Best Financial Advisors in Covington, KY

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List of Firms

Covington, KY Fiduciary Financial Advisors

Legacy Financial

5 out of 5

Location 117 E 4th St, Covington, KY 41011, USA
Phone (859) 655-5225
Royal Alliance
Location 639 Philadelphia St, Covington, KY 41011, USA
Phone (859) 655-9600
Morgan Keegan & Co
Location 100 E Rivercenter Blvd # 400, Covington, KY 41011, USA
Phone (859) 291-9535
Fourth Street Perf Partnership
SEC File# 801-41524
CRD# 107339
Location 211 Garrard St, Covington, KY 41011, USA
Phone (859) 491-5556
FFR Wealth Team
SEC File# 801-72037
CRD# 155344

5 out of 5

Location 50 E Rivercenter Blvd #1225, Covington, KY 41011, USA
Phone (859) 445-0550
The Leugers Tierney Group of Raymond James
Location 100 E Rivercenter Blvd, Covington, KY 41011, USA
Phone (859) 291-9535
Bridge Partners, LLC
Location 117 E 4th St, Covington, KY 41011, USA
Phone (866) 596-3002
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
Myles & Myles Retirement Planners
Location 525 W 5th St #310, Covington, KY 41011, USA
Phone (859) 431-5321
Wallace G Murphy: Primerica - Financial Services
Location 909 Wright's Summit Pkwy STE 110, Fort Wright, KY 41011, USA
Phone (859) 426-1204
Munninghoff Lange & Co

5 out of 5

Location 231 Scott St # 300, Covington, KY 41011, USA
Phone (859) 655-2300
Timothy J Koester - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 740 Centre View Blvd Fl 5, Crestview Hills, KY 41017, USA
Phone (859) 341-1841
Focus On Success
SEC File# 801-55564
CRD# 108050
Location 211 Grandview Dr # 235, Fort Mitchell, KY 41017, USA
Phone (859) 331-2010
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About Covington, KY

The city of Covington, Kentucky is located in Kenton County and is situated along the Ohio River. The city has a population of around 40,000 and is the second largest city in the county. Some of the city's landmarks include the Tyler Davidson Fountain, the John A. Roebling Suspension Bridge, and the Newport Aquarium. The top employers in Covington are Toyota Motor Manufacturing Kentucky, Inc., St. Elizabeth Healthcare, and Convergys Corporation. Major highways and streets in Covington include US-25, KY-9, and I-471. Some of the neighborhoods in Covington include Mainstrasse Village, Latonia Lakes, and Park Hills.

Where Certified Financial Advisors in Covington, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Covington, KY have a wide variety of banking services to choose from. Banks offer residents checking and savings accounts, loans, mortgages, and other financial products and services. Residents can also use banks to invest their money in stocks, bonds, and other securities. Banks can also provide valuable advice on financial matters such as retirement planning, college savings, and estate planning.

Insurance Broker

Residents of Covington, KY can rely on insurance brokers to help them find the best deals on insurance.Brokers have access to a wide variety of insurance products and can help you find the coverage that's right for you. They can also save you money by negotiating better rates with insurers.If you're looking for reliable, unbiased advice on insurance, contact a broker today.

Retirement Planning

Financial advisors can help Covington, KY residents with retirement planning in a number of ways. One of the most important services they can provide is helping people to create a budget and stick to it. Advisors can also help people to invest their money wisely so that they will have enough saved up for retirement. In addition, advisors can offer advice on how to reduce taxes and make the most of Social Security benefits. All of these services are invaluable in helping people to plan for a secure retirement.

Wealth Management

Covington, KY residents can find a wealth of resources for financial planning and investment through local wealth management firms. Wealth management can help individuals and families make the most of their money, plan for the future, and grow their assets. Covington residents have many options when it comes to finding a wealth manager, and should take the time to research different firms to find one that best meets their needs.

Estate Planning Lawyer

Estate planning lawyers can help Covington, KY residents protect their assets and plan for the future. There are a number of important legal documents that estate planning lawyers can help you create. These documents can help ensure that your wishes are carried out after you die, and that your loved ones are taken care of financially. Estate planning lawyers can also help you set up trusts and other financial arrangements to provide for your loved ones in case something happens to you. If you live in Covington, KY, it is important to have an estate plan in place. An experienced estate planning lawyer can help you create the perfect plan for your needs.

Mortgage Loan Officer

Mortgage loan officers in Covington, KY can help residents with a variety of home-buying needs. They can provide information on different types of mortgages, help residents find the best mortgage rates, and walk them through the entire home-buying process. Mortgage loan officers can also advise residents on how to improve their credit score and get pre-approved for a mortgage.

Tax Services

Tax accountants can help residents of Covington, KY by ensuring they are filing their taxes correctly and taking advantage of all the tax deductions they are eligible for. They can also help residents plan for their future tax liabilities, so they can budget appropriately.


FAQs About Personal Financial Advisors in Covington, KY