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BestProsInTown

Financial Planners near Florence

Financial Planners near Florence picked by BestProsInTown

10 businesses

Shepherd Wealth Management

Shepherd Wealth Management

73 Cavalier Boulevard Ste 209, Florence

Tue 9AM - 6PM

5.0 16 reviews

“Shepherd Wealth has provided the best performance of any asset management firm I have worked with. As important or more is level of service and accessability to all members of this close knit management team. Do yourself a favor and give them a call.”

Legacy Financial

Legacy Financial

117 E 4th St, Covington

Tue 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.”

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