Wealth Management in Bowling Green, KY

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List of Firms

Bowling Green, KY Wealth Management Firms

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Capital Financial Group
SEC File# 801-117272
CRD# 111709
Location 1278 Campbell Ln #2, Bowling Green, KY 42104, USA
Phone (901) 322-0291
Language http://capitalfinancialgroup.net/
Directions
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Bryan Finkbone - Morgan Stanley
5 out of 5
Location 1945 Scottsville Rd Ste 203-B, Bowling Green, KY 42104, USA
Phone (270) 936-6697
Language https://advisor.morganstanley.com/bryan.finkbone?y_source=1_MTM0MDg5NDUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Carr, Riggs & Ingram CPAs and Advisors
Location 922 State St #100, Bowling Green, KY 42101, USA
Phone (270) 782-0700
Language http://www.cricpa.com/
Directions
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Baird Private Wealth Management
5 out of 5
Location 446 E Main Ave, Bowling Green, KY 42101, USA
Phone (270) 781-1691
Language https://bowlinggreen.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=267
Directions
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WealthSouth Wealth Management Kentucky
Location 911 College St #100, Bowling Green, KY 42101, USA
Phone (270) 783-3092
Language http://www.wealthsouth.com/
Directions
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Merrill Lynch Wealth Management
Location 340 E Main Ave, Bowling Green, KY 42101, USA
Phone (270) 782-7051
Language https://www.local.ml.com/BOWLING_GREEN
Directions
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ARGI Financial Group
Location 1048 Ashley St UNIT 301, Bowling Green, KY 42103, USA
Phone (270) 843-4115
Language https://argifinancialgroup.com/
Directions
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Scott Lowe - Morgan Stanley
Location 1945 Scottsville Rd Ste 203-B, Bowling Green, KY 42104, USA
Phone (270) 936-6414
Language https://advisor.morganstanley.com/scott.lowe?y_source=1_MTUyOTk5NzktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Hamilton Investments
4 out of 5
Location 1517 Greenwood Alley, Bowling Green, KY 42101, USA
Phone (270) 793-0062
Directions
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Kentucky SBDC at Bowling Green
5 out of 5
Location 2413 Nashville Rd Suite 208, Bowling Green, KY 42101, USA
Phone (270) 721-2800
Language https://kentuckysbdc.com/bowling-green/
Directions
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Turk Financial LLC
5 out of 5
Location 2413 Nashville Rd, Bowling Green, KY 42101, USA
Phone (270) 320-4417
Language https://www.turkfinancial.co/
Directions
Wealth Management in Bowling Green, KY

Where Wealth Management Advisors in Bowling Green, KY Serve

Bowling Green, KY is a vibrant city located in the southern part of the state. It boasts a rich history, diverse culture, and numerous landmarks that make it a must-visit destination. From the iconic Corvette Museum to the stunning Lost River Cave, there's something for everyone in Bowling Green. When it comes to top employers, the city is home to several major companies, including Fruit of the Loom, Holley Performance Products, and Western Kentucky University. These employers provide a wide range of job opportunities and contribute significantly to the local economy. In terms of transportation, Bowling Green is well-connected to the rest of the state and beyond. Major highways such as I-65 and US-31W run through the city, making it easy to travel to nearby destinations. Additionally, several major streets, including Scottsville Road and Nashville Road, provide easy access to different parts of the city. Neighborhoods in Bowling Green are diverse and offer a range of housing options.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bowling Green, KY can benefit from a bank in numerous ways. For instance, a bank can offer them a safe place to keep their money and access to a range of financial services, such as loans, mortgages, and credit cards. In particular, Bowling Green, KY residents can benefit from banks that offer specialized services for farmers, given that the city is located in an agricultural region. Such services can include farm loans, agricultural insurance, and crop insurance. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money and investments. With the help of a bank, residents of Bowling Green, KY can improve their financial well-being and achieve their long-term financial goals.

Insurance Broker

Residents of Bowling Green, KY can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help them navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage for their unique needs. With the city's growing population and diverse demographics, an insurance broker can provide tailored solutions that cater to the specific needs of each resident. Additionally, Bowling Green is situated in an area that is prone to natural disasters such as tornadoes and floods. In such situations, an insurance broker can help residents understand their coverage and file claims efficiently. Moreover, an insurance broker can also help residents save money by comparing policies and negotiating rates on their behalf. Overall, the services of an insurance broker can provide Bowling Green residents with peace of mind and financial security in an unpredictable world.

Retirement Planning

Residents of Bowling Green, KY can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals in Bowling Green, KY create a customized retirement plan that takes into account their unique financial situation, lifestyle goals, and retirement aspirations. Secondly, a retirement planner can assist residents in Bowling Green, KY in navigating the complex tax laws and regulations that apply to retirement planning, particularly in light of recent changes to the tax code. Additionally, with the cost of living in Bowling Green, KY being lower than the national average, a retirement planner can help residents make the most of their retirement savings by identifying investment opportunities that offer high returns and low risk. Finally, a retirement planner can provide guidance on how to manage and protect assets, such as real estate and other investments, in order to ensure that they provide a stable source of income throughout retirement.

Financial Advisor

Residents of Bowling Green, KY can benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor can be of assistance is in helping individuals navigate the complexities of retirement planning. With the cost of living in Bowling Green being slightly lower than the national average, residents may have a false sense of security when it comes to their retirement savings. However, a financial advisor can provide valuable insight into the amount of money needed to maintain a comfortable standard of living in retirement, taking into account factors such as inflation and healthcare costs. Additionally, a financial advisor can help residents of Bowling Green create a personalized investment strategy that aligns with their financial goals and risk tolerance, ensuring that their retirement savings are working as hard as possible for them.

Mortgage Loan Officer

Residents of Bowling Green, KY can greatly benefit from the services of a mortgage loan officer. With the city's growing population, more and more people are looking to purchase homes and properties in the area. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be especially difficult for first-time homebuyers. Additionally, Bowling Green is home to a diverse range of neighborhoods and housing options, from historic homes to modern developments. A skilled mortgage loan officer can help residents find the right loan for their unique needs and budget, whether they are looking to purchase a charming older home in the downtown area or a spacious new construction in the suburbs.

Tax Services

Residents of Bowling Green, KY can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by helping them navigate the complex tax laws and regulations in the state. With Kentucky having its own set of tax laws, it can be daunting for residents to keep up with the changes and ensure they are complying with the rules. A tax advisor can help residents understand the nuances of the tax laws and provide guidance on how to minimize their tax liabilities. Additionally, a tax advisor can assist residents in preparing their tax returns accurately and timely, avoiding penalties and interest charges. For small business owners in Bowling Green, a tax advisor can provide valuable advice on tax planning, bookkeeping, and payroll services, which can help them save time and money. Overall, a tax advisor can be a valuable resource for residents of Bowling Green, KY, helping them stay compliant with the tax laws and maximize their tax savings.

Estate Planning Lawyer

Residents of Bowling Green, KY can benefit from the expertise of an estate planning lawyer in many ways. One specific issue that is unique to Bowling Green is the high number of retirees who choose to settle in the area. An estate planning lawyer can help these retirees ensure that their assets are properly distributed to their loved ones after they pass away. This can involve creating a will or trust, as well as identifying tax-saving strategies that can help reduce the burden on their heirs. Additionally, an estate planning lawyer can help Bowling Green residents navigate the complex laws surrounding Medicaid and long-term care planning. With their knowledge of the local legal landscape, an estate planning lawyer can provide invaluable guidance to those looking to protect their assets and secure their legacy for future generations.

Bowling Green, KY Financial Resources

Bowling Green, KY Chamber of Commerce

https://www.bgchamber.com/

Bowling Green, KY City Hall

https://www.bgky.org/

Bowling Green, KY Public Library

https://warrenpl.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Bowling Green, KY can provide a range of wealth management services to help clients grow and protect their assets. They can offer personalized investment strategies based on the client's risk tolerance, financial goals, and time horizon. Additionally, they can provide tax planning and estate planning services to help clients minimize their tax liabilities and ensure their assets are distributed according to their wishes. One unique aspect of wealth management in Bowling Green, KY is the city's thriving business community. A skilled wealth manager can leverage their local connections and knowledge to help clients invest in local businesses and take advantage of the city's economic growth opportunities. With their bursty and complex approach to financial planning, wealth managers in Bowling Green, KY can help clients achieve their financial goals and secure their financial future.

Bowling Green, KY is undoubtedly the best place to get a wealth manager. The city is home to some of the most experienced and knowledgeable financial advisors who can help you manage your wealth effectively. One of the most intriguing things about Bowling Green, KY is its diverse economy. The city has a thriving business community that includes healthcare, manufacturing, and education sectors, which means that there are plenty of investment opportunities for wealth managers to explore. Moreover, the city's low cost of living and affordable housing make it an attractive destination for retirees and investors looking to grow their wealth. With its strategic location and well-connected transportation system, Bowling Green, KY offers easy access to major markets and financial centers, making it an ideal place to invest and grow your wealth. Whether you're looking to invest in stocks, bonds, or real estate, Bowling Green, KY has the resources and expertise to help you achieve your financial goals.