TOP 10 Retirement goal setting in Kentucky
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ABRI | Financial Planner
● OpenABRI | 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 -
Best Financial Services Inc
● OpenBest Financial Services Inc is a leading finance institution located at 502 Jamestown Street in Columbia, Kentucky, United States. With a strong commitment to providing top-quality financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust Best Financial Services Inc for all your financial needs.
502 Jamestown St, Columbia, KY 42728, United States -
Investors Heritage Life Insurance Company
● OpenInvestors Heritage Life Insurance Company, located at 200 Capitol Avenue in Frankfort, Kentucky, is an insurance agency that prides itself on upholding old-fashioned values while embracing new technologies and products for the future. With a focus on providing peace of mind, comfort, and dependability to customers, Investors Heritage offers a range of insurance solutions including MYGA and FIA products designed to help individuals achieve their retirement goals with stability and flexibility. Backed by decades of experience, Investors Heritage also offers a turn-key preneed product supported by a team of experienced professionals who go the extra mile for their clients. The company has a strong tradition of providing financial tools to help people build and manage their legacies, earning a reputation for exceptional service.
200 Capital Ave, Frankfort, KY 40601, United States -
Ryan Baker - State Farm Insurance Agent
● OpenRyan Baker - State Farm Insurance Agent is an insurance agency located at 815 John Harper Highway in Shepherdsville, Kentucky. Situated in the Spring Meadow Office Condo next to The Radiant Touch wellness center, our dedicated team is here to take care of all your insurance needs. With schools back in session after the holidays, more drivers are on the road, making it essential to ensure you have the right coverage. Whether you need Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, or more, we can help you create a Personal Price Plan for you and your family. At our State Farm agency, we are committed to helping you manage risks, recover from unexpected events, and achieve your dreams. Our passion for educating and supporting our community sets us apart, ensuring that you understand your insurance coverage and feel confident in your choices. Dave, our dedicated agent, is ready to assist you with all your insurance needs, including Auto, Renters, Condo, and Home Insurance.
815 John Harper Hwy #5, Shepherdsville, KY 40165, United States -
Fernando White, Bankers Life Agent
● OpenFernando White, Bankers Life Agent is an insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the coverage that best suits their needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. Our team is here to help you start planning for the future and have important discussions with your loved ones. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve financial security in retirement. Our award-winning training programs will set you up for success and provide a rewarding career path tailored to your goals. Join us at Bankers Life and enjoy unlimited earning potential, a flexible schedule, and a supportive team environment in your local branch office. Come achieve more with us at Bankers Life!
2480 Fortune Dr Ste 130, Lexington, KY 40509, United States -
The Gleason Group
● OpenThe Gleason Group is a reputable finance institution located at 9418 Norton Commons Boulevard in Prospect, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking for investment advice, retirement planning, or assistance with wealth management, The Gleason Group is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
9418 Norton Commons Blvd #100, Prospect, KY 40059, United States -
Breidenbach Capital Consulting
● OpenBreidenbach Capital Consulting is a leading finance institution located at 101 North 7th Street in Louisville, Kentucky, United States. With a team of experienced financial experts, we provide top-notch consulting services to help individuals and businesses achieve their financial goals. Our comprehensive approach to financial planning and investment management sets us apart from the competition. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Breidenbach Capital Consulting is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
101 N 7th St #14, Louisville, KY 40202, United States -
Centerline Wealth Advisors
● OpenCenterline Wealth Advisors is a finance institution located at 10200 Forest Green Boulevard in Louisville, Kentucky, United States. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, managing investments, or looking to grow your wealth, our experienced advisors are here to assist you every step of the way. Contact us at (502) 242-1561 or email us at info@centerlinewealth.com to set up a consultation. Follow us on social media for the latest updates and insights on financial planning.
Ormsby III Bldg, 10200 Forest Green Blvd Suite 311, Louisville, KY 40223, United States -
JT Davis Asset Management
● OpenJT Davis Asset Management is a leading finance institution located at 444 East Main Street in Lexington, Kentucky, United States. With a team of experienced professionals, we specialize in providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Our commitment to excellence and integrity sets us apart in the industry, ensuring that our clients receive the highest level of service and expertise. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, JT Davis Asset Management is here to help you every step of the way.
444 E Main St #101, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Hope E Wilden
● OpenMerrill Lynch Financial Advisor Hope E Wilden is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. Wilden, Thompson & Associates values teamwork and involvement, providing clients with access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their experienced team offers personalized wealth management planning to help clients address their unique financial goals, such as retirement planning and education funding. The institution believes in building strong client relationships based on trust and personalized service, with a commitment to putting the interests of customers first. Advisors at Merrill Lynch have received recognition for exemplary client service, setting the standard in the industry. The institution offers a range of banking products through Bank of America and personalized financial planning services to help clients achieve their goals. With a focus on understanding each client's individual needs and priorities, Merrill Lynch Financial Advisor Hope E Wilden is dedicated to helping clients navigate the complexities of the financial markets and achieve financial success.
300 W Vine St, Lexington, KY 40507, United States -
Brian Renaud - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Renaud is a financial advisor at Ameriprise Financial Services, LLC, located at 12910 Shelbyville Road in Louisville, Kentucky, United States. With a focus on providing personalized financial planning services, Brian Renaud offers expertise in helping clients navigate the complexities of the financial world. Clients can access background and qualification information on FINRA's BrokerCheck website, ensuring transparency and trust in the advisor-client relationship. As a member of Ameriprise Financial Services, LLC, Brian Renaud is committed to helping clients achieve their financial goals and secure their financial futures. The institution offers a Client Relationship Summary Disclosure to provide clients with a clear understanding of the services offered and the fees involved. Additionally, clients can expect a comprehensive overview of financial planning concepts during the initial consultation, setting the stage for informed decision-making and goal-setting.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
Cooksey Financial Services
● OpenCooksey Financial Services is a leading finance institution located at 747 1/2 South Broadway Street in Georgetown, Kentucky, United States. With a team of experienced financial experts, we provide a wide range of services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cooksey Financial Services is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in financial success. Contact us today to schedule a consultation and see how we can help you secure your financial future.
747 1/2 S Broadway St, Georgetown, KY 40324, United States -
Edward Jones - Financial Advisor: Jonathan A Millay
● OpenEdward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
220 Lexington Green Cir Suite 140, Lexington, KY 40503, United States -
Stromatt & Associates
● OpenStromatt & Associates is a reputable institution located at 1500 Leestown Road in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their commitment to providing personalized and comprehensive solutions sets them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Stromatt & Associates is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
1500 Leestown Rd #140, Lexington, KY 40511, United States -
Edward Jones - Financial Advisor: J Todd Hall, AAMS™
● OpenEdward Jones - Financial Advisor: J Todd Hall, AAMS™ is a reputable financial institution located at 2944 Yorkshire Boulevard in Louisville, Kentucky, United States. Specializing in finance, J Todd Hall, AAMS™ offers expert advice and personalized financial solutions to help clients achieve their wealth management goals. With a commitment to integrity and professionalism, this institution provides top-notch services to individuals and businesses seeking financial guidance. Contact J Todd Hall, AAMS™ at Edward Jones for reliable and trustworthy financial advice.
2944 Yorkshire Blvd, Louisville, KY 40220, United States -
The Farmers Bank of Milton
● OpenThe Farmers Bank of Milton is a trusted financial institution located at 41 Ferry Street in Milton, Kentucky, United States. As a full-service bank, we offer a range of financial products and services to meet the needs of our customers. Whether you're looking to open a checking or savings account, apply for a loan, or simply access our convenient ATM services, our dedicated team is here to help you achieve your financial goals. Visit us today and experience the personalized service and community-focused approach that sets us apart from other banks.
41 Ferry St, Milton, KY 40045, United States -
Edward Jones - Financial Advisor: Jordan T Coomes
● OpenEdward 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.
1470 Chelsa Dr Suite A, Madisonville, KY 42431, United States -
Samsil & Holland, LLC
● OpenSamsil & Holland, LLC is a reputable finance institution located at 3140 Parisa Drive in Paducah, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or estate planning, Samsil & Holland, LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Contact them today to learn more about how they can help you secure your financial future.
3140 Parisa Dr, Paducah, KY 42003, United States -
Michelle Marks - Raymond James
● OpenMichelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.
4969 US-42 Ste 1600, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Brian L Marcukaitis
● OpenMerrill Lynch Financial Advisor Brian L Marcukaitis is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. At MVHBR Wealth Management Group, the team is dedicated to helping clients achieve their financial goals through personalized service and care. With the global resources of Merrill, clients are placed at the center of the wealth management process to design a goals-based financial approach. The experienced team at Merrill believes in creating a customized wealth management plan to address unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By utilizing a disciplined planning process and access to a global network of research and specialists, the team can help optimize short- and long-range goals. The institution offers personalized financial strategies tailored to individual investors, taking into account factors such as objectives, time horizon, liquidity needs, investment style, and risk tolerance. The team works collaboratively with clients to create measurable goals and track progress over time, adjusting investment strategies as needed. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Mark J Dill
● OpenLocated at 300 West Vine Street in Lexington, Kentucky, Merrill Lynch Financial Advisor Mark J Dill is a trusted institution in the finance industry. Committed to building strong relationships with their clients, the experienced team at Merrill Lynch is passionate about helping individuals and families make important financial decisions. They work closely with affluent households and small business owners to pursue meaningful goals, offering personalized strategies tailored to each client's unique needs. The dedicated advisor team at Merrill Lynch can collaborate with outside professionals such as attorneys and accountants to gain a comprehensive understanding of each client's financial situation, risk tolerance, and important goals. From funding education to planning for retirement and transferring wealth to the next generation, Merrill Lynch provides a range of services designed to help clients achieve their financial objectives.
300 W Vine St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Valerie May Marshall
● OpenMerrill 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."
300 W Vine St 10th floor, Lexington, KY 40507, United States -
Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Custis - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Scott Custis - Financial Advisor, a trusted partner in financial planning and wealth management, located at 740 Centre View Boulevard, Crestview Hills, Kentucky. With a commitment to delivering personalized financial strategies, Scott Custis offers a comprehensive suite of services to meet the diverse needs of individuals, retirees, and small business owners.
740 Centre View Boulevard, Crestview Hills, Kentucky 41017, United States -
Crystal Griggs - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Crystal Griggs - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in Crestview Hills, Kentucky. We are dedicated to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making a significant purchase like a second home. Our personalized approach begins with understanding what matters most to you and tailoring investment strategies to match your individual goals and risk tolerance. At Crystal Griggs' office, we believe in the importance of regular communication. We document your goals and meet with you regularly to review your progress, adjusting your financial plan as life evolves. With secure online access, you can track your investments and share information with us anytime, from any device.
740 Centre View Boulevard, Crestview Hills, Kentucky 41017, United States -
Kiley Byrne - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Kiley Byrne - Associate Financial Advisor at Ameriprise Financial Services, LLC, where your financial aspirations are our top priority. Located at 740 Centre View Boulevard, Crestview Hills, Kentucky, we specialize in personalized financial planning that caters to your unique goals, whether it's preparing for retirement, funding education, or making a significant purchase like a second home. Our approach begins with understanding what matters most to you. We provide tailored investment, asset allocation, and portfolio recommendations based on your individual objectives and risk tolerance. Together, we document your goals, regularly review your progress, and adapt your financial strategy as life evolves. With secure access from any device, you can track your investments and share information with us at your convenience.
740 Centre View Boulevard, Crestview Hills, Kentucky 41017, United States -
Red Bird Wealth Planning, LLC
● OpenWelcome to Red Bird Wealth Planning, LLC, your trusted partner in financial success located in the heart of Fort Thomas, Kentucky. Situated at 1220 South Fort Thomas Avenue, our firm specializes in providing personalized financial planning and wealth management services tailored to meet the unique needs of individuals and families in our community. At Red Bird Wealth Planning, we understand that financial goals are as unique as the people who set them. Our dedicated team of experienced financial advisors is committed to delivering comprehensive and customized strategies that help you achieve your financial aspirations. Whether you're planning for retirement, managing investments, or seeking guidance on estate planning, we are here to provide expert advice and support every step of the way.
1220 South Fort Thomas Avenue, Fort Thomas, Kentucky 41075, United States
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