 | Central Bank | 7310 Turfway
Suite 200
Florence, KY 41042-4866 | Phone:
(859) 905-5502 |
| | Central Bank has been providing quality financial services and support to businesses & individuals in Northern Kentucky since 2005. Our goal is to be the primary financial resource for your long-term success, showing you the way to achieve your goals & dreams. |
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 | Citi | 4600 Houston Road
Florence, KY 41042 | Phone:
(859) 283-3700 |
| | Citi is today’s pre-eminent financial services company, with some 200 million customer accounts in more than 100 countries. Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services and wealth management. |
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| | With over 150 years experience, Fifth Third Bank is committed to working hard to help our clients find financial solutions that fit their goals. |
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| | At First Financial, we blend a rich heritage with a promising future. With a tradition of service that dates back to 1863, our bank has the eighth oldest national bank charter. We are rich in tradition, and our bank continues to build on this tradition while also innovating and building upon our successes.
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| Forcht Bank | 6100 First Financial Drive
Burlington, KY 41005 | Phone:
(859) 334-9381 |
| | A lot of banks claim to be friendly. At Forcht Bank, it's not just a claim, it's a promise. Our friendly, knowledgeable staff sincerely cares about you, and your financial needs. With 30 banking centers, we're convenient to wherever you live or work in central, southern, or NKY. We hope you'll give us a chance to be your bank. |
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| | We're a not-for-profit, full-service financial institution, and in everything our goal is to Improve the Quality of Your Financial Life! |
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| Heartland Bank | 2500 Chamber Center Drive
Ft. Mitchell, KY 41017 | Phone:
(859) 341-2265 |
| | Founded in 1911, Heartland Bank is a community bank offering full-service commercial, small business and consumer financial services; investment planning; title services through TransCounty Title Agency; and other financial products and services. |
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| Heritage Bank | 1818 Florence Pike
Burlington, KY 41005 | Phone:
(859) 586-9200 |
| | Since 1990, Heritage Bank has offered personalized financial services throughout Kentucky and Ohio. With outstanding customer service and local decision making, Heritage Bank is your neighborhood source for mortgage loans, deposit accounts, business credit, and online banking. Visit our 18 branches in Boone, Kenton, Campbell, Grant and Pendleton counties in KY, and Warren County, OH or online at www.heritagebank-ky.com. |
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| Huntington Bank | 525 Vine Street
20th Floor
Cincinnati, OH 45202 | Phone:
(800) 480-2265 |
| | Huntington Bank provides full-service commercial, small business, and consumer banking services. The principal markets for these services are Huntington’s six-state banking franchise: Ohio, Michigan, Pennsylvania, Indiana, West Virginia, and Kentucky. |
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| Merrill Lynch | 300 Buttermilk Pike
Suite 320
Ft. Mitchell, KY 41017 | Phone:
(859) 344-0020 |
| | Merrill Lynch, financial advisors take an individualized approach to helping clients address their financial needs. It’s an approach based on “know-how” and “know-you”, and truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future. |
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| PNC Bank | 201 E. Fifth Street
Cincinnati, OH 45202 | Phone:
(859) 441-5660 |
| | PNC is one of the nation's largest diversified financial services organizations, with 52 branches in Greater Cincinnati & Northern Kentucky.
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| Republic Bank | 25 Town Center Blvd
Ste 101
Crestview Hills, KY 41017 | Phone:
(859) 547-5033 |
| Although Republic has grown to over $6 billion in assets and 45 banking centers in KY, IN, FL, TN and OH, we are very much aware that our success is based on serving individual clients as if they were our only clients.
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| personal banking, business banking, wealth management, home loan, checking, savings, CD, mortgage, debit card, mobile banking, merchant services, business retirement plans, financial planning, investment management, trust & estate services, banking |
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| Truist | 111 Lookout Farm Drive
Crestview Hills, KY 41017 | Phone:
(800) 226-5228 |
| | Truist has grown to become the largest community bank in Northern Kentucky. During this time our approach to customer service has been simple: Know our customers and grow with them.
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| U.S. Bank | 602 Madison Avenue
4th Floor
Covington, KY 41011 | Phone:
(859) 292-6292 |
| | You can accomplish your goals faster and easier with a bank that’s safe and strong, open for business, and ready to work with you. At U.S. Bank, we know that giving the customer superior service is a top priority. U.S. Bank. . . All of US Serving You! |
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| WesBanco | 103 Churchill Drive
Newport, KY 41071 | Phone:
(859) 572-2660 |
| | To exceed our customers’ expectations by being the preferred provider of high quality community banking financial solutions and strengthen the communities we serve in central and northern Kentucky.
Superior shareholder value: Our reason for being
Extraordinary service: Going beyond
Respect: Both given and earned
Vigilance and value: Proactive in not only meeting, but exceeding expectations and creating value for our customer
Integrity and honesty: We do what we say we will do
Competence, commitment and collaboration: Keys to successful growth
Empower, encourage and engage: Create an atmosphere for employees to succeed
Your preferred financial solutions partner. |
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| | Aviatra Accelerators exists to support female entrepreneurs in any industry at any stage of her business cycle. We have served over 2,500 women. We have created at least 15,000 jobs and our top women generate a combined earned revenue figure of approximately $350,000,000 per year! We serve women in Northern KY, Cincinnati and Dayton, OH and have four stages of curriculum, networking events, and on going support for our alumnae. |
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| | Investment banking, asset management, private equity, public finance, and sales and trading professionals bring insightful advice and expertise to clients around the world. Baird Financial Advisors and dedicated experts provide comprehensive solutions for the complex financial needs individuals face at every stage of life. |
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| | Preserving and cultivating your wealth are the cornerstones of Bartlett’s investment management and financial planning services. For generations, our clients have turned to us for objective advice and continue to benefit from the guiding principles on which our firm was built.
Bartlett provides insightful investment management and visionary financial planning for all situations, so you can invest with confidence. Our teams of trusted advisors’ specialties include: Planning for retirement, Selling a business, Preparing children for understanding wealth, Establishing a family legacy, Stock option planning, Estate planning |
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| | We are large in scope, yet focused in approach. With offices across the country, we offer an unwavering commitment to regional expertise. Most of our loan producers have 25 plus years of experience and were born and raised in the areas they do business. Local expertise, a wide variety of lenders, competitive products and unmatched customer service, Bellwether Enterprise is one source for all your commercial mortgage banking needs. |
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| | We provide high-quality comprehensive business and financial services at an affordable value, enabling businesses and individuals the opportunity to build and preserve wealth. |
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| | Financial Planning and Investment Management |
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| | We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.
As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. |
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| CIVISTA Bank | 300 Buttermilk Pike
Suite 103
Ft. Mitchell, KY 41017 | Phone:
(859) 320-1250 |
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| | Commercial Lending and Banking, Investment, Development lending, Consumer lending and banking |
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| | Constellation Wealth Advisors is an Independent Registered Investment Advisor serving business owners, executives, and families through a multifamily office structure, delivering customized investment and planning solutions. |
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| | Membership available to all persons who live, work, worship or attend school in, and businesses and other legal entities located in Hamilton County, Ohio and Boone, Kenton, Campbell, Grant, and Pendleton Counties in Kentucky.
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| Edward Jones | 2366 Grandview Drive
Ft. Mitchell, KY 41017 | Phone:
(859) 320-0302 | Fax:
(859) 670-6250 |
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| | At Edward Jones we know that your financial goals are unique, and we help identify and define them so you can turn your ideal future into a reality. That's why you'll build personal connections with your financial advisor throughout your partnership. You'll also have tools to help show where you stand in your financial journey. |
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| Evolv | 10999 Stahl Road
Newburgh, IN 47630 | Phone:
(888) 311-7248 |
| | Evolv, formerly Approval Payment Solutions (APS), offers a complete menu of payment processing and digital marketing solutions to businesses of every size and type. Since 1998, we've partnered with banks, associations, sales offices, municipalities and more offering our robust solutions to their customers, while maintaining our own high standard of excellence in customer service. |
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| FFR Wealth Team | 50 E. Rivercenter Blvd
Suite 1225
Covington, KY 41011 | Phone:
(859) 445-0550 |
| | The FFR Wealth Team provides the flexibility and resources needed to help our clients create a roadmap towards their financial future. We’re dedicated to providing clients with the highest level of service and delivering trust, transparency and accountability to ensure they have a personal experience with their advisor. Our mission is to educate our clients and equip them with the tools they need to live abundant, financially independent lives that can impact generations to come. |
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| Fidant Wealth Partners | 740 Centre View Blvd.
5th Floor
Crestview Hills, KY 41017 | Phone:
(859) 341-1841 |
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| | A subsidiary of Drees Homes with more than 40 years of mortgage lending expertise in the Greater Cincinnati market. |
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| Focus On Success | 211 Grandview Drive
Suite 235
Ft. Mitchell, KY 41017 | Phone:
(859) 331-2010 |
| | Our innovative customized wealth management services will integrate your financial planning and investment needs into one comprehensive program to meet your financial needs. |
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| FocusCFO | 5101 Wedgeway Drive
Loveland, OH 45140 | Phone:
(513) 502-5603 |
| | FocusCFO provides experienced on-site fractional CFO service (2-8 days per month) to help grow SMB's and prepare owners for the future. Our fractional CFO services focus on key business systems that indicate financial health: cash flow, operations, internal accounting, and revenue. By having tools in place in each of these areas, businesses can operate at their highest level and achieve sustainable, transferrable value. |
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| | We are an independent investment consulting firm serving institutional clients with mid-size pools of capital ranging up to $1 billion. Hospitals, universities, community foundations and religious organizations are examples of the types of clients we service. |
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| | With more than $19 billion in assets under management, Johnson Investment Counsel has steadily grown to become one of the nation's largest independent wealth management firms serving clients in 50 states. JIC serves individuals, corporations, retirement plans, foundations, and endowments through Johnson Wealth Management, Johnson Family Office Services, Johnson Trust Company, Johnson Charitable Gift Fund, and Johnson Asset Management. |
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| | Our approach starts within our Private Bank and reaches across the full resources of J.P. Morgan. With us, you have the security of a fortress balance sheet and the expertise of dedicated teams, bringing decades of experience to you and your firm. |
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| | L&N Federal Credit Union is a full service financial institution. We are the second largest credit union in Kentucky and pride our selves on giving good service to our members. |
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| | We provide independent investment, insurance, estate & retirement planning to individuals & families, closely-held businesses, executives & professionals. |
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| | Jacqueline is a CFP® and president of LeVoir Wealth Management.
Jacqueline and her experienced team specialize in providing her clients a high-touch, built-to-suit approach to wealth management, with Jacqueline serving as her clients’ partner and “master architect” of a holistic financial plan.
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| | Lifetime Financial Growth (LFG) is a regional firm comprised of offices in Cincinnati, Cleveland, Columbus and Dayton, Ohio; Louisville, Kentucky; Pittsburgh, Pennsylvania; and Morgantown, West Virginia. When you become an LFG client you will have access to the intellectual capital of more than 200 financial representatives with diverse expertise in the areas of wealth accumulation, income and wealth protection, investments/equities services, employee benefits and estate planning, all while maintaining the personalized service of a much smaller enterprise. |
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| | Fiduciary, Fee-only, Financial Planning |
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| | Commercial Finance Broker |
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| Morgan Stanley | 221 E. Fourth Street
Atrium Two, 22nd Floor
Cincinnati, OH 45202 | Phone:
(800) 659-6599 |
| | Investments and/or Financial Planning |
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| | Personal, Business & Estate Tax Consultants & Preparation, Quickbooks Pro Advisors |
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| | NKEFCU has been NKY's friendly neighborhood credit union since 1973. We offer everything from savings accounts to low interest loans. |
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| | Financial Planning Services |
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| Peoples Bank | 3425 Valley Plaza Parkway
Ft. Wright, KY 41011 | Phone:
(859) 344-7860 |
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| Peoples Bank & Trust Company | P.O. Box 8
Owenton, KY 40359 |
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| | Peoples Exchange Bank is a relationship-driven community bank helping our customers, employees, shareholders, and the local communities we serve achieve financial success.
Our mission is to:
Deliver prompt and personalized services to both businesses and individuals.
Continually improve bank performance while delivering shareholder value.
Be a financial leader and trusted brand by providing professional knowledge and innovative solutions |
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| | We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren't taught in school and we give them an opportunity to build a business and transform their life. |
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| | Here at Prost Mortgage Group, we have over 37 years of combined experience helping people secure mortgage loans for their homes. Our loan programs include FHA, VA, rural housing loans, and more so you can be sure you’re choosing the right type of loan when you work with us. We are a team of mortgage advocates that will work with a borrower to achieve home loan success!
Lowering your monthly mortgage payment is a lot simpler than you might think. With a simple loan refinance, you could end up having a substantial amount more in your pocket at the end of the month. |
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| | Rainstar Capital Group is a multi strategy private equity firm that makes investments in consumer distressed debt portfolios, small business merchant cash advances, distressed mortgages, high growth companies and residential and commercial real estate. As a capital management and advisory firm RCG focuses on the growth of its portfolio acquisitions along with serving its portfolio companies and clients.
RCG provides advisory debt capital through its multiple lending platforms with over 250 registered lenders for clients with commercial real estate, corporate finance, small business and equipment financing needs. Product lines include: Unsecured Lines of Credit, Revenue Based Lines of Credit, Revenue Based Advance, Merchant Cash Advance, Business Lines of Credit, Inventory Financing, Purchase Order Financing, Equipment Leasing, Accounts Receivables Factoring, CMBS loans, Agency loans, Bridge Financing, Hard Money and Commercial Contractor Credit Lines. |
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| Rawe Financial | 541 Buttermilk Pike
Suite 108
Crescent Springs, KY 41017 | Phone:
(859) 415-0991 |
| | A family-owned financial advisory firm, we started with one goal in mind: helping other families prepare for and enjoy their dream retirement. Growing up in large families, we learned the importance of preparation, planning, discipline, education, and the desire to take care of others. The addition of our son, Eric, means we’re well-positioned to serve our clients for decades to come. |
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| | At RedTree Investment Group we focus on creating customized investment solutions for public entities - counties, cities, school districts, and more. We are a rooted in building long-term relationships with our clients. |
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| | Retirement Security Group's mission is to know and understand your financial objectives and then provide you with the highest quality of information, services and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis through numerous social events we host throughout the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Teamwork: We believe in working with you to create financial strategies for a successful retirement. Education: We believe in educating you about available alternatives to assist you in making informed decisions about your future. Service: We believe in long-term relationships fostered by personal service and attention. |
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| | Skylight Financial Group, with roots dating back to 1886, is one of the region’s largest comprehensive financial planning firms with over 100,000 clients and over $8 billion assets managed. Our comprehensive and personalized financial planning process is designed to determine where you are now, where you want to be in the future, and provide strategies on how you are going to get there. Our ultimate goal is putting our clients at the center of everything we do. |
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| | Provide residential mortgage loans for purchases and refinances. Specialize in FHA, VA, USDA and conventional financing. We are proficient in Kentucky Housing Corporation Loans. |
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| Waddell & Reed | 12 Orphanage Road
Suite 200
Ft. Mitchell, KY 41017 | Phone:
(859) 331-1915 |
| | Financial Advisor - At Waddell & Reed, we create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things. |
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| Warsaw Federal | 3533 Warsaw Avenue
Cincinnati, OH 45205 | Phone:
(513) 823-2769 |
| | Warsaw Federal is a Minority Deposit Institution (MDI). |
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| | Investment Firm and Stock & Bond Brokerage; Retirement Plan Services. |
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