Best Financial Advisors in Spencer County, KY

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Spencer County, KY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Ashley T Cassity
SEC File# 801-3297
CRD# 250
5 out of 5
Location 60 Stonecrest Ct Suite 120, Shelbyville, KY 40065, USA
Phone (502) 633-1274
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Raymond James Financial Services
Location 279 N Bardstown Rd, Mt Washington, KY 40047, USA
Phone (502) 955-7886
Edward Jones - Financial Advisor: Brian D Helm, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6287 Taylorsville Rd Suite 202, Fisherville, KY 40023, USA
Phone (502) 477-0900
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Berbeck Sandra
Location Taylorsville, KY 40071, USA
Phone (502) 477-5631
Coats Financial Planning
Location 139 S English Station Rd Suite 230, Louisville, KY 40245, USA
Phone (502) 426-0300
Todd C O'Neil - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 408 Blankenbaker Pkwy Ste 100, Louisville, KY 40243, USA
Phone (502) 489-6900
Edward Jones - Financial Advisor: Chasidy Yocum
Location 1003 Crossroad Dr, Lawrenceburg, KY 40342, USA
Phone (502) 839-3375
Todd Metcalf - Financial Advisor, Ameriprise Financial Services, LLC
Location 12700 Townepark Way Ste 100, Louisville, KY 40243, USA
Phone (502) 244-4114
Kezia Ramsey - Financial Advisor, Ameriprise Financial Services, LLC
Location 9900 Ormsby Station Rd, Louisville, KY 40223, USA
Phone (502) 308-0347
Edward Jones - Financial Advisor: Rob Smotherman, AAMS™
5 out of 5
Location 130 N 3rd St, Bardstown, KY 40004, USA
Phone (502) 350-4227
Wesley Gersh - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 13151 Magisterial Dr Ste 101-A, Louisville, KY 40223, USA
Phone (502) 423-7073
Money Concepts- Matt Frey- Financial Advisor
Location 323 Townepark Cir, Louisville, KY 40243, USA
Phone (502) 429-0196
Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 408 Blankenbaker Pkwy #100, Louisville, KY 40243, USA
Phone (502) 489-6900
Edward Jones - Financial Advisor: Matt Anderson
5 out of 5
Location 102 Manor Dr Ste 200, Bardstown, KY 40004, USA
Phone (502) 348-5567
Steven Pippin - Financial Advisor, Ameriprise Financial Services, LLC
Location 12910 Shelbyville Rd Ste 250, Louisville, KY 40243, USA
Phone (502) 489-5460
Jon Lintner - Financial Advisor, Ameriprise Financial Services, LLC
Location 408 Blankenbaker Pkwy Ste 100, Louisville, KY 40243, USA
Phone (502) 489-6900
Edward Jones - Financial Advisor: Sarah B Hite, AAMS™
5 out of 5
Location 988 Chambers Blvd, Bardstown, KY 40004, USA
Phone (502) 348-0035
Your Best Move, Inc.
Location 798 Portland Ave, Bardstown, KY 40004, USA
Phone (502) 350-3900
Financial Advisors in Spencer County, KY

Where Certified Financial Advisors in Spencer County, KY Serve

Spencer County is located in the Bluegrass Region of Kentucky. The county seat is Taylorsville and the largest city is Mount Washington. Spencer County was formed in 1824 from Nelson County. Some of the landmarks in Spencer County include Taylorsville Lake, Abraham Lincoln Birthplace National Monument, and Fort Knox. The top employers in Spencer County are Toyota Motor Manufacturing Kentucky, GE Appliances, and Amazon. Major highways and streets in Spencer County include I-65 and US 231. Some of the neighborhoods in Spencer County include Taylorsville, Mount Washington, and Shepherdsville.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

The banking system is one of the most important institutions in any country. Banks provide a wide range of financial services to individuals and businesses, including loans, checking and savings accounts, and investment advice. In Spencer County, KY, the banking system is critical to the local economy.Banks are a vital part of the community in Spencer County. They offer a variety of services to residents, including checking and savings accounts, loans, and investment advice. They also provide crucial support to businesses in the area. By working with local businesses, banks help to promote economic growth and stability in Spencer County.

Insurance Broker

Spencer County, KY residents can receive help from insurance brokers when looking for the best rates and coverage. Brokers have access to a variety of plans and policies from different providers, which means they can compare and contrast features until they find the right one for the client. In addition, brokers are often able to negotiate better rates than those available to consumers directly through insurers.

Retirement Planning

Spencer County, KY residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors can help people save for retirement by creating a plan that is tailored specifically for them. They can also offer guidance on how to make the most of their money and invest in the right things. Working with a financial advisor can be extremely helpful for people who want to make sure they have enough money saved up for retirement.

Wealth Management

Spencer County, KY is a rural county located in the Appalachian foothills. The county is home to about 24,000 people and has a per capita income of $19,025. The median household income is just $33,868. One of the main challenges facing Spencer County residents is the lack of wealth management options. There are no banks or credit unions in the county, and the only option for residents is to drive more than an hour to Louisville to access those services. Wealth management can help Spencer County residents save money and build assets over time. Wealth management services include financial planning, investment advice, and estate planning. Wealth managers can help residents develop a budget and invest money wisely so they can achieve their financial goals. Spencer County needs wealth management services to help its residents build wealth and improve their quality of life.

Estate Planning Lawyer

Estate planning lawyers can help Spencer County, KY residents in a number of ways. They can help people create wills and trusts, which can make the process of transferring property after someone's death much easier. They can also help people set up guardianship arrangements for their children in case something happens to them. And finally, estate planning lawyers can help people plan for their own incapacity, so that they know their loved ones will be taken care of if they are unable to take care of themselves.

Mortgage Loan Officer

Mortgage loan officers can help Spencer County, KY residents by providing them with the best possible mortgage rates and products. They can also guide borrowers through the mortgage application process, and help them to find the right home loan for their needs. By working with a qualified mortgage loan officer, borrowers can rest assured that they are getting the best possible advice and service.

Tax Services

Tax accountants can help Spencer County, KY residents by providing them with the necessary information and advice to ensure they are taking advantage of all available tax deductions and credits. They can also help residents file their tax returns accurately and on time, which can save them money in penalties and interest payments.

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