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BestProsInTown

Financial Planners in Covington

Financial Planners in Covington picked by BestProsInTown

4 businesses

Legacy Financial

Legacy Financial

117 E 4th St, Covington

Fri 8AM - 5PM

5.0 14 reviews

“I have worked with Legacy Financial for many years and have had such a great experience I decided to share. I tried my hand in the stock market years ago before meeting Legacy, and did not fare very well. Since then, I have put my complete trust in the Legacy Team and the returns have been fantastic and consistently above market averages. My retirement goals are now within sight. In addition to help with my portfolio the Legacy Team suggested and guided me through the process of getting my legal documents in order (Will, Living Will, Power of Attorney, and Trust). All are now stored electronically by Legacy and my family knows where to go in the event something happens to me. I give Legacy Financial Advisors, my highest recommendation.”

Principled Wealth Advisors

Principled Wealth Advisors

100 E Rivercenter Blvd, Covington

5.0 3 reviews

“Great experience--conversations are always personable. They are very goal-focused in their wealth planning, which in my opinion, is the best way to do it. Thank you for your great work!”

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