Investment Advice
Manta has 393 businesses under Investment Advice in Kentucky
Featured Company Listings
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Financial Services
Financial Planner
Individual Retirement Account
Estate Planning Consulting Services
Ira
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while
seeking to improve performance of plans through proper investment selection.
Our team is ready to help you work towards your financial goals. We help to create a portfolio from a
wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks,
Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other
Alternative Investments.
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while
seeking to improve performance of plans through proper investment selection.
Our team is ready to help you work towards your financial goals. We help to create a portfolio from a
wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks,
Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative
Investments.
Unbiased, Objective advice on your financial future just stands out.
Let us provide an independent perspective on your financial goals.
Our staff consists of experienced professionals with a "hands on" approach to financial planning.
Jerry Davis and John Mayfield, are CERTIFIED FINANCIAL PLANNER™ professionals and are ready to help
create the financial future that you deserve. Not only will you find our tea
213 Preakness Dr. # E Lexington, KY 40516
Lexington, KY
(502) 473-9099
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Deed Of Trust
Trust Deed Funds
Investment Deed Format
Trust Deeds And Mortgages
Trust Deed Brokers
Are you looking for Trust Deed Investments In Lexington KY, Happy Investments is a local Lexington KY Department of Real Estate Licensed Broker who can help you in creating high yield, low loan to value, safe trust deed investments, Trust Deed Investments In Lexington KY offer an attractive yield with relatively low risk. Trust deed investors usually earn high annual returns, paid monthly. The safety of the Trust Deed Investors is the difference between the loan amount and the value of the underlying property. More the equity the safer the deal. Always invest in Trust Deed Investments In Lexington KY, which are backed by real estate with the help of licensed brokers. The best way to take advantage of the opportunities available in trust deed investing right is to invest with the help of a trustworthy expert. To Learn More about Trust Deeds. Contact us. We Can Help.
HII Trust Deed Investing Lexington KY Offer Deed of Trust Locally and Nation Wide, Provide Deed of Trust, Get returns between 9%-12%, no more than 65% Loan To Value Ratio,Trust Deeds secured by 1st Position Mortgage against Lexington KY Real Estate,For all Trust Deeds, you get Title Insurance & Fire Insurance Policies. Closing by Independent Escrow Companies.
Contact Us:
HII Trust Deed Investing Lexington KY
213 Preakness Dr. # E
Lexington, KY 40516
Phone: 502-473-9099
Email: [email protected]
Website:http://www.happyinvestmentsinc.com/trust-deed-investments-in-lexington-ky/
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Retirement Planning
Investment Planning
Financial Planning
Tax Planning & Strategies
Legacy Wealth is a financial planning firm dedicated to helping clients achieve financial clarity and confidence through personalized strategies. We focus on understanding your goals and values, providing clear guidance on managing your wealth, and planning for the future. Our team works closely with you to create tailored plans that align with your vision for financial success and legacy. At Legacy Wealth, we prioritize building strong relationships and supporting you in making informed decisions that reflect your priorities. Let us help you navigate life's transitions with thoughtful financial guidance that moves you closer to your vision.
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Financial Advisor
Financial Planner
Lexington Financial Advisor
Financial Advisor Lexington
Lexington Financial Planner
As your premier financial advisor and financial planner in Lexington, ABRI offers fee-only, fiduciary services tailored to your needs. We meticulously manage your strategic financial plan, ensuring you stay on track and enjoy the journey. Designed for successful individuals who value expert guidance, ABRI simplifies financial management so you don't have to become an expert. Our award-winning team specializes in comprehensive financial planning, wealth management, retirement planning, estate planning, and investment advising. Rely on ABRI to manage every aspect of your financial future with precision and confidence.
Business Mail : [email protected]
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Categorized under Investment advice
The Bowling Green, KY, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of its clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
2020 Nicholasville Rd
Lexington, KY
(859) 227-8177
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Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
405 Buttermilk Pike
Fort Mitchell, KY
(859) 394-6509
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Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
2 South Fort Thomas Avenue
Fort Thomas, KY
(859) 442-2011
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Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
435 North Whittington Parkway
Louisville, KY
(502) 419-8411
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Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
200 East Main Street
Richmond, KY
(859) 353-3705
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Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
All Company Listings
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Categorized under Financial Planning Consultants
Whether it’s planning for retirement or saving for a child’s college
education, everyone has investment goals that matter. The necessity of having ready access to
professional financial advice at affordable rates is why Evergreen
Advisors, Inc., in Covington, Kentucky launched. The team of wealth
advisors are dedicated to looking out for the best interests of their investors.Evergreen Advisors, Inc. offers several services that appeal to every aspect
of your life, including:
Retirement Planning: There are many aspects to creating a plan to save for your golden
years. Many people may believe that as long as they are contributing to their
retirement plans, their financial planning is complete. Let the financial consultants
at Evergreen Advisors help you see if you are really contributing
enough to retire comfortably and to come up with a retirement plan that will
fit your lifestyle.Investment Planning And Risk Management: Need assistance moving some of your savings to
a more diversified portfolio, or do you want to review your current portfolio to see if you're getting the maximum amount of return for your investments? The
team of financial planners at Evergreen Advisors will go over your goals to make it happen, including
making strategic moves for education planning and stock option management.Cash Management And Budgeting: Having a realistic plan to pay down debt is an
essential component of financial planning. Evergreen Advisors, Inc. specializes
in creating custom debt management plans to manage credit card debt, car
payments, mortgages and school loan debt.Estate Planning: Many people don't have an estate plan or will. The danger here is the state may have the authority to name guardians
for your children in the event that something happens to you. Evergreen Advisors, Inc. will
record your wishes in a living will, which is a legally-binding
document, so you can feel at ease about your family's security.Evergreen Advisors, Inc. is committed to offering financial planning that
won’t break your budget.For $99 a month, the following services are available through
the MyProPlanner membership program:
Accessibility: With Evergreen Advisors' MyProPlanner, you'll have on-call access to a financial advisor any time you need help.A Plan: The advisors at Evergreen will help you come up with a financial plan for all your big investments and savings.Annual Reviews: Each year, you will have the opportunity to revisit your plan and go over any changes you'd like with
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Categorized under Financial Planning Consultants
Wealth management is important in setting up your financial future and includes retirement planning. Call The Family Wealth Group to plan yours today.
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Categorized under Financial Advisory Services
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Financial Review
Our Mission:
At Spectrum, we are proud our allegiance is to the client and we always put our clients' needs first! As a Registered Investment Advisor (RIA), we have a fiduciary duty to make decisions in the client's best interest 100% of the time.
Integrity. Commitment to Service. Standards of Excellence.
The Golden Rule is the guiding principle of our firm. We are committed to performing our services in a highly professional and ethical manner that never compromises our clients' best interest and preserves our firm's integrity and exemplary reputation.
Objectivity, accountability, and teamwork are key characteristics in our daily business operations.
Our clients' overall long-term well being is our primary focus.
As your fiduciary, loyalty and commitment to our clients always comes first!
Extensive education and experience tempered by sound judgment and strong character are indicative of the personal qualities of our employees.
Our experts utilize their educational backgrounds, experience, and unbiased market research to gain a thorough understanding of economic conditions and their impact on our clients' finances.
We believe knowledge is power and keep our clients informed with various forms of communication, such as personal phone calls from our Managing Directors, newsletters, and emails.
As a courtesy to our clients, we offer complimentary annual performance reviews.
859-223-6333
[email protected]
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Categorized under Asset Management
CLAIMED
Categorized under Investment advice
The Bowling Green, KY, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of its clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
405 Buttermilk Pike
Fort Mitchell, KY
(859) 394-6509
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
2020 Nicholasville Rd
Lexington, KY
(859) 227-8177
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
2 South Fort Thomas Avenue
Fort Thomas, KY
(859) 442-2011
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
435 North Whittington Parkway
Louisville, KY
(502) 419-8411
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1101 South Main Street
Hopkinsville, KY
(270) 881-4118
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
3000 Preston Highway
Louisville, KY
(502) 637-4538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
200 East Main Street
Richmond, KY
(859) 353-3705
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
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Categorized under Financial Planning Consultants
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Categorized under Financial Advisory Services
CLAIMED
Financial Services
Financial Planner
Individual Retirement Account
Estate Planning Consulting Services
Ira
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while
seeking to improve performance of plans through proper investment selection.
Our team is ready to help you work towards your financial goals. We help to create a portfolio from a
wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks,
Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other
Alternative Investments.
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while
seeking to improve performance of plans through proper investment selection.
Our team is ready to help you work towards your financial goals. We help to create a portfolio from a
wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks,
Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative
Investments.
Unbiased, Objective advice on your financial future just stands out.
Let us provide an independent perspective on your financial goals.
Our staff consists of experienced professionals with a "hands on" approach to financial planning.
Jerry Davis and John Mayfield, are CERTIFIED FINANCIAL PLANNER™ professionals and are ready to help
create the financial future that you deserve. Not only will you find our tea
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Retirement Planning Lexington
Financial Advisor Lexington Ky
Financial Advisor Kentucky
Financial Consultant Lexington
Lexington Wealth Management
At Envisage Wealth Advisors, we follow disciplined investment principles. Our philosophy is rooted in ensuring alignment with the strategies we recommend to clients, always prioritizing their financial goals and risk tolerance.
1970 Cave Mill Road
Bowling Green, KY
(270) 783-7234
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
202 Main Street
Augusta, KY
(606) 564-0659
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
2 South Fort Thomas Avenue
Fort Thomas, KY
(859) 442-2009
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
700 Frederica Street
Owensboro, KY
(270) 926-5361
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
435 North Whittington Parkway
Louisville, KY
(502) 977-1475
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
7630 Alexandria Pike
Alexandria, KY
(606) 564-0659
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Categorized under Certified Financial Planners
Our wealth management associates want to make managing your finances as easy as possible for you. Your financial associate will work with your Wealth Management Advisor and your Wealth Management Banker from our affiliate U.S. Bank to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
405 Buttermilk Pike
Fort Mitchell, KY
(859) 394-6510
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
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Categorized under Financial Planning Consultants
2520 New Holt Rd.Suite A
Paducah, KY
(270) 594-5757
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Categorized under Financial Advisory Services
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Categorized under Financial Advisory Services
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Investment Management
Tax-Sensitive Money Management
Retirement Planning
Estate Planning
Tax Planning
Your Partner in Vision-Driven Financial Planning.
At Guidance Capital, we're more than just financial advisors; we're your dedicated partners in crafting a financial journey centered around your dreams and aspirations. Our team, consisting of financial professionals, skilled bookkeepers, and Certified Public Accountants, collaborates to provide a holistic approach to financial planning that respects and nurtures your unique vision for the future. Guidance Capital was born from the collective vision of independent planners who prioritize planning and personalized service over traditional networking.
527 Wellington Way
Lexington, KY
(859) 230-3476
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Categorized under Investment advice
Seals Financial Planning & Investments is the premier financial advisor in Lexington, KY, and the surrounding area. We offer financial advisement and estate planning, retirement planning, investment management, and more in Lexington, KY!
At Seals Financial Planning & Investments, we provide expert financial advisory services to align with your personal goals and life aspirations. As a premier fee-only financial advisor, we focus on building meaningful partnerships and setting strategic, tangible goals tailored to individual needs.
With a proactive approach and a commitment to informed decision-making, we guide our clients through every stage of wealth building and management, ensuring a confident and secure financial future.
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Categorized under Certified Financial Planners
Ring Financial Services is a experienced Financial Advisor specializing in Retirement Planning Services, Wealth Management Services, and Comprehensive Financial Planning tailored to individuals, families, and business owners. Our experienced team delivers Personalized Wealth Planning, Long Term Investment Strategy, and Retirement Income Planning designed to help you build, protect, and preserve your assets. We offer Tax Planning Services, Estate Planning Services, 401 (k) Rollover Assistance, and College Savings Planning Services to create a well-rounded financial roadmap. As an established Financial Advisor, we prioritize your goals with transparent guidance and strategic solutions. Whether you need Business Financial Consulting, Financial Risk Management Services, or help from an Insurance and Investment Advisor, Ring Financial Services is committed to your success. Contact us today to schedule your personalized consultation and take control of your financial future.
1 Financial Square
Louisville, KY
(502) 562-6248
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
2020 Nicholasville Road
Lexington, KY
(859) 232-8156
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1970 Cave Mill Road
Bowling Green, KY
(270) 783-7234
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
602 Madison Avenue
Covington, KY
(859) 292-6201
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
405 Buttermilk Pike
Fort Mitchell, KY
(859) 394-6509
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
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