Best Financial Advisors in Daviess County, KY

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

Connect With a Financial Planner

As Seen In

List of Firms

Daviess County, KY Fiduciary Financial Advisors

Lincoln Financial Advisors
Location 2737 Kingman Loop N, Owensboro, KY 42301, USA
Phone (270) 685-0695
Financial Freedom Partners
Location 101 E 2nd St #200, Owensboro, KY 42303, USA
Phone (270) 686-8114
Heath Greenwell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 684-8424
Baird Private Wealth Management

5 out of 5

Location 1035 Frederica St #100, Owensboro, KY 42301, USA
Phone (270) 926-4747
Drew Watson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 684-8424
Edward Jones - Financial Advisor: David W Renshaw, AAMS™

5 out of 5

Location 1115 Tamarack Rd Suite 900, Owensboro, KY 42301, USA
Phone (270) 684-4150
Align Wealth Management - Ameriprise Financial Services, LLC
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 684-8424
JD Ramsey - Financial Advisor, Ameriprise Financial Services, LLC
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 864-8424
LPL Financial

3 out of 5

Location 101 E 2nd St, Owensboro, KY 42303, USA
Phone (270) 926-4630
Edward Jones - Financial Advisor: Corbin Wilson
Location 2900 Veach Rd Ste 1, Owensboro, KY 42303, USA
Phone (270) 926-9575
Edward Jones

5 out of 5

Location 3811 KY-54, Owensboro, KY 42303, USA
Phone (270) 684-2316
Lifetime Financial Growth, LLC
Location 427 St Ann St, Owensboro, KY 42303, USA
Phone (270) 215-7060
Ashley Worth LLC

5 out of 5

Location 1601 Frederica St, Owensboro, KY 42301, USA
Phone (270) 686-7671
Independence Financial Services - Ameriprise Financial Services, LLC
Location 2425 Frederica St, Owensboro, KY 42301, USA
Phone (270) 688-0591
Edward Jones - Financial Advisor: Jamey N Morse

5 out of 5

Location 421 Main St Ste A, Rockport, IN 47635, USA
Phone (812) 649-8944
Financial Freedom Partner
Location 2703 Breckenridge St, Owensboro, KY 42303, USA
Phone (270) 240-4752
Bankers Life

5 out of 5

Location 3032 Alvey Park Dr W Ste 600, Owensboro, KY 42303, USA
Phone (270) 684-2706
Owensboro Accounting Services
Location 3520 New Hartford Rd Suite 301, Owensboro, KY 42303, USA
Phone (270) 280-9577
Image of Daviess County, KY

About Daviess County, KY

Daviess County, Kentucky is located in the north-central part of the state. The county seat is Owensboro, and other major towns include Philpot and Maceo. The top employers in Daviess County are Walmart, General Electric, and Fruit of the Loom. The major highways and streets in Daviess County are US 231 and KY 54. The neighborhoods in Daviess County include Owensboro, Philpot, and Maceo.

Where Certified Financial Advisors in Daviess County, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Daviess County, KY residents have a number of services that banks can provide them. These include checking and savings accounts, loans, mortgages, and other banking products and services. Banks can also offer their customers online banking and mobile banking for added convenience. In addition, banks can provide financial counseling to help Daviess County residents make the best financial decisions for their needs.

Insurance Broker

Daviess County, Kentucky residents can benefit from the services of insurance brokers. Insurance brokers can help people find the right type of insurance for their needs and budget. They can also help people file claims and get the money they deserve after an accident or other event.

Retirement Planning

Daviess County, KY residents can benefit from the help of a financial advisor when planning for their retirement. Financial advisors can provide guidance on how to save for retirement, what investments to make, and how to plan for unexpected expenses. They can also help retirees stay on track with their budget and make sure they are taking advantage of all available tax breaks.

Wealth Management

Daviess County, KY residents can greatly benefit from wealth management services. Wealth management is the process of organizing, managing, and protecting one's financial assets. There are a number of different facets to wealth management, including investment planning, insurance planning, tax planning, and estate planning. By working with a wealth manager, Daviess County residents can make sure their finances are in order and that they are taking advantage of all available tax breaks and investment opportunities.

Estate Planning Lawyer

Daviess County, KY residents can benefit from the help of an estate planning lawyer to create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they're gone. An estate planning lawyer can also help residents plan for disability or incapacity, and make sure their final wishes are carried out.

Mortgage Loan Officer

Mortgage loan officers in Daviess County, KY can help residents by providing them with the best possible mortgage products and services. They can also advise homeowners on how to get the most from their home equity, and they can provide information on refinancing mortgages. In addition, mortgage loan officers in Daviess County can offer expert advice on a variety of other financial matters, including budgeting and saving for retirement.

Tax Services

Tax accountants are important in the community because they help residents stay up to date on their taxes and file their taxes correctly. This can be helpful for residents in Daviess County, KY because they can get the most out of their tax returns and receive any benefits that they are entitled to. Tax accountants can also provide advice on what deductions and credits are available to residents, which can help them save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Daviess County, KY