Best Financial Advisors in Kenton County, KY

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Kenton County, KY Fiduciary Financial Advisors

Legacy Financial

5 out of 5

Location 117 E 4th St, Covington, KY 41011, USA
Phone (859) 655-5225
Wurz Financial Services - Financial Advisors for Attorneys and Retirees - Covington, KY

5 out of 5

Location 200 W Pike St Suite 100, Covington, KY 41011, USA
Phone (859) 291-9879
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About Kenton County, KY

Kenton County is located in the north-central part of Kentucky. It is bounded on the north by the Ohio River, on the east by Boone and Campbell Counties, on the south by Pendleton County, and on the west by Grant County. The county seat is Covington. Some of the landmarks in Kenton County include Devou Park, Rabbit Hash General Store, and Kroger's Fort Mitchell Plant. The top employers in Kenton County are Fort Mitchell Kroger's Plant, St. Elizabeth Healthcare, and Amazon fulfillment center. Major highways and streets in Kenton County include I-471, I-75, Route 16, and Route 25. Some of the neighborhoods in Kenton County include Covington, Erlanger, Edgewood, Fort Mitchell, and Lakeside Park.

Where Certified Financial Advisors in Kenton County, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Most people think of banks as places to deposit money and withdraw cash, but banks provide a wide range of services that can benefit Kenton County, KY residents. For example, many banks offer checking and savings accounts, which are a great way to save money. In addition, banks offer loans for cars, homes, and businesses, as well as credit cards and other types of financing. Banks also offer a variety of insurance products, including car insurance, home insurance, and life insurance. And finally, banks can help you invest your money in stocks or mutual funds. So if you're looking for a place to put your money or need some financial advice, be sure to check out your local bank.

Insurance Broker

Residents of Kenton County, KY can benefit from the services of insurance brokers. Insurance brokers are professionals who can help residents find the best insurance policies for their needs. They can also help residents file claims and get the compensation they deserve after an accident or other incident.

Retirement Planning

Kentucky residents face a unique set of challenges when it comes to retirement planning. In order to help them overcome these challenges, financial advisors can provide valuable services such as creating a budget, helping to choose the right investments, and providing advice on when to retire. By working with a financial advisor, Kentucky residents can feel more confident that they are making the best decisions for their retirement.

Wealth Management

Kentucky is one of the poorest states in the US, with over 17% of its population living below the poverty line. Income inequality is also a major issue, with the top 1% earning an average of 24 times more than the bottom 99%. These facts make it difficult for many Kenton County residents to save and invest for their future. However, wealth management services can help people in this county build their assets and improve their financial security.

Estate Planning Lawyer

Estate planning lawyers can help Kenton County, KY residents protect their assets and plan for the future.Estate planning is the process of organizing your finances and property in order to make it easier for your loved ones to manage after you die. This includes things like setting up a will, creating trusts, and appointing guardians for your children.If you live in Kenton County, KY, it's important to have an estate plan in place. An experienced lawyer can help you create a plan that fits your specific needs and meets all state and federal requirements. They can also help you update your plan as your life changes.

Mortgage Loan Officer

Mortgage loan officers can help Kenton County, KY residents in a number of ways. Some mortgage loan officers may be able to help residents find the best rates for their mortgage. Others may be able to help residents get pre-approved for a mortgage before they even start looking for a home. This can make the process much smoother and less stressful. Additionally, some mortgage loan officers may be able to offer advice on which type of mortgage is best for a particular resident's needs. This can help ensure that they are getting the best possible deal on their mortgage.

Tax Services

Kentucky is one of the United States that imposes state income tax on its residents. For individuals, the tax rates range from 2% to 6%. There are also a number of itemized deductions and credits that can be claimed to reduce the amount of tax owed. This can be a complex process, and for taxpayers who are not familiar with the tax code, it is best to seek professional help.Tax accountants can assist Kentucky residents in filing their tax returns and claiming all applicable deductions and credits. They can also help taxpayers understand how the new tax laws will impact them and suggest strategies to minimize their tax liability. In addition, tax accountants can provide valuable advice on estate planning and other financial matters.For residents of Kenton County, KY, tax accountants are a valuable resource when it comes to paying taxes. They can help taxpayers file their returns accurately and minimise their tax liability.


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