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TOP 30 Tax strategy in Georgetown, KY
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Grant Rea - State Farm Insurance Agent
Grant Rea - State Farm Insurance Agent is a reputable insurance agency located at 401 East Washington Street in Georgetown, Kentucky, United States. With over two decades of experience as a State Farm agent, Grant Rea is dedicated to providing personalized assistance and products tailored to meet the unique needs of each individual. Specializing in relocations to Georgetown and Lexington, KY, Grant holds a degree in Finance from Washington and Lee University and is actively involved in the local community through organizations such as the Georgetown Scott Co. Chamber of Commerce. As a second-generation State Farm Agent, Grant Rea is committed to continuing the legacy of exceptional service and professionalism. His office serves areas with zip codes 40324, 40511, 41010, 40359, 41031, and 40347. Grant's expertise includes educating clients on topics such as fixed rate mortgages vs adjustable rate mortgages, disability insurance, and DIY auto maintenance.
Family Wealth Group / FWG Investments
Family Wealth Group (FWG) Investments is a finance and legal institution located at 2704 Old Rosebud Road in Lexington, Kentucky, United States. With additional offices in Georgetown, London, Harrodsburg, and Hurricane, we offer personalized financial planning services to help you achieve your ideal retirement goals. Our team of experts will assess your current financial situation, create a custom strategy tailored to your unique needs, and provide ongoing support to ensure your retirement plan remains on track. Schedule a meeting with us today to learn more about our services and how we can help you secure a comfortable retirement. FWG Investments, LLC is a registered investment adviser, while insurance products and services are offered through Family Wealth Group, LLC. Please review our Terms and Conditions before using our website for more information.
Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™
Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™ is a reputable finance institution located at 103 Windsor Path in Georgetown, Kentucky, United States. Jeff Antle, a Certified Financial Planner and Chartered Retirement Planning Counselor, leads the team of experienced professionals who are dedicated to helping clients achieve their financial goals. With personalized financial planning services, investment strategies, and retirement planning solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Georgetown area. Whether you are planning for the future or looking to secure your financial well-being, Jeff Antle and his team are here to help you every step of the way.
H&R Block
H&R Block in Georgetown, Kentucky is a trusted institution specializing in accounting and finance services. Located at 808 South Broadway Street, their team of experienced professionals is dedicated to providing individuals and businesses with expert tax preparation, financial planning, and bookkeeping services. With a focus on accuracy and personalized attention, H&R Block is committed to helping clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing taxes or creating a financial strategy, H&R Block is here to help.
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