TOP 30 Best Financial planning services in Georgetown, Kentucky
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Pediatric Dentistry of Hamburg at Georgetown
Pediatric Dentistry of Hamburg at Georgetown is a top-notch institution located in Georgetown, Kentucky, specializing in pediatric dental care. From the first appointment at a child's first birthday to their graduation, our goal is to guide every patient towards great oral and overall health. Our doctors are specifically trained in the care of children and their "little teeth," ensuring the highest quality of care provided. Our office environment is designed to be kid-friendly and technologically advanced, making visits enjoyable and efficient. We recommend regular check-ups every 6 months to track oral habits and growth, preventing any arising issues. We accept most insurance, including Kentucky Medicaid and KCHIP, and are happy to work with families to create a dental hygiene plan that suits their financial needs. Our patients rave about the welcoming and accommodating staff, efficient care, and kid-friendly environment. Follow us on social media to stay updated on our latest news and updates. Visit us at our convenient location in Georgetown or our additional location in Lexington for the same great care from our dedicated doctors and staff.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 112 Osborne Way in Georgetown, Kentucky, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. Located in Walmart, our services are perfect for busy lives - you can get your taxes done while you shop. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (502) 642-6018 to reserve time with a Tax Pro. Trust the Tax Pros at Jackson Hewitt in Georgetown to help you maximize your refund - because when every dollar matters, it matters who does your taxes™.
Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™
Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™ is a reputable finance institution located at 103 Windsor Path in Georgetown, Kentucky, United States. Jeff Antle, a Certified Financial Planner and Chartered Retirement Planning Counselor, leads the team of experienced professionals who are dedicated to helping clients achieve their financial goals. With personalized financial planning services, investment strategies, and retirement planning solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Georgetown area. Whether you are planning for the future or looking to secure your financial well-being, Jeff Antle and his team are here to help you every step of the way.
Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|AAMS™
Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|AAMS™ is a reputable finance institution located at 201 Boston Square Drive in Georgetown, Kentucky, United States. Specializing in financial planning and investment management, Lenora T Trachsel is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS) with extensive experience in helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Lenora T Trachsel provides tailored financial solutions to individuals and families, ensuring a secure and prosperous financial future.
Cooksey Financial Services
Cooksey Financial Services is a leading finance institution located at 747 1/2 South Broadway Street in Georgetown, Kentucky, United States. With a team of experienced financial experts, we provide a wide range of services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cooksey Financial Services is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in financial success. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Professional Tax Services (Pro-Tax)
Professional Tax Services (Pro-Tax) is a trusted accounting and finance institution located in Georgetown, Kentucky. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, Pro-Tax is here to assist you every step of the way. Our convenient location at 1250 Paris Pike makes it easy for clients to access our services. Trust Pro-Tax for all your tax and financial needs.
Edward Jones - Financial Advisor: Eric E Bentley, CRPC™
Edward Jones - Financial Advisor: Eric E Bentley, CRPC™ is a reputable finance institution located at 118 East Main Street in Georgetown, Kentucky, United States. Eric E Bentley, a Certified Retirement Planning Counselor (CRPC™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Contact Eric E Bentley today to schedule a consultation and start planning for a brighter tomorrow.
Judy's Tax Service
Judy's Tax Service is a reputable accounting and finance institution located at 100 Payne Avenue in Georgetown, Kentucky, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or filing, our knowledgeable staff is here to help you navigate the complexities of the tax system. Trust Judy's Tax Service for all your financial needs and rest assured that your finances are in good hands.
Allstate Personal Financial Representative: Gregory Slater
Allstate Personal Financial Representative Gregory Slater is a trusted finance and insurance agency located at 1641 Paris Pike in Georgetown, Kentucky, United States. With a focus on providing personalized financial planning and insurance solutions, Gregory Slater is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Gregory Slater is committed to providing expert guidance and exceptional customer service. Contact them today to schedule a consultation and start securing your financial future.
National Tax Service LLC
National Tax Service LLC is a reputable accounting and finance institution located at 2893 Frankfort Pike in Georgetown, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-quality tax services to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances. Whether you need help with tax preparation, bookkeeping, or financial planning, National Tax Service LLC is here to assist you every step of the way. Trust us to handle your financial needs with expertise and professionalism.
Steve Woodrum - State Farm Insurance Agent
Steve Woodrum - State Farm Insurance Agent is a trusted insurance agency located at 102 Finley Drive in Georgetown, Kentucky. With a commitment to providing personalized service and comprehensive coverage options, Steve Woodrum and his team are dedicated to helping their clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can count on State Farm to provide you with the peace of mind you deserve. Contact Steve Woodrum - State Farm Insurance Agent today for a free quote and see how they can help you with your insurance needs.
Adam McDonald - State Farm Insurance Agent
Adam McDonald - State Farm Insurance Agent is an insurance agency located at 151 Prosperous Place in Lexington, Kentucky, United States. As the Madness of March arrives, it's important to ensure that your insurance plan is ready for any unexpected surprises that life may throw your way. With a focus on delivering personalized service, Adam McDonald and his team can help you navigate your auto, homeowners, renters, life, and financial insurance needs. With a background in Finance Planning and Financial Management, Adam is dedicated to helping individuals protect and achieve their financial goals. Licensed in Kentucky, Indiana, and West Virginia, Adam McDonald - State Farm Insurance Agent offers a range of insurance services including auto, home, life, property, business, renters, health insurance, and financial services. The team is committed to providing quality service tailored to each individual's needs. Whether you're in Lexington, Georgetown, Richmond, or anywhere in Kentucky, Adam and his team are here to help you protect and achieve your financial goals.
Brent R. King, CPA, PLLC
Brent R. King, CPA, PLLC is a professional accounting and finance institution located at 101 Meadow Lane in Georgetown, Kentucky, United States. Specializing in providing expert financial services, including tax preparation, auditing, and consulting, our team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Brent R. King, CPA, PLLC is the trusted choice for all your accounting needs.
Heights Finance
Heights Finance is a reputable finance institution located at 102 Finley Drive in Georgetown, Kentucky, United States. Specializing in providing a wide range of financial services, Heights Finance is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions and excellent customer service to meet the unique needs of their clients. Whether you are looking for a loan, investment advice, or financial planning services, Heights Finance is dedicated to helping you navigate the complex world of finance with ease.
Katherine M. Johnson, CPA
Katherine M. Johnson, CPA is a top-notch accounting and finance institution located at 240 Blossom Park Drive in Georgetown, Kentucky, United States. Our team of professionals prides itself on our meticulous attention to detail, ensuring that every aspect of your financial records is accurate and up to date. We offer quality tax planning and preparation services to help you save money and minimize your taxable income. In addition to our accounting and bookkeeping services, we also offer consulting, outsourcing, payroll, and business services. Our experienced team can serve as your part-time CFO, helping you solve business problems and identify new opportunities. We are experts in all areas of accounting and can assist you in navigating tax issues with the IRS and local tax authorities.
World Finance
World Finance is a leading financial institution located at 118 Marketplace Circle in Georgetown, Kentucky, United States. Specializing in providing a wide range of financial services, World Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance offers personalized solutions and expert advice to help clients manage their finances effectively. Whether you need assistance with loans, investments, or financial planning, World Finance is committed to providing exceptional service and support to help you succeed financially.
Eagle Finance
Eagle Finance is a reputable finance institution located at 1002 South Broadway Street in Georgetown, Kentucky, United States. Our team of dedicated and friendly ladies make the loan process simple and hassle-free. With over 5 years of excellent service, our customers always have a great experience working with us. We offer fast personal loans ranging from $1,000 to $10,000 with affordable monthly payments. Whether you need funds for auto repair, home repair, medical bills, vacations, or any other expenses, Eagle Finance is here to help. We welcome applicants with previous bankruptcy and aim to help individuals establish or re-establish credit.
H&R Block
H&R Block in Georgetown, Kentucky is a trusted institution specializing in accounting and finance services. Located at 808 South Broadway Street, their team of experienced professionals is dedicated to providing individuals and businesses with expert tax preparation, financial planning, and bookkeeping services. With a focus on accuracy and personalized attention, H&R Block is committed to helping clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing taxes or creating a financial strategy, H&R Block is here to help.
Chester Muir, P.S.C.
Chester Muir, P.S.C. is a reputable accounting and finance institution located at 106 Boston Square Drive in Georgetown, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and personalized attention, we strive to meet the unique needs of each of our clients. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Chester Muir, P.S.C. is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.
Mariner Finance
Mariner Finance is a reputable financial institution located at 104 Lawson Drive in Georgetown, Kentucky, United States. Specializing in finance, Mariner Finance offers a variety of financial services to help individuals and businesses manage their money effectively. With a team of experienced professionals, Mariner Finance is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for a loan, investment advice, or financial planning services, Mariner Finance is committed to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.
Midway Insurance Group
Midway Insurance Group, located at 103 East Main Street in Midway, Kentucky, is an insurance agency dedicated to insuring the residents of Midway, Versailles, Frankfort, Georgetown, and all of Kentucky. As an independent agency, they work with top carriers to provide their customers with the best coverage tailored to their specific needs. With a focus on protecting what matters most in life, Midway Insurance Group offers a range of insurance options to ensure peace of mind for their clients. Whether you're planning a home remodel, starting a small business, or simply looking to secure your family's financial future, Midway Insurance Group is here to help. With April being Financial Literacy Month, there is no better time to learn more about the importance of insurance and financial planning. Contact Midway Insurance Group today to discuss your insurance needs and find the coverage that's right for you.
Precise Title
Precise Title is a reputable insurance agency located at 104 Boston Square Drive in Georgetown, Kentucky, United States. We specialize in providing comprehensive insurance coverage for individuals and businesses, ensuring peace of mind and financial protection. Our experienced team of agents is dedicated to delivering personalized service and finding the best insurance solutions tailored to our clients' specific needs. Trust Precise Title to safeguard what matters most to you.
Lynch and Lynch CPAs
Lynch and Lynch CPAs is a trusted accounting and finance institution located at 110 B Pocahontas Trail in Georgetown, Kentucky, United States. With a team of experienced and dedicated professionals, we provide a wide range of services including tax preparation, auditing, financial planning, and more. Our commitment to excellence and personalized service sets us apart from the rest, making us the go-to choice for individuals and businesses in need of financial assistance. Contact us today to see how we can help you achieve your financial goals.
Advance America
Advance America is a trusted financial institution located at 1531 Paris Pike in Georgetown, Kentucky. As a leading provider of financial services, Advance America offers a wide range of solutions to help individuals manage their finances and achieve their goals. Whether you need a payday loan, installment loan, or title loan, Advance America is here to provide you with the support and assistance you need. With a commitment to customer service and a convenient location, Advance America is the go-to destination for all your financial needs in Georgetown, Kentucky.
Mutual of Omaha Insurance Co
Mutual of Omaha Insurance Co is a reputable insurance agency located at 154 Hemingway Place in Georgetown, Kentucky, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, Mutual of Omaha is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are in need of life insurance, health insurance, or other types of coverage, Mutual of Omaha is committed to providing top-notch service and support to meet your insurance needs. Contact them today to learn more about their insurance offerings and how they can help you achieve peace of mind.
5 Star Car Title Loans
Georgetown residents with quick and easy financial solutions through car title loans. Located at 310 Connector Road in Georgetown, Kentucky, 5 Star Car Title Loans offers fast and affordable short-term loans with a simple and hassle-free process. Unlike traditional bank loans, approval for title loans can be obtained in as little as one business day, making it ideal for those in need of emergency funds or with less than perfect credit. To apply for a title loan, borrowers need to be the sole owner of their vehicle and have the vehicle title in their name. Once the necessary documents are submitted and verified, borrowers can receive the loan amount, which can be up to 75% of the car's value. The loan amount is determined based on the borrower's ability to repay, the equity value of the vehicle, and the vehicle's market value.
Elder Care Law of Kentucky
Elder Care Law of Kentucky, located at 160 East Main Street in Georgetown, is a team of compassionate advisors dedicated to protecting what matters most to you and your loved ones. As the Baby Boomer generation ages, there will be a significant transfer of wealth in the next 20 years – Elder Care Law is here to ensure that your assets go to your family, not a nursing home. Specializing in elder law and estate planning, our experienced lawyers will work with you to create a personalized Life Care Plan that addresses the unique needs of seniors, individuals with long-term illnesses, and those with disabilities. We offer a range of services including financial planning, geriatric care, and assistance in qualifying for benefits.
WoodmenLife
WoodmenLife is an insurance agency located at 1502 Oxford Drive in Georgetown, Kentucky, United States. With a focus on providing financial security and peace of mind to its members, WoodmenLife offers a range of insurance products and services tailored to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, WoodmenLife is dedicated to helping you achieve your financial goals. Their experienced team of professionals is committed to providing personalized service and guidance to ensure that you have the protection you need for the future. Visit WoodmenLife today to learn more about how they can help you secure your financial future.
Family Wealth Group / FWG Investments
Family Wealth Group (FWG) Investments is a finance and legal institution located at 2704 Old Rosebud Road in Lexington, Kentucky, United States. With additional offices in Georgetown, London, Harrodsburg, and Hurricane, we offer personalized financial planning services to help you achieve your ideal retirement goals. Our team of experts will assess your current financial situation, create a custom strategy tailored to your unique needs, and provide ongoing support to ensure your retirement plan remains on track. Schedule a meeting with us today to learn more about our services and how we can help you secure a comfortable retirement. FWG Investments, LLC is a registered investment adviser, while insurance products and services are offered through Family Wealth Group, LLC. Please review our Terms and Conditions before using our website for more information.
Central Bank & Trust Co.
Central Bank & Trust Co. is a trusted financial institution located at 410 Connector Road in Georgetown, Kentucky. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to providing exceptional customer service and financial expertise, Central Bank & Trust Co. is dedicated to helping our clients achieve their financial goals.
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- Pineville
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