Best Financial Advisors in Prospect, KY

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Prospect, KY Fiduciary Financial Advisors

WealthCare Investments and Insurance

3 out of 5

Location 6603 River Rd, Prospect, KY 40059, USA
Phone (502) 410-3465
Family Wealth Strategies
SEC File# 801-112954
CRD# 284064
Location 5940 Timber Ridge Dr Suite 102, Prospect, KY 40059, USA
Phone (502) 749-1439
Mariner Wealth Advisors
Location 4965 US-42 Suite 1000, Louisville, KY 40222, USA
Phone (502) 236-2079
Belphi Inc
Location 5305 Glencrest Dr, Glenview, KY 40025, USA
Phone (502) 897-7377
The Cory Moore Group
Location 4801 Olympia Park Plaza #1000, Louisville, KY 40241, USA
Phone (502) 420-1409
Mark Krebs - Morgan Stanley
Location 4969 US-42 Suite 1200, Louisville, KY 40222, USA
Phone (502) 394-4045
Bluecap Financial
Location 9850 Von Allmen Ct, Louisville, KY 40241, USA
Phone (502) 398-5501
Michelle Marks - Raymond James
Location 4969 US-42 Ste 1600, Louisville, KY 40222, USA
Phone (502) 329-2066
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About Prospect, KY

Prospect is a small town located in Kentucky. The town is home to several landmarks, including the Prospect Cemetery and the Prospect Baptist Church. The town's top employers are the Kentucky Department of Corrections and the Meade County School District. Major highways and streets in Prospect include Ky. Route 55 and Ky. Route 161. Prospect's neighborhoods include the Historic District, Central Park, and Southgate.

Where Certified Financial Advisors in Prospect, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Prospect, KY residents can avail of a variety of services banks offer. These include taking out loans, depositing money, and withdrawing cash. In addition to these basic functions, banks also offer other specialized services, such as wealth management and investment advice. Some banks even have their own credit card divisions which offer customers special deals on credit cards.

Insurance Broker

Most people in Prospect, KY don't know that they have a choice when it comes to their insurance. They think that the only way to get good coverage is to go through the state-run exchange, but that's not true. There are many private insurance brokers who can help you find the best coverage for your needs and budget. Brokers can also help you compare rates and find discounts on your premiums. If you're looking for a better deal on your health insurance, give one of the local brokers a call today.

Retirement Planning

It's never too early or too late to start planning for retirement. For residents of Prospect, KY, financial advisors can help make the process easier and more effective. Here are a few things to keep in mind when working with an advisor: 1. Make sure you have a clear idea of your goals. What do you want to achieve in retirement? How much money do you need to live comfortably? An advisor can help you figure out what's realistic and work towards that goal. 2. Be honest about your current financial situation. Don't try to hide debt or assets from your advisor - they need to know everything in order to give you the best advice possible. 3. Have an open mind about different investment options. Advisors can offer a variety of options for saving for retirement, and it's important to be willing to consider them all before making a decision.

Wealth Management

Prospect, KY residents can benefit from wealth management in a number of ways. By working with a wealth manager, individuals can create a plan that will help them save for retirement, invest for the future, and protect their assets. In addition, wealth managers can provide guidance on estate planning and tax strategies. By working with a wealth manager, Prospect, KY residents can ensure that they are making the most of their money and planning for their future.

Estate Planning Lawyer

Estate planning lawyers can help Prospect, KY residents protect their assets and plan for the future. When it comes to estate planning, there are a lot of things to think about. A qualified lawyer can help you make sure that your assets are distributed according to your wishes after you die, and can also provide guidance on tax implications and other important factors.

Mortgage Loan Officer

Mortgage loan officers in Prospect, KY can help residents by providing them with the best possible mortgage options. They can also provide guidance and support to those who are looking to purchase a new home. By working with a mortgage loan officer, you can rest assured that you are getting the best service possible.

Tax Services

Tax accountants can help Prospect, KY residents save money on their taxes. They can help residents file their tax returns, and they can also help them find tax deductions and tax credits that they may be eligible for. Tax accountants can also help residents plan their finances so that they can pay their taxes as efficiently as possible.


FAQs About Personal Financial Advisors in Prospect, KY