The 30 Best Financial institutions in Independence, Kentucky
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Jo McCracken, CPA, LLC
Jo McCracken, CPA, LLC is a reputable accounting and finance institution located at 1049 Alpine Court in Independence, Kentucky, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax filing or financial consulting, Jo McCracken, CPA, LLC is here to assist you every step of the way. Visit their office today to discuss your financial needs and goals.
Indian River
Indian River is a renowned institution located at 6517 Indian River Road in Independence, Kentucky, United States. Known for its commitment to excellence in education, Indian River offers a wide range of programs and courses to help students achieve their academic and career goals. The institution is equipped with state-of-the-art facilities and dedicated faculty members who are passionate about providing a supportive and enriching learning environment. Whether you are looking to further your education or gain new skills, Indian River is the perfect place to start your journey towards success.
5 Star Car Title Loans
5 Star Car Title Loans is a finance institution located at 5213 Madison Pike in Independence, Kentucky, United States. When you find yourself in a financial emergency and need quick cash, but have already exhausted your earnings, it can be a difficult situation to navigate. In such times, borrowing from friends or family may not be an option, and traditional bank loans can take too long to approve. This is where title loans come in. At 5 Star Car Title Loans, we offer short-term financing solutions such as car title loans in Independence, KY. With a title loan, you can borrow money quickly without losing possession of your vehicle or worrying about your credit score. Our title loans are designed to help you through tough times easily, with a fast approval process that doesn't require a credit check.
World Finance
World Finance is a reputable financial institution located at 2606 Zion Road in Henderson, Kentucky, United States. We specialize in providing a wide range of financial services to meet the needs of individuals and businesses alike. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need a personal loan, business financing, or investment advice, World Finance is here to help. Visit us today to learn more about how we can assist you with all of your financial needs.
Life Plan Investments
Life Plan Investments is a finance institution located at 230 2nd Street in Henderson, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping individuals and families create personalized investment plans to achieve their long-term financial goals. Whether you are saving for retirement, education, or simply looking to grow your wealth, we offer a range of investment options tailored to your unique needs. Trust Life Plan Investments to guide you towards a secure financial future.
Raymond James
Raymond James is a financial institution located at 140 North Main Street in Henderson, Kentucky, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to individuals, businesses, and institutions. With a commitment to personalized service and expert advice, Raymond James helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Raymond James is dedicated to providing innovative solutions and exceptional customer service.
Marcus W. Bosley & Associates
Marcus W. Bosley & Associates is a reputable finance institution located at 1601 Frederica Street in Owensboro, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or wealth management, Marcus W. Bosley & Associates is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to assisting clients in navigating the complexities of the financial world with expertise and integrity.
LifeMark Securities Corp.
LifeMark Securities Corp. is a reputable finance institution located at 1727 Sweeney Street in Owensboro, Kentucky, United States. With a focus on providing top-quality financial services, LifeMark Securities Corp. offers a wide range of investment options and solutions to help clients achieve their financial goals. The institution prides itself on its knowledgeable team of professionals who are dedicated to providing personalized advice and guidance to each client. Whether you are looking to invest for the future, plan for retirement, or manage your assets, LifeMark Securities Corp. is committed to helping you navigate the complex world of finance with confidence.
Wathen Accounting
Wathen Accounting is a reputable accounting and finance institution located at 3645 Edna Court in Owensboro, Kentucky, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and consulting. At Wathen Accounting, we are dedicated to helping our clients achieve financial success and peace of mind. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.
EM Ford
EM Ford is a reputable insurance agency located at 2111 U.S. 41 in Henderson, Kentucky, United States. With a legacy spanning over nine decades, EM Ford has evolved into a full-service independent insurance agency and financial planning group. Committed to ensuring the protection of clients through transparency, perspective, and insight, EM Ford offers a wide range of coverage solutions in personal, business, and employee benefits coverages. With over 30 knowledgeable employees spread across their two Kentucky locations in Owensboro and Henderson, EM Ford is dedicated to guiding clients through risk management programs and financial planning strategies. As one of the largest family-owned independent insurance agencies in Kentucky, EM Ford prides itself on providing quality products and personalized attention to each client.
Commonwealth IME
Commonwealth IME is a leading institution located at 9900 Corporate Campus Drive in Louisville, Kentucky, United States. As a doctor, health, and local government office, we are dedicated to providing quality medical care to all patients, regardless of their financial status. Our team utilizes cutting-edge technology to set appointments, share information, and deliver reports in a timely manner. Led by Dr. Jeffrey Fadel, an esteemed orthopedic surgeon with over 40 years of experience, Commonwealth IME specializes in conducting thorough and complete Independent Medical Examinations. Dr. Fadel is known for his expertise in joint replacement and trauma surgeries, as well as his commitment to delivering accurate and unbiased assessments for legal and insurance purposes.
Mercer Wealth Management LLC
Mercer 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.
Saling Wealth Advisors
Saling 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.
SCJ Fiduciary Services
SCJ 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.
Mariner Wealth Advisors
Mariner 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.
Retirement Management Services
Retirement Management Services is an award-winning institution located at 905 Lily Creek Road in Louisville, Kentucky. Our industry-leading services make us a trusted business partner for financial advisors, working closely with CPAs to provide timely and accurate information to clients. We understand the challenges faced by plan sponsors and participants and provide independent, personalized services to meet their complex needs. Our team partners with other advisors to ease the burden of plan administration and help design and administer retirement programs that meet individual needs. We offer resources such as worksheets to determine savings percentages and information on the saver's credit for eligible taxpayers. Additionally, Retirement Management Services hosts events such as the 401(k)nowledge Financial Advisor and CPA Lunch and webinars on topics like ESOP Sustainability. Amber Lloyd, Owner and Managing Member at RMS, is dedicated to providing top-notch service and expertise in the field of retirement management.
Meridian Wealth Management, LLC
Meridian Wealth Management, LLC is a finance institution located at 100 West Main Street in Lexington, Kentucky, United States. They offer comprehensive practice management solutions with flexible affiliation options, allowing advisors to focus on serving their clients and growing their businesses. Their community of independent-minded, fiduciary advisors provides unbiased guidance to help clients reach specific goals and achieve long-term financial security. Visit Meridian Wealth Management, LLC at their office in Suite 450 at the address provided.
Money Concepts - Jennifer Quillen
Money Concepts - Jennifer Quillen is a finance institution located at 138 East Reynolds Road in Lexington, Kentucky, United States. With a focus on providing personalized financial solutions, Jennifer Quillen and her team offer a wide range of services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Money Concepts - Jennifer Quillen is dedicated to helping clients achieve their financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Knight Wealth Advisors
Knight Wealth Advisors, located at 84 Plantation Drive in Paducah, Kentucky, is a finance institution dedicated to coordinating your financial care to make your life easier. Our team offers personal financial planning and portfolio management to a diverse group of clients, including business owners, medical professionals, executives, retirees, and more. We listen closely to your hopes, goals, and dreams, and then develop strategies and action plans to help you achieve your legacy. Take the next step toward financial planning with KWA. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is independent of Raymond James Financial Services. Please note that links provided are for information purposes only, and Raymond James does not endorse or sponsor any listed websites. Visit us at our Paducah location to start planning for your financial future.
Larry E Botts, Ceo - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates
Larry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.
Berkley Oliver PLLC - Law Offices
Berkley Oliver PLLC - Law Offices is a premier legal institution located at 77 Mack Walters Road in Shelbyville, Kentucky, United States. Specializing in estate planning, probate, elder law, family law, and criminal defense, our skilled attorneys provide top-notch representation to clients in Shelbyville, Shelby County, and throughout Central Kentucky. Whether you are looking to create a will, navigate the complexities of probate, plan for long-term care, or need assistance with family or criminal law matters, Berkley Oliver PLLC is here to help. Our team of experts offers personalized legal solutions tailored to each client's unique needs and objectives.
O'Bryan Law Offices
O'Bryan Law Offices, located at 110 Saint James Court in Frankfort, Kentucky, is a trusted institution specializing in finance and legal services. Dealing with legal issues can be overwhelming, but our experienced lawyers are here to help you regain control and financial independence. Whether you need assistance with bankruptcy, uncontested divorce, estate planning, or personal injury representation, we are dedicated to providing you with expert guidance and support. Contact us at 502-339-0222 to schedule a free consultation. With locations in Louisville, Frankfort, Bowling Green, Covington, and Lexington, we are here to serve you. Please note that using this form does not establish an attorney-client relationship, so please refrain from sending confidential or time-sensitive information through this platform.
Michelle Marks - Raymond James
Michelle 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.
Cetera Investors
Cetera Investors is a finance institution located at 201 East Main Street in Lexington, Kentucky, United States. With 43 fully staffed branch offices, we help financial advisors maintain their independence while still benefiting from our resources and best practices. Our focus is on helping advisors grow their business, attract new clients, and plan for their own financial future. We offer support in marketing, succession planning, compliance, and client engagement, allowing advisors to focus on serving their clients and growing their practice. Our team of legal and tax specialists can assist with complex client needs, and we provide turnkey retirement plan solutions for business-owner clients.
Business Alternatives
Business Alternatives is a trusted institution located at 12200 Shelbyville Road in Louisville, Kentucky, specializing in accounting and finance services. In addition to our core services, we also offer a range of programs tailored for seniors to help them maintain independence and age in place. Our satisfied clients often share their positive experiences with us, highlighting our commitment to providing excellent customer service and support. Trust Business Alternatives to help you navigate your financial needs with expertise and care.
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