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TOP 30 Financial plan development in Fort Mitchell, KY
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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.
Burke & Schindler
Burke & Schindler is an accounting and finance institution located at 2039 Dixie Highway in Fort Mitchell, Kentucky, United States. We offer a range of services including strategies for starting and financing your business, proven techniques to ensure business success, succession planning, and selling your business at the top market value. Our team provides customized financial solutions and tailored tax strategies for businesses, as well as strategic planning and Executive and Leadership Coaching for owners and executives. At Burke & Schindler, we are dedicated to helping you build wealth and create a solid retirement strategy. Our goal is to accelerate your personal and business strategies through proven techniques tailored to your specific needs. Since 1984, we have partnered with thousands of clients to identify and execute strategies that lead to well-informed decisions.
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