Bowling Green, KY Financial Advisors and Resources



Financial Advisor Firms in Bowling Green, KY


LANDMARK FINANCIAL ADVISORS, LLC

Website

(270) 782-9222

1131 Fairview Avenue
Suite 203
Bowling Green, KY 42103

SEC#: 801-62582
Years in Business: 17 years

BKD WEALTH ADVISORS, LLC

Website

(270) 781-0111

360 E. 8th Avenue
Suite 201
Bowling Green, KY 42102

SEC#: 801-56928
Years in Business: 21 years

BKD WEALTH ADVISORS, LLC

Website

(270) 781-0111

360 E. 8th Avenue
Suite 201
Bowling Green, KY 42102

SEC#: 801-56928
Years in Business: 21 years

BKD WEALTH ADVISORS, LLC

Website

(270) 781-0111

360 E. 8th Avenue
Suite 201
Bowling Green, KY 42102

SEC#: 801-56928
Years in Business: 21 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(270) 393-7030

191 W. Professional Park
#2-B
Bowling Green, KY 42104

SEC#: 801-56878
Years in Business: 21 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(866) 806-3562

922 State Street
Ste 100
Bowling Green, KY 42101

SEC#: 801-66368
Years in Business: 15 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(866) 806-3562

922 State Street
Ste 100
Bowling Green, KY 42101

SEC#: 801-66368
Years in Business: 15 years

ARGI INVESTMENT SERVICES, LLC

Website

(270) 843-4115

1048 Ashley Street
Suite 301
Bowling Green, KY 42104

SEC#: 801-70888
Years in Business: 11 years

ARGI INVESTMENT SERVICES, LLC

Website

(270) 843-4115

1048 Ashley Street
Suite 301
Bowling Green, KY 42104

SEC#: 801-70888
Years in Business: 11 years


How Retirement-Friendly is Bowling Green, KY?

  • Population: 67,600
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $167,400
  • Average Monthly Housing Cost: $804
  • Average Household Income: $61,314
  • 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.)


Bowling Green, KY Financial Advisor FAQs

A good financial advisor will take the time to answer all your questions about how they work and what kind of personalized services they offer. Your resources are valuable, so it pays to find someone who is trustworthy and reliable before entrusting them with your money. Make sure that there is an annual fee that meets both parties' budgets.
Like with most services, the key is to shop around. A lot of clients are surprised that they can call up anyone they want without needing a referral from an experienced advisor. When calling up potential advisers at random, it's crucial to inform them initially that you're not interested in hiring them but would like to ask questions about their business before making your decision.
Financial advisors get paid in a variety of ways, and their fees can vary depending on this type of work. Some might charge an annual fee that covers all the services they provide, while others might take a percentage or flat rate to handle investments or insurance.
A financial advisor is a professional who counsels clients concerning investments. It's their job to manage the client's assets as well as provide information on transferring those assets from one party to another. In addition, they're experts in all sorts of strategies that people can use when investing for various reasons.