Best Financial Advisors in Bowling Green, KY

We did the hard work of finding trustworthy partners in Bowling Green, KY. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Bowling Green, KY Fiduciary Financial Advisors

Landmark Financial Advisors, LLC
SEC File# 801-62582
CRD# 129435
Location 1131 Fairview Ave Suite 203, Bowling Green, KY 42103, USA
Phone (270) 782-9222
Edward Jones - Financial Advisor: Lloyd H Williford Jr, AAMS™
SEC File# 801-3297
CRD# 250

3 out of 5

Location 910 State St, Bowling Green, KY 42101, USA
Phone (270) 843-4299
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management
Location 340 E Main Ave, Bowling Green, KY 42101, USA
Phone (270) 782-7051
Edward Jones - Financial Advisor: Matt Idlett, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1403 Scottsville Rd Unit B, Bowling Green, KY 42104, USA
Phone (270) 781-7737
Northwestern Mutual
Location 1945 Scottsville Rd #114b, Bowling Green, KY 42104, USA
Phone (270) 467-0594
Triple Path Financial Management - Ameriprise Financial Services, LLC
Location 996 Wilkinson Trace Ste A-3, Bowling Green, KY 42103, USA
Phone (270) 782-9824
Christopher Lemily - Financial Advisor, Ameriprise Financial Services, LLC
Location 996 Wilkinson Trace Ste A-3, Bowling Green, KY 42103, USA
Phone (270) 782-9824
Jennings Perry Schmitt Financial Group
Location 360 E 8th Ave, Bowling Green, KY 42101, USA
Phone (270) 467-9664
Bratcher Financial Services Inc
Location 996 Wilkinson Trace A-1, Bowling Green, KY 42103, USA
Phone (270) 796-8031
Edward Jones - Financial Advisor: Derrick A Palmer, CFP®
Location 1131 Fairway St Suite 201, Bowling Green, KY 42103, USA
Phone (270) 783-0820
Seth Alexander - Thrivent
Location 1340 Chestnut St, Bowling Green, KY 42101, USA
Phone (270) 799-5011
Raymond James Financial Services
Location 411 Park Row, Bowling Green, KY 42101, USA
Phone (270) 393-0008
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Shelton Investments
Location 800 Denzil Ave, Bowling Green, KY 42104, USA
Phone (270) 901-1410
Jake Gaebler - Morgan Stanley
Location 1945 Scottsville Rd Ste 203-B, Bowling Green, KY 42104, USA
Phone (270) 936-6637
The Kilgus Pruden Group - Morgan Stanley
Location 1945 Scottsville Rd Ste 203-B, Bowling Green, KY 42104, USA
Phone (270) 936-6640
Image of Bowling Green, KY
Image from Google Maps

About Bowling Green, KY

Located in Warren County, Bowling Green, KY is a city of about 63,000 people. Some of the city's landmarks include Western Kentucky University and The National Corvette Museum. Top employers in Bowling Green include Walmart, the U.S. Army, and the State of Kentucky. The major highways and streets in Bowling Green include I-65 and US 31W. The neighborhoods in Bowling Green include Beechwood, College Hill, and North End.

Where Certified Financial Advisors in Bowling Green, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services that banks can provide Bowling Green, KY residents. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Each of these services comes with its own set of benefits and drawbacks. For example, a checking account is a great way to easily access your money, but it also comes with monthly fees. A mortgage or loan can help you buy a home or car, but they often come with high interest rates. It's important to weigh the pros and cons of each service before deciding which one is right for you.

Insurance Broker

Residents of Bowling Green, KY can benefit from the services of an insurance broker. An insurance broker can help residents find the best rates on car insurance, health insurance, and home insurance. In addition, an insurance broker can help residents file a claim if they need to make a claim.

Retirement Planning

Financial advisors can help Bowling Green, KY residents with retirement planning in a number of ways. For one, they can provide guidance on how much money to save each month in order to achieve a particular retirement goal. Advisors can also help people invest their money wisely so that it grows over time. In addition, advisors can offer advice on when to start withdrawing money from retirement accounts and how best to use those funds. Ultimately, financial advisors can play an important role in helping people make the most of their retirement savings.

Wealth Management

Wealth management is a process that helps individuals and families plan and manage their financial lives. It can provide guidance on everything from saving for retirement to buying a home, and it can be especially helpful for people who have complex financial situations. Many people think of wealth management as something only available to the super-rich, but that's not true. In fact, there are wealth management firms in Bowling Green, KY that cater to all kinds of budgets. So if you're looking for help getting your finances in order, a wealth manager may be just what you need.

Estate Planning Lawyer

Estate planning lawyers in Bowling Green, KY can help residents protect their assets and plan for the future. By creating a will or trust, these attorneys can help ensure that your loved ones are taken care of after you die. They can also advise you on tax implications of your estate and help you set up a plan to minimize them. If you're interested in protecting your family, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Bowling Green, KY can help residents by providing them with the best home loans available. By working with a mortgage loan officer, you can get pre-approved for a mortgage, which will give you an advantage when bidding on a home. You can also work with a loan officer to find the best interest rate and terms for your mortgage.

Tax Services

Tax accountants can provide valuable assistance to Bowling Green, KY residents in a number of ways. They can help individuals and businesses file their tax returns accurately and on time, as well as advise them on what deductions and credits they may be eligible for. In addition, tax accountants can help taxpayers resolve any disputes with the IRS, and may even be able to negotiate a lower tax bill. Overall, tax accountants can save taxpayers a lot of time and money, making them a valuable asset to the community.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bowling Green, KY