Financial advisor services in Kentucky

Fidant Wealth Partners - Ameriprise Financial Services, LLC is a leading finance institution located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial advice to help our clients achieve their short and long-term goals. Our experienced Ameriprise Financial Advisors take the time to understand each client's unique needs and provide tailored recommendations for a diversified portfolio and solutions to protect against uncertainty. With over 125 years of history, we prioritize building strong 1-to-1 relationships with our clients based on trust and dedication. Whether you're looking to plan for the future or navigate the current market conditions, we are here to help you stay focused on reaching your financial goals. Contact us today for an initial complimentary consultation and start your journey towards financial success. Please note that Ameriprise financial advisors are individually registered to do business only in certain U.S. states, so be sure to check with your advisor for more details. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to ensuring the privacy and security of our clients' information. Let us help you and your loved ones feel more confident and in control of your financial lives.

Scott Brooks - Ameriprise Financial Services, Inc. is a finance institution located at 2890 Chancellor Drive, Crestview Hills, Kentucky, United States. They offer a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of financial planning topics and ensure that advisors have the knowledge and skills necessary to provide expert advice to their clients.

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.

Merrill Lynch Financial Advisor Christopher Pieper is a reputable finance institution located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, United States. With a focus on providing expert financial advice and guidance, Christopher Pieper and his team strive to help clients achieve their financial goals and secure their financial futures. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Christopher Pieper offers personalized solutions tailored to your specific needs. Trust in their expertise and experience to help you make informed decisions and navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Gregory Paul Vonderhaar is a finance institution located at 300 Buttermilk Pike, Suite 320, Fort Mitchell, Kentucky, United States. They provide personalized financial advice and services to individuals and families, focusing on care, respect, and integrity. The team at Merrill Lynch helps clients simplify and enhance their lives by organizing, educating, and executing on all aspects of their unique financial goals and affairs. They build deep, long-lasting relationships with clients through meaningful conversations and personalized guidance, aiming to be the number one trusted financial resource for multigenerational families. The institution believes in a customized approach to wealth management, tailored to each client's priorities, goals, risk tolerance, and time horizons. They offer services such as the Investment Personality Assessment to understand clients better and build a personalized financial approach. The team is dedicated to helping clients pursue their goals, providing transparent investment guidance aligned with what matters most to them. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Gregory Paul Vonderhaar is committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Michael Stacy, located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, offers a comprehensive range of financial services. As part of the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team, led by a Registered Senior Wealth Management Client Associate, focuses on helping affluent households and small business owners pursue meaningful goals. They work closely with clients to understand their financial situation, risk tolerance, and important goals. The team can assist in creating personalized strategies tailored to goals such as education funding, retirement planning, and wealth transfer to the next generation. The team at Merrill Lynch Wealth Management believes in a one-on-one relationship with clients, dedicated to knowing their individual goals and priorities. They offer personalized strategies aligned with what matters most to the client, drawing upon research in behavioral finance to customize the financial approach. The team also provides tools to help clients track changes in their goals and financial approach over time.

David Girmann - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 740 Centre View Boulevard, Crestview Hills, Kentucky, United States. The institution offers a range of certifications and designations 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 cover a wide range of financial planning and asset management topics, ensuring that advisors at David Girmann - Financial Advisor are well-equipped to provide expert advice and guidance to their clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, the team at David Girmann - Financial Advisor has the expertise and knowledge to help you navigate your financial goals.

Edward Jones - Financial Advisor: Carl Campbell is a trusted financial institution located at 1511 Cavalry Drive in Florence, Kentucky, United States. As a dedicated finance professional, Carl Campbell provides personalized financial advice and services to help clients achieve their goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Carl Campbell is committed to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Carl Campbell is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

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 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.

Doug Kisker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Doug holds various certifications such as 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®, CFP®, 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 Doug's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, Doug is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethics and continued education, Doug Kisker is dedicated to providing high-quality financial services to his clients.

Jordan Browning is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike, Edgewood, Kentucky, United States. Jordan holds various certifications such as 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 Jordan's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jordan is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.

E2 Financial Services, located at 108 Fort Beech Drive in Wilder, Kentucky, is a fee-only Registered Investment Advisor dedicated to meeting the financial planning needs of its clients in a professional manner. Founded in 2019 by an experienced professional with over 20 years in the industry, E2 Financial Services prioritizes putting clients first and providing personalized financial strategies for business owners and families. With a focus on impact and individualized attention, E2 Financial Services is committed to helping clients achieve their financial goals.

Scott Osborne is a Financial Advisor at Ameriprise Financial Services, LLC located at 130 Dudley Pike, Edgewood, Kentucky, United States. Scott Osborne 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 Scott Osborne's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Scott Osborne is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals. Contact Scott Osborne at Ameriprise Financial Services, LLC for comprehensive financial planning services.

Kathleen Laverde - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 740 Centre View Boulevard, Crestview Hills, Kentucky, United States. Kathleen Laverde holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in wealth management and financial planning. With a focus on ethical practices and specialized knowledge in areas such as estate planning, retirement planning, and investment strategies, Kathleen Laverde provides comprehensive financial services to individuals and small business owners. Whether you are looking for advice on asset management, retirement planning, or investment opportunities, Kathleen Laverde is dedicated to helping you achieve your financial goals with professionalism and integrity.

New Financial Concepts is a leading finance institution located at 549 Centre View Boulevard in Crestview Hills, Kentucky. Our team of dedicated professionals is committed to providing innovative financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With a focus on personalized service and a wealth of experience in the financial industry, New Financial Concepts is your trusted partner for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Allison Kees - Prudential Financial is a reputable finance and insurance agency located at 71 Cavalier Boulevard in Florence, Kentucky, United States. With a commitment to providing top-notch financial services and insurance solutions, Allison Kees - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Allison Kees - Prudential Financial is here to help you secure your financial future.

Jackson Hewitt Tax Service is a finance institution located at 20 Ferguson Boulevard in Dry Ridge, Kentucky, United States. Our Tax Pros are ready to help you maximize your 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, with a quick review and e-signing process. Located inside Walmart, you can get your taxes done while you shop, with a guaranteed biggest refund. Refund Advance loans, which are repaid with your tax refund, were available at select locations until February 11, 2024. We offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters. Book an appointment online or call (859) 692-9487 to reserve time with a Tax Pro. Our expert Tax Pros at this location speak English. Trust Jackson Hewitt with your taxes when every dollar matters.

Suzan Ross, a financial advisor at Ameriprise Financial Services, LLC, is located at 116 Sutton Street in Maysville, Kentucky, United States. With a focus on finance, Suzan offers personalized financial planning services to help clients achieve their goals. Each Ameriprise advisor has their own top areas of focus, so it is important to review their background, credentials, and experience to find the best fit for your financial needs. To get started, fill out the "Request consultation" form on their website to schedule a complimentary initial consultation with Suzan. Take the first step towards securing your financial future by connecting with this experienced advisor today.

Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC® is a trusted financial institution located at 752 Kenton Station Road in Maysville, Kentucky. Specializing in providing personalized financial planning services, Brendan A Bussell is a Certified Financial Planner and Chartered Financial Consultant who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Brendan A Bussell is committed to providing expert advice and guidance to help you make informed decisions. Contact Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC® today to take control of your financial future.

Edward Jones - Financial Advisor: Tyler R Hawk is a reputable financial institution located at 48 West 2nd Street in Maysville, Kentucky, United States. As a trusted finance advisor, Tyler R Hawk offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Tyler R Hawk is committed to providing exceptional service and support every step of the way.

Edward Jones - Financial Advisor: Ronald B Lynch is a finance institution located at 481 Tucker Drive in Maysville, Kentucky, United States. As a trusted financial advisor, Ronald B Lynch provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Ronald B Lynch is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Chris Haney, AAMS™ is a reputable financial institution located at 1931 Old Main Street in Maysville, Kentucky, United States. As a trusted financial advisor, Chris Haney, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. With a focus on integrity and professionalism, Edward Jones provides expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your assets or secure your financial future, Chris Haney, AAMS™ is dedicated to providing exceptional service and tailored solutions to meet your needs. Contact Edward Jones - Financial Advisor: Chris Haney, AAMS™ today to start planning for a secure financial future.

First Financial Credit is a trusted finance institution located in Maysville, Kentucky. We provide a wide range of financial services to meet the needs of our customers, including personal loans, credit cards, and savings accounts. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Visit us at 1154 U.S. 68 Business to learn more about how we can assist you with your financial needs.

Paden Belanger - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky, offers personalized financial advice and education to help families and businesses achieve their financial goals. With a focus on multi-generational financial planning, the team at Odyssey Financial Advisors guides clients in creating a legacy of brilliance and purpose. From retirement planning to personal investments, every voice is heard and every goal is addressed. With a commitment to financial literacy, they empower each family member to make informed decisions for their future. Tax season may be over, but the team is still here to assist with shredding old documents and accepting canned food donations. Contact Paden Belanger for a complimentary initial consultation to discuss what's most important to you and start building a solid financial foundation for the future.

Edward Jones - Financial Advisor: Mark J Trachsel is a well-established finance institution located at 136 East Pike Street in Cynthiana, Kentucky, United States. Mark J Trachsel is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Mark J Trachsel can help create a customized financial plan tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark J Trachsel is committed to helping clients secure their financial future.

Scott Osborne - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. The institution offers a range of certifications and designations for financial professionals to ensure they have the expertise and knowledge to meet the diverse needs of their clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Scott Osborne - Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses, ensuring they are well-equipped to make informed financial decisions.

Edward Jones - Financial Advisor: Anthony L McGlone Jr, CFP® is a trusted finance institution located at 117 West Water Street in Flemingsburg, Kentucky, United States. As a Certified Financial Planner, Anthony L McGlone Jr provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and personalized service, Edward Jones - Financial Advisor: Anthony L McGlone Jr, CFP® is dedicated to helping clients build and protect their wealth for a secure financial future.

Jackson Hewitt Tax Service is a finance institution located at 55 Jb Shannon Drive in Flemingsburg, Kentucky, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended for this year. With services perfect for busy lives, you can drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2024, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

First Financial Bank & ATM is a comprehensive financial institution located at 3580 Madison Pike in Edgewood, Kentucky, United States. Our team of Wealth Advisors is dedicated to assessing your financial situation and helping you achieve your goals. Whether you're looking to save with our competitive money market rates or utilize your home equity for renovations, we have the solutions for you. With our Choice Checking account, you can enjoy expanded fee-free ATM access and lower loan rates. We also offer specialized services for businesses, including lending and employee solutions. Our commitment to community development is evident through our support for low- and moderate-income clients and investments in local neighborhoods.