Long term investment planning in Paris, Kentucky
3 results found
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Edward Jones Investments
● OpenEdward Jones Investments is a reputable finance institution located at 531 Main Street in Paris, Kentucky, United States. Specializing in investment planning and wealth management, Edward Jones is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced financial advisors, personalized service, and a commitment to long-term success, Edward Jones Investments is a trusted partner for those looking to secure their financial future.
531 Main St, Paris, KY 40361, United States -
Merrill Lynch Financial Advisor Erskine Howard Courtenay
● ClosedMerrill Lynch Financial Advisor Erskine Howard Courtenay is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Erskine has been managing family assets since 1999 and joined Merrill in 2012. He specializes in goals-based wealth management, helping families integrate their values into their financial planning. With nine years of experience in commercial lending, investment banking, and trust, Erskine offers tailored client service and access to the global resources of Merrill and banking products from Bank of America, N.A. He is a member of various organizations and holds degrees from Thunderbird School of Global Management, The George Washington University, and the American University in Paris. At Merrill Lynch Wealth Management, Erskine focuses on building personalized plans centered on clients' goals and priorities. By understanding each client's unique financial situation and aspirations, he helps develop customized investment strategies to address their needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Erskine works with clients to manage, grow, and preserve their wealth while considering their long-term financial goals. As a Chartered SRI Counselor™, he is registered to do business in multiple states and offers comprehensive financial solutions to help clients achieve their goals.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Edward Jones - Financial Advisor: Rodney S Nance
● OpenEdward Jones - Financial Advisor: Rodney S Nance is a reputable financial institution located at 848 Paris Road in Mayfield, Kentucky, United States. As a trusted financial advisor, Rodney S Nance provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rodney S Nance is committed to helping clients secure their financial future. Whether you are looking to invest, plan for retirement, or save for your children's education, Rodney S Nance can provide expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Rodney S Nance today to schedule a consultation and start planning for a brighter financial future.
848 Paris Rd, Mayfield, KY 42066, United States
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