Wealth Management in Daviess County, KY

We did the hard work of finding trustworthy partners in Daviess County, KY. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Daviess County, KY Wealth Management Firms

Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 100 W 3rd St #301, Owensboro, KY 42303, USA
Phone (270) 663-0607
Align Wealth Management - Ameriprise Financial Services, LLC
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 684-8424
Financial Advisors | U.S. Bancorp Investments
Location 700 Frederica St, Owensboro, KY 42301, USA
Phone (270) 926-5361
Baird Private Wealth Management
5 out of 5
Location 1035 Frederica St #100, Owensboro, KY 42301, USA
Phone (270) 926-4747
Wealth Management in Daviess County, KY

Where Wealth Management Advisors in Daviess County, KY Serve

Daviess County is a county located in the U.S. state of Kentucky. As of the 2010 census, the population was 87,893. The county seat is Owensboro. Daviess County comprises the Owensboro, KY Micropolitan Statistical Area, which is also included in the Louisville-Jefferson County-Elizabethtown-IN, KY-IN Combined Statistical Area. Daviess County is home to a number of landmarks, including the Owensboro Museum of Fine Art, the International Bluegrass Music Museum, and the Mesker Park Zoo & Botanical Garden. The top employers in Daviess County are General Electric (2,000 employees), Walmart (1,600 employees), and Owensboro Health (1,500 employees). Major highways and streets in Daviess County include US Route 231 and Kentucky Route 54. Some of the neighborhoods in Daviess County include Maple Grove, Promontory Pointe, and Sun Valley.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Daviess County, KY provide a wide range of services to their customers. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these traditional banking services, many banks also offer online banking and mobile banking options for their customers. This allows customers to conduct transactions from anywhere at any time.

Retirement Planning

Daviess County, KY is a great place to retire. The cost of living is low, the climate is mild, and there are plenty of things to do. In addition, the county government offers a number of programs and services specifically designed for retirees. Contact a local retirement planner today to get started.

Tax Services

A tax accountant in Daviess County, KY helps businesses and individuals file taxes and tax-related paperwork. They may also offer advice on how to reduce taxes owed, and represent clients in audits or other legal proceedings. Tax accountants typically have a degree in accounting or a related field, and must be registered with the state government to offer their services.

Financial Advisor

A financial advisor in Daviess County, KY helps people save money and plan for the future. They can help you invest your money wisely and make sure you have enough saved up for retirement or any other financial goals you may have. They can also help you with estate planning, so your loved ones will be taken care of after you're gone. If you're looking for someone to help you take control of your finances, a financial advisor in Daviess County, KY is a great option.

Insurance Broker

An insurance broker in Daviess County, KY helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Daviess County, KY helps individuals and families purchase homes by working with a variety of lenders to find the best financing options for their needs. They help assess applicants' creditworthiness and eligibility for different loan products, and work with the homebuyers throughout the application process. Mortgage loan officers also work with borrowers who are in default on their mortgages to help them get back on track.

Estate Planning Lawyer

An estate planning lawyer in Daviess County, KY helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


Comprehensive Wealth Management FAQs