TOP 10 Financial advisor services in Alexandria, Kentucky

13 results found

Bezold Tax & Accounting Services is a highly reputable accounting and finance institution located at 7817 Alexandria Pike in Alexandria, Kentucky, United States. With a team of expert professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Their commitment to providing personalized and efficient solutions to their clients sets them apart in the industry. Whether you are an individual or a business in need of financial assistance, Bezold Tax & Accounting Services is the go-to institution for all your accounting and finance needs.

Jackson Hewitt Tax Service is a finance institution located at 6711 East Alexandria Pike in Alexandria, Kentucky, United States. Although their tax advance loans have ended this year, their team of Tax Pros is ready to assist you in getting your biggest refund. Perfect for those with busy lives, you can drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Conveniently located within Walmart, you can get your taxes done while you shop, with the guarantee of receiving your biggest refund. While Refund Advance loans are no longer available this year, early options were offered at select locations until January 14, 2023. No Fee Refund Advance was available at most locations until February 11, 2024. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or by calling (859) 838-4046 to reserve time with a Tax Pro. English-speaking Tax Pros at this location are available to assist you. Trust Jackson Hewitt Tax Service to handle your taxes when every dollar matters, because it matters who does your taxes™.

Tony Walker Financial is a reputable finance and insurance agency located at 2333 Alexandria Drive in Lexington, Kentucky, United States. With a dedicated team of financial experts, we provide a wide range of services including investment planning, retirement planning, insurance solutions, and wealth management. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in managing your finances effectively.

Torbey Financial is a reputable finance institution located at 2333 Alexandria Drive in Lexington, Kentucky, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Torbey Financial offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Torbey Financial today to experience professional and reliable financial services tailored to your specific needs.

A P Schweitzer Tax & Insurance is a trusted institution located at 4135 Alexandria Pike in Cold Spring, Kentucky, United States. Specializing in accounting, finance, and insurance services, they provide expert guidance and support to individuals and businesses alike. With a commitment to excellence and personalized attention, A P Schweitzer Tax & Insurance is dedicated to helping clients navigate the complexities of taxes and insurance to secure their financial future. Visit them today for professional assistance and peace of mind.

Fifth Third Securities - Kelley Niehaus is a finance institution located at 6801 Alexandria Pike in Alexandria, Kentucky, United States. As a branch of Fifth Third Securities, it offers a wide range of financial services and investment opportunities to help clients achieve their financial goals. With a focus on personalized service and expert advice, Kelley Niehaus and her team strive to provide top-notch financial solutions to individuals and businesses in the Alexandria area. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fifth Third Securities - Kelley Niehaus is dedicated to helping you navigate the complexities of the financial world with confidence and success.

Fifth Third Securities - James Morgan is a finance institution located at 6801 Alexandria Pike in Alexandria, Kentucky, United States. With a focus on providing comprehensive investment services, Fifth Third Securities - James Morgan offers personalized financial solutions to help clients achieve their financial goals. The institution is committed to delivering top-notch customer service and expert financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fifth Third Securities - James Morgan is dedicated to helping you navigate the complexities of the financial world with confidence.

Fifth Third Securities - Matthew Foley is a finance institution located at 2700 Alexandria Way in Highland Heights, Kentucky, United States. As a part of the Fifth Third Bank family, they specialize in providing comprehensive investment and wealth management services to their clients. With a focus on personalized financial solutions, Matthew Foley and his team are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Matthew Foley offers expertise and guidance to help you navigate the complexities of the financial markets. Trust in their experience and commitment to providing top-notch financial services.

Fifth Third Preferred - Jeffrey Fay is a finance institution located at 6801 Alexandria Pike in Alexandria, Kentucky, United States. As a preferred banking service, they offer personalized financial solutions to meet the unique needs of their clients. With a focus on customer satisfaction and expert financial advice, Fifth Third Preferred - Jeffrey Fay is dedicated to helping individuals and businesses achieve their financial goals.

McDaniel Wealth Management, PLLC in Lexington, Kentucky is a trusted institution specializing in accounting and finance services. Located at 2333 Alexandria Drive, they offer personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, McDaniel Wealth Management provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth or secure your financial future, McDaniel Wealth Management is dedicated to providing top-notch financial guidance and support.

Welcome 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.

Welcome to Truist - ATM, your convenient financial partner located at 500 Louie B Nunn Drive, Highland Heights, Kentucky 41099, United States. As a trusted financial service provider, we offer a comprehensive range of banking products and services to meet your needs. Whether you are looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we are here to assist you every step of the way. Our services are backed by the expertise of Truist Financial Corporation affiliates, ensuring you receive top-notch banking solutions. Truist Bank, a Member FDIC, provides loans and deposit accounts, while Truist Delaware Trust Company offers trust and investment management services. For securities, brokerage accounts, and insurance, including annuities, Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, is at your service.

Welcome to Truist, your trusted partner in banking and financial services, conveniently located at 2800 Alexandria Pike, Highland Heights, Kentucky 41076. At Truist, we are committed to helping you achieve your financial goals with a comprehensive range of services tailored to meet your individual needs. Explore our offerings and see if you’re pre-qualified for a Truist credit card, or find the right loan by telling us what you're after. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.