Personalized financial planning in Central City, Kentucky
34 results found
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Central Insurance Services
● ClosedCentral 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.
2424 Harrodsburg Rd Suite 102 Suite 102, Lexington, KY 40503, United States -
South Central Bank
● ClosedSouth 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.
386 Waller Ave #110, Lexington, KY 40504, United States -
Central Investment Center
● ClosedCentral 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.
2424 Harrodsburg Rd STE 101, Lexington, KY 40503, United States -
Edward Jones - Financial Advisor: Clayton W Cornett
● ClosedEdward 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.
1601 W Everly Brothers Blvd, Central City, KY 42330, United States -
Merrill Lynch Financial Advisor D Keith Key
● ClosedMerrill 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.
4023 Finn Wy, Lexington, KY 40517, United States -
Merrill Lynch Financial Advisor Zachary Dustin Shelly
● ClosedMerrill 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.
4023 Finn Wy, Lexington, KY 40517, United States -
Central Bank & Trust Co.
● ClosedWelcome to Central Bank & Trust Co., your trusted partner in financial services located conveniently at 2075 Dixie Highway, Fort Mitchell, Kentucky. As a premier bank in the heart of the community, we are dedicated to providing exceptional financial solutions tailored to meet the needs of our clients. Whether you're looking to manage your day-to-day banking, explore loan options, or plan for a secure financial future, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art ATMs ensure you have access to your funds whenever you need them, offering convenience and peace of mind. At Central Bank & Trust Co., we pride ourselves on fostering long-term relationships with our clients, providing personalized service and expert advice. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.
2075 Dixie Highway, Fort Mitchell, Kentucky 41011, United States -
Steen Funeral Homes - Central Avenue
● OpenWelcome to Steen Funeral Homes - Central Avenue, where we are dedicated to providing compassionate and professional funeral services to the Ashland, Kentucky community. Located at 1501 Central Avenue, our funeral home has been a trusted name in the region, offering a serene and supportive environment for families during their time of need. At Steen Funeral Homes, we understand the importance of honoring the lives of those who have passed, and we are committed to helping you create meaningful and personalized tributes. Our experienced and caring staff is here to guide you through every step of the funeral planning process, ensuring that your loved one's wishes are respected and celebrated.
1501 Central Avenue, Ashland, Kentucky 41101, United States -
Scruggs Richard S CPA
● OpenScruggs 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.
307 E Central St, Harlan, KY 40831, United States -
Members Choice Credit Union
● ClosedMembers 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.
1401 Central Ave, Ashland, KY 41101, United States -
Lawton Insurance
● ClosedLawton 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.
848 S Main St, Hartford, KY 42347, United States -
Brian Brashear - State Farm Insurance Agent
● ClosedBrian 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.
107 Settlers Center Rd, Taylorsville, KY 40071, United States -
Janda Holdings, LLC
● OpenJanda 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.
126 E Broad St, Central City, KY 42330, United States -
Brittany Smith - State Farm Insurance Agent
● ClosedBrittany 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.
4015 Old Owingsville Rd, Mt Sterling, KY 40353, United States -
Oak Tree Finance
● ClosedOak 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.
707 W Everly Brothers Blvd, Central City, KY 42330, United States -
Berkley Oliver PLLC - Law Offices
● ClosedBerkley 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.
77 Mack Walters Rd STE 200, Shelbyville, KY 40065, United States -
Dunlap Law Firm
● ClosedDunlap 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.
102 N Main St, Versailles, KY 40383, United States -
Rachel Hooker - Thrivent
● ClosedRachel 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.
102 E Main St, Richmond, KY 40475, United States -
More Tax Services
● ClosedMore 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.
169 E Reynolds Rd #102a, Lexington, KY 40517, United States -
Conway David L CPA
● OpenConway 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.
506 Massey Dr, Central City, KY 42330, United States -
Barry J Mattingly PSC LLC
● OpenBarry 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.
3935 Central Ave, Louisville, KY 40218, United States -
Heritage Bank Operations Center
● OpenWelcome 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.
5495 North Bend Road, Burlington, Kentucky 41005, United States -
WesBanco Bank - ATM
● OpenWelcome to WesBanco Bank - ATM, conveniently located at 164 Fairfield Avenue, Bellevue, Kentucky 41073. As a trusted financial institution, we are dedicated to providing you with top-tier technology and first-class services to meet all your banking needs. Our ATMs offer easy and secure access to your funds, allowing you to perform a variety of transactions such as cash withdrawals, balance inquiries, and more. Whether you're a local resident or just passing through, our ATM is here to serve you 24/7.
164 Fairfield Avenue, Bellevue, Kentucky 41073, United States -
WesBanco Bank
● ClosedWelcome to WesBanco Bank, your trusted financial partner located at 164 Fairfield Avenue, Bellevue, Kentucky. As a full-service bank, we are dedicated to providing a comprehensive range of banking and financial solutions tailored to meet the diverse needs of our community. At WesBanco, we prioritize your financial well-being and strive to empower you with the knowledge and tools necessary to navigate life's financial challenges and opportunities. Our suite of services includes personal and business banking, loans, credit cards, and investment products, all designed to support your financial journey.
164 Fairfield Avenue, Bellevue, Kentucky 41073, United States -
WesBanco Bank - ATM
● OpenWesBanco Bank - ATM Welcome to WesBanco Bank's ATM located at 103 Churchill Drive, Newport, Kentucky 41071. As a trusted financial partner, WesBanco provides convenient and secure ATM services to meet your financial needs. Whether you need to withdraw cash, check your account balance, or perform other ATM transactions, our state-of-the-art machines are available to assist you 24/7.
103 Churchill Drive, Newport, Kentucky 41071, United States -
WesBanco Bank
● ClosedWelcome to WesBanco Bank, located at 103 Churchill Drive, Newport, Kentucky 41071. As a trusted name in banking and finance, WesBanco is dedicated to providing personalized financial solutions to help you achieve your goals. We offer a wide range of services, including checking and savings accounts, loans, credit cards, and investment products. Our commitment to innovation is reflected in our enhanced online banking system, designed to provide you with a seamless and secure digital banking experience. Enjoy features like advanced paycheck access, digital banking demos, and the ability to manage your accounts effortlessly.
103 Churchill Drive, Newport, Kentucky 41071, United States -
WesBanco Bank - ATM
● OpenWesBanco Bank - ATM Welcome to the WesBanco Bank - ATM located at 34 North Fort Thomas Avenue, Fort Thomas, Kentucky 41075. As a trusted financial service provider, WesBanco offers convenient and secure ATM services to cater to your banking needs. Whether you need to withdraw cash, check your account balance, or access other essential banking services, our ATM is available to assist you 24/7.
34 North Fort Thomas Avenue, Fort Thomas, Kentucky 41075, United States -
WesBanco Bank
● ClosedWelcome to WesBanco Bank, your trusted partner in banking and finance located at 34 North Fort Thomas Avenue, Fort Thomas, Kentucky 41075. As a leading financial institution, we are dedicated to providing exceptional banking services and innovative financial solutions tailored to meet your needs. At WesBanco, we prioritize your financial well-being and offer a comprehensive range of services, including checking and savings accounts, loans, credit cards, and more. Our newly enhanced personal Online Banking system provides cutting-edge tools and features, such as Advance Paycheck Access and digital banking demos, to help you manage your finances with ease and confidence.
34 North Fort Thomas Avenue, Fort Thomas, Kentucky 41075, United States -
WesBanco Bank - ATM
● OpenWelcome to WesBanco Bank - ATM, conveniently located at 2911 Alexandria Pike, Highland Heights, Kentucky 41076. As a trusted financial institution, we are dedicated to providing our community with easy access to a wide range of banking services. Our ATM services are designed to offer you quick and secure access to your funds, whether you need to withdraw cash, check your balance, or make a deposit. We strive to ensure that your banking experience is seamless, efficient, and secure.
2911 Alexandria Pike, Highland Heights, Kentucky 41076, United States -
WesBanco Bank
● ClosedWelcome to WesBanco Bank, your trusted partner in financial services, located at 2911 Alexandria Pike, Highland Heights, Kentucky. As a premier financial institution, we are dedicated to providing top-tier banking solutions tailored to meet your unique needs. Our comprehensive suite of services includes personal and business banking, loans, credit cards, and investment opportunities, all designed to help you achieve your financial goals. At WesBanco, we prioritize your financial wellness and strive to empower you with the knowledge and tools you need to navigate life's financial challenges and opportunities. Our commitment to the community is evident in our active involvement and contributions, ensuring that what matters most to you, matters most to us.
2911 Alexandria Pike, Highland Heights, Kentucky 41076, United States
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