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State DirectoryFinancial Planners in Union, KY
1. Edward Jones - Financial Advisor: Jeff Dunn
1511 Cavalry Ln Ste 102, Florence, KY, 41042
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
3. Annuity General
Serving the Union Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
4. Fifth Third Securities - Jessica Lucas
340 Richwood Rd, Walton, KY, 41094
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
5. Fifth Third Securities - Kelly Malatesta
340 Richwood Rd, Walton, KY, 41094
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
6. John Fruin - Financial Advisor, Ameriprise Financial Services
7430 Us Highway 42 Ste 101, Florence, KY, 41042
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
7. Empower Financial Group
7430 Us Highway 42 Ste 105, Florence, KY, 41042
8. 180 Financial Consulting, LLC
Serving the Union Area
From Business: Serving Burlington, KY and outlying areas, Carl Smith and associates of 180 Financial Consulting, LLC are offering the following services not limited to: Social Security…
9. Fifth Third Securities - Jeffrey Lawson
8100 Burlington Pike, Florence, KY, 41042
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
10. Steve Knapp - Financial Advisor, Ameriprise Financial Services
7430 Us Highway 42 Ste 101, Florence, KY, 41042
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Millson Walker Financl
7000 Houston Rd, Florence, KY, 41042
From Business: MILLSON\WALKER FINANCIAL GROUP, LTD ABOUT THE PRACTICE: Millson/Walker Financial Group, Ltd is full-service financial planning firm dedicated to helping people build and…
12. Renaissance Capital Management, Inc.
6900 Houston Rd Ste 3, Florence, KY, 41042
From Business: To become and remain our clientâ??s most trusted adviser. To be recognized for delivering an unrivaled combination of successful wealth management solutions and exceptional…
13. Edelman Financial Engines
7310 Turfway Rd Ste 550, Florence, KY, 41042
From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…
14. Michael Murphy - Financial Advisor, Ameriprise Financial Services
7310 Turfway Rd Ste 550, Florence, KY, 41042
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
15. Fifth Third Preferred - Rebecca Dinn
3003 Dixie Hwy, Edgewood, KY, 41017
From Business: Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals…
16. Odyssey Financial Advisors - Ameriprise Financial Services
130 Dudley Pike Ste 250, Edgewood, KY, 41017
From Business: At Odyssey Financial Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
17. Scott Osborne - Financial Advisor, Ameriprise Financial Services
130 Dudley Pike Ste 250, Edgewood, KY, 41017
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
18. Jordan Browning - Associate Financial Advisor, Ameriprise Financial Services
130 Dudley Pike Ste 250, Edgewood, KY, 41017
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
19. Benjamin Gehrke - Associate Financial Advisor, Ameriprise Financial Services
130 Dudley Pike Ste 250, Edgewood, KY, 41017
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
20. Paden Belanger - Associate Financial Advisor, Ameriprise Financial Services
130 Dudley Pike Ste 250, Edgewood, KY, 41017
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
21. Fifth Third Securities - Phil Weber, CFP®
2064 Declaration Dr, Independence, KY, 41051
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
22. The Christopher Financial Group
509 Centre View Blvd, Crestview Hills, KY, 41017
24. The Retirement Security Group
75 Cavalier Blvd Ste 316, Florence, KY, 41042
From Business: (RSG) Retirement Security Group is an independently owned financial planning company with more than 25 years of dedicated service to our clients. RSG consists of independent…
25. Creative Asset Solutions
7310 Turfway Rd Ste 550, Florence, KY, 41042
From Business: "Kevin Bard is the Owner and Founder of Creative Asset Solutions, LLC, a respected financial consultant, educator and author. He is a retirement, and social security specialist…
26. Fifth Third Securities - Jeff O'Bryan
3003 Dixie Hwy, Edgewood, KY, 41017
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
27. Scott Brooks - Private Wealth Advisor, Ameriprise Financial Services
130 Dudley Pike Ste 250, Edgewood, KY, 41017
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
28. Morgan Stanley Wealth Management
180 Barnwood Dr, Edgewood, KY, 41017
From Business: You look everywhere for answers to questions about your finances â?? family, trusted friends, online, but nothing you find seems quite right for your situation. Thatâ??s…
29. Fifth Third Securities - Christopher Hopper
3095 N Bend Rd, Hebron, KY, 41048
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
