Wealth Management in Nicholasville, KY

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List of Firms

Nicholasville, KY Wealth Management Firms

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Edward Jones - Financial Advisor: Geri Polvino, AAMS™
SEC File# 801-3297
CRD# 250
Location 504 N Main St Suite E, Nicholasville, KY 40356, USA
Phone (859) 881-8246
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Boyd J Stephen CPA
5 out of 5
Location 171 Imperial Way, Nicholasville, KY 40356, USA
Phone (859) 887-1122
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Edward Jones - Financial Advisor: Daniel B Van Horn
SEC File# 801-3297
CRD# 250
5 out of 5
Location 119 Quinn Dr, Nicholasville, KY 40356, USA
Phone (859) 885-1778
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Suzanne Powell, by Meridian Wealth Management
5 out of 5
Location 250 W Main St Suite 2520, Lexington, KY 40507, USA
Phone (859) 806-8368
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Moneyline Wealth Management
Location 220 E Reynolds Rd UNIT A1, Lexington, KY 40517, USA
Phone (859) 271-8694
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SEC File# 801-121415
CRD# 129301
5 out of 5
Location 527 Wellington Way Suite 225, Lexington, KY 40503, USA
Phone (859) 317-8316
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Wealth Management at Bank of the Bluegrass
5 out of 5
Location 215 Southland Dr #200, Lexington, KY 40503, USA
Phone (859) 233-8916
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SEC File# 801-117015
CRD# 304659
5 out of 5
Location 2525 Harrodsburg Rd #100, Lexington, KY 40504, USA
Phone (859) 296-1200
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Realiant LLC
Location 1140 Keene Rd, Nicholasville, KY 40356, USA
Phone (859) 321-3346
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Mc Daniel Wealth Management PLLC
Location 103 Wind Haven Dr # 201, Nicholasville, KY 40356, USA
Phone (859) 977-9797
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Edward Jones - Financial Advisor: Morgan Murray, CRPC™
5 out of 5
Location 504 N Main St Suite E, Nicholasville, KY 40356, USA
Phone (859) 881-8246
Directions
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Fresca Keller Wealth - UBS Financial Services Inc.
Location 307 S Ashland Ave, Lexington, KY 40502, USA
Phone (859) 335-8107
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Blacksummit Financial Group, Inc.
Location 99 Wind Haven Dr Suite 2, Nicholasville, KY 40356, USA
Phone (859) 305-0602
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SEC File# 801-51066
CRD# 106950
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
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Merrill Lynch Wealth Management Advisor Joshua Branham
Location 4023 Finn Wy, Lexington, KY 40517, USA
Phone (859) 788-4541
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Heritage Point Wealth Management
Location 710 E Main St Suite 26R, Lexington, KY 40502, USA
Phone (859) 788-7678
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Baird Private Wealth Management
1 out of 5
Location 3120 Wall St #310, Lexington, KY 40513, USA
Phone (859) 219-4260
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Financial Advisors | U.S. Bancorp Investments
Location Done, 2020 Nicholasville Rd, Lexington, KY 40503, USA
Phone (859) 232-8154
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Wealth Management of Kentucky
4 out of 5
Location 444 E Main St, Lexington, KY 40507, USA
Phone (859) 268-4425
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Sealey Investment Group
5 out of 5
Location 508 N Main St B, Nicholasville, KY 40356, USA
Phone (859) 885-5004
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SEC File# 801-76586
CRD# 161144
5 out of 5
Location 250 W Main St #3150, Lexington, KY 40507, USA
Phone (859) 543-4516
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SEC File# 801-79371
CRD# 125147
5 out of 5
Location 105 Wind Haven Dr, Nicholasville, KY 40356, USA
Phone (859) 223-6333
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McFarland Wealth Management Group - UBS Financial Services Inc.
Location 307 S Ashland Ave, Lexington, KY 40502, USA
Phone (859) 219-6429
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Lexington Wealth Management
Location 2969 Hemingway Ln, Lexington, KY 40513, USA
Phone (859) 225-2596
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VFG Wealth Management & Benefit Solutions
5 out of 5
Location 131 Prosperous Pl Ste 14a, Lexington, KY 40509, USA
Phone (859) 263-2304
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Peter Sutton McFarland - UBS Financial Services Inc.
Location 307 S Ashland Ave, Lexington, KY 40502, USA
Phone (859) 219-6429
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Wealth Management in Nicholasville, KY

Where Wealth Management Advisors in Nicholasville, KY Serve

Nicholasville, KY is a charming city located in Jessamine County, known for its rich history and stunning landmarks. One of the most notable landmarks in Nicholasville is the Camp Nelson Civil War Heritage Park, which boasts a museum and outdoor exhibits that showcase the area's role in the Civil War. In terms of top employers, Nicholasville is home to several major companies, including R.J. Corman Railroad Group, Hitachi Automotive Systems Americas, and Lockmasters Security Institute. These companies provide a diverse range of job opportunities for residents of the city and surrounding areas. When it comes to transportation, Nicholasville is conveniently located near several major highways and streets, including US-27, KY-169, and KY-29. These roadways make it easy for residents to travel to nearby cities and towns, as well as commute to work. Nicholasville is also home to several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Nicholasville, KY can benefit from a bank in various ways. Firstly, banks can provide financial assistance to those who need it. For instance, residents can take out loans to start a business or purchase a home. Secondly, banks can help residents manage their money by offering checking and savings accounts, which can assist in budgeting and saving for future expenses. Additionally, banks can provide investment opportunities to residents, allowing them to grow their wealth over time. One specific aspect of Nicholasville, KY that banks can help with is the local economy. With a population of just over 30,000, Nicholasville is a small town that relies heavily on small businesses. Banks can provide loans and financial advice to these businesses, allowing them to thrive and contribute to the local economy. Overall, banks play a crucial role in the financial well-being of Nicholasville residents and the town as a whole.

Insurance Broker

Residents of Nicholasville, KY can benefit immensely from the services of an insurance broker. With the city's growing population, there is an increasing need for individuals and families to secure insurance coverage that meets their unique needs. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their specific situation. For example, Nicholasville is home to several large corporations, and an insurance broker can help these companies find the right group health insurance plans for their employees. Additionally, with the city's proximity to Lexington, an insurance broker can help residents find affordable auto insurance policies that provide adequate coverage for their daily commute. Overall, an insurance broker can be a valuable resource for Nicholasville residents looking to protect themselves and their assets.

Retirement Planning

Residents of Nicholasville, KY could greatly benefit from the expertise of a retirement planner in several ways. For starters, a retirement planner could help residents of Nicholasville navigate the complexities of Social Security benefits, which can be particularly confusing for those who are nearing retirement age. Additionally, a retirement planner could help residents of Nicholasville identify and prioritize their financial goals, such as paying off debt or saving for a child's education. Given that Nicholasville is a rapidly growing city with a diverse population, a retirement planner could also help residents understand the unique tax implications and investment opportunities that are available to them. Ultimately, a retirement planner could help residents of Nicholasville achieve financial security and peace of mind as they enter their golden years.

Financial Advisor

Residents of Nicholasville, KY could greatly benefit from the guidance of a financial advisor in a variety of ways. For instance, with the median household income in Nicholasville being $57,000, a financial advisor could assist families in creating a budget that aligns with their financial goals and aspirations. Additionally, a financial advisor could help residents plan for retirement, which is especially important given that the population of Nicholasville is older than the national average. Furthermore, a financial advisor could provide guidance on investments and portfolio management, which is crucial given the growing number of small businesses and entrepreneurs in Nicholasville. Overall, a financial advisor could help residents of Nicholasville achieve financial stability and security, enabling them to live their best lives.

Mortgage Loan Officer

Residents of Nicholasville, KY would greatly benefit from the services of a mortgage loan officer. With a population of just over 30,000, Nicholasville is a growing city that offers a variety of housing options for its residents. A mortgage loan officer can assist residents in finding the best loan options that fit their unique financial situation and help them navigate the often complex process of purchasing a home. Additionally, with the city's proximity to Lexington and the University of Kentucky, a mortgage loan officer can help residents take advantage of opportunities to invest in rental properties or student housing. With the help of a skilled mortgage loan officer, residents of Nicholasville can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Nicholasville, KY could benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations of the state. With the ever-changing tax laws, it can be challenging for residents to keep up with the latest updates and ensure compliance. Secondly, a tax advisor can assist residents in identifying tax deductions and credits that they may be eligible for, which can help them save money on their tax bills. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liabilities. In Nicholasville, KY, where the economy is heavily reliant on the manufacturing, healthcare, and retail sectors, a tax advisor can help residents in these industries understand the tax implications of their business operations and make informed decisions. Overall, a tax advisor can provide valuable insights and assistance to residents in Nicholasville, KY, helping them achieve their financial goals and avoid costly tax mistakes.

Estate Planning Lawyer

Residents of Nicholasville, KY can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help residents of Nicholasville, KY create a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important for residents of Nicholasville, KY because the city is home to many retirees who may have accumulated significant assets over the years. Additionally, an estate planning lawyer can help residents of Nicholasville, KY minimize their tax liabilities and ensure that their assets are distributed according to their wishes. Furthermore, an estate planning lawyer can help residents of Nicholasville, KY plan for long-term care and disability, which is important given the city's aging population. Overall, an estate planning lawyer can provide invaluable assistance to residents of Nicholasville, KY in protecting their assets and ensuring that their wishes are carried out after they pass away.

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