Financial planning expertise in Kentucky

Edward Jones - Financial Advisor: Laura A Duff, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 3235 Olivet Church Road in Paducah, Kentucky, United States. Specializing in finance, Laura A Duff is a Certified Financial Planner, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor. With a commitment to providing personalized financial advice and guidance, clients can trust in Laura's expertise to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones - Financial Advisor: Laura A Duff is dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Jon King, CFP®|ChFC® is a reputable finance institution located at 323 5th Avenue Southeast in Calvert City, Kentucky, United States. Specializing in comprehensive financial planning and investment management, Jon King, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), provides personalized and professional services to help clients achieve their financial goals. With a commitment to integrity and expertise, Edward Jones is a trusted partner for individuals and families seeking sound financial advice and guidance.

Edward Jones - Financial Advisor: Andrew Norman is a reputable finance institution located at 1712 B Kentucky 121 in Murray, Kentucky, United States. With a focus on providing personalized financial advice and investment solutions, Andrew Norman and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Andrew Norman offers comprehensive services tailored to meet your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Melisa Gulley is a reputable finance institution located at 9306 New Lagrange Road in Louisville, Kentucky, United States. With a focus on providing personalized financial planning and investment services, Melisa Gulley and her 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 child's education, or grow your wealth, Edward Jones - Financial Advisor: Melisa Gulley offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and commitment to client success to navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: R Chandler Shepherd, AAMS™ is a reputable financial institution located at 390 West 4th Street in Russellville, Kentucky, United States. As a trusted financial advisor, R Chandler Shepherd, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, R Chandler Shepherd, AAMS™ can provide the guidance and expertise you need to secure your financial future.

Edward Jones - Financial Advisor: Chad T Adams, CFP®|ChFC®|AAMS™ is a reputable finance institution located at 113 West Cedar Street in Franklin, Kentucky, United States. Chad T Adams is a certified financial advisor with expertise in financial planning and investment management. With designations such as CFP®, ChFC®, and AAMS™, Chad T Adams provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Chad T Adams at Edward Jones is dedicated to providing comprehensive financial services tailored to your individual needs. Visit the office at 113 West Cedar Street to start planning for a secure financial future today.

Hines Insurance is a trusted insurance agency located at 1422 U.S. 68 in Maysville, Kentucky. Specializing in Medicare Health Plans and more, our dedicated team is committed to helping clients find the right coverage to meet their healthcare needs. With a focus on personalized service and expertise in the insurance industry, Hines Insurance is the go-to destination for all your insurance needs. Contact us today to learn more about our services and how we can help you secure the coverage you need.

Legacy Financial is a finance institution located at 117 East 4th Street in Covington, Kentucky, United States. At Legacy Financial, we believe that your wealth is more than just money - it's about aligning your treasure with your heart. Our team of financial professionals will work closely with you to understand your vision, values, and goals, helping you align your actions with your intentions in your finances. Our multi-disciplinary team brings together expertise in investment, insurance, tax, and estate planning to develop a holistic financial plan tailored to your unique needs. We begin by focusing on understanding you and what matters most to you, ensuring that your finances reflect your priorities.

KMK Financial Group is a leading finance institution located at 211 Grandview Drive in Fort Mitchell, Kentucky, United States. With a strong reputation for excellence and expertise in financial services, KMK Financial Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, KMK Financial Group has the experience and knowledge to assist you every step of the way. Trust in KMK Financial Group for all your financial needs.

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.

John Fruin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7430 U.S. Highway 42, Florence, Kentucky, United States. The institution offers a range 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®, CFP®, 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 variety of financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. John Fruin - Financial Advisor, Ameriprise Financial Services, LLC provides expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and expertise.

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.

Truckers 1st Financial, LLC is a trusted finance institution located at 13220 Walton-Verona Road in Walton, Kentucky, United States. Specializing in providing financial services tailored to the needs of truckers and moving companies, Truckers 1st Financial, LLC offers a wide range of solutions to help businesses thrive in the industry. With a commitment to excellent customer service and financial expertise, this institution is a valuable partner for those in the transportation and logistics sector.

UBS Financial Services Inc. is a finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. As a leading global financial services firm, UBS offers a wide range of wealth management services, investment banking, asset management, and other financial solutions to individuals, institutions, and corporations. With a strong reputation for excellence and expertise in the financial industry, UBS is committed to providing clients with innovative and personalized financial strategies to help them achieve their financial goals.

Family Financial Partners is a finance institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. We understand that every client family is unique, with different financial goals and situations. Our philosophy is centered around the idea that people save and invest money ultimately to spend it on things that matter to them, whether it's retirement, education, a new home, charity, or other needs. Our team at Family Financial Partners works closely with our clients to create personalized financial plans that align with their goals and aspirations. We provide guidance on how to protect current income, lifestyle, and assets, as well as create a roadmap for future spending. With a focus on achieving financial goals, we offer expertise in financial markets and clear communication to build trust with our clients.

First Command Financial Advisor - Jamie Wilson is a trusted finance institution located at 1003 North Wilson Road in Radcliff, Kentucky, United States. Jamie Wilson provides personalized financial advice and services to help clients achieve their financial goals. With a strict commitment to ethical practices, clients can trust that their best interests are always the top priority. This institution is affiliated with First Command Financial Services, Inc., a reputable company with a strong track record of success. Clients can rest assured that their testimonials are given voluntarily and without any compensation, ensuring transparency and integrity in every interaction. Visit First Command Financial Advisor - Jamie Wilson for expert financial guidance and a personalized approach to financial planning.

Principal Financial Group is a finance institution located at 143 South Buckman Street, Shepherdsville, Kentucky, United States. They specialize in helping individuals protect what matters most through insurance products and retirement planning. As the presenting sponsor of prestigious sports awards, they celebrate expertise and excellence in sports. With a focus on long-term financial goals, they offer tailored accounts for retirement and education savings. Their services include investment options, tax form downloads, and personalized financial advice. Partner with them to meet your money goals and navigate life's changes with confidence. Please refer to their disclosures and agreements for important information about their services and fees. Principal Financial Group is committed to helping individuals secure their financial future and protect their loved ones.

Mike Snyder - Financial Advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized financial planning services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Mike Snyder's expertise. The institution provides a complimentary initial consultation to discuss financial planning concepts and determine the best path forward. Investment products are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Clients can rest assured knowing that their financial future is in good hands with Mike Snyder and Ameriprise Financial Services, LLC.

Cheryl Burress, a Financial Advisor at Ameriprise Financial Services, LLC, located at 408 Blankenbaker Parkway in Louisville, Kentucky, offers a wide range of financial services to meet the needs of individuals and small business owners. Cheryl 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®, demonstrating expertise in asset management, estate planning, retirement planning, investment management, and more. Cheryl's commitment to professionalism and ethical practices ensures that clients receive top-quality financial advice and service. Contact Cheryl Burress today for all your financial planning needs.

Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC, located at 1000 Monarch Street, Lexington, Kentucky, United States, offers a wide range of finance services. Jake Fink holds multiple 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 expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Jake Fink is dedicated to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals.

Geraldine Gordon is a financial advisor at Ameriprise Financial Services, LLC located at 3805 Wyndsong Trail in Lexington, Kentucky, United States. Geraldine holds multiple 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®, CFP®, 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 Geraldine's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Geraldine is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Geraldine Gordon for expert financial guidance and support.

Raymond James Financial Services is a renowned finance institution located at 3101 Mapleleaf Drive in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized guidance and support every step of the way. Trust Raymond James Financial Services to help you navigate the complex world of finance with confidence and expertise.

ABA Tax Planning is a reputable institution specializing in accounting and finance services. Located at 2900 Frankfort Avenue in Louisville, Kentucky, United States, ABA Tax Planning offers expert tax planning and financial advice to individuals and businesses. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax preparation, retirement planning, or investment strategies, ABA Tax Planning is dedicated to helping you navigate the complexities of the financial world.

Welcome to Tristate Senior Retirement Planning, your trusted partner in navigating the complexities of Medicare and retirement planning. Located at 5900 U.S. 60, Ashland, Kentucky, we are dedicated to providing personalized health and insurance solutions tailored to your unique needs. Our local agents are committed to offering one-on-one assistance, ensuring you never have to deal with automated phone systems or long hold times. At Tristate Senior Retirement Planning, we understand that over 70% of Medicare recipients are enrolled in an Advantage Plan. Our mission is to ensure you are enrolled in the best plan for your needs, including doctor and prescription networks. If you're approaching retirement, we can help transition you from your group plan to a policy that you own, providing financial protection for your family.

Sharp Insurance & Financial Services is a reputable insurance agency located at 1100 Our Lady's Way in Russell, Kentucky. With a strong focus on providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, we have the expertise to tailor a plan that meets your specific needs. Trust Sharp Insurance & Financial Services to provide you with reliable coverage and exceptional customer service.

Principal Financial Group is an insurance agency located at 9403 Mill Brook Road in Louisville, Kentucky, United States. Discover how insurance can help protect what matters most to you. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so your loved ones can keep moving forward no matter what happens. Dedicate part of each paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing for your future. Meet your money goals with a local partner and learn about 8 simple steps to help your money adapt as life changes. Research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about our services, fees, and related conflicts of interest. All investments have inherent risks. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC. Principal Financial Group is dedicated to helping you achieve your financial goals.

TIAA Financial Services is a reputable institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a full-service bank, finance, and insurance agency, TIAA offers a wide range of financial products and services to meet the diverse needs of its customers. With a strong commitment to financial security and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Visit TIAA Financial Services today and experience the expertise and professionalism that sets them apart in the industry.

LPL Financial is a finance institution located at 101 East 2nd Street in Owensboro, Kentucky, United States. This institution offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LPL Financial provides personalized advice and expertise to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, LPL Financial is committed to helping you make sound financial decisions for a secure future.

Raymond James Financial Services is a finance institution located at 5220 Dixie Highway in Louisville, Kentucky, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to providing personalized guidance and expertise to help you make informed decisions.

Tax & Financial Services is a leading institution located at 7803 Sunbury Lane in Louisville, Kentucky, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to help individuals and businesses navigate the complex world of taxes and financial planning. Whether you need help with tax preparation, bookkeeping, or investment advice, our experienced professionals are here to assist you every step of the way. Trust Tax & Financial Services to provide you with reliable, personalized solutions to meet your financial needs.