Fort Mitchell, KY Financial Advisors and Resources



Financial Advisor Firms in Fort Mitchell, KY


ALTUS WEALTH MANAGEMENT, LLC

Website

(859) 815-8566

2500 Chamber Center Drive
Suite 202
Ft. Mitchell, KY 41017

SEC#: 801-80301
Years in Business: 7 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 5 years

CENTER FOR WEALTH MANAGEMENT LLC.

Website

(859) 888-0861

211 Grandview Dr Suite 236

Fort Mitchell, KY 41017

SEC#: 801-112042
Years in Business: 3 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 5 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 5 years

HORAN SECURITIES, INC.

Website

(859) 572-4500

207 Grandview Drive
Suite 100
Fort Mitchell, KY 41017

SEC#: 801-107181
Years in Business: 5 years

VALMARK ADVISERS INC

Website

(513) 297-4007

250 Grandview Drive, Ste. 475
250 Grandview Drive, Suite 475
Fort Mitchell, KY 41017

SEC#: 801-55564
Years in Business: 23 years

VALMARK ADVISERS INC

Website

(859) 331-2010

211 Grandview Drive
Suite 235
Fort Mitchell, KY 41017

SEC#: 801-55564
Years in Business: 23 years

CENTER FOR WEALTH MANAGEMENT LLC.

Website

(859) 888-0861

211 Grandview Dr Suite 236

Fort Mitchell, KY 41017

SEC#: 801-112042
Years in Business: 3 years


How Retirement-Friendly is Fort Mitchell, KY?

  • Population: 8,257
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $276,200
  • Average Monthly Housing Cost: $970
  • Average Household Income: $102,253
  • 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.)


Fort Mitchell, KY Financial Advisor FAQs

Ask your friends and acquaintances if any of them has experience with the potential advisor you're considering. Ask for references to check out from others in the industry. Contacting all their clients is a great proving ground because clients should be happy to avoid bad advisors and should be first in line to recommend a good one, they were lucky enough to meet first.
One of the most important things you can do is to find a qualified advisor who has knowledge in your area of need and who will be able to work with you in achieving your goals.
Financial advisors get paid in a number of ways, but usually they charge a percentage of the value of your investment. The more money you have to invest - the higher the fee.
Financial advisors provide a range of services to help you grow your financial portfolio. From investments and insurance coverage, to retirement needs assessment and benefits planning, a financial advisor can help you assess your entire situation and offer personalized advice for making the right decisions about managing your money.