Best Financial Advisors in Covington, KY

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List of Firms

Covington, KY Fiduciary Financial Advisors

Fourth Street Perf Partnership
SEC File# 801-41524
CRD# 107339
Location 211 Garrard St, Covington, KY 41011, USA
Phone (859) 491-5556
Directions
Wallace G Murphy: Primerica - Financial Services
Location 909 Wright's Summit Pkwy STE 110, Fort Wright, KY 41011, USA
Phone (859) 426-1204
Directions
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
Directions
Morgan Keegan & Co
Location 100 E Rivercenter Blvd # 400, Covington, KY 41011, USA
Phone (859) 291-9535
Directions
Timothy J Koester - Financial Advisor, Ameriprise Financial Services, LLC
Location 740 Centre View Blvd Fl 5, Crestview Hills, KY 41017, USA
Phone (859) 341-1841
Directions
The Leugers Tierney Group of Raymond James
Location 100 E Rivercenter Blvd, Covington, KY 41011, USA
Phone (859) 291-9535
Directions
Bridge Partners, LLC
SEC File# 801-68497
CRD# 145247
Location 117 E 4th St, Covington, KY 41011, USA
Phone (866) 596-3002
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Myles & Myles Retirement Planners
Location 525 W 5th St #310, Covington, KY 41011, USA
Phone (859) 431-5321
Directions
Munninghoff Lange & Co
5 out of 5
Location 231 Scott St # 300, Covington, KY 41011, USA
Phone (859) 655-2300
Directions
Royal Alliance
SEC File# 801-54859
CRD# 23131
Location 639 Philadelphia St, Covington, KY 41011, USA
Phone (859) 655-9600
Directions
FFR Wealth Team
SEC File# 801-72037
CRD# 155344
5 out of 5
Location 50 E Rivercenter Blvd #1225, Covington, KY 41011, USA
Phone (859) 445-0550
Directions
Focus On Success
Location 211 Grandview Dr # 235, Fort Mitchell, KY 41017, USA
Phone (859) 331-2010
Directions
Financial Advisors in Covington, KY

Where Certified Financial Advisors in Covington, KY Serve

Covington, KY is a historic city located in Northern Kentucky, just across the Ohio River from Cincinnati, OH. The city is home to a variety of landmarks, including the John A. Roebling Suspension Bridge, which connects Covington to Cincinnati and is a popular spot for photos and sightseeing. Other notable landmarks include the Cathedral Basilica of the Assumption, a stunning 19th-century church with intricate architecture, and the MainStrasse Village, a charming historic district filled with shops, restaurants, and entertainment options. Covington is also home to several top employers, including Fidelity Investments, St. Elizabeth Healthcare, and the City of Covington. These companies provide jobs and economic stability to the area, and many residents commute to these employers from nearby neighborhoods. Major highways and streets in Covington include I-71, I-75, and US-25, which provide easy access to other parts of the region.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Covington, KY can benefit greatly from the guidance of a financial advisor. With a median household income of $41,000 and a poverty rate of 21%, many residents face financial challenges. A financial advisor can help them create a budget, manage debt, and plan for retirement. Additionally, Covington is home to several large employers, including Fidelity Investments and St. Elizabeth Healthcare. A financial advisor can assist employees in making the most of their benefits packages and maximizing their investment options. In a city where the cost of living is 11% lower than the national average, a financial advisor can provide crucial support for residents looking to build a secure financial future.

Insurance Broker

Residents of Covington, KY can greatly benefit from the services of an insurance broker. With the city's location on the Ohio River and its susceptibility to natural disasters such as floods and tornadoes, having proper insurance coverage is crucial. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best fits their needs and budget. Additionally, with Covington's diverse population and range of industries, an insurance broker can provide specialized knowledge and resources for individuals and businesses in specific fields. Whether it's finding the right health insurance plan or protecting a small business from liability, an insurance broker can be a valuable resource for residents of Covington, KY.

Retirement Planning

Residents of Covington, KY can benefit greatly from the services of a retirement planner. With its growing population of retirees, Covington has unique financial challenges that require specialized knowledge and expertise. A retirement planner can help residents navigate the complex world of retirement planning by offering guidance on investment strategies, tax planning, and estate planning. For example, a retirement planner can help Covington residents maximize their Social Security benefits, which is particularly important given the city's high poverty rate among seniors. Additionally, a retirement planner can help residents create a personalized retirement plan that takes into account their individual goals and circumstances, ensuring that they can enjoy a comfortable retirement without worrying about financial insecurity.

Wealth Management

Residents of Covington, KY could benefit from a wealth manager in a number of ways. One of the most common ways would be through investment advice and portfolio management. With the city's proximity to Cincinnati, many Covington residents work in the financial sector and may have complex investment portfolios that require professional guidance. Additionally, with the city's rich history and many historical buildings, estate planning and preservation of assets could be a concern for some residents. A wealth manager could provide tailored advice on how to protect and grow their assets while also taking into account any unique factors related to Covington's local economy and culture. Overall, a wealth manager could help Covington residents achieve their financial goals and provide peace of mind for their financial future.

Mortgage Loan Officer

Residents of Covington, KY would greatly benefit from the expertise of a mortgage loan officer. A mortgage loan officer can assist residents in securing a loan to purchase a home, which is particularly important in Covington where the cost of living is higher than the national average. Additionally, they can help residents refinance their existing mortgages to potentially lower their monthly payments. With the city's proximity to Cincinnati, a mortgage loan officer can also help residents take advantage of the many job opportunities in the area by helping them secure a loan for a new home closer to their workplace. Overall, a mortgage loan officer can be a valuable resource for residents of Covington, KY looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Covington, KY can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. For example, Covington residents who own rental properties may need guidance on how to properly report their rental income and expenses on their tax returns. Additionally, a tax advisor can assist Covington residents with tax planning strategies that can help them minimize their tax liability and maximize their deductions. With Covington's unique blend of historic architecture and modern amenities, a tax advisor can provide personalized advice that takes into account the city's specific tax laws and regulations.

Estate Planning Lawyer

Residents of Covington, KY can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families prepare for the future by creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. In Covington, where the population is aging and many families have deep roots in the community, estate planning can be especially important. An estate planning lawyer can also help residents navigate complex tax laws and avoid probate court, which can save time and money. By working with an estate planning lawyer, Covington residents can gain peace of mind knowing that their loved ones will be taken care of after they are gone.

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