Individual financial planning in Burlington, Kentucky

First Financial Bank & ATM, located at 6081 Limaburg Road, Burlington, Kentucky, United States, offers a wide range of financial services including banking, ATM access, and wealth advisory. With a team of experienced Wealth Advisors, the institution can help assess your financial situation and provide personalized solutions. Whether you're looking to grow your savings with competitive rates on money market accounts and CDs, or utilize the equity in your home for big projects, First Financial Bank has you covered. The institution also offers support for tax identity theft prevention, fee-free checking options, and personalized services for businesses. Additionally, First Financial Bank is committed to community development lending and investments, helping to build paths for prosperity for low- and moderate-income clients. With helpful articles and resources available, First Financial Bank is dedicated to helping individuals and businesses achieve their financial goals. Sign up for their emails to receive tips and guidance on improving your financial future. Don't miss out on their special offers and promotions, such as the 4.50% APY money market rate and 5.00% APY 5-month CD special. Visit a local financial center or enroll in online banking to access these services and more.

Sun Life Financial is an insurance agency located in Burlington, Kentucky, United States. With a strong reputation for providing reliable and comprehensive insurance products, Sun Life Financial offers a range of services to meet the diverse needs of its clients. Whether you are looking for life insurance, health insurance, or retirement planning solutions, Sun Life Financial is committed to helping you secure your financial future. Their team of experienced professionals is dedicated to providing personalized service and expert advice to ensure that you have the coverage you need. Trust Sun Life Financial to protect what matters most to you.

Allstate Personal Financial Representative: Jim Tuemler is a reputable finance and insurance agency located at 1838 Florence Pike in Burlington, Kentucky, United States. With a strong focus on providing personalized financial solutions, Jim Tuemler and his team offer a wide range of services to help clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, Allstate Personal Financial Representative: Jim Tuemler is dedicated to providing top-notch service and expert guidance to help you secure a stable financial future.

H&R Block is a well-known accounting and finance institution located at 1787 Patrick Drive in Burlington, Kentucky, United States. With a team of trained professionals, H&R Block offers a wide range of financial services, including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business owner in need of accounting support, H&R Block is dedicated to providing expert guidance and solutions to help you achieve your financial goals.

Baker Business & Tax Solutions is a leading accounting and finance institution located at 7405 Burlington Pike in Florence, Kentucky, United States. Our team of experts specializes in providing comprehensive tax and financial services to individuals and businesses. With years of experience and a commitment to excellence, we are dedicated to helping our clients achieve their financial goals and navigate the complexities of the tax system. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Baker Business & Tax Solutions is here to help. Contact us today to learn more about how we can support your financial success.

Lifetime Benefit Group is an insurance agency located at 5581 Regal Ridge Drive in Burlington, Kentucky, United States. We specialize in providing tailored insurance plans for life, disability, and small business protection in Northern KY. Our goal is to secure your future and provide you with peace of mind. Whether you are an individual looking for life insurance, a small business owner in need of business protection, or someone seeking disability insurance, we are here to help. With over 35 years of experience in employee benefits, Lifetime Benefit Group is dedicated to protecting your family and your future. As an independent agent, we have access to a wide range of policies that can be customized to meet your specific needs and budget. Our team of insurance experts in Northern Kentucky is committed to building relationships with our clients and finding the best coverage from reputable providers.

Allstate is a reputable finance and insurance agency located at 1838 Florence Pike in Burlington, Kentucky, United States. With a strong reputation for providing reliable and comprehensive insurance services, Allstate offers a wide range of coverage options to meet the needs of individuals and businesses alike. Whether you're looking for auto, home, life, or commercial insurance, Allstate is committed to helping you protect what matters most. Their experienced agents are dedicated to providing personalized service and finding the right insurance solutions for each customer. Trust Allstate for all your insurance needs in the Burlington area.

Allie Jackson & Associates is a reputable accounting, finance, and insurance agency located at 7297 Burlington Pike in Florence, Kentucky, United States. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and insurance coverage. Clients can trust Allie Jackson & Associates to provide expert advice and personalized solutions to help them achieve their financial goals.

Emerson Accounting Services is a reputable accounting and finance institution located at 3900 Idlebrook Lane in Burlington, Kentucky, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial consulting. Our commitment to accuracy, reliability, and personalized service sets us apart from the competition. Whether you need help with your personal finances or managing your company's accounts, Emerson Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Welcome to the practice of Dr. Melonie C. Proctor, DO, where compassionate care meets professional excellence. Conveniently located at 6159 First Financial Drive, Burlington, Kentucky, our clinic is dedicated to providing comprehensive health services tailored to meet the unique needs of each patient. Dr. Proctor, a highly experienced and respected physician, is committed to fostering a welcoming and supportive environment for all individuals and families seeking medical care. Our practice emphasizes preventive health, patient education, and personalized treatment plans to ensure optimal well-being. Whether you require routine check-ups, management of chronic conditions, or specialized care, Dr. Proctor and her team are here to support your health journey. Experience the difference of attentive and thorough medical care at our Burlington location. Your health is our priority.

Welcome to Boontucky Insurance Service, your trusted partner in securing a brighter future. Conveniently located at 5995 North Jefferson Street, Burlington, Kentucky, we are proud to serve the insurance needs of our local community and beyond. As a dedicated insurance agency, we specialize in offering a comprehensive range of insurance solutions tailored to meet the unique needs of individuals, families, and businesses. At Boontucky Insurance Service, we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is committed to providing personalized service and expert guidance every step of the way. Whether you're looking for home, auto, life, or business insurance, we are here to help you find the right coverage at the right price.

Welcome to the Heritage Bank Operations Center, your trusted partner in financial services located in the heart of Burlington, Kentucky. Situated at 5495 North Bend Road, our facility is committed to providing exceptional banking and financial solutions to meet the diverse needs of our community. As a central hub for Heritage Bank, our operations center supports a wide range of services designed to enhance your banking experience. At Heritage Bank, we prioritize customer satisfaction, integrity, and innovation. Our team of dedicated professionals is here to assist you with everything from personal banking to complex financial planning. We offer a comprehensive suite of services, including checking and savings accounts, loans, mortgages, and investment opportunities, all tailored to help you achieve your financial goals.

Mle Tax Advisors Inc is a leading accounting and finance institution located at 1655 Burlington Pike in Florence, Kentucky, United States. Our team of experienced professionals provides expert tax advice and financial services to individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Mle Tax Advisors Inc is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Shelter Insurance is a trusted insurance agency located at 6170 First Financial Drive in Burlington, Kentucky, United States. With a focus on providing personalized and reliable insurance solutions, Shelter Insurance offers a wide range of coverage options for individuals and businesses. Their experienced agents are dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, Shelter Insurance is committed to providing exceptional service and peace of mind. Visit their office today to learn more about their offerings and how they can help you with your insurance needs.

Helmer & Somers Law is a trusted institution located at 7415 Burlington Pike in Florence, Kentucky, United States. Specializing in accounting, finance, and legal services, our team is dedicated to helping individuals and businesses navigate complex legal situations with ease. With nearly 1 million people filing for bankruptcy each year, we understand the importance of providing compassionate and knowledgeable guidance. Whether you need assistance with estate planning, family law matters, tax situations, or adoption processes, our experienced team is here to support you every step of the way. We offer a range of payment methods for your convenience, including cash, MasterCard, Visa, Discover, and check. Don't hesitate to reach out to Helmer & Somers Law for expert advice and personalized solutions for your legal needs.

Gary Sargent - State Farm Insurance Agent is a reputable insurance agency located at 1822 Florence Pike in Burlington, Kentucky. As a trusted State Farm agent, Gary Sargent is dedicated to providing personalized insurance solutions to meet the needs of individuals, families, and businesses in the community. With a focus on customer service and building long-lasting relationships, Gary Sargent and his team offer a wide range of insurance products including auto, home, life, and business insurance. Whether you are looking to protect your assets or plan for the future, Gary Sargent - State Farm Insurance Agent is committed to helping you find the right coverage at the right price.

Bean Countery is a reputable accounting and finance institution located at 1655 Burlington Pike in Florence, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through accurate and reliable financial management. Visit us today to see how we can assist you with all your accounting needs.

Welcome to Fifth Third Bank & ATM, your trusted financial partner located at 1751 Patrick Drive, Burlington, Kentucky. As a leading provider of banking and financial services, we are dedicated to helping you achieve your financial goals with ease and confidence. At our Burlington branch, you can access a comprehensive range of services including personal and business banking, loans, investments, and financial planning. Our state-of-the-art ATMs are available 24/7, offering you the convenience of managing your finances anytime. Whether you need to withdraw cash, check your account balance, or deposit funds, our ATMs are equipped to serve your needs efficiently.

Steven Willett, MD is a reputable doctor's office located at 6105 First Financial Drive in Burlington, Kentucky, United States. Dr. Willett specializes in providing high-quality healthcare services to patients in the area. With a focus on promoting health and wellness, Dr. Willett offers a wide range of medical services to meet the needs of individuals of all ages. Patients can expect personalized care and professional treatment in a comfortable and welcoming environment. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, Steven Willett, MD is dedicated to helping you achieve optimal health and well-being.

Welcome to Forcht Bank, your trusted partner in financial solutions located at 6100 First Financial Drive, Burlington, Kentucky. As a dedicated provider of banking and financial services, we are committed to helping individuals and businesses achieve their financial goals with personalized care and expert advice. Our comprehensive range of services includes personal and business banking, loans, mortgages, and investment options tailored to meet your unique needs. At Forcht Bank, we pride ourselves on our community-focused approach, ensuring that every customer receives the attention and support they deserve. Visit us today and experience the difference of banking with a team that truly cares about your financial well-being.

Welcome to Truist, your trusted partner in banking and financial services, located at 1065 Burlington Pike, Florence, Kentucky 41042, United States. At Truist, we are committed to helping you achieve your financial goals with a wide array of services tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to guide you every step of the way. Truist Bank, a Member FDIC, offers comprehensive banking products and services, including loans and deposit accounts. For those interested in trust and investment management, we provide expert services through Truist Bank and Truist Delaware Trust Company.

Gravity Wealth Group is a premier finance institution located at 6170 First Financial Drive in Burlington, Kentucky, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized financial planning, investment management, and retirement planning services to individuals and families. At Gravity Wealth Group, we are dedicated to helping our clients build and preserve their wealth for the future.

Fancher Tax Services is a reputable accounting and finance institution located at 5527 Vine Street in Burlington, Kentucky, United States. With a team of highly skilled professionals, we provide a wide range of tax services to individuals and businesses to help them navigate the complexities of the tax system. Whether you need assistance with tax preparation, planning, or consulting, our experienced staff is dedicated to providing personalized and efficient service to meet your financial needs. Trust Fancher Tax Services to help you achieve your financial goals with expert guidance and support.

King Tax & Economic Services is a reputable accounting and finance institution located at 1655 Burlington Pike in Florence, Kentucky, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our mission is to provide our clients with expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial guidance, King Tax & Economic Services is here to help. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Fancher Maureen L is a reputable accounting and finance institution located at 5527 Vine Street in Burlington, Kentucky, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, budgeting, or financial planning, Fancher Maureen L is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with your financial needs.

Montgomery Smith Inc is a reputable financial institution located at 4076 Petersburg Road in Burlington, Kentucky, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Montgomery Smith Inc is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and circumstances. Whether you're looking for investment advice, retirement planning, or assistance with estate planning, Montgomery Smith IncM is committed to providing expert guidance every step of the way. Visit their office today to learn more about how they can help you secure your financial future.

Welcome to Chase ATM, conveniently located at 1750 Wildcat Boulevard in the heart of Burlington, Kentucky. Our state-of-the-art ATM facility is designed to provide you with quick and easy access to your finances, anytime you need it. Whether you're withdrawing cash, checking your account balance, or making deposits, our user-friendly ATM ensures a seamless banking experience. As part of Chase's extensive network, you can enjoy secure transactions and 24/7 access to your financial resources. Visit us today and experience the convenience and reliability that Chase is known for. Your financial needs are our priority!

Welcome to Fifth Third Bank, your trusted financial partner located in Burlington, Kentucky. At Fifth Third Bank, we are committed to providing exceptional banking services to meet all your financial needs. Conveniently situated in the heart of Burlington, we offer a wide range of services including personal banking, business banking, loans, mortgages, and investment solutions. Our experienced and friendly staff are dedicated to delivering personalized service and expert financial advice to help you achieve your financial goals. Whether you're opening a new account, planning for retirement, or seeking financing options, Fifth Third Bank is here to support you every step of the way. Visit us at our Burlington branch to experience banking that puts you first.

Welcome to The ICON Group Insurance, your trusted partner in safeguarding what matters most. Conveniently located at 6823 Burlington Pike, Florence, Kentucky, we are a premier insurance agency dedicated to providing comprehensive and personalized insurance solutions for individuals, families, and businesses. At The ICON Group Insurance, we understand that each client has unique needs and priorities. Our team of experienced professionals is committed to delivering tailored insurance plans that offer peace of mind and financial security. Whether you're seeking auto, home, life, health, or commercial insurance, we are here to guide you through every step of the process with expertise and care.