done while you shop. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (502) 642-6018 to reserve time with a Tax Pro. Trust the Tax Pros at Jackson Hewitt in Georgetown to help you maximize your refund - because when every dollar matters, it matters who does your taxes™.

Elder Care Law of Kentucky, located at 160 East Main Street in Georgetown, is a team of compassionate advisors dedicated to protecting what matters most to you and your loved ones. As the Baby Boomer generation ages, there will be a significant transfer of wealth in the next 20 years – Elder Care Law is here to ensure that your assets go to your family, not a nursing home. Specializing in elder law and estate planning, our experienced lawyers will work with you to create a personalized Life Care Plan that addresses the unique needs of seniors, individuals with long-term illnesses, and those with disabilities. We offer a range of services including financial planning, geriatric care, and assistance in qualifying for benefits.

H&R Block in Georgetown, Kentucky is a trusted institution specializing in accounting and finance services. Located at 808 South Broadway Street, their team of experienced professionals is dedicated to providing individuals and businesses with expert tax preparation, financial planning, and bookkeeping services. With a focus on accuracy and personalized attention, H&R Block is committed to helping clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing taxes or creating a financial strategy, H&R Block is here to help.