Boone County, KY Financial Advisors and Resources

Financial Advisor Firms in Boone County, KY



(513) 345-3934

1103 Bayswater Dr

Union, KY 41091

SEC#: 801-14059
Years in Business: 43 years

How Retirement-Friendly is Boone County, KY?

  • Population: 130,820
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $193,500
  • Average Monthly Housing Cost: $1,110
  • Average Household Income: $97,356
  • Kentucky Total Tax Burden: 8.58% (22nd Highest in U.S.)
  • Kentucky Property Tax: 1.99% (6th Lowest in U.S.)
  • Kentucky Individual Income Tax: 3.17% (9th Highest in U.S.)
  • Kentucky Sales and Excise Tax: 3.42% (23rd Highest in U.S.)

Boone County, KY Financial Advisor FAQs

Carefully ask for the financial advisor’s qualifications (i.e. license, educational qualification). This will be a good jumpstart to further ask for his/her portfolio and fee structure.
Compensation for advisors is largely negotiable, with some advisors charging fees per hour and others charging commissions on products sold.
Financial advisors help people build and maintain a financial plan to achieve their life goals with confidence. They do this by reviewing client's current situation, identifying short-term and long-term goals, determining risk tolerance level, and then establishing a personalized investment strategy.
There are several ways to find a good financial advisor that suit your needs. Look for someone with experience and reputation in the industry, as well as who is licensed, insured, and certified.