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TOP 30 Professional financial advisor in Independence, KY
20 results found
Search for local businesses, places and services near you
ABRI | Financial Planner
ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.
Oliver Financial
Oliver Financial is a reputable finance and insurance agency located at 4409 Kentucky 146 in Buckner, Kentucky, United States. With a team of experienced professionals, Oliver Financial offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Clients can expect personalized and comprehensive financial advice to help them achieve their financial goals. Trust Oliver Financial to provide expert guidance and support in navigating the complexities of the financial world.
Coats Financial Planning
Coats Financial Planning, located at 139 South English Station Road in Louisville, Kentucky, is a leading firm that has been providing financial planning and investment advice on a Fee-Only basis for over 20 years. With a team of five dedicated and qualified financial advisors, all of whom are CFP® professionals, Coats Financial Planning offers independent, objective reviews of clients' financial situations to help them meet their long-term financial goals. Founder and President Stuart Coats, a CFP® professional and NAPFA-Registered Financial Advisor, brings over 30 years of finance experience to the firm. Alongside him are Teri, a Certified Financial Planner™ practitioner, and Elijah, a CERTIFIED FINANCIAL PLANNER™ professional, who joined the team in 2017. Teri, a native of Louisville, has personal experience with the value of Fee-Only financial planning and is dedicated to establishing fiduciary relationships with each client. Elijah, named a Rising Star by Financial Planning magazine, enjoys distilling complex planning topics for clients and is an advocate for fee-only planning.
Saling Wealth Advisors
Saling Wealth Advisors, located at 9750 Ormsby Station Road in Louisville, Kentucky, is a finance institution dedicated to helping families and business owners make important financial decisions. With a team of experienced professionals, Saling Wealth Advisors offers unique solutions tailored to the needs of business owners and entrepreneurs. As an SEC registered investment adviser, Saling Wealth Advisors provides a range of services to help clients pursue their financial goals and objectives. With access to resources and expertise, Saling Wealth Advisors can help clients make the most of each investment opportunity. Established in 1962, Saling Wealth Advisors is affiliated with Raymond James, a well-respected independent financial services company. Please consult with a qualified financial adviser before implementing any investment strategy.
Lexington Financial
Lexington Financial is a finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. At Lexington Financial, we abide by three simple rules: safety first, earning reasonable rates of return over time, and keeping everything simple. We believe in these principles because we understand the importance of learning from history and avoiding the mistakes of past financial disasters. If you have concerns about the market, it may be time to reassess your financial plan. Our page "Knowing Your Money" can help you navigate common retirement pitfalls and prepare for any potential challenges ahead. In a time where many well-known companies and banks are preparing for a potential market downturn, it's crucial to protect your assets and plan for the future.
Knight Wealth Advisors
Knight Wealth Advisors, located at 84 Plantation Drive in Paducah, Kentucky, is a finance institution dedicated to coordinating your financial care to make your life easier. Our team offers personal financial planning and portfolio management to a diverse group of clients, including business owners, medical professionals, executives, retirees, and more. We listen closely to your hopes, goals, and dreams, and then develop strategies and action plans to help you achieve your legacy. Take the next step toward financial planning with KWA. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is independent of Raymond James Financial Services. Please note that links provided are for information purposes only, and Raymond James does not endorse or sponsor any listed websites. Visit us at our Paducah location to start planning for your financial future.
Todd Metcalf - Financial Advisor, Ameriprise Financial Services, LLC
Todd Metcalf is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 12700 Townepark Way in Louisville, Kentucky. With years of experience in the finance industry, Todd is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Todd Metcalf can provide personalized financial advice and guidance to help you make informed decisions. Contact Todd Metcalf at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards financial security.
Edward Jones - Financial Advisor: Jordan T Coomes
Edward Jones - Financial Advisor: Jordan T Coomes is a trusted finance institution located at 1470 Chelsa Drive in Madisonville, Kentucky, United States. With a focus on personalized financial planning and investment strategies, Jordan T Coomes provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Contact Jordan T Coomes today to schedule a consultation and start building a solid financial plan tailored to your individual needs.
Financial Freedom Partner
Financial Freedom Partner is a leading finance institution located at 2703 Breckenridge Street in Owensboro, Kentucky, United States. Our mission is to empower individuals and businesses to achieve financial independence through innovative solutions and expert guidance. With a team of experienced professionals, we offer a wide range of financial services including financial planning, investment management, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Freedom Partner is your trusted partner in achieving your financial goals. Visit us today and take the first step towards a secure and prosperous financial future.
Merrill Lynch Financial Advisor Valerie May Marshall
Merrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."
Smith Insurors Inc
Smith Insurors Inc. is an independent insurance agency located at 130 East Pike Street in Cynthiana, Kentucky. We specialize in providing tailored insurance packages to meet the unique needs of your business. Our team of experienced agents is committed to finding the best deal for our customers, taking into consideration factors such as price, service, claims handling, and financial strength. In addition to commercial insurance, we also offer personal insurance to protect your home and belongings. Life and health coverages are available to complete your insurance package and provide peace of mind for you and your loved ones.
Fifth Third Securities - Phil Weber, CFP®
Fifth Third Securities - Phil Weber, CFP® is a reputable finance institution located at 2064 Declaration Drive in Independence, Kentucky, United States. With the expertise of Certified Financial Planner, Phil Weber, clients can expect personalized financial solutions tailored to their individual needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Fifth Third Securities provides professional guidance and support to help you achieve your financial goals. Trust in Fifth Third Securities - Phil Weber, CFP® for reliable and comprehensive financial services.
H&R Block
H&R Block is a reputable accounting and finance institution located at 1840 Declaration Drive in Independence, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you reach your financial goals. Contact us today to schedule a consultation and see how H&R Block can help you manage your finances effectively.
Janet Sticklen Tax Services
Janet Sticklen Tax Services is a reliable accounting and finance institution located at 109 Locust Street in Brooksville, 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 help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Janet Sticklen Tax Services for all your financial needs.
Byrne Insurance Group
Byrne Insurance Group (BIG) is a trusted partner for CEOs, HR managers, business owners, families, and individuals, located at 9401 Williamsburg Plaza in Louisville, Kentucky, United States. As a full-service independent insurance agency, we offer comprehensive insurance solutions with a local presence in Kentucky, Indiana, Tennessee, and California, serving clients throughout the United States. Our team provides customized insurance and financial services tailored to fit your personal or company’s needs, with a focus on cost-savings and risk management. We are committed to delivering an uncommon level of technical expertise, personal service, and value-priced insurance products to our customers. Trusted and referred by financial advisors, CPAs, doctors, HR professionals, and our community, we are dedicated to protecting what matters most to you. Contact us today for coverage that can help attract, retain, and protect your team, as well as coverage and risk management solutions for companies of all sizes. Get the quality and secure coverage you deserve with Byrne Insurance Group.
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.
Bradshaw & Weil, Inc.
Bradshaw & Weil, Inc. is a finance and insurance agency located at 630 Jefferson Street in Paducah, Kentucky, United States. Our office hours are Monday to Thursday from 8:30 a.m. to 4:30 p.m. and Friday from 8:30 a.m. to 2:00 p.m. We specialize in helping clients manage their finances to pursue their goals. Whether you need insurance coverage or assistance with retirement planning, our independent team of insurance agents and financial professionals can provide personalized recommendations to suit your needs. We offer a range of services including life insurance, Medicare supplements, and annuities. Bradshaw & Weil, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC. Please note that neither the firm nor its agents can provide tax or legal advice, so it is recommended to consult with a qualified professional before making any financial decisions. Contact us today to schedule a meeting and secure your financial future.
SCJ Fiduciary Services
SCJ Fiduciary Services, located at 4102 Ballard Woods Drive in Smithfield, Kentucky, is a finance institution dedicated to bringing Employee Ownership to companies nationwide. Founded by Steve James in 2017, the firm aims to empower employee owners through the creation of ESOP companies. With the vision of Heather Driscoll, SCJ Fiduciary Services has experienced significant growth, now boasting a team of 11 full-time employees and 3 Individual Independent Trustees located across the country. The firm supports employee owners in 35 states nationwide, with the Independent Trustees Steve James, Kjersti Corey, and Drew Schaefer collectively bringing over 55 years of experience in the ESOP industry. SCJ Fiduciary Services strives to facilitate a seamless transition to employee ownership, allowing companies to maximize their workforce potential while providing employees with a stake in the company's success.
Larry E Botts, Ceo - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates
Larry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.
Charles M Moore Insurance Agency
Charles M. Moore Insurance Agency, located at 417 North Main Street in Franklin, Kentucky, is a leading independent insurance agency in the state. With a team of professional and dedicated staff, we have earned the trust of our clients and the insurance companies we represent. We work with over 150 insurance companies to provide comprehensive insurance programs at competitive prices for both personal and business needs. For families, we offer tailored insurance programs to protect homes, autos, and other valuable possessions. For businesses, we develop solutions to reduce risks and provide the right insurance coverage. Our employee benefits program goes beyond medical coverage to ensure comprehensive benefits for your employees.
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