Oldham County, KY Financial Advisors and Resources



Financial Advisor Firms in Oldham County, KY


WETZEL INVESTMENT ADVISORS, INC.

Website

(317) 859-2502

4404 Carolyn Court

Crestwood, KY 40014

SEC#: 801-117718
Years in Business: 1 years


How Retirement-Friendly is Oldham County, KY?

  • Population: 65,967
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $283,400
  • Average Monthly Housing Cost: $1,302
  • Average Household Income: $128,725
  • 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.)


Oldham County, KY Financial Advisor FAQs

Financial advisors are professionals who advise people on financial matters. This person's responsibilities could also include helping clients with their tax situation, investment portfolio management and retirement planning.
Having a financial advisor can be beneficial in two ways. They can help you make decisions related to your finances and investments, and they may also give you unbiased information about insurance policies, retirement plans, or other financial options for your business.
Financial advisors are paid in a myriad of ways. These vary, depending on the type of service rendered, account level, product they're selling, and more.
Get information about their educational background, years of experience in financial advising, degrees, and licenses.