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Retirement & Financial Strategies

(1)

“I would highly recommend her, the staff and the business!”

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Marcus W. Bosley & Associates

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Financial Freedom Partners

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Advanced Investment Management

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Centennial Wealth Solutions

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Vineyard Financial

(8)

Retirement
Team
Meeting

“Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning.”

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The 24 firms listed for Owensboro, KY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Owensboro, KY

Of the 24 firms we list here, 4 are in Owensboro itself and 20 come from Evansville, IN (17, 28 mi), Newburgh, IN (2, 22 mi) and Tell City, IN (1, 23 mi). 17 of the firms on this page have a rating, from 4.5 to 5.0 across 40 reviews. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), our associates (2) and retirement planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 13 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Owensboro listed here?

4 of the 24 firms are located in Owensboro. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Rick Watkins Financial Services

(2)

“I would tell anyone who is looking to open or transfer their accounts to someone who is very interested in helping you grow your money see Rick or John at Rick Watkins Financial financial services.”

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McKee Financial Resources

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Breidenbaugh Financial

(3)

“Expert knowledge, and trustworthy.”

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Uvest Advisory Group, Llc

(4)

Knowledge
Financial Advisor
Retirement

“A non-fiduciary financial advisor may recommend products for which he/she receives a commission or other form of payment and therefore may make recommendations that are not necessarily in the best interest of the client.”

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New Horizons Financial Consultants

(4)

“She was not only able to guide me so professionally throughout my experience BUT she was kind, compassionate and I cannot say enough about the calm she provided me in my storm!”