TOP 30 Retirement and investment advisor in Kentucky
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Investment Services
● OpenInvestment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1104 Tanbark Rd, Lexington, KY 40515, 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 -
U.S. Bancorp Investments - Financial Advisors: Misty Standifur
● ClosedU.S. Bancorp Investments - Financial Advisors: Misty Standifur is a trusted financial institution located at 131 Main Street in Pikeville, Kentucky. Our team of experienced financial advisors, led by Misty Standifur, is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to make informed financial decisions. Whether you are planning for retirement, saving for college, or looking to grow your wealth, U.S. Bancorp Investments is here to help you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
131 Main St, Pikeville, KY 41501, United States -
Edward Jones - Financial Advisor: A.O. Onkst II, AAMS™
● ClosedEdward Jones - Financial Advisor: A.O. Onkst II, AAMS™ is a reputable financial institution located at 171 Hibbard Street in Pikeville, Kentucky, United States. As a trusted advisor, A.O. Onkst II, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: A.O. Onkst II, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence.
171 Hibbard St Suite 1, Pikeville, KY 41501, United States -
Cornerstone Investment Group
● ClosedCornerstone Investment Group is a finance institution located at 140 Adams Lane in Pikeville, Kentucky, United States. Our team is dedicated to staying ahead in the rapidly changing economy and working closely with our clients to meet and exceed their expectations. With years of experience, we offer a diverse range of services tailored to each client's individual financial goals and objectives. We collaborate with CPAs, attorneys, and other professionals to provide comprehensive solutions for our clients. What sets us apart is the strong relationships we build with our clients, based on trust, honesty, and respect. Visit FINRA's BrokerCheck to learn more about our financial advisors. We are here to guide you on your financial journey and help you achieve your goals. Securities are offered through Osaic Wealth, Inc., member FINRA/SIPC. Our services are available to residents in Kentucky, Ohio, West Virginia, Florida, Maryland, Pennsylvania, and Louisiana. Contact us today to learn more about how we can assist you in reaching your financial aspirations.
140 Adams Ln #200, Pikeville, KY 41501, United States -
U.S. Bancorp Investments - Financial Advisors: Lyle Blackburn
● OpenU.S. Bancorp Investments - Financial Advisors: Lyle Blackburn is a finance institution located at 131 Main Street in Pikeville, Kentucky, United States. Our team of experienced financial advisors, led by Lyle Blackburn, is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our advisors provide personalized guidance and expertise to help you make informed decisions. Trust U.S. Bancorp Investments - Financial Advisors: Lyle Blackburn to provide you with the financial solutions you need to secure your financial future.
131 Main St, Pikeville, KY 41501, United States -
Community Trust and Investment Company
● ClosedCommunity Trust and Investment Company is a trusted financial institution located at 346 North Mayo Trail in Pikeville, Kentucky, United States. We specialize in providing personalized trust and investment services to our clients, helping them manage and grow their wealth. Our team of experienced professionals is dedicated to building long-term relationships with our clients and providing them with expert financial advice tailored to their individual needs. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Community Trust and Investment Company is here to help you achieve your financial goals.
346 N Mayo Trail, Pikeville, KY 41501, United States -
Edward Jones - Financial Advisor: JC Hensley, AAMS™
● OpenEdward Jones - Financial Advisor: JC Hensley, AAMS™ is a trusted financial institution located at 4525 North Mayo Trail in Pikeville, Kentucky, United States. Specializing in finance, they offer personalized investment strategies and financial planning services to help individuals achieve their financial goals. With a focus on building long-term relationships with their clients, JC Hensley, AAMS™ provides expert advice and guidance to navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: JC Hensley, AAMS™ is dedicated to helping you secure a stable financial future.
4525 N Mayo Trail, Pikeville, KY 41501, United States -
Edward Jones - Financial Advisor: Eli Broughton, AAMS™
● ClosedEdward Jones - Financial Advisor: Eli Broughton, AAMS™ is a reputable finance institution located at 111 Union Street in Barbourville, Kentucky, United States. Eli Broughton, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals and secure their financial future. As an Accredited Asset Management Specialist (AAMS™), Eli provides personalized financial planning and investment strategies tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Eli Broughton, AAMS™ is a trusted partner in financial success.
111 Union St, Barbourville, KY 40906, 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 -
Wealthline Financial Advisors -Morehead
● ClosedWealthline Financial Advisors in Morehead, Kentucky is a reputable finance and insurance agency located at 749 West 1st Street. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to invest, plan for retirement, or protect your assets with insurance, we are here to provide you with the support and resources you need to secure your financial future. Contact us today to schedule a consultation and start building a solid financial foundation with Wealthline Financial Advisors.
749 W 1st St, Morehead, KY 40351, 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 -
Edward Jones - Financial Advisor
● ClosedEdward Jones - Financial Advisor is a well-established finance institution located at 315 Broadway Street in Paintsville, Kentucky. Our dedicated team of financial advisors is committed to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to empower our clients to make informed decisions about their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing a stable financial future.
315 Broadway St, Paintsville, KY 41240, United States -
Benjamin Gehrke - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBenjamin Gehrke is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky. With a focus on providing personalized financial advice and guidance, Benjamin helps clients navigate their financial goals and plan for a secure future. Ameriprise Financial Services, LLC is a trusted name in the finance industry, offering a wide range of services to help individuals and families achieve their financial objectives. Contact Benjamin Gehrke today to schedule a consultation and start planning for a brighter financial future.
130 Dudley Pike Ste 250, Edgewood, KY 41017, 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: Eric A Baker, AAMS™
● ClosedEdward Jones - Financial Advisor: Eric A Baker, AAMS™ is a reputable financial institution located at 1744 Winchester Avenue, Ashland, Kentucky, United States. Specializing in finance, Eric A Baker is a trusted advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Eric A Baker utilizes his expertise and the resources of Edward Jones to create tailored financial solutions for each individual. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Eric A Baker, AAMS™ is dedicated to helping you navigate the complex world of finance with confidence.
1744 Winchester Ave, Ashland, KY 41101, United States -
Edward Jones - Financial Advisor: Dave Hanzel II
● ClosedEdward Jones - Financial Advisor: Dave Hanzel II is a finance institution located at 2025 13th Street in Ashland, Kentucky, United States. As a trusted financial advisor, Dave Hanzel II provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dave Hanzel II is committed to helping individuals and families make informed decisions about their finances. Contact them today to schedule a consultation and start planning for a secure financial future.
2025 13th St, 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 -
Edward Jones Investments
● OpenEdward Jones Investments is a renowned finance institution located in Ashland, Kentucky, United States. Situated at Mayo Plaza, this institution offers a wide range of investment services and financial planning options to help individuals achieve their financial goals. With a team of experienced financial advisors, Edward Jones Investments provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Edward Jones Investments is dedicated to helping you make informed decisions and secure your financial future.
Mayo Plaza, Ashland, KY 41101, United States -
Community Trust and Investment Company
● ClosedCommunity Trust and Investment Company is a finance institution located at 1544 Winchester Avenue in Ashland, Kentucky, United States. With a focus on building trust within the community, this company offers a range of investment services to help individuals and businesses achieve their financial goals. From wealth management to retirement planning, their team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs of each client. Whether you are looking to grow your assets or secure your financial future, Community Trust and Investment Company is committed to helping you succeed.
1544 Winchester Ave, Ashland, KY 41101, United States -
Edward Jones - Financial Advisor: Jerome Flynn, CFP®
● ClosedEdward Jones - Financial Advisor: Jerome Flynn, CFP® is a trusted financial institution located at 100 Ag Way in Stanford, Kentucky, United States. With a focus on providing personalized financial planning and investment services, Jerome Flynn, a Certified Financial Planner, helps clients navigate their financial goals and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to helping you achieve your financial objectives. Contact Jerome Flynn today to schedule a consultation and take the first step towards securing your financial future.
100 Ag Way Suite 2, Stanford, KY 40484, 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 -
Beau Stone - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBeau Stone is a financial advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Beau Stone holds multiple 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®. These certifications demonstrate Beau Stone's expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Beau Stone is dedicated to providing clients with comprehensive financial planning services tailored to their individual needs and goals.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
Edward Jones - Financial Advisor: Kisha C Burchett
● ClosedEdward Jones - Financial Advisor: Kisha C Burchett is a reputable finance institution located at 315 Broadway Street in Paintsville, Kentucky, United States. As a dedicated financial advisor, Kisha C Burchett provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Kisha C Burchett offers comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or investing for the future, Kisha C Burchett is committed to helping you navigate the complexities of the financial market and make informed decisions. Contact Edward Jones - Financial Advisor: Kisha C Burchett today to start planning for a secure financial future.
315 Broadway St, Paintsville, KY 41240, 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 -
Cornerstone Retirement Advisors, Inc. - Raymond James
● ClosedCornerstone Retirement Advisors, Inc. - Raymond James is a leading finance and insurance agency located in Maysville, Kentucky. With a focus on retirement planning and wealth management, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest in your future, or protect your assets, we offer personalized solutions tailored to your individual needs. Visit us at 901 U.S. 68 to learn more about how we can help you build a solid financial foundation for the years ahead.
901 US-68 Suite 500, Maysville, KY 41056, United States -
TRULIP Retirement Planning
● OpenTRULIP Retirement Planning is a premier finance and insurance agency located at 2734 Chancellor Drive in Crestview Hills, Kentucky, United States. Our dedicated team of experts is committed to helping individuals plan and secure their financial future during their retirement years. With personalized retirement planning services, we strive to provide our clients with peace of mind and financial security. Contact TRULIP Retirement Planning today to start planning for a comfortable and stress-free retirement.
2734 Chancellor Dr Suite 110, Crestview Hills, KY 41017, United States -
U.S. Bancorp Investments - Financial Advisors: Florence
● ClosedU.S. Bancorp Investments - Financial Advisors in Florence, Kentucky, is a trusted institution located at 8461 U.S. Highway 42. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. Visit us today to learn more about our comprehensive financial services and how we can help you secure a brighter financial future.
8461 U.S. Hwy 42, Florence, KY 41042, United States -
Millard Advisors
● OpenMillard Advisors is a reputable finance institution located at 440 6th Avenue in Dayton, Kentucky, United States. With a team of experienced financial advisors, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your individual needs. Trust Millard Advisors to guide you towards financial success and peace of mind.
440 6th Ave, Dayton, KY 41074, United States
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