Professional financial advisor in Kentucky
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Financial Solutions
● ClosedFinancial Solutions is a leading finance institution located at 309 West Jefferson Street in La Grange, Kentucky, United States. Our team of experienced professionals is dedicated to providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for assistance with investments, retirement planning, or managing your finances, we are here to help. Visit us today to learn more about how we can help you achieve your financial goals.
309 W Jefferson St, La Grange, KY 40031, United States -
ABRI | Financial Planner
● ClosedABRI | 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.
333 E Short St Suite 210, Lexington, KY 40507, United States -
Legacy Financial Investment Services - Raymond James
● OpenLegacy Financial Investment Services - Raymond James is a reputable finance institution located at 3822 North Mayo Trail in Pikeville, Kentucky, United States. With a strong focus on providing top-notch financial investment services, they offer a wide range of options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, their team of experienced professionals is dedicated to helping you make sound financial decisions. Trust Legacy Financial Investment Services - Raymond James to provide personalized solutions tailored to your specific needs and goals.
3822 N Mayo Trail, Pikeville, KY 41501, United States -
Edward Jones - Financial Advisor: Matt Turpin
● ClosedEdward Jones - Financial Advisor: Matt Turpin is a trusted financial institution located at 1012 North 12th Street in Middlesboro, Kentucky. As a dedicated finance professional, Matt Turpin provides personalized financial advice and services to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Matt Turpin is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start your journey towards financial success.
1012 N 12th St Suite 2, Middlesboro, KY 40965, United States -
Edward Jones - Financial Advisor: David B Whitlock, ABFP™|AAMS™
● ClosedEdward Jones - Financial Advisor: David B Whitlock, ABFP™|AAMS™ is a reputable finance institution located at 1932 West Cumberland Avenue in Middlesboro, Kentucky, United States. With a focus on personalized financial planning and investment strategies, David B Whitlock offers expert advice and guidance to help clients achieve their financial goals. As an Accredited Asset Management Specialist and Accredited Behavioral Financial Professional, David B Whitlock is dedicated to providing top-notch service and support to each and every client. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Edward Jones - Financial Advisor: David B Whitlock, ABFP™|AAMS™ is the trusted partner you need for all your financial needs.
1932 W Cumberland Ave, Middlesboro, KY 40965, United States -
Professional Tax Service
● ClosedProfessional Tax Service is a reputable accounting and finance institution located at 600 U.S. 31 West Bypass in Bowling Green, Kentucky, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses alike. Our dedicated staff is committed to helping our clients navigate the complexities of tax laws and regulations to ensure compliance and maximize savings. Whether you need assistance with tax preparation, planning, or consulting, Professional Tax Service is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our expertise can make for your financial well-being.
600 U.S. 31 W Bypass, Bowling Green, KY 42101, United States -
First Financial Credit
● ClosedFirst Financial Credit is a leading finance institution located at 501 University Drive in Prestonsburg, Kentucky, United States. We provide a wide range of financial services including personal loans, mortgages, and credit cards. Our team of experienced professionals is dedicated to helping our customers achieve their financial goals and providing personalized solutions to meet their needs. With a commitment to excellent customer service and competitive rates, First Financial Credit is here to support you on your financial journey.
501 University Dr, Prestonsburg, KY 41653, United States -
Mutual of Omaha Advisors - Bluegrass Mountain - Ashland
● ClosedMutual of Omaha Advisors - Bluegrass Mountain - Ashland is a health and insurance agency located at 12544 U.S. 60, Ashland, Kentucky, United States. We have a strong focus on developing talented individuals through our comprehensive advisor training program, which is designed similar to a graduate school education in entrepreneurship. Our advanced curriculum equips our advisors with the necessary knowledge and tools to confidently start as a Mutual of Omaha financial advisor. We provide marketing strategies and tools to help our advisors gain valuable exposure and build their digital brand. Our world-class CRM, extensive material library, and resources are available to support the growth of your business. We offer a supportive work environment that considers both your life and the lives of your clients, with future growth opportunities within the company.
12544 US-60, Ashland, KY 41102, United States -
Elizabeth Topping - Mutual of Omaha Advisor
● ClosedElizabeth Topping - Mutual of Omaha Advisor is an insurance agency located at 1212 Bath Avenue in Ashland, Kentucky, United States. Specializing in providing services to clients in the Tri-State area (KY, OH, and WV), Elizabeth Topping is dedicated to offering guidance and consistent service in developing, implementing, and maintaining comprehensive business and individual strategies. As a licensed insurance agent and investment professional with Mutual of Omaha, Elizabeth works diligently to meet the needs of her clients. Customers can trust in her expertise and commitment to helping them navigate the complexities of insurance and investments. Please note that Insurance Agents who are not securities licensed will not be listed on FINRA BrokerCheck.
1212 Bath Ave Suite 408, Ashland, KY 41101, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a leading finance institution located at 7690 Mall Road in Florence, Kentucky, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized advice and guidance to help you make informed decisions. Visit Raymond James Financial Services today to start building a solid financial foundation for tomorrow.
7690 Mall Rd, Florence, KY 41042, United States -
Edward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™ is a reputable financial institution located at 1121 Bath Avenue in Ashland, Kentucky, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, including Certified Financial Planner Scott Rigsby, clients can trust in the expertise and dedication of this institution to provide sound financial advice and strategies. Whether planning for retirement, investing for the future, or managing wealth, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1121 Bath Ave Suite 3, Ashland, KY 41101, United States -
Edward Jones - Financial Advisor: Ryan D Rice
● ClosedEdward Jones - Financial Advisor: Ryan D Rice is a trusted financial institution located at 1113 Bellefonte Road in Flatwoods, Kentucky, United States. As a dedicated finance professional, Ryan D Rice provides personalized financial advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Ryan D Rice is committed to providing you with expert financial services tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ryan D Rice is your go-to destination for all your financial planning needs.
1113 Bellefonte Rd Suite A, Flatwoods, KY 41139, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1999 Winchester Avenue in Ashland, Kentucky, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services provides personalized advice and solutions tailored to each client's unique needs. Whether you are looking for investment guidance, retirement planning, or wealth management services, Raymond James Financial Services is dedicated to helping you secure your financial future.
1999 Winchester Ave, Ashland, KY 41101, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 900 Diederich Boulevard in Russell, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to individuals and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Raymond James Financial Services is committed to providing personalized and professional services to meet your needs.
900 Diederich Blvd, Russell, KY 41169, United States -
Keith Akers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKeith Akers is a Financial Advisor at Ameriprise Financial Services, LLC located at 5311 Kentucky 321, Prestonsburg, Kentucky, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Keith Akers specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.
5311 KY-321 #2, Prestonsburg, KY 41653, United States -
Edward Jones - Financial Advisor: Kevin J Young
● OpenEdward Jones - Financial Advisor: Kevin J Young is a trusted financial institution located at 1605 Scherm Road in Owensboro, Kentucky. As a dedicated finance professional, Kevin J Young provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Kevin J Young offers expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Kevin J Young today to start planning for a secure financial future.
1605 Scherm Rd Suite 2, Owensboro, KY 42301, United States -
Empower Financial Group
● ClosedEmpower Financial Group is a comprehensive financial, health, and insurance agency located at 7430 U.S. Highway 42 in Florence, Kentucky. Our team of experts is dedicated to empowering individuals and businesses to achieve their financial goals through tailored solutions and personalized services. Whether you are looking for assistance with investments, retirement planning, health insurance, or other financial needs, our experienced professionals are here to help. Visit us today to discover how Empower Financial Group can help you secure a brighter financial future.
7430 U.S. Hwy 42 #105, Florence, KY 41042, United States -
Prudential | Niranjan Shah | Life Insurance & Financial Services
● OpenPrudential | Niranjan Shah | Life Insurance & Financial Services is a renowned finance and insurance agency located in Fort Thomas, Kentucky, United States. With a focus on providing top-quality life insurance and financial services, our institution is dedicated to helping individuals and families secure their financial future. Led by experienced professionals like Niranjan Shah, we offer a wide range of insurance products and financial planning services to meet the diverse needs of our clients. Whether you are looking for life insurance coverage or seeking expert financial advice, Prudential is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you in protecting and growing your wealth.
3 Crown Point Court, Suite 100/140, KY 45241, United States -
Bosch Financial
● ClosedBosch Financial is a leading finance institution located at 7620 Dixie Highway in Florence, Kentucky, United States. With a strong reputation for providing top-notch financial services, Bosch Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Bosch Financial today to discover how they can help you secure a prosperous financial future.
7620 Dixie Hwy, Florence, KY 41042, United States -
Mueller Financial, Inc.
● ClosedMueller Financial, Inc. is a reputable finance institution located at 6900 Houston Road in Florence, Kentucky, United States. Our team of experienced financial experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or wealth management, our professionals are here to help you achieve your financial goals. At Mueller Financial, Inc., we prioritize our clients' financial well-being and strive to provide personalized solutions tailored to their unique needs. Trust us to guide you towards a secure financial future.
6900 Houston Rd STE 31, Florence, KY 41042, United States -
Millson-Walker Financial Group
● ClosedMillson-Walker Financial Group is a finance institution located at 7000 Houston Road in Florence, Kentucky, United States. They offer a range of securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. The institution provides interesting calculators on their site for clients to review. Please note that neither Osaic Wealth, Inc. nor their representatives provide tax or legal services. This communication is intended for individuals residing in specific states, including KY, OH, IN, WI, CA, FL, TN, MO, IL, MD, MI, MN, NC, NY, OK, and VA. Residents of other states should not make offers or accept services from this institution. It is important to note that when you click on any external websites or hyperlinks provided on their site, you assume full responsibility and risk. The institution does not guarantee the accuracy or completeness of information on external websites. Be sure to check the background of their investment professional before engaging in any services.
7000 Houston Rd STE 13, Florence, KY 41042, United States -
Mle Tax Advisors Inc
● ClosedMle 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.
1655 Burlington Pike #112, Florence, KY 41042, United States -
Evergreen Advisors Inc.
● ClosedEvergreen Advisors Inc. is a leading finance institution located at 40 West 5th Street in Covington, Kentucky, United States. With a team of experienced financial advisors, they provide a wide range of services including investment management, financial planning, and retirement planning. Their goal is to help clients achieve their financial goals and secure their financial future. Evergreen Advisors Inc. is dedicated to providing personalized and professional financial guidance to individuals and businesses alike.
40 W 5th St, Covington, KY 41011, United States -
Legacy Financial
● ClosedLegacy Financial is a finance institution located at 117 East 4th Street in Covington, Kentucky, United States. At Legacy Financial, we believe that your wealth is more than just money - it's about aligning your treasure with your heart. Our team of financial professionals will work closely with you to understand your vision, values, and goals, helping you align your actions with your intentions in your finances. Our multi-disciplinary team brings together expertise in investment, insurance, tax, and estate planning to develop a holistic financial plan tailored to your unique needs. We begin by focusing on understanding you and what matters most to you, ensuring that your finances reflect your priorities.
117 E 4th St, Covington, KY 41011, United States -
Merrill Lynch Financial Advisor Katelyn L Augustine
● ClosedMerrill Lynch Financial Advisor Katelyn L Augustine is a finance institution located at 300 Buttermilk Pike, Suite 320, Fort Mitchell, Kentucky, United States. The institution offers investment insights from Merrill and banking convenience from Bank of America. The team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They focus on helping affluent households and small business owners pursue meaningful goals, working with outside professionals to understand financial situations and goals. The institution provides personalized strategies tailored to funding education, retirement planning, and wealth transfer to the next generation. The advisors are committed to helping clients achieve their goals by making their needs a priority, with a transparent and thoughtful investment approach. The institution offers sustainable and impact investing options, as well as financial tools and premier customer service based on unique circumstances. The Merrill team works with clients to define and prioritize financial goals through the Merrill Personal Wealth Analysis™. They understand that life and financial markets change over time, regularly checking in with clients to discuss changes and adjust financial approaches as needed. The institution offers a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor to guide clients through every financial decision and goal.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
Merrill Lynch Financial Advisor David J Gray
● ClosedMerrill Lynch Financial Advisor David J Gray is a finance institution located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. They provide investment insights from Merrill and access to banking convenience and lending solutions from Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial strategies tailored to your goals, whether it's funding your children's education, planning for retirement, or transferring wealth to the next generation. The institution offers sustainable and impact investing options, as well as personalized financial planning based on your unique circumstances and goals. The team of advisors at Merrill Lynch is committed to helping you achieve your financial goals by putting your needs first and providing thoughtful investment guidance aligned with your priorities. They offer a one-on-one relationship with a dedicated advisor who will work with you to create a financial approach that reflects your personality and helps you address market fluctuations and life changes. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor David J Gray is dedicated to helping you live your best financial life.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
Rawe Financial Group Llc
● OpenRawe Financial Group LLC is a leading finance institution located at 541 Buttermilk Pike in Crescent Springs, Kentucky, United States. With a team of experienced professionals, Rawe Financial Group LLC provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Rawe Financial Group LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust in Rawe Financial Group LLC for expert financial guidance and support.
541 Buttermilk Pike Ste 108, Crescent Springs, KY 41017, United States -
AlphaMark Advisors
● OpenAlphaMark Advisors is a leading finance institution located at 810 Wright's Summit Parkway in Fort Wright, Kentucky, United States. Specializing in investment management and financial planning, AlphaMark Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, AlphaMark Advisors provides expert advice and guidance to individuals and businesses looking to build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your investments, AlphaMark Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
810 Wright's Summit Pkwy #100, Fort Wright, KY 41011, United States -
Everest Financial, Inc.
● ClosedEverest Financial, Inc. is a leading finance institution located at 305 Artillery Park Drive in Fort Mitchell, Kentucky, United States. With a strong reputation for providing top-notch financial services, Everest Financial, Inc. offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, Everest Financial, Inc. has a team of experienced professionals ready to help. Visit us today and let us guide you towards a secure financial future.
305 Artillery Park Dr #202, Fort Mitchell, KY 41017, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 8176 Mall Road in Florence, Kentucky, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial guidance and tax preparation assistance to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Trust us to help you achieve your financial goals and secure a stable financial future.
8176 Mall Rd, Florence, KY 41042, United States
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