Best Financial Advisors in Prospect, KY

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List of Firms

Prospect, KY Fiduciary Financial Advisors

Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 4965 US-42 Suite 1000, Louisville, KY 40222, USA
Phone (502) 236-2079
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
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The Cory Moore Group
Location 4801 Olympia Park Plaza #1000, Louisville, KY 40241, USA
Phone (502) 420-1409
Language http://www.bairdfinancialadvisor.com/thecorymooregroup/
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Bluecap Financial
Location 9850 Von Allmen Ct, Louisville, KY 40241, USA
Phone (502) 398-5501
Language http://www.bluecapfinancialgroup.com/location.htm
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Michelle Marks - Raymond James
Location 4969 US-42 Ste 1600, Louisville, KY 40222, USA
Phone (502) 329-2066
Language https://www.raymondjames.com/michellemarks
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Family Wealth Strategies
Location 5940 Timber Ridge Dr Suite 102, Prospect, KY 40059, USA
Phone (502) 749-1439
Language https://myfws.com/
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WealthCare Investments and Insurance
3 out of 5
Location 6603 River Rd, Prospect, KY 40059, USA
Phone (502) 410-3465
Language http://www.wealthcareinvest.com/
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Belphi Inc
Location 5305 Glencrest Dr, Glenview, KY 40025, USA
Phone (502) 897-7377
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Mark Krebs - Morgan Stanley
Location 4969 US-42 Suite 1200, Louisville, KY 40222, USA
Phone (502) 394-4045
Language https://advisor.morganstanley.com/mark.krebs?y_source=1_MTA4MjY1NDItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Financial Advisors in Prospect, KY

Where Certified Financial Advisors in Prospect, KY Serve

Prospect, KY is a charming city located in Jefferson County, Kentucky, that is home to many notable landmarks, top employers, major highways and streets, and distinct neighborhoods. One of the most iconic landmarks in Prospect is the historic Harrods Creek Baptist Church, which dates back to the early 1800s and is a testament to the city's rich cultural heritage. Another notable landmark is the scenic Hunting Creek Country Club, which boasts a world-class golf course and breathtaking views of the surrounding landscape. Prospect is also home to several major employers, including Norton Healthcare, Baptist Health, and Humana, all of which contribute significantly to the city's thriving economy. In addition, the city is conveniently located near several major highways and streets, including the Gene Snyder Freeway, US Route 42, and River Road, making it easy for residents and visitors alike to get around. Finally, Prospect is known for its diverse neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Prospect, KY can benefit greatly from the expertise of a financial advisor. With many affluent families and individuals residing in the area, a financial advisor can provide guidance on investments, retirement planning, and estate planning. In particular, residents of Prospect, KY may benefit from a financial advisor's knowledge of tax laws and strategies to minimize tax liabilities. Additionally, with the city's proximity to Louisville, a financial advisor can assist with navigating the complexities of city and state taxes. Overall, a financial advisor can help residents of Prospect, KY make informed decisions about their finances and achieve their long-term financial goals.

Insurance Broker

Residents of Prospect, KY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized recommendations for insurance coverage that meets the unique needs of each individual or family. For example, Prospect is a growing community with a mix of older homes and newer developments, so residents may need different types of coverage depending on their specific situation. An insurance broker can help residents navigate the often-confusing world of insurance policies and find the right coverage for their needs and budget. Additionally, an insurance broker can help residents understand their policy options and make informed decisions about their coverage, which can ultimately save them money and provide peace of mind.

Retirement Planning

Residents of Prospect, KY could greatly benefit from the services of a retirement planner. With a population of just over 4,900, many of the residents in this small town are likely nearing retirement age or already retired. A retirement planner could assist in creating a personalized financial plan that takes into account their unique needs and goals. For example, the planner may suggest investment strategies that align with the local economy, such as investing in the thriving healthcare industry in nearby Louisville. Additionally, the planner could help residents navigate the complex world of social security and Medicare, ensuring they are maximizing their benefits and minimizing their costs. Overall, a retirement planner could provide invaluable guidance and peace of mind to the residents of Prospect, KY as they plan for their golden years.

Wealth Management

Residents of Prospect, KY can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include investment strategies, retirement planning, tax planning, and estate planning. In Prospect, KY, many residents are retirees or nearing retirement age, and a wealth manager can help them navigate the complexities of retirement planning and ensure they have enough savings to live comfortably throughout their golden years. Additionally, with the city's growing population and thriving business community, a wealth manager can help entrepreneurs and business owners manage their finances and plan for future growth and expansion.

Mortgage Loan Officer

Residents of Prospect, KY would benefit greatly from the expertise of a mortgage loan officer. For example, many residents may be looking to purchase a home in the area but are unsure of the best way to secure financing. A mortgage loan officer can provide guidance on the various loan options available, including conventional, FHA, and VA loans. Additionally, with the median home price in Prospect being higher than the national average, a loan officer can assist residents in finding a loan that fits their budget and financial goals. Overall, a mortgage loan officer can make the home-buying process smoother and less stressful for residents of Prospect, KY.

Tax Services

Residents of Prospect, KY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities and maximize deductions. This is especially important for residents of Prospect, KY, as the city has a relatively high median household income compared to the national average. A tax advisor can also help residents navigate complex tax laws and regulations, ensuring they are in compliance and avoiding penalties. Additionally, a tax advisor can assist with tax planning for major life events such as buying or selling property or starting a business. Overall, working with a tax advisor can provide peace of mind and financial security for residents of Prospect, KY.

Estate Planning Lawyer

Residents of Prospect, KY can benefit greatly from the services of an estate planning lawyer. These professionals can assist in creating wills and trusts, as well as providing guidance on how to minimize estate taxes and avoid probate court. In particular, residents of Prospect, KY may need help navigating the state's inheritance laws, which can be complex and vary depending on the situation. An estate planning lawyer can also help with planning for long-term care and ensuring that healthcare directives are in place. With the help of an estate planning lawyer, residents of Prospect, KY can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Prospect, KY

A financial advisor in Prospect, KY can provide a wide range of financial advising services to clients. These services can include investment management, retirement planning, estate planning, tax planning, and more. Specifically, in Prospect, KY, a financial advisor can help clients navigate the unique financial landscape of the area. With its proximity to Louisville and its growing economy, Prospect presents both opportunities and challenges for investors and retirees. A financial advisor can help clients take advantage of these opportunities while also managing risks and ensuring long-term financial stability. They can also provide guidance on local tax laws and regulations, as well as help clients plan for the future by creating customized financial plans that take into account their unique goals and circumstances. Ultimately, a financial advisor in Prospect, KY can help clients achieve financial success and peace of mind.

Prospect, Kentucky is undoubtedly the best place to seek financial advising. With a population of just over 4,000, it may seem like a small town, but it is home to some of the most renowned financial advisors in the country. The town's proximity to Louisville, one of the largest cities in Kentucky, also provides easy access to a wealth of financial resources. The financial advisors in Prospect are highly skilled and experienced, with a deep understanding of the local economy and the unique financial challenges that residents face. They offer personalized, comprehensive financial planning services that are tailored to each client's specific needs and goals. Whether you are looking to invest in real estate, plan for retirement, or start a business, the financial advisors in Prospect have the expertise and knowledge to help you achieve your financial objectives. With their bursty and complex approach to financial advising, you can rest assured that you are getting the best advice and guidance possible.