Following a successful career as part of the UPS management team, Don entered the investment advisory industry in 1998. Shortly after, he formed RiverWealth Management Group at Wells Fargo Advisors... show more
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35 years ago, Mackey McNeill set out to create a part-time job for herself offering outsourced accounting services to small businesses in the Greater Cincinnati area. Little did she know... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Mark Burwinkel is licensed as a financial advisor and is based out of Covington, KY. Burwinkel works for Fidelity Brokerage Services LLC and has successfully completed the Series 7, 63... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Allen C Garner Jr is a financial advisor with Ubs Financial Services Inc., which primarily works with Individuals and Corporations, Investment Vehicles, or Other Businesses. Allen Garner operates out of... show more
Hal N Sullivan Ii is a financial advisor with J.j.b. Hilliard, W.l. Lyons, LLC, which primarily works with Individuals and High Net Worth Individuals. Hal Sullivan operates out of Paducah,... show more
Kelly Duncan is licensed as a financial advisor and is based out of Covington, KY. Duncan works for Fidelity Brokerage Services LLC and has successfully completed the Series 7, 63... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ Comprehensive Financial Planning
Ginny Wykoff is licensed as a financial advisor and is based out of Florence, KY. Wykoff works for Citigroup Global Markets and has successfully completed the Series 7 and 63... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning
Ryan Pitts is licensed as a financial advisor and is based out of Florence, KY. Pitts works for Silver Oak Securities and has successfully completed the Series 7 and 66... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
Daniel Hardt is a financial advisor with G. A. Repple & Company primarily works with Individuals, High Net Worth Individuals. Daniel Hardt operates out of Louisville, KY.
Specialties: Charitable Giving‚ Long-Term Care‚ Retirement Planning
My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.... show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance‚ Long-Term Care