Financial Services - Top 5 Companies Bowling Green KY

Financial Services - Top 5 Companies in Bowling Green, KY. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Bowling Green.

Mr. N. Drew Richey, CFP®
(270) 393-1810
1000 Wilkinsons Trace
Bowling Green, KY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Life Transitions, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Guy D. Waggoner Ii, CFP®
(270) 846-0405
996 Wilkinson Trce Ste C2
Bowling Green, KY
Firm
Kentucky Trust Company

Data Provided by:
Mr. William H. Borders Ii, CFP®
(270) 782-9222
911 College St Ste 301
Bowling Green, KY
Firm
Landmark Financial Advisors
Areas of Specialization
Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Chad Goodman, CFP®
(270) 904-0622
520 E Main Ave Ste 102
Bowling Green, KY
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Kevin D. Counts, CFP®
(270) 783-3562
927 College St
Bowling Green, KY
Firm
Wealth Management
Areas of Specialization
Investment Management

Data Provided by:
Mr. Andrew J Head, CFP®
(270) 303-9564
905 Ridgecrest Way
Bowling Green, KY
Firm
Journey Financial Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Data Provided by:
Mr. Matthew T. Garrett, CFP®
(270) 781-1691
446 E Main Ave
Bowling Green, KY
Firm
Hilliard Lyons
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided by:
Mr. Greg Wassom, CFP®
(720) 745-7682
500 E Main St
Bowling Green, KY
Firm
US Bank

Data Provided by:
Mrs. Jeanne J. Fisher, CFP®
(270) 843-4115
1733 Campus Plaza Court
Bowling Green, KY
Firm
ARGI Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Ms. Jacqueline Hunt Rowe, CFP®
(270) 843-4115
1733 Campus Plaza Ct
Bowling Green, KY
Firm
ARGI Financial Group
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

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