TOP 10 Best Financial planning advice in Edgewood, Kentucky

Odyssey Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. They specialize in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on multi-generational financial planning, they ensure that every family member's financial priorities are addressed. They offer personalized financial strategies for education, retirement, and personal investments, promoting financial literacy across generations. Ameriprise financial advisors are registered to do business in certain U.S. states and provide a complimentary initial consultation to discuss financial goals. Clients can access their investments and track progress towards their goals securely online. The institution emphasizes the importance of regular reviews and updates to financial plans as life changes. With a commitment to helping clients achieve their financial goals, they offer a range of services to support financial wellness for the whole family.

Scott Brooks - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky, offers a range of financial services to meet the needs of individuals and businesses. Scott Brooks holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Scott Brooks provides personalized financial advice tailored to each client's unique goals and needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Scott Brooks is dedicated to helping you achieve financial success.

Elder Care Financial Resources is a finance institution specializing in providing financial assistance and resources for elderly individuals and their families. Located at 109 Edgewood Drive in Bardstown, Kentucky, United States, our team is dedicated to helping seniors navigate the complexities of financial planning and managing their resources in order to ensure a comfortable and secure future. Whether you are looking for advice on retirement planning, long-term care insurance, or estate planning, our experienced professionals are here to help. Contact us today to learn more about how Elder Care Financial Resources can support you and your loved ones in preparing for the future.

Benjamin 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.

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.

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.

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.

Melissa Kelly is a Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike, Edgewood, Kentucky, United States. Melissa holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. Melissa specializes in providing comprehensive financial planning services, including asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and continuous education, Melissa is dedicated to helping individuals achieve their financial goals. Contact Melissa Kelly today for expert financial advice and personalized wealth management solutions.

Jackson Hewitt Tax Service is a finance institution located at 622 Edgewood Drive in Nicholasville, Kentucky, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended for this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer in-person tax preparation appointments, drop-off tax preparation services, and assistance with IRS letters. Early Refund Advance was available 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.

Taxwise Don E & Associates is a reputable accounting and finance institution located at 619 Edgewood Drive in Nicholasville, Kentucky, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Taxwise Don E & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.

Welcome to Fifth Third Bank & ATM, conveniently located at 3003 Dixie Highway in Edgewood, Kentucky. As a trusted financial institution, we are dedicated to providing exceptional banking services to meet your personal and business needs. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services, all designed to help you achieve your financial goals. Our state-of-the-art ATM services ensure you have easy access to your funds 24/7, offering quick and secure transactions for your convenience. Whether you need to deposit checks, withdraw cash, or transfer funds, our ATM is equipped to handle all your essential banking needs efficiently.

Welcome to Stock Yards Bank & Trust, your trusted financial partner located at 591 Freedom Park Drive, Edgewood, Kentucky. Serving the community with dedication and integrity, we offer a comprehensive range of banking and financial services designed to meet your personal and business needs. Whether you're looking to open a savings account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. At Stock Yards Bank & Trust, we pride ourselves on building strong relationships with our clients, offering personalized service and tailored solutions. Visit us today to experience a banking partnership that prioritizes your financial well-being and success.

First South Credit Inc is a reputable finance institution located at 252 Edgewood Drive in Nicholasville, Kentucky, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with loans, investments, or financial planning, First South Credit Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Huntington Bank is a trusted financial institution located at 3103 Dixie Highway in Edgewood, Kentucky. As a full-service bank, Huntington offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, customers can easily access their funds and manage their finances. Whether you're looking to open a new account or need assistance with your existing banking needs, the friendly staff at Huntington Bank is ready to help you achieve your financial goals.

Hannegan Wealth Management LLC is a leading financial institution located at 180 Barnwood Drive in Edgewood, Kentucky, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and strategic financial planning, we strive to provide our clients with the tools and resources they need to make informed decisions and build a strong financial foundation. Trust Hannegan Wealth Management LLC to guide you towards a secure and prosperous financial future.

Fifth Third Securities - Jeff O'Bryan is a finance institution located at 3003 Dixie Highway in Edgewood, Kentucky, United States. With a focus on providing expert financial advice and services, Fifth Third Securities - Jeff O'Bryan offers a wide range of investment options to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, the experienced team at Fifth Third Securities - Jeff O'Bryan is dedicated to helping you make informed decisions and secure your financial future.

Blank D Barry CPA is a reputable accounting and finance institution located at 186 Barnwood Drive in Edgewood, Kentucky, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Blank D Barry CPA for professional and reliable financial advice to help them navigate the complexities of personal and business finances.

Welcome to Fifth Third Preferred - Rebecca Dinn, your trusted financial partner located conveniently at 3003 Dixie Highway, Edgewood, Kentucky. Specializing in personalized financial services, we are committed to helping you achieve your financial goals with tailored solutions. Whether you are looking for investment advice, wealth management, or comprehensive financial planning, Rebecca Dinn and her team provide exceptional service and expertise to guide you every step of the way. At Fifth Third Preferred, we prioritize your financial well-being and strive to deliver results that meet your unique needs. Visit us today to experience a higher standard of financial excellence.

Welcome to Stock Yards Bank & Trust ITM, your trusted financial partner located conveniently at 591 Freedom Park Drive, Edgewood, Kentucky. Serving the local community with dedication and integrity, our Interactive Teller Machine (ITM) offers a seamless banking experience that combines the convenience of an ATM with the personalized service of a live teller. Whether you need to deposit checks, withdraw cash, or conduct other financial transactions, our state-of-the-art ITM is designed to meet your needs efficiently and securely. At Stock Yards Bank & Trust, we are committed to providing exceptional service and innovative financial solutions to help you achieve your financial goals. Visit us today and experience the difference of personalized banking at your fingertips.