Securities and investment guidance in Kentucky
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Merrill Lynch Financial Advisor Drew Almy
● ClosedMerrill Lynch Financial Advisor Drew Almy, located at 300 West Vine Street in Lexington, Kentucky, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, clients can rely on the expertise and guidance provided by professionals like Drew Almy. Specializing in asset allocation, diversification, and financial planning, Merrill Lynch helps clients achieve their desired financial goals while navigating potential risks associated with investing in securities. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are advised to consult with their own professionals before making any financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch is committed to helping clients make informed decisions about their financial future. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Drew Almy is dedicated to helping clients in Lexington, Kentucky, and beyond.
300 W Vine St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Susan Cassell
● ClosedMerrill Lynch Financial Advisor Susan Cassell is a reputable financial institution located at 300 West Vine Street in Lexington, Kentucky, United States. Specializing in finance, Susan Cassell provides expert advice and guidance to clients seeking to manage their investments and achieve their financial goals. With a strong track record of success and a commitment to personalized service, Merrill Lynch Financial Advisor Susan Cassell is a trusted partner for individuals looking to secure their financial future.
300 W Vine St, Lexington, KY 40507, United States -
Edward Jones - Financial Advisor: Sean M Click
● ClosedEdward Jones - Financial Advisor: Sean M Click is a reputable finance institution located at 235 Boggs Lane in Richmond, Kentucky, United States. With a focus on providing personalized financial services to individuals and businesses, Sean M Click offers expert advice and guidance on investments, retirement planning, and wealth management. Clients can trust in the expertise and professionalism of this institution to help them achieve their financial goals and secure their financial future.
235 Boggs Ln Suite 8, Richmond, KY 40475, United States -
Rachel Hooker - Thrivent
● ClosedRachel Hooker - Thrivent is a finance institution located at 102 East Main Street in Richmond, Kentucky, United States. With licenses in multiple states, including CA, DC, FL, and more, Rachel Hooker works with clients to help them achieve their financial goals. Specializing in protecting loved ones against costs related to extended care, death, and disability, Rachel takes a personalized approach by starting with a conversation about the client's life and what matters most to them. Clients can feel comfortable and empowered to take the next step with clear and candid advice. Rachel's office is centrally located to serve the Richmond area, but she also works with clients remotely through virtual meetings. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients may further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their financial advisors and services.
102 E Main St, Richmond, KY 40475, United States -
Tom Bunch
● ClosedTom Bunch is a reputable financial and legal institution located at 126 West Maxwell Street in Lexington, Kentucky, United States. With a team of experienced professionals, Tom Bunch offers a wide range of services including financial planning, investment management, estate planning, and legal advice. Clients can trust Tom Bunch to provide expert guidance and support in navigating complex financial and legal matters. Whether you are looking to secure your financial future or need assistance with legal issues, Tom Bunch is dedicated to helping you achieve your goals.
126 W Maxwell St #200, Lexington, KY 40508, United States -
Simon Law Office
● OpenLocated at 510 West Broadway in Louisville, Kentucky, the Simon Law Office is dedicated to defending the rights of the criminally accused since 1985. The experienced attorney at this firm provides undivided attention to each case and is fully invested in achieving a favorable outcome for clients. If you have been arrested for a criminal offense, it is crucial to secure immediate representation from a skilled Louisville criminal defense attorney. The team at Simon Law Office has a proven track record of success and is committed to protecting your rights, reputation, and future.
510 W Broadway, Louisville, KY 40202, United States -
Block & Associates
● ClosedBlock & Associates is a reputable finance and insurance agency located at 6510 Glenridge Park Place in Louisville, Kentucky, United States. With a team of experienced professionals, we provide expert financial services and insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, our dedicated team is here to help you navigate the complexities of the financial world. Trust Block & Associates to provide you with the personalized service and reliable guidance you need to secure your financial future.
6510 Glenridge Park Pl # 4, Louisville, KY 40222, 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: R Chandler Shepherd, AAMS™
● ClosedEdward Jones - Financial Advisor: R Chandler Shepherd, AAMS™ is a reputable financial institution located at 390 West 4th Street in Russellville, Kentucky, United States. As a trusted financial advisor, R Chandler Shepherd, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, R Chandler Shepherd, AAMS™ can provide the guidance and expertise you need to secure your financial future.
390 W 4th St, Russellville, KY 42276, United States -
Edward Jones - Financial Advisor: Seth M Boortz
● ClosedEdward Jones - Financial Advisor: Seth M Boortz is a reputable finance institution located at 215 South Main Street in Russellville, Kentucky, United States. Seth M Boortz is a trusted financial advisor who provides personalized investment solutions and expert guidance to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Seth M Boortz is dedicated to helping individuals and families build and protect their wealth for the long term. Contact them today for a consultation and start planning for a secure financial future.
215 S Main St, 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 -
Edward Jones - Financial Advisor: Chad T Adams, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Chad T Adams, CFP®|ChFC®|AAMS™ is a reputable finance institution located at 113 West Cedar Street in Franklin, Kentucky, United States. Chad T Adams is a certified financial advisor with expertise in financial planning and investment management. With designations such as CFP®, ChFC®, and AAMS™, Chad T Adams provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Chad T Adams at Edward Jones is dedicated to providing comprehensive financial services tailored to your individual needs. Visit the office at 113 West Cedar Street to start planning for a secure financial future today.
113 W Cedar St, Franklin, KY 42134, United States -
Rodney Moore, Real Estate Agent
● OpenWelcome to Rodney Moore, Real Estate Agent – your trusted partner in navigating the dynamic world of real estate in Taylor Mill, Kentucky. Conveniently located at 5433 Taylor Mill Road, Rodney Moore is dedicated to providing personalized and professional real estate services tailored to meet your unique needs. With years of experience and a deep understanding of the local market, Rodney is committed to helping you find your dream home or secure the best deal for your property. Whether you are buying, selling, or investing, Rodney offers expert guidance and support throughout the entire process, ensuring a seamless and stress-free experience.
5433 Taylor Mill Road, Taylor Mill, Kentucky 41015, 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 -
L&N Federal Credit Union
● ClosedWelcome to L&N Federal Credit Union, conveniently located at 822 Donaldson Highway in Erlanger, Kentucky. As a trusted financial institution, we are dedicated to providing exceptional banking services to our community. Our branch offers a range of financial solutions tailored to meet your needs, including personal and business banking, loans, and investment options. Our state-of-the-art ATM services ensure you have access to your funds whenever you need them, offering convenience and security for all your transactions. At L&N Federal Credit Union, we pride ourselves on our commitment to customer satisfaction, with a team of experienced professionals ready to assist you with personalized financial advice and support.
822 Donaldson Highway, Erlanger, Kentucky 41018, 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 -
C & O Credit Union
● ClosedWelcome to C & O Credit Union, your trusted financial partner located at 6720 Dixie Highway, Florence, Kentucky. As a member-focused credit union, we are dedicated to providing personalized financial solutions that cater to your unique needs. With a commitment to community and service excellence, we offer a comprehensive range of financial products, including savings accounts, loans, and investment opportunities, all designed to help you achieve your financial goals. At C & O Credit Union, we pride ourselves on our approachable and knowledgeable team who are always ready to assist you with expert advice and tailored financial guidance. Whether you're looking to purchase a home, save for the future, or manage your finances more effectively, we are here to support you every step of the way.
6720 Dixie Highway, Florence, Kentucky 41042, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial solutions, conveniently located at 743 Buttermilk Pike, Crescent Springs, Kentucky 41017. As a leading financial institution, we are committed to helping you achieve your financial goals with a comprehensive range of services tailored to meet your needs. At Truist, we offer a variety of banking products and services, including loans and deposit accounts, through Truist Bank, a Member FDIC. Our trust and investment management services are expertly provided by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, is here to assist you.
743 Buttermilk Pike, Crescent Springs, Kentucky 41017, United States -
U.S. Bank ATM - Thomas More
● OpenWelcome to U.S. Bank ATM - Thomas More, conveniently located at 2741 Turkeyfoot Road, Crestview Hills, Kentucky 41017. We are here to meet all your banking and financial needs with our reliable and secure services. At U.S. Bank, we believe in making banking simple and accessible. Our Bank Smartly Checking® account provides you with a straightforward and secure way to manage your finances. With an easy and convenient online checkout experience, we ensure that your shopping is hassle-free.
2741 Turkeyfoot Road, Crestview Hills, Kentucky 41017, United States -
Edward Jones - Financial Advisor: Nathan A Monks
● OpenWelcome to Edward Jones - Financial Advisor: Nathan A Monks, your trusted partner in Fort Mitchell, Kentucky for personalized financial guidance. Located at 2366 Grandview Drive, our office is dedicated to helping you plan your financial future with confidence and clarity. At Edward Jones, we prioritize your financial well-being by offering a range of tailored services and tools designed to meet your unique needs. Whether you're just starting out or looking to refine your financial strategy, our Starting Point tool can help you take those crucial first steps. Additionally, our "My Priorities" quiz is an invaluable resource for identifying and aligning your financial goals, setting the foundation for a comprehensive financial strategy.
2366 Grandview Drive, Fort Mitchell, Kentucky 41017, 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 -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017. As a part of Truist Financial Corporation, we offer a wide range of financial services to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to assist you. At this location, you can access a variety of banking products and services, including loans and deposit accounts, all provided by Truist Bank, a Member FDIC. For those interested in trust and investment management services, Truist Bank and Truist Delaware Trust Company are here to support your financial journey. Additionally, Truist Investment Services, Inc., a SEC registered broker-dealer and licensed insurance agency, offers securities, brokerage accounts, and insurance products, including annuities.
3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017, United States -
Hank Darnell, Waddell & Reed Financial Advisors
● ClosedWelcome to Hank Darnell, Waddell & Reed Financial Advisors, your trusted partner in achieving financial success. Conveniently located at 529 Centre View Boulevard in Crestview Hills, Kentucky, our team is dedicated to providing personalized financial guidance tailored to your unique needs and goals. With years of experience in the finance industry, we specialize in comprehensive financial planning, investment management, and retirement strategies. Our mission is to empower individuals, families, and businesses in the Crestview Hills community and beyond to make informed financial decisions that lead to lasting prosperity.
529 Centre View Boulevard, Crestview Hills, Kentucky 41017, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, conveniently located at 1831 Madison Avenue, Covington, Kentucky. We are dedicated to helping you achieve your financial goals with a wide range of services tailored to your needs. Whether you’re looking to see if you’re pre-qualified for a Truist credit card or searching for the right loan, we’re here to assist you every step of the way. At Truist, we offer comprehensive banking products and services through Truist Bank, a proud Member FDIC. Our expertise extends to trust and investment management services provided by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc., a registered broker-dealer and insurance agency, is ready to serve you. Additionally, our investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC., both SEC registered investment advisers.
1831 Madison Avenue, Covington, Kentucky 41014, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, located at 501 Monmouth Street, Newport, Kentucky. At Truist, we are committed to helping you achieve your financial goals with a wide range of services tailored to your needs. Explore our offerings and see if you're pre-qualified for a Truist credit card, or find the right loan by letting us know your requirements. As a member of Truist Financial Corporation, Truist Bank provides comprehensive banking products and services, including loans and deposit accounts, with the assurance of being a Member FDIC.
501 Monmouth Street, Newport, Kentucky 41071, United States -
ATM (Us Bank)
● OpenWelcome to the U.S. Bank ATM located at 130 Pavilion Parkway, Newport, Kentucky 41071. As a reliable financial partner, U.S. Bank offers a range of services designed to meet your banking needs. Our ATM provides convenient access to your accounts, allowing you to easily manage your finances on-the-go. At U.S. Bank, we are committed to making banking simple and secure. With our Bank Smartly Checking®, you can effortlessly manage your money. Enjoy a seamless online checkout experience that simplifies your shopping needs.
130 Pavilion Parkway, Newport, Kentucky 41071, United States -
Diversified Capital Management, LLC
● ClosedWelcome to Diversified Capital Management, LLC, your trusted partner in financial success. Located at 649 York Street in the heart of Newport, Kentucky, we specialize in providing comprehensive financial services tailored to meet the unique needs of our clients. Our expert team is dedicated to helping individuals and businesses navigate the complex world of finance with confidence and ease. At Diversified Capital Management, we offer a wide range of services including investment management, retirement planning, wealth preservation, and financial consulting. Our personalized approach ensures that each client receives customized strategies designed to achieve their specific financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to deliver unparalleled service and expert guidance.
649 York Street, Newport, Kentucky 41071, United States -
US Bank ATM
● OpenWelcome to the Highland Heights, Kentucky U.S. Bank ATM, conveniently located in the heart of Highland Heights, KY 41076. As a part of our commitment to serving the community, this ATM provides a simple and secure way to manage your finances on-the-go. Whether you need to withdraw cash, check your balance, or make a deposit, our ATM is available to assist you 24/7. At U.S. Bank, we strive to make banking smarter and more convenient for you. With our Bank Smartly Checking® accounts, you can enjoy a seamless online checkout experience that simplifies your shopping. We understand that borrowing money is a significant step, and our team is ready to guide you with calculators, rate charts, and expert advice from experienced loan officers and bankers. From loans and mortgages to investments and insurance products, we have comprehensive solutions tailored to your needs.
Highland Heights, Kentucky 41076, United States -
Jeanne Dittrich - Retired
● OpenWelcome to Jeanne Dittrich - Retired, your trusted partner in financial guidance, conveniently located at 103 Churchill Drive, Newport, Kentucky. With a rich history in the finance industry, Jeanne Dittrich offers unparalleled expertise and personalized financial advice to help you navigate your financial journey with confidence. Although Jeanne is retired, her legacy and commitment to excellence continue to inspire and guide those seeking financial wisdom. Whether you are planning for retirement, managing investments, or simply looking for sound financial advice, our resources and insights are designed to empower you to make informed decisions.
103 Churchill Drive, Newport, Kentucky 41071, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your convenient financial partner located at 500 Louie B Nunn Drive, Highland Heights, Kentucky 41099, United States. As a trusted financial service provider, we offer a comprehensive range of banking products and services to meet your needs. Whether you are looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we are here to assist you every step of the way. Our services are backed by the expertise of Truist Financial Corporation affiliates, ensuring you receive top-notch banking solutions. Truist Bank, a Member FDIC, provides loans and deposit accounts, while Truist Delaware Trust Company offers trust and investment management services. For securities, brokerage accounts, and insurance, including annuities, Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, is at your service.
500 Louie B Nunn Drive, Highland Heights, Kentucky 41099, United States
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