Daviess County, KY Financial Advisors and Resources

Financial Advisor Firms in Daviess County, KY



(270) 926-4020

500 Frederica Street

Owensboro, KY 42301

SEC#: 801-63623
Years in Business: 16 years

How Retirement-Friendly is Daviess County, KY?

  • Population: 100,474
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $139,100
  • Average Monthly Housing Cost: $794
  • Average Household Income: $71,162
  • 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.)

Daviess County, KY Financial Advisor FAQs

Prepare situational questions that are personally relevant to you so you can better assess if this particular financial advisor is a fit for your needs. Feel free to also ask about their credentials and length of time in the business. The more experienced they are, the higher their professional fees will be. Alongside, the more trustworthy they are in managing your finances.
Financial advisors are paid through various methods depending on the complexity of their client's needs and financial goals. The first thing to understand is that there's a difference between an advisor that charges fees as part of their compensation and one who sells investments or insurance products that generate revenue for both parties.
By building on the advice of trusted professionals in the industry and utilizing complementary services such as retirement planning and estate planning, financial advisors can help clients develop a fully integrated financial strategy that will guide them successfully toward achieving objectives over time. This is what we bring to the table; we're here for you when it comes to making sure all aspects of your finances are properly looked after. It's about
Get referrals from friends or family members who have been well served by an adviser similar in approach to the type of financial guidance you'll need.