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TOP 30 Personalized financial planning in Central City, KY
19 results found
Search for local businesses, places and services near you
Central Insurance Services
Central Insurance Services is a leading insurance agency located at 2424 Harrodsburg Road in Lexington, Kentucky. Our institution offers a wide range of insurance products to meet the needs of our customers. In addition to insurance services, we also provide banking and finance solutions, including loans and borrowing options tailored to fit your budget. At Central Insurance Services, we are committed to helping our customers at every stage of their financial journey. Explore our career opportunities and let us assist you in finding the right insurance and financial solutions for your needs.
South Central Bank
South Central Bank is a trusted financial institution located at 386 Waller Avenue in Lexington, Kentucky, United States. We provide a range of banking services including ATM facilities, personal and business banking, loans, and financial planning. Our dedicated team of professionals is committed to helping our customers achieve their financial goals and secure their future. Visit us today to experience top-notch customer service and competitive financial solutions.
Central Investment Center
Central Investment Center is a finance institution located at 2424 Harrodsburg Road in Lexington, Kentucky. We specialize in providing expert financial advice and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses make sound financial decisions and maximize their investments. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Central Investment Center is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Edward Jones - Financial Advisor: Clayton W Cornett
Edward Jones - Financial Advisor: Clayton W Cornett is a reputable financial institution located at 1601 West Everly Brothers Boulevard in Central City, Kentucky, United States. As a trusted financial advisor, Clayton W Cornett provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Clayton W Cornett is dedicated to helping individuals and families secure their financial future.
Merrill Lynch Financial Advisor D Keith Key
Merrill Lynch Financial Advisor D Keith Key, located at 4023 Finn Way in Lexington, Kentucky, is a premier Wealth Management team in Central Kentucky. The team at Key & Associates is dedicated to guiding clients through Wealth Accumulation, Wealth Distribution, and Wealth Transfer phases. They believe in empowering individuals to achieve their financial goals and dreams, providing personalized guidance, strategic planning, and professional advice. By understanding each client's unique goals and priorities, they create customized financial approaches to help clients pursue what matters most to them. Supported by the global resources of Merrill, the team offers personalized wealth management strategies tailored to each client's needs. Through the Merrill Personal Wealth Analysis™, they build and document personalized plans centered on individual goals. The team regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets. Certified by the CFP Board, the team at Merrill Lynch Wealth Management Advisors offers comprehensive financial solutions to help clients address their needs and pursue their goals. With a focus on personalized investment strategies and access to the resources of Bank of America, clients receive dedicated one-on-one relationships with their advisors to help them achieve their financial goals.
Merrill Lynch Financial Advisor Zachary Dustin Shelly
Merrill Lynch Financial Advisor Zachary Dustin Shelly is a finance institution located at 4023 Finn Way, Lexington, Kentucky, United States. Key & Associates strives to be one of the premier Wealth Management teams in Central Kentucky, with a diverse group of talented individuals qualified to lead clients through Wealth Accumulation, Distribution, and Transfer phases. They believe in empowering individuals to achieve financial goals and realize dreams through personalized guidance and professional advice. The team at Key & Associates starts every relationship with a conversation to identify and prioritize client goals. They utilize the Merrill Investment Personality Assessment to understand clients better and customize financial approaches accordingly. With access to global resources, the team provides personalized service and trust-based relationships. They offer personalized wealth management strategies, financial planning, and access to investment insights and lending solutions. The team works to help clients stay on track to achieve their goals, discussing any necessary adjustments along the way. Certified by various financial planning organizations, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and reach their goals.
Scruggs Richard S CPA
Scruggs Richard S CPA is a reputable accounting and finance institution located at 307 East Central Street in Harlan, Kentucky, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to meet the unique needs of each client. Whether you are an individual or a business, Scruggs Richard S CPA is committed to helping you achieve your financial goals.
Members Choice Credit Union
Members Choice Credit Union, located at 1401 Central Avenue in Ashland, Kentucky, United States, offers a variety of financial services including ATM, banking, and finance options. Use your MCCU Debit Card worldwide wherever VISA® is accepted and take advantage of a Health Savings Account for tax-advantaged savings. Earn the highest possible return on your investments with easy access to your funds. From IRA savings to auto loans with low rates and terms up to 72 months, MCCU has your financial needs covered. Choose from a variety of VISA® Credit Cards, including options for balance transfers and financing for vehicles like boats, RVs, campers, and motorcycles. Utilize financial calculators to plan for the future and take advantage of financial education lessons provided by Banzai in partnership with Members Choice CU. MCCU is committed to serving the community, offering services to underserved populations, engaging youth in financial education, and returning profits to members. Your savings are federally insured and backed by the United States Government. MCCU is an equal opportunity housing lender and provides links to third party partners for convenience.
Lawton Insurance
Lawton Insurance, located at 848 South Main Street in Hartford, Kentucky, is a trusted health and insurance agency offering personalized insurance solutions for both individuals and businesses in the state of Kentucky. As an independent insurance agency, Lawton Insurance reviews multiple insurance companies to find the best value for your home, condo, vacation home, and more. With a focus on honesty and trust, the experienced agents at Lawton Insurance work to understand each client's unique needs and provide tailored insurance coverage to meet those needs. Whether you are looking for personal insurance, business insurance, or life insurance, Lawton Insurance is dedicated to helping you find the right coverage at the best price. With local offices in Bowling Green, Owensboro, Central City, and Hartford, KY, Lawton Insurance is committed to serving the community and building lasting relationships with each client. Trust Lawton Insurance to protect what matters most to you.
Brian Brashear - State Farm Insurance Agent
Brian Brashear - State Farm Insurance Agent is a reputable insurance agency located at 107 Settlers Center Road in Taylorsville, Kentucky. The agency is conveniently situated across the street from Spencer County High School and the Taylorsville Post Office. Brian Brashear, the State Farm Agent, is a Central Kentucky resident with a strong educational background. With degrees in Secondary Education and English & Allied Language Arts from Western Kentucky University, Brian initially pursued a career in teaching at Bullitt East High School. However, his passion for helping families choose the right life insurance plan led him to transition into the insurance field.
Janda Holdings, LLC
Janda Holdings, LLC is a reputable institution located at 126 East Broad Street in Central City, Kentucky, United States. Specializing in various investment opportunities and financial services, Janda Holdings, LLC is dedicated to providing top-notch services to its clients. With a team of experienced professionals, the institution offers personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for the future, or secure your assets, Janda Holdings, LLC is committed to delivering exceptional service and expertise.
Brittany Smith - State Farm Insurance Agent
Brittany Smith - State Farm Insurance Agent is a family-oriented insurance agency located at 4015 Old Owingsville Road in Mount Sterling, Kentucky. As a dedicated team, we prioritize building strong relationships with our customers and providing them with personalized insurance solutions. We believe in empowering our customers with confidence by ensuring they are well-prepared for any unexpected events that may arise. Our services extend to residents of central and eastern Kentucky, as well as Ohio. In addition to offering insurance products, we also provide valuable information on topics such as boat safety, rural road driving, and financial planning. Our goal is to deliver exceptional customer service and safeguard the financial future of your family. Meet Michael, our Small Business Insurance Representative, who is eager to assist you with all your personal and business insurance needs.
Oak Tree Finance
Oak Tree Finance is a leading financial institution located at 707 West Everly Brothers Boulevard in Central City, Kentucky, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Oak Tree Finance offers a wide range of services including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how Oak Tree Finance can help you reach your financial aspirations.
Berkley Oliver PLLC - Law Offices
Berkley Oliver PLLC - Law Offices is a premier legal institution located at 77 Mack Walters Road in Shelbyville, Kentucky, United States. Specializing in estate planning, probate, elder law, family law, and criminal defense, our skilled attorneys provide top-notch representation to clients in Shelbyville, Shelby County, and throughout Central Kentucky. Whether you are looking to create a will, navigate the complexities of probate, plan for long-term care, or need assistance with family or criminal law matters, Berkley Oliver PLLC is here to help. Our team of experts offers personalized legal solutions tailored to each client's unique needs and objectives.
Dunlap Law Firm
Dunlap Law Firm, located at 102 North Main Street in Versailles, Kentucky, is a reputable law firm led by Kentucky attorney Whitney Dunlap III. With over 30 years of experience, the firm specializes in using litigation, arbitration, and mediation to help businesses, families, and individuals resolve disputes. Whether you need assistance with estate planning, probate, or civil litigation, Dunlap Law Firm is dedicated to protecting your financial security and well-being. The firm offers comprehensive estate planning services, including drafting wills, powers of attorney, and trusts to ensure your assets are distributed according to your wishes. When it comes to probate, Dunlap Law Firm can guide you through the process and help distribute assets as planned by your loved one.
Rachel Hooker - Thrivent
Rachel Hooker - Thrivent is a finance institution located at 102 East Main Street in Richmond, Kentucky, United States. With licenses in multiple states, including CA, DC, FL, and more, Rachel Hooker works with clients to help them achieve their financial goals. Specializing in protecting loved ones against costs related to extended care, death, and disability, Rachel takes a personalized approach by starting with a conversation about the client's life and what matters most to them. Clients can feel comfortable and empowered to take the next step with clear and candid advice. Rachel's office is centrally located to serve the Richmond area, but she also works with clients remotely through virtual meetings. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients may further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their financial advisors and services.
More Tax Services
More Tax Services is a reputable accounting and finance institution located at 169 East Reynolds Road in Lexington, Kentucky. Our services include professional tax preparation for personal, business, and corporate returns. With over 10 years of experience, our tax preparer, Christian, has filed thousands of returns, including complex ones. Our fees are affordable compared to larger chains, and we have a deep understanding of local sales and income tax laws. We offer free consultations and can handle everything online, making the process convenient for our clients. From sending pictures of your W2 for a quote to receiving your tax return via email, we strive to make tax preparation hassle-free. We can even deduct our fees from your return, so you don't have to pay out of pocket.
Conway David L CPA
Conway David L CPA is a reputable accounting and finance institution located at 506 Massey Drive in Central City, Kentucky, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Their team of skilled professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with your personal finances or business accounts, Conway David L CPA is the trusted choice for all your accounting needs.
Barry J Mattingly PSC LLC
Barry J Mattingly PSC LLC is a reputable accounting and finance institution located at 3935 Central Avenue in Louisville, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Barry J Mattingly PSC LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
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