TOP 10 Financial advisor services in Kentucky
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Private Client Services
● OpenPrivate 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.
2225 Lexington Rd, Louisville, KY 40206, United States -
Financial Solutions
● ClosedFinancial Solutions is a leading finance institution located at 309 West Jefferson Street in La Grange, Kentucky, United States. Our team of experienced professionals is dedicated to providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for assistance with investments, retirement planning, or managing your finances, we are here to help. Visit us today to learn more about how we can help you achieve your financial goals.
309 W Jefferson St, La Grange, KY 40031, United States -
ABRI | Financial Planner
● ClosedABRI | 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.
333 E Short St Suite 210, Lexington, KY 40507, United States -
Investment Services
● ClosedInvestment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1104 Tanbark Rd, Lexington, KY 40515, United States -
Best Financial Services Inc
● OpenBest Financial Services Inc is a leading finance institution located at 502 Jamestown Street in Columbia, Kentucky, United States. With a strong commitment to providing top-quality financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust Best Financial Services Inc for all your financial needs.
502 Jamestown St, Columbia, KY 42728, United States -
Assurance Tax Service
● ClosedAssurance Tax Service is a reputable accounting and finance institution located at 600 Clifty Street in Somerset, Kentucky, United States. With a team of experienced professionals, they provide a wide range of tax services and financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Assurance Tax Service is dedicated to delivering accurate and reliable services to meet your needs. Contact them today to schedule an appointment and take control of your finances.
600 Clifty St Suite 6, Somerset, KY 42503, United States -
Charlotte's Tax Services
● ClosedCharlotte's Tax Services is a reputable accounting and finance institution located at 267 Kentucky 122 in Martin, Kentucky, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Charlotte's Tax Services is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Trust Charlotte's Tax Services for expert advice and personalized solutions to all your accounting and finance needs.
267 KY-122, Martin, KY 41649, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1255 North 12th Street in Middlesboro, Kentucky, United States. While their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. You can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Conveniently located inside Walmart, you can get your taxes done while you shop and still receive your biggest refund, guaranteed. Although Refund Advance loans are no longer available this year, early Refund Advance options were available at select locations until January 14, 2023. No Fee Refund Advance was available at most locations until February 11, 2024.
1255 N 12th St Suite 1, Middlesboro, KY 40965, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 3535 U.S. 421 in Harlan, Kentucky, United States is a finance institution that is ready to help you maximize your tax refund. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting the most out of your refund. Whether you prefer in-person tax preparation, drop-off services, or need help with IRS letters, Jackson Hewitt Tax Service has you covered. Appointments can be made online or by calling (606) 574-1100 to secure time with a Tax Pro. Walk-ins are also welcome at their office on Highway 421. Remember, when every dollar matters, it matters who does your taxes™.
3535 US-421 Ste 1, Harlan, KY 40831, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service, located at 1927 Cumberland Avenue in Middlesboro, Kentucky, is a finance institution that is ready to help you get your biggest refund. While tax advance loans are no longer available this year, our Tax Pros are prepared to assist you with all your tax needs. Drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. A Refund Advance loan allows you to receive money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to send your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.
1927 Cumberland Ave, Middlesboro, KY 40965, United States -
Legacy Financial Investment Services - Raymond James
● OpenLegacy Financial Investment Services - Raymond James is a reputable finance institution located at 3822 North Mayo Trail in Pikeville, Kentucky, United States. With a strong focus on providing top-notch financial investment services, they offer a wide range of options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, their team of experienced professionals is dedicated to helping you make sound financial decisions. Trust Legacy Financial Investment Services - Raymond James to provide personalized solutions tailored to your specific needs and goals.
3822 N Mayo Trail, Pikeville, KY 41501, United States -
U.S. Bancorp Investments - Financial Advisors: Misty Standifur
● ClosedU.S. Bancorp Investments - Financial Advisors: Misty Standifur is a trusted financial institution located at 131 Main Street in Pikeville, Kentucky. Our team of experienced financial advisors, led by Misty Standifur, is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to make informed financial decisions. Whether you are planning for retirement, saving for college, or looking to grow your wealth, U.S. Bancorp Investments is here to help you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
131 Main St, Pikeville, KY 41501, United States -
Edward Jones - Financial Advisor: A.O. Onkst II, AAMS™
● ClosedEdward Jones - Financial Advisor: A.O. Onkst II, AAMS™ is a reputable financial institution located at 171 Hibbard Street in Pikeville, Kentucky, United States. As a trusted advisor, A.O. Onkst II, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: A.O. Onkst II, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence.
171 Hibbard St Suite 1, Pikeville, KY 41501, United States -
Oliver B. Williamson Financial Services, Inc
● ClosedOliver B. Williamson Financial Services, Inc is a reputable finance institution located at 189 Hibbard Street in Pikeville, Kentucky, United States. Specializing in a wide range of financial services, our experienced team is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust in Oliver B. Williamson Financial Services, Inc for expert guidance and support in navigating the complex world of finance.
189 Hibbard St, Pikeville, KY 41501, United States -
McGee Financial Group, LLC
● OpenMcGee Financial Group, LLC is a finance institution located at 210 2nd Street in Pikeville, Kentucky, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment planning, retirement planning, tax planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
210 2nd St, Pikeville, KY 41501, United States -
Edward Jones - Financial Advisor: JC Hensley, AAMS™
● OpenEdward Jones - Financial Advisor: JC Hensley, AAMS™ is a trusted financial institution located at 4525 North Mayo Trail in Pikeville, Kentucky, United States. Specializing in finance, they offer personalized investment strategies and financial planning services to help individuals achieve their financial goals. With a focus on building long-term relationships with their clients, JC Hensley, AAMS™ provides expert advice and guidance to navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: JC Hensley, AAMS™ is dedicated to helping you secure a stable financial future.
4525 N Mayo Trail, Pikeville, KY 41501, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 254 Cassady Boulevard in Pikeville, Kentucky, United States. Although their tax advance loans have ended for the year, their Tax Pros are still ready to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents and have a Tax Pro handle the rest, including a quick call to review your final return and e-signing. While shopping, you can also get your taxes done and receive your biggest refund guaranteed. Refund Advance loans, which are repaid with your tax refund, were available at select locations until February 11, 2024. Appointments can be made for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To secure your time with a Tax Pro, it is recommended to book an appointment online or call (606) 437-1737. At this location, Tax Pros speak English and are available for one-on-one appointments inside the store. When it comes to your taxes, every dollar matters, so trust Jackson Hewitt Tax Service to handle your tax needs.
254 Cassady Blvd, Pikeville, KY 41501, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service at 28402 U.S. 119 in South Williamson, Kentucky is a finance institution that is ready to help you get your biggest tax refund. While our tax advance loans have ended this year, our Tax Pros are available to assist you with your tax preparation needs. You can drop off your tax documents at our location inside Walmart and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. We offer in-person tax preparation appointments, drop-off tax preparation services, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (606) 603-8008. Our Tax Pros speak English and are dedicated to helping you maximize your refund. Trust Jackson Hewitt Tax Service when it comes to your taxes, because when every dollar matters, it matters who does your taxes™.
28402 US-119, South Williamson, KY 41503, United States -
Edward Jones - Financial Advisor: Matt Turpin
● ClosedEdward Jones - Financial Advisor: Matt Turpin is a trusted financial institution located at 1012 North 12th Street in Middlesboro, Kentucky. As a dedicated finance professional, Matt Turpin provides personalized financial advice and services to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Matt Turpin is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start your journey towards financial success.
1012 N 12th St Suite 2, Middlesboro, KY 40965, United States -
Alexander Investment Services
● ClosedAlexander Investment Services is a reputable insurance agency located at 110 North 1st Street in Harlan, Kentucky, United States. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Alexander Investment Services is dedicated to providing personalized solutions to protect what matters most to you. Contact them today to learn more about their offerings and how they can help you secure your financial future.
110 N 1st St #208, Harlan, KY 40831, United States -
Edward Jones - Financial Advisor: David B Whitlock, ABFP™|AAMS™
● ClosedEdward Jones - Financial Advisor: David B Whitlock, ABFP™|AAMS™ is a reputable finance institution located at 1932 West Cumberland Avenue in Middlesboro, Kentucky, United States. With a focus on personalized financial planning and investment strategies, David B Whitlock offers expert advice and guidance to help clients achieve their financial goals. As an Accredited Asset Management Specialist and Accredited Behavioral Financial Professional, David B Whitlock is dedicated to providing top-notch service and support to each and every client. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Edward Jones - Financial Advisor: David B Whitlock, ABFP™|AAMS™ is the trusted partner you need for all your financial needs.
1932 W Cumberland Ave, Middlesboro, KY 40965, United States -
Baker's Tax Services
● OpenBaker's Tax Services is a reputable accounting and finance institution located at 8801 U.S. 119 in Coldiron, Kentucky, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Baker's Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. With personalized service and attention to detail, they are committed to providing top-notch financial solutions to their clients.
8801 US-119, Coldiron, KY 40819, United States -
Professional Tax Service
● ClosedProfessional Tax Service is a reputable accounting and finance institution located at 600 U.S. 31 West Bypass in Bowling Green, Kentucky, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses alike. Our dedicated staff is committed to helping our clients navigate the complexities of tax laws and regulations to ensure compliance and maximize savings. Whether you need assistance with tax preparation, planning, or consulting, Professional Tax Service is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our expertise can make for your financial well-being.
600 U.S. 31 W Bypass, Bowling Green, KY 42101, United States -
Wealthline Financial Advisors -Morehead
● ClosedWealthline Financial Advisors in Morehead, Kentucky is a reputable finance and insurance agency located at 749 West 1st Street. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to invest, plan for retirement, or protect your assets with insurance, we are here to provide you with the support and resources you need to secure your financial future. Contact us today to schedule a consultation and start building a solid financial foundation with Wealthline Financial Advisors.
749 W 1st St, Morehead, KY 40351, United States -
First Financial Credit
● ClosedFirst Financial Credit is a leading finance institution located at 501 University Drive in Prestonsburg, Kentucky, United States. We provide a wide range of financial services including personal loans, mortgages, and credit cards. Our team of experienced professionals is dedicated to helping our customers achieve their financial goals and providing personalized solutions to meet their needs. With a commitment to excellent customer service and competitive rates, First Financial Credit is here to support you on your financial journey.
501 University Dr, Prestonsburg, KY 41653, United States -
Mutual of Omaha Advisors - Bluegrass Mountain - Ashland
● ClosedMutual of Omaha Advisors - Bluegrass Mountain - Ashland is a health and insurance agency located at 12544 U.S. 60, Ashland, Kentucky, United States. We have a strong focus on developing talented individuals through our comprehensive advisor training program, which is designed similar to a graduate school education in entrepreneurship. Our advanced curriculum equips our advisors with the necessary knowledge and tools to confidently start as a Mutual of Omaha financial advisor. We provide marketing strategies and tools to help our advisors gain valuable exposure and build their digital brand. Our world-class CRM, extensive material library, and resources are available to support the growth of your business. We offer a supportive work environment that considers both your life and the lives of your clients, with future growth opportunities within the company.
12544 US-60, Ashland, KY 41102, United States -
Elizabeth Topping - Mutual of Omaha Advisor
● ClosedElizabeth Topping - Mutual of Omaha Advisor is an insurance agency located at 1212 Bath Avenue in Ashland, Kentucky, United States. Specializing in providing services to clients in the Tri-State area (KY, OH, and WV), Elizabeth Topping is dedicated to offering guidance and consistent service in developing, implementing, and maintaining comprehensive business and individual strategies. As a licensed insurance agent and investment professional with Mutual of Omaha, Elizabeth works diligently to meet the needs of her clients. Customers can trust in her expertise and commitment to helping them navigate the complexities of insurance and investments. Please note that Insurance Agents who are not securities licensed will not be listed on FINRA BrokerCheck.
1212 Bath Ave Suite 408, Ashland, KY 41101, United States -
Padgett Business Services
● OpenPadgett Business Services is a renowned accounting and finance institution located at 1711 Greenup Avenue in Ashland, Kentucky, United States. With a team of experienced professionals, Padgett Business Services offers a wide range of financial services to help businesses thrive. From bookkeeping and tax preparation to payroll and financial planning, Padgett Business Services is dedicated to providing top-notch solutions tailored to meet the unique needs of each client. Whether you are a small business owner or a large corporation, Padgett Business Services is committed to helping you achieve financial success.
1711 Greenup Ave, Ashland, KY 41101, United States -
Edward Jones - Financial Advisor
● ClosedEdward Jones - Financial Advisor is a well-established finance institution located at 315 Broadway Street in Paintsville, Kentucky. Our dedicated team of financial advisors is committed to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to empower our clients to make informed decisions about their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing a stable financial future.
315 Broadway St, Paintsville, KY 41240, United States -
Benjamin Gehrke - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBenjamin 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.
130 Dudley Pike Ste 250, Edgewood, KY 41017, United States
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