Retirement strategies in Kentucky
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Jordan Dongell - Thrivent
● ClosedJordan Dongell - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Specializing in individualized financial planning, Jordan Dongell aims to help individuals, families, and businesses identify and achieve their key financial goals. With a focus on eliminating anxiety and ambiguity surrounding finances, Jordan Dongell helps clients navigate life changes such as new jobs, marriages, and moving homes. By building a strong foundation for financial strategies, Jordan Dongell helps clients work towards savings for retirement, education, and other important purchases. Thrivent provides advice and guidance through its Financial Planning Framework, offering dedicated planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Merrill Lynch Financial Advisor D Keith Key
● ClosedMerrill Lynch Financial Advisor D Keith Key, located at 4023 Finn Way in Lexington, Kentucky, is a premier Wealth Management team in Central Kentucky. The team at Key & Associates is dedicated to guiding clients through Wealth Accumulation, Wealth Distribution, and Wealth Transfer phases. They believe in empowering individuals to achieve their financial goals and dreams, providing personalized guidance, strategic planning, and professional advice. By understanding each client's unique goals and priorities, they create customized financial approaches to help clients pursue what matters most to them. Supported by the global resources of Merrill, the team offers personalized wealth management strategies tailored to each client's needs. Through the Merrill Personal Wealth Analysis™, they build and document personalized plans centered on individual goals. The team regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets. Certified by the CFP Board, the team at Merrill Lynch Wealth Management Advisors offers comprehensive financial solutions to help clients address their needs and pursue their goals. With a focus on personalized investment strategies and access to the resources of Bank of America, clients receive dedicated one-on-one relationships with their advisors to help them achieve their financial goals.
4023 Finn Wy, Lexington, KY 40517, United States -
Margaret Daniels - TIAA Wealth Management Advisor
● ClosedMargaret Daniels - TIAA Wealth Management Advisor is a finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Margaret Daniels provides personalized wealth management services through TIAA to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement strategies, Margaret Daniels offers expert guidance and support to individuals and families looking to secure their financial future. Contact Margaret Daniels - TIAA Wealth Management Advisor today to start building a comprehensive financial plan tailored to your needs.
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504, United States -
Merrill Lynch Financial Advisor Mark J Dill
● ClosedLocated 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
● ClosedMerrill 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 -
W Morgan Fister - Morgan Stanley
● OpenW Morgan Fister - Morgan Stanley is a prestigious finance institution located at 444 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, W Morgan Fister - Morgan Stanley is committed to delivering exceptional service and results.
444 E Main St Ste 111, Lexington, KY 40507, United States -
Hilliard Lyons
● ClosedHilliard Lyons is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. With a strong reputation for providing personalized financial services, Hilliard Lyons offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Hilliard Lyons is committed to delivering tailored strategies and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Hilliard Lyons is dedicated to helping you make informed decisions and build a secure financial foundation.
300 W Vine St #1100, Lexington, KY 40507, United States -
Russell Capital Management
● ClosedRussell Capital Management is a leading finance institution located at 476 East High Street in Lexington, Kentucky, United States. Our team of experienced professionals specializes in providing comprehensive financial management services to individuals, businesses, and organizations. With a commitment to excellence and a focus on achieving our clients' financial goals, we offer personalized investment strategies, retirement planning, risk management, and wealth preservation solutions. Trust Russell Capital Management to help you navigate the complexities of the financial world and secure a prosperous future.
476 E High St, Lexington, KY 40507, United States -
Edward Jones - Financial Advisor: Amber Middleton, AAMS™
● ClosedEdward Jones - Financial Advisor: Amber Middleton, AAMS™ is a reputable finance institution located at 100 Bay View Drive in Richmond, Kentucky, United States. As a certified Accredited Asset Management Specialist, Amber Middleton provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Amber Middleton and the team at Edward Jones are dedicated to helping you make informed financial decisions for a secure future.
100 Bay View Dr Suite 1, Richmond, KY 40475, United States -
Oath - Lexington Estate Planning & Investment Attorneys
● ClosedOath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.
2333 Alexandria Dr Suite 131, Lexington, KY 40504, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 7900 Shelbyville Road in Louisville, Kentucky, United States. With a reputation for providing top-notch financial services, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they receive the highest level of service and expertise. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to helping you achieve your financial goals.
7900 Shelbyville Rd Ste D16, Louisville, KY 40222, United States -
Shaw & Associates
● ClosedShaw & Associates is a well-established financial consulting firm located at 1300 South 4th Street in Louisville, Kentucky. With a team of experienced professionals, Shaw & Associates offers a wide range of financial services including investment management, retirement planning, and wealth preservation strategies. The firm is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Shaw & Associates is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1300 S 4th St #150, Louisville, KY 40208, United States -
H&R Block
● ClosedH&R Block in Mayfield, Kentucky is a trusted institution specializing in accounting and finance services. Located at 1102 Paris Road, this branch offers expert tax preparation, financial planning, and consulting services to individuals and businesses in the area. With a team of knowledgeable professionals, H&R Block is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is here to provide personalized and reliable solutions. Visit us today to experience the difference our expertise can make in your financial success.
1102 Paris Rd Ste 3, Mayfield, KY 42066, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1600 Leestown Road in Lexington, Kentucky, United States. With a reputation for providing expert tax preparation services, financial advice, and investment guidance, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch service and expertise.
1600 Leestown Rd Suite 134, Lexington, KY 40508, United States -
Dillon Tax Service
● ClosedDillon Tax Service is a reputable accounting and finance institution located at 1113 North Broadway in Lexington, Kentucky, United States. With a dedication to our clients, we are always available when you need us. As one of Central Kentucky's most experienced tax preparation firms, we provide reliable and efficient services to help you with all your financial needs.
1113 N Broadway, Lexington, KY 40505, United States -
dg tax & financial services
● OpenDG Tax & Financial Services is a reputable institution located at 1107 Larchmont Avenue in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to help. With our expertise and personalized approach, you can trust us to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your tax and financial needs.
1107 Larchmont Ave, Louisville, KY 40215, United States -
Westview Tax Services
● ClosedWestview Tax Services, located at 117 Meadow Lane in Bardstown, Kentucky, is a reputable accounting and finance institution run by experienced tax professional Martha. With over 30 years of experience in the industry, Martha is an Enrolled Agent licensed by the Department of the Treasury to represent taxpayers before the IRS. She offers a wide range of services including tax planning and preparation for small businesses and individuals on both the State and National level. Martha's practice has grown to include over three hundred clients, providing them with expert taxation knowledge and expertise year-round since 1997.
117 Meadow Ln, Bardstown, KY 40004, United States -
ABA Tax Planning
● OpenABA Tax Planning is a reputable institution specializing in accounting and finance services. Located at 2900 Frankfort Avenue in Louisville, Kentucky, United States, ABA Tax Planning offers expert tax planning and financial advice to individuals and businesses. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax preparation, retirement planning, or investment strategies, ABA Tax Planning is dedicated to helping you navigate the complexities of the financial world.
2900 Frankfort Ave, Louisville, KY 40206, United States -
Edward Jones - Financial Advisor: Keith C Batchelor, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Keith C Batchelor, CFP®|AAMS™ is a renowned financial institution located at 105 Robins Way in Russellville, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Keith Batchelor provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Keith Batchelor and his team are committed to providing top-notch financial planning services to meet your unique needs.
105 Robins Way Suite 203, Russellville, KY 42276, United States -
Edward Jones - Financial Advisor: Sally Maloney
● OpenEdward Jones - Financial Advisor: Sally Maloney is a trusted finance institution located at 113 West Cedar Street in Franklin, Kentucky, United States. Sally Maloney is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Sally Maloney can help create a customized financial plan tailored to your unique needs. With a commitment to integrity and excellent customer service, Edward Jones - Financial Advisor: Sally Maloney is your go-to destination for all your financial needs.
113 W Cedar St, Franklin, KY 42134, United States -
U.S. Bancorp Investments - Financial Advisors: Bowling Green
● ClosedU.S. Bancorp Investments - Financial Advisors in Bowling Green, Kentucky, is a reputable finance institution located at 500 East Main Avenue. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide tailored solutions to meet your individual needs. Trust U.S. Bancorp Investments to help you navigate the complexities of the financial market and secure your financial future.
500 E Main Ave, Bowling Green, KY 42101, United States -
U.S. Bancorp Investments - Financial Advisors: Misty Standifur
● ClosedU.S. Bancorp Investments - Financial Advisors: Misty Standifur is a renowned finance institution located at 131 Main Street in Pikeville, Kentucky, United States. With a team of expert financial advisors led by Misty Standifur, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, U.S. Bancorp Investments is dedicated to providing personalized solutions tailored to meet your specific needs. Visit them today to start building a secure financial future.
131 Main St, Pikeville, Kentucky 41501, United States -
Health & Safety Sciences
● ClosedWelcome to Health & Safety Sciences, LLC Located at 3224 Winchester Avenue, Ashland, Kentucky 41101, Health & Safety Sciences, LLC is your trusted partner in providing comprehensive environmental, health, safety, and security solutions. Whether you are a small business or a Fortune 500 company, our board-certified staff is equipped to meet your specific needs, ensuring a safe and compliant work environment.
3224 Winchester Avenue, Ashland, Kentucky 41101, United States -
Fifth Third Securities - Anthony Resendes
● ClosedWelcome to Fifth Third Securities - Anthony Resendes, your trusted partner in financial planning and investment services. Conveniently located at 3095 North Bend Road, Hebron, Kentucky, our team is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At Fifth Third Securities, we understand that each client has unique financial needs and aspirations. Anthony Resendes, our experienced financial advisor, is committed to providing tailored solutions that align with your individual objectives, whether you're planning for retirement, managing investments, or seeking to grow your wealth.
3095 North Bend Road, Hebron, Kentucky 41048, United States -
Beverly Gurney: Primerica - Financial Services
● OpenWelcome to Beverly Gurney: Primerica - Financial Services, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 71 Cavalier Boulevard, Florence, Kentucky, our mission is to provide personalized financial solutions that empower individuals and families to achieve their financial goals. At Beverly Gurney: Primerica, we offer a comprehensive range of services including financial planning, investment advice, retirement strategies, and a wide array of insurance products. Our experienced team is dedicated to understanding your unique needs and crafting tailored strategies that ensure financial security and peace of mind.
71 Cavalier Boulevard, Florence, Kentucky 41042, United States -
Cincy Invest
● OpenWelcome to Cincy Invest, your trusted partner in financial growth and stability, located at 73 Cavalier Boulevard, Florence, Kentucky. As a premier financial services firm, we specialize in providing personalized investment strategies and financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning, expert advice, and innovative investment opportunities. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Cincy Invest is here to guide you every step of the way. Visit us today and discover how we can help you navigate the complex world of finance with confidence and success.
73 Cavalier Boulevard, Florence, Kentucky 41042, United States -
Concentric Advisors
● OpenWelcome to Concentric Advisors, your trusted partner in financial success, conveniently located at 4400 Olympic Boulevard, Erlanger, Kentucky. At Concentric Advisors, we are committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to offering expert guidance in financial planning, investment management, and wealth preservation strategies. We pride ourselves on building long-term relationships based on trust, integrity, and exceptional service. Whether you're planning for retirement, managing investments, or seeking advice on financial growth, Concentric Advisors is here to help you achieve your financial goals. Visit us today and take the first step towards a secure financial future.
4400 Olympic Boulevard, Erlanger, Kentucky 41018, United States -
Allied Financial Solutions
● ClosedWelcome to Allied Financial Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 7103 Turfway Road, Florence, Kentucky, we are dedicated to providing comprehensive financial services tailored to meet the unique needs of individuals and businesses in our community. At Allied Financial Solutions, we pride ourselves on offering personalized financial advice and solutions that empower our clients to achieve their financial goals. Whether you are planning for retirement, seeking investment opportunities, or need assistance with managing your finances, our team of experienced professionals is here to guide you every step of the way.
7103 Turfway Road, Florence, Kentucky 41042, United States -
Huntington Investment Co
● OpenWelcome to Huntington Investment Co, your trusted partner for achieving financial success. Located at 211 Grandview Drive, Fort Mitchell, Kentucky, we specialize in providing comprehensive banking and financial services tailored to meet your unique needs. For over a century, Huntington has been dedicated to helping clients transform their financial goals into reality, offering expert guidance on retirement savings, insurance, tax strategies, and more. At Huntington, we understand that financial planning can be overwhelming. That's why our personal advisors are committed to being responsive, transparent, and aligned with your interests. Whether you're planning for retirement, saving for college, or navigating complex financial decisions, our team will develop a customized plan to help you reach your objectives.
211 Grandview Drive, Fort Mitchell, Kentucky 41017, United States -
Conservative Financial Solutions
● OpenWelcome to Conservative Financial Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 2135 Chamber Center Drive, Lakeside Park, Kentucky, our firm is dedicated to providing tailored financial strategies that align with your unique goals and aspirations. With a commitment to conservative and prudent financial management, we specialize in offering comprehensive services including retirement planning, investment management, tax strategies, and wealth preservation. Our experienced team of financial advisors is here to guide you through every step of your financial journey, ensuring peace of mind and financial security. At Conservative Financial Solutions, we prioritize building long-term relationships with our clients, grounded in trust, integrity, and personalized attention. Join us in achieving financial success and stability for a brighter future. Contact us today to schedule a consultation and learn how we can help you secure your financial legacy.
2135 Chamber Center Drive, Lakeside Park, Kentucky 41017, United States
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