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TOP 30 Real estate financial planning in Kentucky
21 results found
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Jeffrey Bellucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jeffrey Bellucci is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. He holds several prestigious 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®, CFP®, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. Jeffrey Bellucci is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and real-world application of investment concepts.
Bob Green Real Estate & Tax
Bob Green Real Estate & Tax is a reputable institution located in Milton, Kentucky, United States. Specializing in accounting and finance services, they provide expert advice and assistance in real estate transactions and tax matters. With a team of experienced professionals, they offer personalized solutions to meet the unique needs of each client. Whether you are buying or selling a property, or need help with tax planning and preparation, Bob Green Real Estate & Tax is dedicated to helping you achieve your financial goals. Visit them at 1076 Fisher Ridge Road for top-notch services in accounting and finance.
Baird & Baird PSC
Baird & Baird PSC, located at 162 2nd Street in Pikeville, Kentucky, is dedicated to providing experienced and cost-efficient legal services that foster long-standing client relationships based on trust. Our priority is our clients, and we strive to offer quick response times, personalized attention, easy accessibility, and exceptional customer service. We make it a point to understand our clients' businesses and the industry-specific legal challenges they face. With over 75 years of experience, our family-run firm values enduring client relationships and believes that one-on-one attention is essential to building trust, dependability, and transparency. We are committed to eliminating unnecessary fees by providing strategic solutions, timely case management, and direct client interaction. Our focus remains on our clients' goals throughout the legal process, with continuous communication on risk assessment and the cost of engagement.
Conder & Associates PLLC
Conder & Associates PLLC is a reputable accounting and finance institution located at 6900 Houston Road in Florence, Kentucky, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Conder & Associates PLLC today to see how they can help you achieve your financial goals.
Farm Credit Mid-America
Farm Credit Mid-America is a financial institution located at 7112 AA Highway in Maysville, Kentucky. We provide financial services and support to farmers, agribusinesses, and rural communities in the Midwestern United States. Our mission is to help our customers succeed by offering competitive loan rates, flexible terms, and personalized financial solutions. Whether you're looking to purchase land, equipment, or livestock, our team of experts is here to help you achieve your goals. Visit us today to learn more about how Farm Credit Mid-America can support your agricultural needs.
Bluegrass Wealth Advisors
Bluegrass Wealth Advisors is a finance institution located at 1925 Frederica Street in Owensboro, Kentucky, United States. Our team of Financial Advisors can provide you with the advice and guidance needed to focus on your financial goals, whether you are saving for retirement, your children's education, or any other long-term goal. We are backed by the resources, expertise, and investment selection of one of the nation's most recognized financial services companies. Our services include estate planning, investment strategies, retirement planning, and more. We offer insights from Wells Fargo Investment Institute on the economy, equities, fixed income, real assets, and alternative investments. Our goal is to help you plan for the future and navigate through the complexities of managing your wealth.
Hayden & Co PSC
Hayden & Co PSC is a reputable accounting and finance institution located at 404 West 7th Street in Owensboro, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized attention sets us apart from other firms, making us a trusted partner for all your accounting and financial needs. Whether you need help with tax planning, bookkeeping, or financial consulting, Hayden & Co PSC is here to help you achieve your financial goals. Contact us today to schedule a consultation.
Professional Management, LLC
Professional Management, LLC is a reputable institution located at 3115 Commonwealth Court in Owensboro, Kentucky. We specialize in providing top-notch management services for various industries, including real estate, finance, and marketing. Our team of experienced professionals is dedicated to helping businesses thrive and succeed in today's competitive market. Whether you need assistance with property management, financial planning, or strategic marketing, Professional Management, LLC is here to help. Contact us today to learn more about how we can support your business goals.
River Valley AgCredit
River Valley AgCredit is a unique finance and insurance agency located at 12350 U.S. 60 in Kevil, Kentucky, United States. Specializing in serving the agricultural community, we are a federally-chartered cooperative that reinvests our profits back into our member-borrowers. Whether you are a farmer, rancher, resident, or rural business owner, we are here to provide you with low rates and superior service. Our experienced loan officers are experts in rural and large acreage properties, ensuring that you receive the best financing options available. In addition to our financial services, we also offer a podcast called Back to Your Roots, where we explore all things farming, faith, family, and financing, guiding you back to the basics of rural living. Let River Valley AgCredit help you thrive in the agriculture industry and beyond.
T's Notary Services
T's Notary Services is a trusted finance institution located at 133 Brentlawn Drive in Frankfort, Kentucky, United States. We specialize in providing professional notary services for all your financial and legal documents. Our experienced team is dedicated to ensuring that all your paperwork is completed accurately and efficiently. Whether you need documents notarized for real estate transactions, loan signings, or other legal matters, you can trust T's Notary Services to handle it with professionalism and care. Visit us today to experience our top-notch services.
Grace CPA, PSC
Grace CPA, PSC is a trusted accounting and finance institution located at 3940 Bardstown Road in Louisville, Kentucky, United States. At Grace CPA, PSC, our focus is on listening to our clients in order to provide personalized solutions to their accounting and tax needs. Our services include Small Business Accounting, Business and Financial Consulting, Cloud Accounting, Business Incorporation, Outsourced Accounting and Bookkeeping, Payroll Services, QuickBooks™ Setup & Support, Tax Planning, Tax Preparation, and more. We cater to a wide range of industries such as Hospitality, Manufacturing, Medical Practices, Oil and Gas, Real Estate, and Technology. Our team serves clients in Louisville, Lexington, Jeffersonville, Northern Kentucky, and surrounding areas.
Trinity Tax & Bookkeeping PSC
Trinity Tax & Bookkeeping PSC is an accounting and finance institution located at 3400 Hamlin Chapel Road in Beaver Dam, Kentucky, United States. Lead by Mike Gledhill, a CPA with over 20 years of experience in tax and accounting, our firm offers a wide range of services including bookkeeping, tax planning and compliance, payroll, and audit representation. We cater to both large and small businesses, high-net-worth individuals, and various industries such as real estate, construction, healthcare, and professional services. Our goal is to provide efficient and personalized support to meet the specific needs of our clients, whether in Kentucky or any of the 50 U.S. states. Contact Trinity Tax & Bookkeeping PSC for all your accounting and tax needs.
Dean Dorton
Dean Dorton is a leading professional services firm located in Louisville, Kentucky, specializing in accounting, finance, and technology solutions. Our experienced team of business advisors offers expertise in every industry, providing comprehensive services across finance, operations, and technology. We are dedicated to transforming your business for the better, offering proactive tax planning, strategic growth insights, and real-time financial performance tracking. With a focus on innovation and data-driven strategies, we help you navigate growth, profitability, and key financial decisions. Our holistic approach to problem-solving and customized solutions sets us apart as trusted advisors committed to your long-term success. Whether you need assistance with tax planning, technology implementation, or estate planning, Dean Dorton has the expertise and resources to support your business goals. Contact us today to learn more about how we can help you achieve your aspirations and overcome challenges.
Denson & Co., LLC
Denson & Co., LLC is a trusted institution located at 612 North Main Street in Nicholasville, Kentucky, United States. We specialize in accounting, finance, and real estate agency services. With over 30 years of experience, our team is dedicated to helping businesses and individuals succeed. We offer a range of services including bookkeeping, tax planning, and strategy. Our team works closely with clients, providing personalized and proactive solutions. You can reach us at (859) 885-7798 in Nicholasville or (859) 440-1405 in Lexington. Contact us today to schedule an appointment and experience the highest quality of service possible.
Tasana Isaacs Notary Public
Tasana Isaacs Notary Public is a trusted financial institution located at 157 Garnet Drive in Nicholasville, Kentucky. As a notary public, Tasana Isaacs provides professional and reliable notarization services for a variety of legal documents. With years of experience and expertise in the field, clients can trust Tasana Isaacs Notary Public to handle their important documents with care and efficiency. Whether you need a document notarized for personal or business purposes, Tasana Isaacs Notary Public is dedicated to providing exceptional service to meet your needs.
Doug Martin Law Office
Doug Martin Law Office, located at 1031 Wellington Way in Lexington, Kentucky, is led by R. Douglas Martin, a seasoned business and commercial real estate attorney with over 33 years of experience. With a background in both state and local government, as well as working for some of Kentucky's largest law firms, Doug brings a wealth of knowledge and expertise to his practice. At Doug Martin Law Office, PLLC, clients can expect top-notch legal representation and personalized service in a variety of business, real estate, and estate planning matters. Doug is dedicated to providing his clients with the highest level of expertise and guidance to help them navigate complex legal issues and achieve their goals. Whether you are starting a new business, buying or selling real estate, or planning for the future, Doug Martin Law Office is committed to helping you every step of the way.
Casey Bailey & Maines, PLLC
Casey Bailey & Maines, PLLC is a reputable institution located at 3151 Beaumont Centre Circle in Lexington, Kentucky. Specializing in accounting, finance, and legal services, the firm provides expert guidance and support to individuals and businesses in need of professional assistance. With a team of experienced professionals, Casey Bailey & Maines, PLLC is dedicated to helping clients navigate complex financial and legal matters with precision and care. Whether you need help with tax planning, financial consulting, or legal representation, you can trust Casey Bailey & Maines, PLLC to deliver exceptional service tailored to your specific needs.
Fowler Bell PLLC
Fowler Bell PLLC is a prestigious finance and law firm located in the heart of Lexington, Kentucky. With a strong reputation for providing top-notch legal services, our team of experienced attorneys is dedicated to helping clients navigate complex financial and legal matters. Whether you are in need of assistance with business transactions, estate planning, real estate law, or any other legal issue, our firm is here to provide expert guidance and support. Visit us at 300 West Vine Street to learn more about how Fowler Bell PLLC can help you achieve your financial and legal goals.
Grace CPA, PSC
Grace CPA, PSC is a premier accounting and finance institution located at 9850 Von Allmen Court in Louisville, Kentucky, United States. Our dedicated team believes that listening is key to understanding our clients' needs and helping them achieve their financial goals. We offer a wide range of services including Small Business Accounting, Business Consulting, Cloud Accounting, Tax Planning, and more. Our experienced professionals cater to a variety of industries such as Hospitality, Manufacturing, Medical Practices, Real Estate, and Technology. Whether you are a startup or a well-established business, we provide quality accounting services tailored to your specific requirements.
R.E. Pierce & Associates
R.E. Pierce & Associates is a reputable accounting and finance firm located at 4965 U.S. 42 in Louisville, Kentucky. With years of experience in providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professional staff is here to provide personalized and reliable services. Trust R.E. Pierce & Associates to handle all your accounting and finance needs with professionalism and expertise.
Lutz & Associates
Lutz & Associates is a reputable accounting and finance institution located in Madisonville, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting. Clients can trust Lutz & Associates to provide accurate and reliable financial advice to help them reach their goals.
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- Real estate financial planning in Beaver Dam
- Real estate financial planning in Florence
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- Real estate financial planning in Lexington
- Real estate financial planning in Louisville
- Real estate financial planning in Madisonville
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- Real estate financial planning in Nicholasville
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- Real estate financial planning in Pikeville
List of local businesses, places and services in Kentucky
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