Financial planning expertise in Crestwood, Kentucky

Samantha Jenkins is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. With a focus on helping clients achieve their financial goals, Samantha offers personalized advice and guidance tailored to individual needs. As a part of Ameriprise, Samantha is dedicated to providing top-quality financial services to her clients. She has a strong background in finance and a wealth of experience in the industry, ensuring that she can help clients make informed decisions about their financial future.

Nickolus Stephens is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. Nickolus Stephens holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and the Accredited Investment Fiduciary® (AIF®) designation. Additionally, Nickolus Stephens is an APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certified, and holds a certification as a Behavioral Financial Advisor. Nickolus Stephens also specializes in Chartered Advisor in Philanthropy® (CAP®), CAS® for fixed-rate and variable annuities, CASL® for senior and retirement planning, and is a Certified Divorce Financial Analyst. Nickolus Stephens is a Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, and CERTIFIED FINANCIAL PLANNER™ professional. Nickolus Stephens is a Certified Fund Specialist, Chartered Financial Consultant®, and Chartered Special Needs Consultant.

Aimee Green is a dedicated Mortgage Loan Officer at PNC with NMLS #439339, located at 6518 Kentucky 146 in Crestwood, Kentucky. Aimee provides expert financial guidance and personalized loan solutions to help clients achieve their homeownership dreams. With a wealth of experience in the finance industry, Aimee is committed to providing top-notch service and support throughout the loan process. Contact Aimee Green today to discuss your mortgage needs and start your journey towards owning your dream home.

80/20 Wealth Management is a premier accounting and finance institution located at 6001 Claymont Village Drive in Crestwood, Kentucky. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on the 80/20 principle, we strive to maximize results with minimal effort, providing our clients with the highest level of service and expertise. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, 80/20 Wealth Management is here to help you every step of the way.

Lindemeyer Nathan is a reputable accounting and finance institution located at 6460 La Grange Road in Crestwood, Kentucky, United States. With a team of experienced professionals, Lindemeyer Nathan offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Lindemeyer Nathan is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

CWR Bookkeeping, LLC is a full-service bookkeeping company located in Crestwood, Kentucky, United States. We specialize in providing bookkeeping services for small businesses, helping business leaders reclaim their time and focus by managing their books efficiently. Our team of experts can assist with various accounting needs, including property management, real estate companies, start-ups, and SAAS companies. As certified Quickbooks Proadvisors, we can help you optimize your bookkeeping process and convert to a secure online format. Let us take the headache out of bookkeeping so you can focus on growing your business. Contact CWR Bookkeeping today to partner with us and drive successful performance for your business.