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Name
City
Citi
_
4600 Houston Road
Florence
,
KY
41042
Niki Lunsford
(859) 283-3700
Member Since: 1996
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Heritage Bank
_
1818 Florence Pike
Burlington
,
KY
41005
W. Lee Scheben
(859) 586-9200
Member Since: 1990
Since 1990, Heritage Bank has offered personalized financial services throughout Kentucky and Ohio.
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WesBanco
_
103 Churchill Drive
Newport
,
KY
41071
Corey Walkup
(859) 572-2660
Member Since: 1993
Delivering financial services with personal care. We offer a wide variety of lending options to help grow your business. Our friendly and experienced lenders are ready to assist you with finding the right product for your needs.
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Republic Bank
_
25 Town Center Blvd
Ste 101
Crestview Hills
,
KY
41017
Jason Payne
(859) 547-5033
Member Since: 2006
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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Central Bank
_
7310 Turfway
Suite 200
Florence
,
KY
41042 4866
Jim Uebel
(859) 905-5502
Member Since: 2004
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Merrill Lynch
_
300 Buttermilk Pike
Suite 320
Ft. Mitchell
,
KY
41017
Gregg Vonderhaar
(859) 344-0020
Member Since: 1992
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Truist
_
111 Lookout Farm Drive
Crestview Hills
,
KY
41017
Andrew Hawking
(800) 226-5228
Member Since: 1990
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PNC Bank
_
201 E. Fifth Street
Cincinnati
,
OH
45202
Marianne Schmidt
(859) 441-5660
Member Since: 1988
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Fifth Third Bank
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8100 Burlington Pike
Florence
,
KY
41042
Richard A. Tiberi
(859) 283-8234
Member Since: 1987
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U.S. Bank
_
602 Madison Avenue, 4th Floor
Covington
,
KY
41011
Sarah Gray
(859) 292-6292
Member Since: 1988
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Forcht Bank
_
6100 First Financial Drive
Burlington
,
KY
41005
Neal White
(859) 334-9320
Member Since: 2001
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General Electric Credit Union
_
11311 Cornell Park Drive
Cincinnati
,
OH
45242
Lauren Dunbar
(513) 243-4328
Member Since: 2019
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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Huntington Bank
_
525 Vine Street
20th Floor
Cincinnati
,
OH
45202
Kevin Jones
(800) 480-2265
Member Since: 1988
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Stock Yards Bank & Trust Company
_
101 W. Fourth Street
Cincinnati
,
OH
45202
Stephen C. Brown
(513) 824-6100
Member Since: 2007
Founded in 1904, Stock Yards Bank has evolved from a small bank serving the Louisville livestock industry to a nationally recognized bank known for exceptional service and financial performance.
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Heartland Bank
_
2500 Chamber Center Drive
Ft. Mitchell
,
KY
41017
Pam Goetting
(859) 341-2265
Member Since: 2020
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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Fidelity Investments
_
100 Magellan Way
KWGD
Covington
,
KY
41015
Kevin W. Canafax
(859) 386-5000
Member Since: 1993
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First Financial Bank
_
2652 N. Bend Road
Hebron
,
KY
41048
Jacob Holbrook
(859) 815-1520
Member Since: 1987
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Wells Fargo Advisors
_
255 E. 5th Street
Suite 1400
Cincinnati
,
OH
45202
Barbara Moran Johnson, CFP
(513) 412-5258
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Bank of England Mortgage
_
1717 Dixie Highway
Suite 220
Ft. Wright
,
KY
41011
Helen Ruehmer
(513) 252-4063
At Bank of England Mortgage, we take pride in the being there when our borrowers need us, day and night. Our mission is to deliver total value to our customers.
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First Equity Mortgage
_
211 Grandview Drive
Suite 102
Ft. Mitchell
,
KY
41017
Casey McEvoy
(513) 891-8862
A subsidiary of Drees Homes with more than 40 years of mortgage lending expertise in the Greater Cincinnati market.
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Retirement Security Group
_
75 Cavalier Blvd
Suite 316
Florence
,
KY
41042
Ryan Pitts
(859) 746-2113
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 relati
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Prost Mortgage Group powered by Success Mortgage Partners
_
3699 Alexandria Pike
Suite C
Cold Spring
,
KY
41076
Danielle Prost
(859) 795-1316
Here at Prost Mortgage Group, we have over 37 years of combined experience helping people secure mortgage loans for their homes. We are a team of mortgage advocates that will work with a borrower to achieve home loan success!
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Robert W. Baird & Co., Inc.
_
909 Wrights Summit Pkwy
Suite 300
Ft. Wright
,
KY
41011
Mickey Fritz
(859) 815-6800
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Bottom Line Services
_
300 Buttermilk Pike
Suite 322
Ft. Mitchell
,
KY
41017
John A. Reed
(859) 331-8081
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River Cities Capital Funds
_
221 E. Fourth Street,
Suite 2400
Cincinnati
,
OH
45202 4147
Adrienne Vannarsdall
(513) 621-9700
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Bartlett Wealth Management
_
600 Vine Street
Suite 2100
Cincinnati
,
OH
45202
Holly Mazzocca
(513) 345-6205
Registered investment advisors managing the assets of individuals, families and businesses since 1898.
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Morris & Bressler
_
7309 Dixie Highway
Florence
,
KY
41042
Debbie Burcham
(859) 525-6306
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Wurz Financial Services
_
200 West Pike Street
Suite 100
Covington
,
KY
41011
Darren Wurz
(859) 291-9879
Wurz Financial Services is an independent wealth management firm specializing in retirement planning and tactical portfolio management.
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Northern Kentucky Federal Credit Union
_
2805 Alexandria Way
Highland Heights
,
KY
41076
Mandy Mazor
(859) 441-3405
NKFCU has been NKY's friendly neighborhood credit union since 1973. We offer everything from savings accounts to low interest loans.
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MCF Advisors
_
50 E. RiverCenter Blvd.
Suite 300
Covington
,
KY
41011
Matthew R. Sathe
(859) 392-8600
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Principled Wealth Advisors, LLC
_
100 E RiverCenter Blvd.
Suite 810
Covington
,
KY
41011
Barry Ransick
(859) 957-2737
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CIVISTA Bank
_
300 Buttermilk Pike
Suite 103
Ft. Mitchell
,
KY
41017
Kevin Garrett
(859) 320-1250
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Morgan Stanley
_
221 E. Fourth Street
Atrium Two, 22nd Floor
Cincinnati
,
OH
45202
MaryAnn Pietromonaco
(800) 659-6599
investments and/or financial planning
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Prosperity Financial Group
_
2110 Chamber Center Drive
Ft. Mitchell
,
KY
41017
Steve Horn
(859) 341-8184
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AlphaMark Advisors
_
810 Wright's Summit Pkwy
Suite 100
Ft. Wright
,
KY
41011
Kelly Owens
(859) 957-1803
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Movement Mortgage
_
8024 Calvin Hall Road
Fort Mill
,
SC
29707
Brian Sumption
(877) 314-1499
Movement Mortgage committed to being a Movement of Change in the mortgage industry, in corporate cultures and in communities. Through our unique process we are creating a referable experience for both homebuyers and real estate agents.
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MC² Finance
_
530 W. Ninth Street
Suite 211
Newport
,
KY
41071
Katie Baker
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Primerica Financial Services
_
909 Wright Summit Pkwy
Suite 110
Ft. Wright
,
KY
41011 2783
Gillia Murphy
(859) 426-1204
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Renaissance Investment Management
_
50 E. RiverCenter Blvd.
Suite 1200
Covington
,
KY
41011
Erin Ridley
(513) 723-4500
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FFR Wealth Team
_
50 E. Rivercenter Blvd
Suite 1225
Covington
,
KY
41011
Shelley Funke Frommeyer, CFP®
(859) 445-0550
The FFR Wealth Team provides the flexibility and resources needed to help our clients create a roadmap towards their financial future.
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UBS Financial Services
_
312 Walnut Street
Suite 3300
Cincinnati
,
OH
45202
Derek Schmidt
(513) 369-4113
UBS Financial Services provides financial advice and solutions to private, institutional and corporate clients.
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Johnson Investment Counsel
_
3777 West Fork Road
Cincinnati
,
OH
45247
Jason O. Jackman, CFA
(513) 661-3100
With more than $18 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 49 states.
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Edward Jones
_
130 Dudley Road
Suite 100
Edgewood
,
KY
41017
Rob Hageman
(859) 320-0302
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Kemba Credit Union
_
5935 Merchants Street
Florence
,
KY
41042
Kim Kuchenbuch
(513) 762-5070
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COVE Federal Credit Union
_
577 Dudley Road
Edgewood
,
KY
41017
Thomas W. Burns
(859) 292-9000
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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Kentucky Federal
_
1050 Scott Street
Covington
,
KY
41011
Sharon Freudenberg
(859) 261-2076
Kentucky Federal, a division of Cincinnati Federal consistently offers some of the lowest mortgage rates in Northern Kentucky & Greater Cincinnati. We even offer loans with No Closing Costs.
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Aviatra Accelerators
_
114 W. Pike Street
Covington
,
KY
41011 2310
Nancy Aichholz
(513) 421-0305
Aviatra Accelerators exists to support female entrepreneurs in any industry at any stage of her business cycle.We serve women in NKY, Cincinnati and Dayton, OH and have four stages of curriculum, networking events, & on going support for our alumnae.
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Bellwether Enterprise Real Estate Capital LLC
_
5905 E. Galbraith Road
Suite 4300
Cincinnati
,
OH
45236
Jerry Atkins
(513) 985-4404
Bellwether Enterprise is one of the fastest-growing commercial & multifamily mortgage banking companies in the country.
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Western & Southern Life
_
6281 Tri-Ridge Blvd
Suite 310
Loveland
,
OH
45140
Scott Trent
(513) 245-8234
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LeVoir Wealth Management / Raymond James
_
545 Centre View Blvd
Crestview Hills
,
KY
41017
Jacqueline LeVoir, CFP®
(859) 426-1410
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OMEGA Technology
_
1538 Alexandria Pike
Suite 12
Ft. Thomas
,
KY
41075
Todd McHugh
(859) 442-8100
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RedTree Investment Group
_
4016 Allston Street
Suite 4
Cincinnati
,
OH
45209
Joe Violand
(888) 596-2293
At RedTree Investment Group we focus on creating customized investment solutions for public entities
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Edward Jones
_
3194 Dixie Highway
Erlanger
,
KY
41018
Rick Combs
(859) 426-1700
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Fourth Street Performance Partners, Inc.
_
211 Garrard Street
Covington
,
KY
41011
Mary Kay Laird
(859) 491-5556
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Option Financial, LLC
_
309 Artillery Park Drive
Suite 102
Ft. Mitchell
,
KY
41017
Stef Adams
(859) 344-6000
Option Financial provides home loans in Ohio, Indiana and Kentucky since 2005. Our mortgage professionals have dozens of years of combined experience in the real estate and mortgage industry with the talent for delivering positive results.
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Mariner Wealth Advisors
_
312 Walnut Street
Suite 2300
Cincinnati
,
OH
45202
Pamela F. Thompson
(513) 421-3100
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Odyssey Financial Advisors
_
130 Dudley Pike
Suite 250
Edgewood
,
KY
41017
Melissa Kelly
(859) 838-4400
Financial Planning Services
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Lifetime Financial Growth, LLC
_
419 Plum Street
Cincinnati
,
OH
45202
T. Patrick Wilson
(513) 579-1114
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Allied Financial Solutions
_
7103 Turfway Road
Suite 306
Florence
,
KY
41042
Harry Schneider
(859) 525-8831
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Focus On Success
_
211 Grandview Drive
Suite 235
Ft. Mitchell
,
KY
41017
Troy Crooks
(859) 331-2010
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Northwestern Mutual
_
3805 Edwards Road
Suite 200
Cincinnati
,
OH
45209
Trent Ledbetter
(859) 414-2227
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
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Kentucky Land Title Agency, Inc.
_
2362 Grandview Drive
Ft. Mitchell
,
KY
41017
Amy Arnsperger
(859) 344-1919
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First Commonwealth Bank
_
25 Garfield Place
Cincinnati
,
OH
45202
Kerry Stetter
(800) 711-2265
First Commonwealth provides a full range of commercial banking, consumer banking, mortgage, wealth management and insurance products and services.
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RainStar Capital Group
_
2493 Stonewell Trail
Ft. Wright
,
KY
41017
Steve Brunson
(859) 466-8185
Rainstar Capital Group is a multi strategy private equity firm. RCG provides advisory debt capital through its multiple lending platforms.
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Oakmont Lending
_
2194 Dixie Hwy
Ft. Mitchell
,
KY
41017
Brandon Fohl
(859) 360-5908
As experienced loan officers Oakmont Lending has the knowledge and expertise you need to explore the many financing options available.
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L&N Federal Credit Union
_
3450 Valley Plaza Pkwy
Inside WalMart
Ft. Wright
,
KY
41017
Ellen Barnett
(859) 283-5115
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Fidant Wealth Partners
_
740 Centre View Blvd.
5th Floor
Crestview Hills
,
KY
41017
Douglas E. Kisker
(859) 341-1841
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Stockton Mortgage Corp.
_
4895 Houston Road
Suite 101
Florence
,
KY
41042
Tom Freppon
(859) 344-4300
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Eagle Financial Services, Inc.
_
7791 Dixie Hwy.
Suite B
Florence
,
KY
41042
Gretchen Troxell
(859) 525-3070
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Mueller Financial, Inc.
_
6900 Houston Road
Suite 31, Bldg 700
Florence
,
KY
41042
Bob Mueller
(859) 918-6750
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First National Bank of Kentucky
_
604 Highland Avenue
Carrollton
,
KY
41008
Greg Goff
(502) 732-4406
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First National Bank
_
P.O. Box 149
Carrollton
,
KY
41008
Maribeth Gosser
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Legacy Financial Advisors
_
117 E. Fourth Street
Covington
,
KY
41011
Laura Branum
(859) 655-5225
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