TOP 30 Trusts and estates in Independence, Kentucky

59 results found

Community Trust and Investment Company is a finance institution located at 1544 Winchester Avenue in Ashland, Kentucky, United States. With a focus on building trust within the community, this company offers a range of investment services to help individuals and businesses achieve their financial goals. From wealth management to retirement planning, their team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs of each client. Whether you are looking to grow your assets or secure your financial future, Community Trust and Investment Company is committed to helping you succeed.

DAP Estate Planning is a law firm located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Specializing in estate planning, the institution helps clients in Northern Kentucky create personalized estate plans to protect their assets and loved ones. Without proper estate planning, individuals risk leaving their affairs in the hands of the court, potentially leading to family conflict and financial complications. The firm's experienced estate planning attorney ensures that clients have a say in important decisions regarding their healthcare, inheritance, and asset distribution. By utilizing tools such as revocable living trusts, clients can avoid the costly and time-consuming probate process. Additionally, the firm offers expertise in transfer and income tax planning to minimize tax consequences for families. While online resources may offer cheap or free estate planning documents, working with DAP Estate Planning guarantees a tailored approach to meet each client's unique needs. Serving clients in Covington, Independence, Erlanger, Fort Thomas, Newport, and surrounding areas, the firm also offers virtual estate planning services for clients throughout Kentucky and worldwide for asset protection and high-end tax planning. Contact DAP Estate Planning at (859) 279-4160 for professional guidance on creating a comprehensive estate plan.

Welcome to Brad Treas / Treas Team / Real Estate, your trusted partner in the Northern Kentucky real estate market. Located at 60 Cavalier Boulevard, Florence, Kentucky 41042, our agency is dedicated to providing unparalleled service to all clients in the area. Whether you're looking to find current prices, explore listings, or understand market trends, we're here to help you get started today! Our commitment to your complete satisfaction is our top priority. Serving the entire Northern Kentucky region, including Kenton, Boone, Campbell, Grant, Bracken, Pendleton, Gallatin, and Owen counties, The Treas Team is equipped with the expertise and experience to guide you through every step of your real estate journey. From finding your dream home to securing a buyer, we manage all the intricate details to ensure a smooth transaction.

Welcome to Front Gate Property Group - Real Estate Located at 7210 Turfway Road, Florence, Kentucky, Front Gate Property Group is your trusted partner in navigating the dynamic real estate market. As a premier real estate agency, we are committed to providing exceptional service and expertise to help you achieve your property goals, whether you're buying, selling, or investing.

Welcome to Independent Realty Inc, your trusted partner in real estate located in the heart of Dover, Kentucky. Situated at 4313 Kentucky 10, our agency is committed to providing exceptional real estate services to the residents of Dover and the surrounding areas. As a locally owned and operated business, we pride ourselves on our deep-rooted knowledge of the local market and our personalized approach to helping you find the perfect property. Whether you're buying, selling, or renting, our team of experienced professionals is dedicated to guiding you through every step of the real estate process with integrity and expertise. We offer a comprehensive range of services tailored to meet your unique needs and goals, ensuring a seamless and stress-free experience.

World Finance is a reputable financial institution located at 276 Cassady Boulevard in Pikeville, Kentucky, United States. As a leading provider of financial services, World Finance offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need a personal loan, auto loan, or assistance with managing your finances, World Finance is dedicated to providing personalized and expert guidance. With a commitment to excellence and customer satisfaction, World Finance is a trusted partner for all your financial needs.

U.S. Bancorp Investments - Financial Advisors: Misty Standifur is a trusted financial institution located at 131 Main Street in Pikeville, Kentucky. Our team of experienced financial advisors, led by Misty Standifur, is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to make informed financial decisions. Whether you are planning for retirement, saving for college, or looking to grow your wealth, U.S. Bancorp Investments is here to help you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.

U.S. Bancorp Investments - Financial Advisors: Lyle Blackburn is a finance institution located at 131 Main Street in Pikeville, Kentucky, United States. Our team of experienced financial advisors, led by Lyle Blackburn, is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our advisors provide personalized guidance and expertise to help you make informed decisions. Trust U.S. Bancorp Investments - Financial Advisors: Lyle Blackburn to provide you with the financial solutions you need to secure your financial future.

Edward Jones - Financial Advisor: Eli Broughton, AAMS™ is a reputable finance institution located at 111 Union Street in Barbourville, Kentucky, United States. Eli Broughton, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals and secure their financial future. As an Accredited Asset Management Specialist (AAMS™), Eli provides personalized financial planning and investment strategies tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Eli Broughton, AAMS™ is a trusted partner in financial success.

Edward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™ is a reputable financial institution located at 1121 Bath Avenue in Ashland, Kentucky, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, including Certified Financial Planner Scott Rigsby, clients can trust in the expertise and dedication of this institution to provide sound financial advice and strategies. Whether planning for retirement, investing for the future, or managing wealth, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Eric A Baker, AAMS™ is a reputable financial institution located at 1744 Winchester Avenue, Ashland, Kentucky, United States. Specializing in finance, Eric A Baker is a trusted advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Eric A Baker utilizes his expertise and the resources of Edward Jones to create tailored financial solutions for each individual. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Eric A Baker, AAMS™ is dedicated to helping you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Dave Hanzel II is a finance institution located at 2025 13th Street in Ashland, Kentucky, United States. As a trusted financial advisor, Dave Hanzel II provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dave Hanzel II is committed to helping individuals and families make informed decisions about their finances. Contact them today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Ryan D Rice is a trusted financial institution located at 1113 Bellefonte Road in Flatwoods, Kentucky, United States. As a dedicated finance professional, Ryan D Rice provides personalized financial advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Ryan D Rice is committed to providing you with expert financial services tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ryan D Rice is your go-to destination for all your financial planning needs.

Raymond James Financial Services is a finance institution located at 6601 U.S. 60 in Ashland, Kentucky, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Edward Jones - Financial Advisor: Jerome Flynn, CFP® is a trusted financial institution located at 100 Ag Way in Stanford, Kentucky, United States. With a focus on providing personalized financial planning and investment services, Jerome Flynn, a Certified Financial Planner, helps clients navigate their financial goals and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to helping you achieve your financial objectives. Contact Jerome Flynn today to schedule a consultation and take the first step towards securing your financial future.

Journey Advisory Group, LLC is a finance institution located at 50 East Rivercenter Boulevard in Covington, Kentucky, United States. Our team of experienced financial advisors is dedicated to providing personalized advisory services to help clients navigate their financial journey with confidence. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to guide you every step of the way. Trust Journey Advisory Group, LLC to help you achieve your financial goals and secure your financial future.

U.S. Bancorp Investments - Financial Advisors: Jonathan Eschan is a reputable financial institution located at 2 South Fort Thomas Avenue in Fort Thomas, Kentucky. Specializing in finance, their team of experienced advisors, led by Jonathan Eschan, provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a commitment to excellence and customer satisfaction, U.S. Bancorp Investments is a trusted partner for individuals and businesses seeking expert financial advice.

Everest Financial, Inc. is a leading finance institution located at 305 Artillery Park Drive in Fort Mitchell, Kentucky, United States. With a strong reputation for providing top-notch financial services, Everest Financial, Inc. offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, Everest Financial, Inc. has a team of experienced professionals ready to help. Visit us today and let us guide you towards a secure financial future.

HORAN Wealth is a leading financial institution located at 207 Grandview Drive in Fort Mitchell, Kentucky, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, saving for your children's education, or investing for the future, HORAN Wealth can provide expert guidance and support every step of the way. Trust us to help you secure your financial future and build a legacy for generations to come.

Merrill Lynch Financial Advisor David T Kathman is a reputable financial institution located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, United States. As a finance institution, they offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor David T Kathman is dedicated to helping clients build and protect their wealth for the future. Trust in their experienced team to provide comprehensive financial solutions tailored to your unique needs.

Wilson Financial Services Inc is a reputable finance institution located at 141 North Main Street in Williamstown, Kentucky, United States. Our team of experienced financial experts is dedicated to providing top-notch services to our clients, including financial planning, investment management, and retirement planning. With a focus on personalized solutions and a commitment to excellence, Wilson Financial Services Inc is your trusted partner in achieving your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Missy Gaines, AAMS™ is a reputable finance institution located at 630 Buttermilk Pike in Crescent Springs, Kentucky, United States. Missy Gaines, an Accredited Asset Management Specialist, offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Missy Gaines and her team are dedicated to helping you secure a solid financial future.

Terlau Financial, LLC is a finance institution located at 155 North Fort Thomas Avenue in Fort Thomas, Kentucky, United States. We specialize in working with a small group of families to help them navigate unique financial challenges. Our approach is client-focused, prioritizing practical solutions to simplify and organize each client's financial situation. We provide confidence to our clients in taking care of their loved ones and supporting important causes. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our Registered Representatives can only conduct business with residents of certain states. Visit our website to watch interesting videos and learn more about our services.

The WFAFN (Wealth Management and Financial Advisory Network) is a prestigious finance institution located at 4205 Dixie Highway in Elsmere, Kentucky, United States. With a team of experienced financial advisors and wealth managers, WFAFN offers a wide range of financial services to help clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your assets, WFAFN provides personalized solutions tailored to your individual needs. Trust WFAFN to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Chris Haney, AAMS™ is a reputable financial institution located at 1931 Old Main Street in Maysville, Kentucky, United States. As a trusted financial advisor, Chris Haney, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. With a focus on integrity and professionalism, Edward Jones provides expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your assets or secure your financial future, Chris Haney, AAMS™ is dedicated to providing exceptional service and tailored solutions to meet your needs. Contact Edward Jones - Financial Advisor: Chris Haney, AAMS™ today to start planning for a secure financial future.

Edward Jones is a well-respected finance institution located in Fort Mitchell, Kentucky, United States. With a focus on personalized service and long-term financial planning, Edward Jones helps individuals and families achieve their financial goals. Whether you're looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones offers expert advice and guidance every step of the way. Trust Edward Jones to help you secure a stable financial future.

H&R Block in Cold Spring, Kentucky is a trusted institution specializing in accounting and finance services. Located at 3955 Alexandria Pike, H&R Block offers a wide range of tax preparation and financial planning services to individuals and businesses. With a team of experienced professionals, clients can expect expert advice and guidance on managing their finances effectively. Whether you need help with tax filing, retirement planning, or investment strategies, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can assist you with your accounting and finance needs.

Don Witt Family Tax Service is a trusted finance institution located at 6366 Taylor Mill Road in Independence, Kentucky, United States. With years of experience in tax services, they specialize in helping families navigate the complexities of tax preparation and planning. Their knowledgeable team is dedicated to providing personalized and efficient service to ensure that clients receive the maximum tax benefits possible. Whether you need assistance with individual or business taxes, Don Witt Family Tax Service is here to help you achieve your financial goals.

CENTURY 21 Garner Properties is a real estate agency located at 5285 Madison Pike in Independence, Kentucky, United States. Our team of relentless agents are here to help you find your dream home and ensure you never settle for anything less. With a 98% recommendation rating, you can trust us to go above and beyond for you. Whether you're looking for residential or commercial spaces, our global brand with local representation is here to provide you with an extraordinary experience. Serving the Greater Cincinnati and Northern Kentucky area, we are dedicated to helping you find the perfect property. Contact CENTURY 21 Garner Properties today and let us help you on your real estate journey.

Neat Suites is a real estate and travel agency located at 6 East 5th Street in Covington, Kentucky, United States. The institution offers a variety of cozy and comfortable accommodations for visitors to the Williamstown area, including rustic cabins, modern homes, and luxurious guest houses on Mount Adams. The Pickle Factory Hotel, housed in a beautifully restored 19th-century pickle factory, provides a unique blend of old-world charm and modern amenities in Covington's historic district. Neat Suites is also developing a property near the Ark Encounter in Williamstown called The Lodges at Eden Reserve, featuring boutique Amish-made lodges and safari-themed "glamping" tents. The experienced hospitality team at Neat Suites is dedicated to connecting guests with the most unique, clean, and relaxing spaces in Greater Cincinnati and Northern Kentucky.