Best Financial Advisors in Boone County, KY

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List of Firms

Boone County, KY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Corissa Otten
Location 8160 Dream St Suite A, Florence, KY 41042, USA
Phone (859) 817-9008
Bosch Financial
SEC File# 801-69511
CRD# 125112
Location 7620 Dixie Hwy, Florence, KY 41042, USA
Phone (859) 746-9110
Raymond James
Location 3940 Olympic Blvd, Erlanger, KY 41018, USA
Phone (859) 372-6680
Wright Financial Services
Location 1525 Flintridge Rd, Florence, KY 41042, USA
Phone (859) 371-0737
Wimsatt Financial Inc
Location 35 Shelby St, Florence, KY 41042, USA
Phone (859) 384-0800
GPS Wealth Management
Location 7310 Turfway Rd Suite 550, Florence, KY 41042, USA
Phone (859) 372-6785
Premiere Financial Partners
Location 236 Main St #4, Florence, KY 41042, USA
Phone (859) 282-7563
Raymond James Financial Services
Location 7310 Turfway Rd Suite 550, Florence, KY 41042, USA
Phone (859) 372-6776
Raymond James Financial Services
Location 7690 Mall Rd, Florence, KY 41042, USA
Phone (859) 372-6240
Altus Wealth Management
SEC File# 801-80301
CRD# 153650
Location 2500 Chamber Center Dr # 202, Lakeside Park, KY 41017, USA
Phone (859) 815-8566
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
KMK Financial Group

5 out of 5

Location 211 Grandview Dr Suite 240, Fort Mitchell, KY 41017, USA
Phone (859) 795-4362
Preservation Wealth Consultants

5 out of 5

Location 8140 Dream St Ste B, Florence, KY 41042, USA
Phone (859) 534-0064
Edward Jones - Financial Advisor: Jackson W Thomas
SEC File# 801-3297
CRD# 250
Location 630 Buttermilk Pike, Crescent Springs, KY 41017, USA
Phone (859) 344-1100
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About Boone County, KY

Boone County is located in Kentucky and is home to around 120,000 people. The county has several landmarks, the most famous of which is the Abraham Lincoln Birthplace National Monument. Other notable landmarks include the Daniel Boone National Forest and the Big Bone Lick State Park. The top employers in Boone County are the University of Kentucky, St. Elizabeth Healthcare, and Toyota Motor Manufacturing Kentucky. The major highways and streets in Boone County are US-25, US-421, and KY-18. The neighborhoods in Boone County include Walton, Verona, and Crescent Springs.

Where Certified Financial Advisors in Boone County, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Boone County, KY have a variety of banking services to choose from. There are large national banks with branches all over the county, as well as smaller community banks and credit unions. Each bank offers a different mix of products and services, so it's important to do your research before choosing one. Some banks focus on consumer loans and mortgages, others offer more investment and commercial products. Many banks also offer online banking and mobile apps to make it easy to do your banking on the go.

Insurance Broker

Most people in Boone County, KY don't have health insurance. This is mostly because they can't afford it. The brokers at the insurance company can help these people get the coverage they need and also help them find a plan that is affordable for them.

Retirement Planning

Boone County, KY residents have several options when it comes to retirement planning. One of the most important decisions that people in Boone County have to make is how they will receive their retirement income. There are three primary sources of retirement income: pensions, Individual Retirement Accounts (IRAs), and Social Security. Financial advisors can help Boone County residents understand these different options and make the best decision for their unique situation.

Wealth Management

Boone County, KY residents can benefit from wealth management in a number of ways. Wealth management can help people protect their assets, grow their money, and plan for the future. By working with a wealth manager, Boone County residents can get personalized advice and guidance that is tailored to their unique needs and goals. Wealth managers can help people save money on taxes, invest in the right assets, and make smart financial decisions. They can also provide peace of mind by helping people create a solid financial plan that will stand the test of time. If you are looking for help managing your wealth, please contact us today to learn more about our services.

Estate Planning Lawyer

Estate planning lawyers can help Boone County, KY residents in a variety of ways. For example, an estate planning lawyer can help you create a will or trust. They can also help you designate a power of attorney and make sure your estate is distributed according to your wishes. If you have minor children, an estate planning lawyer can also help you create a guardianship arrangement.

Mortgage Loan Officer

Mortgage loan officers in Boone County, KY can help residents by providing them with the best mortgage options available. They can also provide guidance to those who are looking to buy their first home, and explain the entire process of getting a mortgage. In addition, mortgage loan officers can help people refinance their homes, if they need to do so.

Tax Services

Tax accountants are professionals who can help Boone County, KY residents with their tax preparations. They can ensure that residents receive the best possible return on their investment, and they can also help residents stay up-to-date on the latest changes to the tax code. Additionally, tax accountants can provide valuable insight into other financial matters, such as estate planning and retirement savings. For these reasons, it is important for Boone County residents to work with a qualified tax accountant.


FAQs About Personal Financial Advisors in Boone County, KY