2 advisors with offices in Crestview Hills. Credentials, fee structures, and minimums are disclosed on each listing.
Crestview Hills, Kentucky
Aurora Financial Consultants operates offices in Lexington and Crestview Hills, Kentucky, providing financial planning, investment management, retirement planning, tax planning, and business financial services. The firm works with individuals, families, and business owners, offering personalized advisory strategies across these practice areas.
View detailsCrestview Hills, Kentucky
Insurance-Based
Northwestern Mutual is an insurance-based firm in Crestview Hills, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.
View detailsAdvisors serving Crestview Hills specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kentucky's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.