TOP 30 Tax advisor in Independence, Kentucky

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Michelle 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.

Cetera Investors is a finance institution located at 201 East Main Street in Lexington, Kentucky, United States. With 43 fully staffed branch offices, we help financial advisors maintain their independence while still benefiting from our resources and best practices. Our focus is on helping advisors grow their business, attract new clients, and plan for their own financial future. We offer support in marketing, succession planning, compliance, and client engagement, allowing advisors to focus on serving their clients and growing their practice. Our team of legal and tax specialists can assist with complex client needs, and we provide turnkey retirement plan solutions for business-owner clients.

Welcome to Hicks & Mann Wealth Management, located at 3955 Alexandria Pike, Cold Spring, Kentucky. We are a dedicated financial advisory firm committed to providing you with clear and straightforward answers to your financial questions. Our goal is to empower you to make informed decisions about your retirement, ensuring a successful and secure future. Our website offers a comprehensive guide to our no-cost, no-obligation process, demonstrating how our experienced team can assist you in achieving your retirement goals. We believe in the importance of thoughtful decision-making, which is why we encourage you to "Sleep On It" before finalizing any choices. This approach will also help you assess other firms you might be considering.