Townsend financial planning ky
WebTownsend Financial Planning is an advisory firm that has its headquarters in Mount Sterling, Kentucky. It handles $60.8 million in assets over 276 client accounts. The company has a small team of two employees, all of whom are financial advisors. Townsend Financial Planning does not act as a regi... WebTownsend Financial Planning, LLC Investment Management, Financial Planning Consultants, Retirement Planning Services ... BBB Rating: A+ (859) 299-2024 710 E Main St, Lexington, KY...
Townsend financial planning ky
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WebDoing business as: Melody W. Townsend dba Townsend Financial Planning Registration: Oct 2, 2006 Site: townsendfinancialplanning.com, townsendplanning.com Phone: (859) 498-2024, (859) 274-4122 (Fax) Member: Melody Townsend / Owner Categories: Financial Planning Consultants, Taxes - Consultants & Representatives, Financial Services, … WebWelcome Collin Titus to AdvisorNet Financial. Senior Vice President of Business Development at AdvisorNet Financial 6d
WebTOWNSEND FINANCIAL PLANNING 141571 36 EAST MAIN STREET MT. STERLING, KY 40353 Employment 1 of 1 IA Regulator Registration Status Date IA Kentucky Investment Adviser Representative Approved 04/01/2010 Branch Office Locations This individual does not have any registered Branch Office WebTownsend Financial Planning, LLC Logo Position President Website http://www.townsendfinancialplanning.com Online Social Profiles Main Phone (859) 498 …
WebTownsend Financial Planning is a financial advisory firm with an office in Mt Sterling, KY. The advisory team at Townsend Financial Planning includes 2 advisor(s). The average advisor to account ratio is 1 advisor per 258,683 account, but advisors may work with a higher or lower number of accounts based on firm practices. WebJun 16, 2024 · This brochure provides information about the qualifications and business practices of TOWNSEND FINANCIAL PLANNING, LLC. If you have any questions about the contents of this brochure, please contact us at 859-498-2024 or [email protected]. The information in this brochure has not been
WebTownsend Financial Planning. Financial Planning Consultants Retirement Planning Services Financial Services. BBB Rating: A+. Website. 17. YEARS IN BUSINESS (859) 498-2024. 44 E Main St. Mount Sterling, KY 40353. ... Places Near Bowen, KY with Financial Planners. Stanton (8 miles) Slade (8 miles)
WebMar 7, 2024 · Nick Bailey is a Financial Advisor at Townsend Financial Planning based in Mount Sterling, Kentucky. Read More . Contact. Nick Bailey's Phone Number and Email Last Update. 3/7/2024 4:54 PM. Email. n***@townsendplanning.com. ... Townsend Financial Planning, LLC offers prospective clients a variety of financial planning options, from one … state of maine transfer tax formWebTownsend Financial Planning at 7508 New La Grange Rd Suite 6, Louisville, KY 40222. Get Townsend Financial Planning can be contacted at (502) 630-0707. Get Townsend … state of maine transfer tax exemptionWebTownsend Financial Planning, LLC Logo Main Phone (502) 630-0707 Main Location 7508 New LaGrange Rd Louisville, KY 40222 United States of America Get Directions View On Larger Map Professional Background Year Established 2006 Form ADV View my Form ADV registrations Kentucky associations NAPFA GPN FPA Fee-Only Network credentials CFP® … state of maine ucc terminationWebMelody J. Townsend Townsend Financial Planning Suite D, 601 Terry Dr, Mount Sterling, KY, 40353. Aprill Ergas Shepherd The Sapphire Group, LLC 710 East Main StreetLexington, KY, 40502. William K. Dermann Dermann & Smith Personal Wealth Mgmt. 1510 Newtown Pike, Suite 220, Lexington, KY, 40511. Steven F. Thurn Thurn Financial Planning, LLC state of maine transfer tax calculationWeb4a: Firm Description - Townsend Financial Planning registered with the Kentucky Department of Financial Institutions (“Department”) in October 2006. Townsend Financial Planning, LLC (TFP) was organized in April 2011 and updated its registration with the Department at that time. Melody W. Townsend is the state of maine training shipWebPackages for financial planning engagements Wealth Management A comprehensive approach to all parts of a client’s financial life NAVIGATING RETIREMENT $3,250 A detailed financial planning engagement intended for those already retired and are concerned that their portfolio needs a second opinion. Typically for those in their early-60s and beyond. state of maine transfer on death deedWeb2 days ago · Townsend Financial Planning, LLC, was founded by Melody Townsend, CFP(r). The investment management firm is based in Mount Sterling, Kentucky, with additional … state of maine treasury dept