TOP 30 Financial institutions in Kentucky
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Fidant Wealth Partners - Ameriprise Financial Services, LLC
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.
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 Christopher Pieper
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
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.
David Girmann - Financial Advisor, Ameriprise Financial Services, LLC
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
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
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.
Kathleen Laverde - Private Wealth Advisor, Ameriprise Financial Services, LLC
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
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.
Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC®
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
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
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™
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
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.
Edward Jones - Financial Advisor: Mark J Trachsel
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
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®
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.
First Financial Bank & ATM
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.
Edward Jones - Financial Advisor: John Combs Buchanan
Edward Jones - Financial Advisor: John Combs Buchanan is a reputable finance institution located at 1931 Old Main Street in Maysville, Kentucky, United States. With a focus on providing personalized financial planning and investment services, John Combs Buchanan and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: John Combs Buchanan is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.
Edward Jones - Financial Advisor: Rhonda Curran Koth, AAMS
Edward Jones - Financial Advisor: Rhonda Curran Koth, AAMS is a trusted financial institution located at 117 West Water Street in Flemingsburg, Kentucky, United States. Specializing in providing personalized financial planning services, Rhonda Curran Koth, AAMS is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Edward Jones - Financial Advisor: Rhonda Curran Koth, AAMS is here to help you every step of the way.
Merrill Lynch Financial Advisor Krystle Atkins
Merrill Lynch Financial Advisor Krystle Atkins is a finance institution located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. Krystle Atkins started her career in wealth management in 2014 and became a financial advisor at Merrill in 2019. Her approach is focused on understanding her clients' priorities to ensure they feel secure and in control of their financial future. She specializes in working with clients who have experienced loss, such as through divorce or death, as well as women in business. Krystle is a Cincinnati native and holds bachelor's and master's degrees from The Ohio State University. She is actively involved in various charitable organizations and workshops aimed at educating people on financial matters. In her free time, she enjoys reading, sports, and spending time with her family and pets. Merrill Lynch Personal Wealth Analysis™ is used to create personalized financial plans tailored to each client's goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and customized service. The institution focuses on understanding the privileges and responsibilities that come with wealth and the unique aspirations of each client. Krystle Atkins serves affluent families across the United States, with a focus on women in business and individuals who have experienced divorce or widowhood. She understands the challenges and rewards of being a female in a male-dominated industry and is committed to meeting the complex wealth management needs of her clients. By developing customized financial strategies based on risk parameters, cash flow needs, values, and objectives, Krystle aims to empower her clients to feel comfortable, confident, and in control of their finances and future.
Edward Jones - Financial Advisor: Cindy Cottingham
Edward Jones - Financial Advisor: Cindy Cottingham is a reputable finance institution located at 630 Buttermilk Pike in Crescent Springs, Kentucky, United States. As a trusted financial advisor, Cindy Cottingham offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Cindy provides expert guidance on investment strategies, retirement planning, and wealth management. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Cindy Cottingham is dedicated to helping you secure a stable financial future.
Railey Financial Service
Railey Financial Service is a trusted accounting and finance institution located at 4359 Dixie Highway in Elsmere, Kentucky, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve their financial goals and navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can assist you with your financial needs.
Fidelity Investments Institutional Operations Company, Inc.
Fidelity Investments Institutional Operations Company, Inc. is a leading finance institution located at 100 Magellan Way in Covington, Kentucky, United States. With a strong reputation for excellence in the financial industry, this institution provides a wide range of investment services and solutions for institutional clients. Their team of experienced professionals is dedicated to delivering top-notch customer service and innovative financial products to help clients achieve their investment goals. Whether you are a large corporation, pension fund, or financial advisor, Fidelity Investments Institutional Operations Company, Inc. is committed to providing tailored solutions to meet your unique needs.
DeVault Financial Services
DeVault Financial Services is a leading accounting and finance institution located at 482 Erlanger Road in Erlanger, Kentucky, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to provide personalized and efficient financial solutions to help individuals and businesses achieve their financial goals. Contact us today to learn more about how DeVault Financial Services can help you secure your financial future.
JRL Financial LLC
JRL Financial LLC is a financial institution located at 414 Highland Avenue in Fort Mitchell, Kentucky, United States. We specialize in providing a wide range of financial services including investment management, retirement planning, and estate planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.
OneMain Financial
OneMain Financial is a finance institution located at 7118 Turfway Road in Florence, Kentucky, United States. As a leading provider of personal loans, OneMain Financial offers a wide range of financial solutions to help individuals achieve their goals and manage their finances effectively. With a commitment to customer service and financial expertise, OneMain Financial is dedicated to helping customers navigate their financial needs with confidence and security. Whether you need a loan for debt consolidation, home improvements, or unexpected expenses, OneMain Financial is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you in achieving your financial goals.
OneMain Financial
OneMain Financial is a reputable financial institution located at 26 Martha Layne Collins Boulevard in Cold Spring, Kentucky. As a leading provider of personal loans, OneMain Financial offers a wide range of financial solutions to help individuals achieve their goals and manage their expenses. With a strong commitment to customer service and financial expertise, OneMain Financial is dedicated to helping customers navigate their financial challenges and achieve financial stability. Whether you need a loan for a major purchase or unexpected expenses, OneMain Financial is here to help you every step of the way.
First Financial Bank & ATM
First Financial Bank & ATM, located at 6081 Limaburg Road, Burlington, Kentucky, United States, offers a wide range of financial services including banking, ATM access, and wealth advisory. With a team of experienced Wealth Advisors, the institution can help assess your financial situation and provide personalized solutions. Whether you're looking to grow your savings with competitive rates on money market accounts and CDs, or utilize the equity in your home for big projects, First Financial Bank has you covered. The institution also offers support for tax identity theft prevention, fee-free checking options, and personalized services for businesses. Additionally, First Financial Bank is committed to community development lending and investments, helping to build paths for prosperity for low- and moderate-income clients. With helpful articles and resources available, First Financial Bank is dedicated to helping individuals and businesses achieve their financial goals. Sign up for their emails to receive tips and guidance on improving your financial future. Don't miss out on their special offers and promotions, such as the 4.50% APY money market rate and 5.00% APY 5-month CD special. Visit a local financial center or enroll in online banking to access these services and more.
D. A. Griffin Financial, LLC (nmls 1264)
D. A. Griffin Financial, LLC (nmls 1264) is a reputable finance institution located at 880 Alexandria Pike in Fort Thomas, Kentucky, United States. With over 26 years of experience in the industry, they specialize in providing hassle-free digital mortgages for home purchase or refinance. As a licensed mortgage broker in Kentucky and Ohio, they offer niche programs such as 3% down conventional, FHA, VA, USDA, elite pricing, and fast approvals and closings. Clients praise Dora Ann Griffin for her exceptional knowledge, responsiveness, and guidance throughout the mortgage process. Whether you're a first-time homebuyer or looking to refinance, D. A. Griffin Financial, LLC is dedicated to providing top-notch service and support every step of the way. Contact them today for a free pre-qualification and start your journey towards homeownership with confidence.
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