Best Financial Advisors in Shelby County, KY

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Shelby County, KY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Kamron M Terry, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 611 Main St, Shelbyville, KY 40065, USA
Phone (502) 633-6012
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Longroad Wealth Managers
Location 7600 KY-146 #400, Pewee Valley, KY 40056, USA
Phone (502) 243-9433
Guidance Capital Management Group
SEC File# 801-39736
CRD# 12963
Location 2020 High Wickham Pl Ste 200, Louisville, KY 40245, USA
Phone (502) 813-2100
Amy Wiitala - Financial Advisor, Ameriprise Financial Services, LLC
Location 13151 Magisterial Dr Ste 101-A, Louisville, KY 40223, USA
Phone (502) 423-7073
Edward Jones - Financial Advisor
Location 111 E Main St, La Grange, KY 40031, USA
OneMain Financial

4 out of 5

Location 30 Mack Walters Rd, Shelbyville, KY 40065, USA
Phone (502) 633-3136
Align Wealth Management - Ameriprise Financial Services, LLC

5 out of 5

Location 13151 Magisterial Dr Ste 101A, Louisville, KY 40223, USA
Phone (502) 423-7073
MoneyLife Partners, Inc.
Location 13113 Eastpoint Park Blvd Suite B, Louisville, KY 40223, USA
Phone (502) 805-1662
Edward Jones - Financial Advisor: Sean C Smith
Location 12406 La Grange Rd Suite 105, Louisville, KY 40245, USA
Phone (502) 257-7783
Money Concepts- Ron Gossman- Financial Advisor
Location 323 Townepark Cir, Louisville, KY 40243, USA
Phone (502) 429-0196
Edward Jones - Financial Advisor: Jenn Wininger, CFP®|CRPC™

4 out of 5

Location 1003 Crossroad Dr, Lawrenceburg, KY 40342, USA
Phone (502) 839-3375
Mercurio Wealth Advisors
Location 9100 Shelbyville Rd #150, Louisville, KY 40222, USA
Phone (502) 253-9366
Cardinal Pointe Financial Group- Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 408 Blankenbaker Pkwy #100, Louisville, KY 40243, USA
Phone (502) 489-6900
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About Shelby County, KY

Shelby County is located in the central part of Kentucky. The county has a population of over 158,000 people and is made up of 11 different cities and towns. Shelbyville is the largest city in the county with a population of over 20,000 people. Other major cities include Simpsonville, Lawrenceburg, and Waddy. The top employers in Shelby County are Toyota Motor Manufacturing Kentucky, Brown-Forman Corporation, Asahi Kasei Plastics America, and Yum! Brands. The major highways and streets in the county include I-64 and US-50. The neighborhoods in Shelby County are diverse and include both rural and urban areas.

Where Certified Financial Advisors in Shelby County, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services banks can provide Shelby County, KY residents. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Each of these services has its own set of benefits for the customer. For example, a checking account allows customers to easily access their money for everyday expenses, while a mortgage can help people buy a home. Banks also offer a variety of online and mobile services which make it easy for customers to manage their money no matter where they are.

Insurance Broker

As insurance brokers, we understand the needs of Shelby County, KY residents. Our team is dedicated to finding the best coverage for our clients at the most affordable rates. We work with a variety of carriers, so we can find the right policy for each individual or family. We're here to help you protect what matters most in your life.

Retirement Planning

Shelby County, KY residents can benefit from working with a financial advisor to create a retirement plan.A financial advisor can help you save for retirement by creating a plan that fits your unique needs and budget. Advisors can also help you invest your money wisely, so you can make the most of your retirement savings.If you're looking for help planning for retirement, contact a financial advisor today. They will be happy to work with you to create a plan that will give you the peace of mind you deserve in retirement.

Wealth Management

Shelby County, KY residents can benefit from wealth management in a number of ways. Wealth management is the process of organizing and managing your money to achieve specific goals. These goals might include saving for retirement, paying off debt, or buying a home. A wealth manager can help you create a plan that will allow you to reach your financial goals. They will work with you to identify your risk tolerance and investment preferences, and then create a portfolio that meets your needs. If you live in Shelby County, KY, it is important to take advantage of all the resources available to you. Wealth management is one of those resources that can help you secure your financial future.

Estate Planning Lawyer

Estate planning lawyers in Shelby County, Kentucky can help residents create wills and trusts that will protect their property and assets after they die. They can also help residents set up powers of attorney and healthcare directives that will make sure their wishes are carried out in the event they are no longer able to make decisions for themselves.

Mortgage Loan Officer

Mortgage loan officers can help Shelby County, KY residents by providing them with the best possible mortgage rates and terms. They can also help residents understand the different types of mortgages available to them, and work with them to find the mortgage that is best for their needs. In addition, mortgage loan officers can help residents get pre-approved for a mortgage, which can make the home buying process much easier and less stressful.

Tax Services

Tax accountants can help Shelby County, KY residents by filing their taxes in a timely manner. They can also help residents find deductions and credits that they may be eligible for. Tax accountants can help make the tax filing process easier for residents, and they can also provide advice on how to reduce their tax liability.


FAQs About Personal Financial Advisors in Shelby County, KY