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Advisors near 42503

Out of 400,000+ nationwide

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David W

Series 65

Somerset, KY

Visionary Horizons, LLC

Retirement plans for business owners (SEP, solo 401k)
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Mark C

Series 66

Somerset, KY

Wealth Management

Passive / index investing Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner Executive
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Eric W

CFP®, Series 63, Series 65

Somerset, KY

FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Crystal D

Series 66

Somerset, KY

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance
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Jordan P

Series 66

Somerset, KY

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Seth A

PFS™, Series 66

Somerset, KY

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jennifer T

Series 66

Somerset, KY

Edward Jones

General estate planning guidance Military & Veterans
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Mark H

Series 63, Series 65

Somerset, KY

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Justin T

Series 63, Series 65

Somerset, KY

Truist Advisory Services

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
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Kerry C

CFP®, Series 63, Series 66

Somerset, KY

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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