Wealth Management in Richmond, KY

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List of Firms

Richmond, KY Wealth Management Firms

SEC File# 801-117015
CRD# 304659
5 out of 5
Location 2525 Harrodsburg Rd #100, Lexington, KY 40504, USA
Phone (859) 296-1200
Directions
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Kinnett Borough Financial Group
Location 2452 Sir Barton Way Suite 204, Lexington, KY 40509, USA
Phone (859) 785-0282
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Cornerstone Wealth Management
SEC File# 801-123282
CRD# 313269
Location 3620 Walden Dr, Lexington, KY 40517, USA
Phone (859) 381-0555
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-108930
CRD# 285981
Location 1792 Alysheba Way Suite 390, Lexington, KY 40509, USA
Phone (859) 300-3030
Directions
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Edward Jones - Financial Advisor: Chris Menser
Location 2008 Merchant Dr Suite 4, Richmond, KY 40475, USA
Phone (859) 626-7676
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SEC File# 801-70676
CRD# 151523
5 out of 5
Location 250 W Main St #3150, Lexington, KY 40507, USA
Phone (859) 543-4516
Directions
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Principal Financial Group
Location 104 Sunset Ave, Richmond, KY 40475, USA
Phone (859) 353-6643
Directions
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Van Leeuwen & Associates
5 out of 5
Location 808 W Main St, Richmond, KY 40475, USA
Phone (859) 626-3400
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 101 Alycia Dr, Richmond, KY 40475, USA
Phone (859) 626-0060
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Leach Investments LLC
Location 124 Sundae Dr, Richmond, KY 40475, USA
Phone (859) 623-0569
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Strategic Wealth Designers
SEC File# 801-117642
CRD# 165474
5 out of 5
Location 2716 Old Rosebud Rd Suite 180, Lexington, KY 40509, USA
Phone (859) 207-1501
Directions
Wealth Management in Richmond, KY

Where Wealth Management Advisors in Richmond, KY Serve

Richmond, KY is a vibrant city with a rich history and a plethora of landmarks that showcase its unique character. The city is home to several top employers, including Eastern Kentucky University and Baptist Health Richmond, which provide ample job opportunities for residents. The city is also well-connected to major highways and streets, such as I-75 and US-25, making it easy to travel to other parts of the state. There are several neighborhoods in Richmond that offer a variety of living options, from historic homes in the downtown area to modern developments on the outskirts of town. Some of the most notable landmarks in Richmond include the Battle of Richmond Visitors Center, the EKU Center for the Arts, and the White Hall State Historic Site. With its thriving economy, convenient location, and unique character, Richmond, KY is a great place to live, work, and explore.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Richmond, KY can benefit from a bank in a multitude of ways. For instance, banks in Richmond, KY provide various financial services such as loans, savings accounts, and credit cards that can help residents achieve their financial goals. Additionally, banks in Richmond, KY can offer investment advice and help residents plan for their future by providing retirement accounts and estate planning services. Furthermore, banks in Richmond, KY can assist residents in managing their daily finances by offering mobile banking, online bill payment, and other convenient services. With the economy constantly changing, having a reliable bank in Richmond, KY can provide a sense of security and stability for residents, especially during times of financial uncertainty.

Insurance Broker

Residents of Richmond, KY would greatly benefit from the services of an insurance broker. With a population of over 36,000 people, Richmond is a bustling city that requires a diverse range of insurance options to meet the needs of its residents. An insurance broker can help residents navigate the complex world of insurance policies, ensuring they have the coverage they need for their unique situations. Whether it's finding affordable health insurance for a family of four or securing comprehensive auto insurance for a new driver, an insurance broker can provide the guidance and expertise necessary to make informed decisions. Additionally, Richmond, KY is home to several small businesses that could benefit from the expertise of an insurance broker in finding the right coverage for their operations. With the help of an insurance broker, residents of Richmond can rest easy knowing that they have the protection they need for themselves, their families, and their businesses.

Retirement Planning

Residents of Richmond, KY can benefit greatly from the services of a retirement planner. With the city's growing population and the increasing number of retirees, a retirement planner can help individuals navigate the complex world of retirement planning. From managing retirement accounts to creating a comprehensive plan for long-term care, a retirement planner can provide valuable guidance and advice. Additionally, with the high cost of healthcare in Richmond, KY, a retirement planner can help individuals plan for potential medical expenses in retirement. By working with a retirement planner, residents of Richmond can have peace of mind knowing that their retirement is secure and that they have a plan in place to handle any unexpected expenses.

Financial Advisor

Residents of Richmond, KY can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. With a rapidly aging population, many residents of Richmond are thinking about their retirement and how to ensure they have enough money to live comfortably. A financial advisor can help them navigate the complex world of retirement planning, including understanding Social Security benefits, creating a budget, and choosing the right investment vehicles. Additionally, given the high poverty rate in Richmond, many residents may need help with debt management and budgeting. A financial advisor can help them create a plan to pay off debt and manage their finances more effectively. Finally, with the recent growth of the city's economy, many residents may be interested in investing in the local real estate market. A financial advisor can provide guidance on how to invest wisely and avoid common pitfalls.

Mortgage Loan Officer

Residents of Richmond, KY could greatly benefit from the expertise of a mortgage loan officer. With the current state of the economy, many residents are struggling to secure affordable housing. A mortgage loan officer can assist in finding the right loan program to fit their specific needs and financial situation. In addition, Richmond, KY is a city with a rich history and unique architecture, which can make finding a suitable home challenging. A mortgage loan officer can help navigate the complex process of purchasing a historic home or property, including navigating any zoning or preservation regulations. With their knowledge of the local real estate market, a mortgage loan officer can also provide valuable insight into neighborhoods and properties that may be a good fit for residents looking to purchase a home in Richmond, KY.

Tax Services

Residents of Richmond, KY can benefit greatly from the services of a tax advisor. With the complexity of tax laws and regulations, a tax advisor can provide valuable guidance to ensure that residents are maximizing their deductions and minimizing their tax liability. In addition to this, a tax advisor can assist residents in navigating the unique tax laws and regulations specific to Richmond, KY. For example, Richmond, KY has a local transient room tax that applies to hotels and short-term rentals. A tax advisor can help residents who are renting out their property understand their tax obligations and ensure that they are in compliance with local laws. Furthermore, a tax advisor can provide assistance with estate planning, retirement planning, and other financial matters to help residents achieve their long-term financial goals. Overall, a tax advisor can provide valuable support to residents of Richmond, KY in navigating the complex world of taxes and financial planning.

Estate Planning Lawyer

Residents of Richmond, KY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them create a will or trust to ensure their assets are distributed according to their wishes after their death. This is particularly important in Richmond, KY, where the median age is 32.8 years, and many residents have young families. An estate planning lawyer can also assist with establishing power of attorney, healthcare proxies, and other legal documents that can protect individuals and their families in case of incapacity or medical emergencies. Additionally, an estate planning lawyer can help residents minimize estate taxes, avoid probate, and protect their assets from creditors and lawsuits. Overall, the services of an estate planning lawyer can provide Richmond, KY residents with peace of mind knowing that their affairs are in order and their loved ones are protected.

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