Retirement Planner Campbellsville KY

Retirement planners in Campbellsville, KY help people make important financial decisions to ensure a comfortable retirement. They provide advice on retirement income plans, estate plans, emergency fund establishment, retirement investments, and wealth management. Please read on to find local listings for qualified retirement planners in your area.

Mr. Bryon N Milby, CFP®
(270) 789-0592
PO Box 1091
Campbellsville, KY
Areas of Specialization
Accounting, Comprehensive Financial Planning, Estate Planning, Investment Management, Small Business Planning, Tax Planning, Tax Preparation

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US Bank - Lebanon KY Office
(270) 692-3181
131 W Main St
Lebanon, KY
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 08:30 am to 01:00 pm

Jerome Zimmerer
D. Scott Neal, Inc.
(800) 344-9098
PO Box 2010
Lexington, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

William Cox
William W. Cox CPA/PFS CFP
(270) 444-0410
PO Box 8064
Paducah, KY
Expertises
Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA/PFS, MBA

Jerome Zimmerer
D. Scott Neal, Inc.
(502) 459-7199
950 Breckenridge Lane, Suite 115
Louisville, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Mr. W. Travis Webb, CFP®
(270) 304-8591
148 Montgomery Ct
Lebanon, KY
Firm
Independent
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Life Planning

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Gregory Curry
Pillar Financial Advisors, LLC
(502) 384-3890
3046 Breckenridge Lane
Louisville, KY
Expertises
Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CPA/PFS

Scott Neal
D. Scott Neal, Inc.
(859) 254-3036
1999 Richmond Road
Lexington, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, M.Div., MBA

Melody Townsend
Townsend Financial Planning
(859) 498-2020
124 N. Maysville Street, Suite B
Mount Sterling, KY
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Lisa Archer
Archer Financial Planning, LLC
(502) 403-1085
8401 Shelbyville Road, Suite 108
Louisville, KY
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, College/Education Planning, Insurance Related Issues, including Annuities, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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