Retirement Planning in Covington, KY

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List of Firms

Top Retirement Planners in Covington, KY

Legacy Financial
SEC File# 801-64293
CRD# 135059
5 out of 5
Location 117 E 4th St, Covington, KY 41011, USA
Phone (859) 655-5225
Renaissance Investment Management
SEC File# 801-50177
CRD# 105916
5 out of 5
Location 50 E Rivercenter Blvd #1200, Covington, KY 41011, USA
Phone (513) 723-4500
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Myles & Myles Retirement Planners
Location 525 W 5th St #310, Covington, KY 41011, USA
Phone (859) 431-5321
Ohana Wealth & Life Planning
Location 212 E 3rd St Suite 100, Cincinnati, OH 45202, USA
Phone (513) 419-1004
Retirement Planning in Covington, KY

About Covington, KY for Those Planning to Retire

Covington, Kentucky is located in northern Kentucky across the Ohio River from Cincinnati, Ohio. The city of Covington has a population of 40,640 and is part of the Cincinnati-Middletown metropolitan area with a population of 2.1 million. Major employers in Covington include Procter & Gamble, Toyota, and Cintas. The city is served by two major highways, Interstate 75 and the AA Highway, and has several neighborhoods including Mainstrasse Village, Devou Park, and Latonia.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Covington, KY can benefit from the many banks and credit unions in their area. These institutions offer residents a variety of services, including checking and savings accounts, loans, and credit cards. In addition, banks and credit unions often offer promotional rates on products and services, which can save residents money.

Estate Planning Lawyer

If you live in Covington, KY and are looking for a way to protect your assets and ensure that your loved ones are taken care of after you die, then you should consider working with an estate planning lawyer. Estate planning is the process of creating a plan for how your property will be distributed after your death, and it can also include provisions for taking care of your loved ones if something happens to you. An estate planning lawyer can help you create a plan that fits your specific needs and circumstances. They can also help you make sure that all of your paperwork is in order, so that there will be no problems with the distribution of your property after you die. If you're interested in estate planning, contact an estate planning lawyer today to get started.

Mortgage Loan Officer

If you're living in Covington, KY and are in the market for a new home, it's important to work with a mortgage loan officer. A mortgage loan officer can help you find the best mortgage rates and terms, and can guide you through the mortgage process.If you're looking for a new home in Covington, KY, be sure to work with a qualified mortgage loan officer. They can help you find the best mortgage rates and terms for your needs, and can guide you through the mortgage process.

Wealth Management

Living in Covington, KY comes with a lot of benefits, but it's important to make sure you're taking full advantage of them. One way to do that is by working with a wealth manager in your area. Wealth managers can help you make the most of your money and achieve your financial goals. They can also help you plan for retirement and save for college expenses. If you're looking for someone to help you manage your finances, contact a wealth manager today.

Financial Advisor

Living in Covington, KY comes with a lot of benefits, but it can also be difficult to manage your money on your own. A financial advisor can help you make the most of your money and live within your budget. They can also help you save for retirement and plan for other expenses, like college tuition or a new car. If you're looking for ways to improve your financial situation, working with a financial advisor is a great place to start.

Insurance Broker

Living in Covington, KY comes with a lot of benefits, but it's important to make sure you have the right insurance in place to protect your family and your home. A good insurance broker can help you find the best coverage for your needs and budget. They can also help you file claims quickly and easily if something happens. Contact an insurance broker today to get started.

Tax Services

If you live in Covington, Kentucky, it is a good idea to work with a tax accountant. A tax accountant can help you plan your taxes and make sure you are taking advantage of all the tax deductions and credits available to you. They can also help you file your taxes and make sure you get the biggest refund possible.

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Retirement Income Planning FAQs