Kenton County, KY Financial Advisors and Resources



Financial Advisor Firms in Kenton County, KY


FOURTH STREET PERFORMANCE PARTNERS, INC.

Website

(859) 491-5556

211 Garrard Street

Covington, KY 41011

SEC#: 801-41524
Years in Business: 29 years

RENAISSANCE INVESTMENT MANAGEMENT

Website

(513) 723-4500

50 E. Rivercenter Blvd.
Suite 1200
Covington, KY 41011

SEC#: 801-50177
Years in Business: 26 years

LEGACY FINANCIAL ADVISORS, INC.

Website

(859) 655-5225

117 East Fourth Street

Covington, KY 41011

SEC#: 801-72637
Years in Business: 10 years

CHANNEL ISLANDS GROUP

Website

(859) 888-0355

15 West Fifth St.

Covington, KY 41011

SEC#: 801-80798
Years in Business: 6 years

JOURNEY ADVISORY GROUP, LLC

Website

(859) 888-0355

15 West 5th St

Covington, KY 41011

SEC#: 801-79934
Years in Business: 7 years

MCF ADVISORS, LLC

Website

(859) 392-8600

50 E. Rivercenter Blvd.,
Suite 300
Covington, KY 41011

SEC#: 801-62765
Years in Business: 17 years

CWM, LLC

Website

(859) 445-0550

50 East Rivercenter Blvd, Suite 1225

Covington, KY 41011

SEC#: 801-72037
Years in Business: 10 years

M HOLDINGS SECURITIES, INC.

Website

(513) 784-9150

40 W 5th Street

Covington, KY 41011

SEC#: 801-57304
Years in Business: 21 years

CWM, LLC

Website

(859) 445-0550

50 East Rivercenter Blvd, Suite 1225

Covington, KY 41011

SEC#: 801-72037
Years in Business: 10 years


How Retirement-Friendly is Kenton County, KY?

  • Population: 165,668
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $166,100
  • Average Monthly Housing Cost: $963
  • Average Household Income: $83,684
  • 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.)


Kenton County, KY Financial Advisor FAQs

The main goal of a financial advisor is to provide direction so that you can meet your goals for today and tomorrow while building confidence that your money is well managed.
Definitely. Financial advisors are a great help in many aspects of your finances. They help in looking after your health care needs, insurance, college savings plans, and estate plans.
There are two primary methods of income for financial advisors. The first is commission based on the number of trades they make for clients, and the second is by charging an ongoing management fee to cover research time or repay out-of-pocket expenses incurred.
What type of investment products do you offer? How much experience do you have in this type of investing? What are your methods for determining risk assessments? In light of my investments, will you have an additional advice or plan for me, such as insurance or annuities?