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Showing 1 - 11 of 11 results
FORCHT GROUP OF KENTUCKY, INC.
FORCHT GROUP OF KENTUCKY, INC.
Lexington, Kentucky
201-500 employees
Every organization has a story--a core set of beliefs and values that tells the world who they are and what they represent. Forcht Bank's story is the one of our founder Terry Forcht. Long before Terry Forcht was known and recognized as one of Kentucky’s foremost entrepreneurs, he was a college professor and small-town lawyer practicing in Corbin, KY. In 1972, Terry was asked to join the Board of Directors at Corbin Deposit Bank & Trust. Having had an interest in banking since working for the Federal Reserve while attending the University of Louisville, Terry Forcht began his journey into banking. As he continued to serve on the bank Board, and as his other businesses prospered, his interest in community-based banking grew. In 1985 he assembled a group of investors and opened his first bank, Tri-County National Bank in Corbin, with $1.5 million in assets. With the success of Tri-County National Bank, his entrepreneurial spirit was ready for more. In 1987 he acquired Deposit Bank & Trust in Greensburg, followed by Williamsburg National Bank two years later and Campbellsville National Bank the following year. Over the next 17 years, Terry Forcht founded or acquired seven additional community banks in Kentucky. The 10 different bank names were consolidated under one charter on December 31, 2007, and the name “Forcht Bank” was born. Today, Forcht Bank has approximately $1 billion in total assets and 25 banking centers located throughout central, northern and southern KY, making it one of the largest KY based community bank groups. More importantly, Forcht Bank and its 300+ employees continue to follow Terry Forcht’s entrepreneurial spirit and passion for local community-based banking.
Retirement Benefits Rank
Market Laggard
MCF ADVISORS, LLC
MCF ADVISORS, LLC
Lexington, Kentucky
11-50 employees
MCF Advisors, LLC (“MCF”) is a SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been awarded "Best Place to Work in Kentucky" 5 years in a row. The Wealth Management division provides investment management and wealth advisory services to individuals, families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor. *Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services.
Retirement Benefits Rank
Top Benefits
BALLAST, INC.
BALLAST, INC.
Lexington, Kentucky
11-50 employees
Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together. The Ballast Experience is the continuous refinement of a personalized financial map. Together, we navigate career development, peak accumulation, financial self-sufficiency, retirement cash flow planning, and efficient wealth transfer. This evolving plan cultivates and protects your legacy. Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Retirement Benefits Rank
Top Benefits
WALLACE HART CAPITAL MANAGEMENT
WALLACE HART CAPITAL MANAGEMENT
Lexington, Kentucky
1-10 employees
In these uncertain times, it’s hard to know how to make your wealth endure. The world has changed and the old ways of wealth management no longer work. It’s time to engage in a new way, a better process. We established our firm from the ground up to help you live your ideal life.
Retirement Benefits Rank
Top Benefits
ALPHA FINANCIAL PARTNERS, LLC
ALPHA FINANCIAL PARTNERS, LLC
Lexington, Kentucky
1-10 employees
αlpha Financial Partners is a comprehensive financial services company based in Lexington, KY. At the core of our existence is being fiduciaries for our clients and we see it as our mission to educate them and ultimately lead to financial freedom. We strive to be our client's personal CFO and trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them, their family, and their employees. Our team of certified professionals have a combined experience of over 50 years in the financial services industry having worked extensively with both individuals and entities. *Alpha Financial Partners, LLC is a registered investment advisor. Alpha Financial Partners provides investment advisory and related services for clients nationally. Alpha Financial Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.alphaky.com.*
Retirement Benefits Rank
Top Benefits
LEGACY CONSULTING GROUP, LLC
LEGACY CONSULTING GROUP, LLC
Lexington, Kentucky
1-10 employees
• Navigated Thomson Reuters Tax software to partially prepare tax returns • Filed and maintained records • Collected payment and recorded receipts for services • Assembled final tax returns and presented information to customers • Completed bank reconciliations and bookkeeping for small businesses
Retirement Benefits Rank
Market Laggard
WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
Lexington, Kentucky
1-10 employees
We are building a fresh and new financial planning firm at Wrenne Financial Planning centered around the people we serve. As we advise clients, our central focus is empowering them to be their best financially and live better lives. Wrenne Financial Planning will help clients feel smart, important, informed, secure, & confident.
Retirement Benefits Rank
Market Leading
RUSSELL CAPITAL MANAGEMENT, LLC
RUSSELL CAPITAL MANAGEMENT, LLC
Lexington, Kentucky
11-50 employees
Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, their companies and their charitable foundations. Simply put: our job is to create and preserve wealth. We focus on portfolio growth tempered with a vigilant oversight of downside risk.
Retirement Benefits Rank
Below Market
PARAGON PRIVATE WEALTH MANAGEMENT LLC
PARAGON PRIVATE WEALTH MANAGEMENT LLC
Lexington, Kentucky
1-10 employees
At Paragon, we build fiduciary relationships with investors—including professional athletes and entertainers—who are seeking a trusted advisor and a secure future. Being a fiduciary means that our entire team has a legal duty to serve only your best interests. Paragon also has no ties to a parent company, which avoids common conflicts of interest. We believe this is the very best way to help you achieve your goals for yourself and your family. With our disciplined process and uniquely tailored solutions, you can grow wealth, provide for your family, plan your ideal retirement, and achieve your dreams.
Retirement Benefits Rank
Market Competitive
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R.L. BROWN WEALTH MANAGEMENT
R.L. BROWN WEALTH MANAGEMENT
Lexington, Kentucky
1-10 employees
At R.L. Brown Wealth Management we help provide peace of mind through financial planning. Our services include: • Comprehensive Financial Planning • Retirement Income Planning • Investment Portfolio Management • College Savings Planning (529 Plans) • 401k, IRA, and Trust Planning • Life Insurance • Disability Insurance • Long Term Care Insurance Investment advice offered through R.L. Brown Wealth Managment, a dba of Keystone Financial Group, a registered investment advisor. R.L. Brown Wealth Management and Keystone Financial Group are separate entities.
Retirement Benefits Rank
Market Laggard
FAMILY WEALTH GROUP LLC
FAMILY WEALTH GROUP LLC
Lexington, Kentucky
11-50 employees
We help individuals and families pursue their ideal retirements. Our founder Kevin Metzler instills in us and our community, "It is not how much you make, it is how much you keep. That is what matters."
Retirement Benefits Rank
Top Benefits