Financial & Investment Services
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Anne Sawasky, ChFC(R)/Paul Winkler Inc.
www.paulwinkler.com
I help business owners and families Relax About Money(R). We are a fiduciary investment advisory firm that that helps investors gain peace of mind using Nobel Prize-winning science investing principles. Check out The Investor Coaching Show podcast.
2413 Nashville Road, Suite A-1
Bowling Green, KY 42101
615-205-0815
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Atlantic Bay Mortgage Group
https://www.atlanticbay.com/charlotteharrill/
Residential mortgage lender specializing in quick closings, superior client experience and specialty loan programs for new construction, jumbo, first time home buyers, purchase and refinance loans.
1280 Fairway Street, Suite 200
Bowling Green, KY 42103
270-936-8557
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The Perry Richey Group of Baird Private Wealth
www.theperryricheygroup.com
Through a disciplined, comprehensive approach to wealth management we strive to help clients build, manage, preserve, and transition wealth.
360 8th Avenue, Suite 211
Bowling Green, KY 42101
270-467-9664
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Ben Smith Life Compass Financial, Inc.
http://lifecompassfinancial.com
Helping you achieve financial independence through professional advice, sound risk management, quality investment products and personal efficient service.
313 E 10th Avenue
Bowling Green, KY 42101
270-846-2656
Fax: 270-846-2659
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Bratcher Financial Services, Inc.
www.bratcherfinancial.com
Our financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
996 Wilkinson Trace, Suite A1
Bowling Green, KY 42103
270-796-8031
Fax: 270-796-1992
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Cerity Partners
https://ceritypartners.com/
Financial planning with investment solutions designed to grow, protect, and conserve your wealth; guiding you closer to achieving your goals.
1048 Ashley Street, Suite 301
Bowling Green, KY 42103
270-843-4115
Fax: 270-843-4113
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CHASE
www.chase.com
A leading global financial services firm with assets of $2.8 trillion and operations worldwide. A leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
924 Broadway Avenue
Bowling Green, KY 42101
270-901-2953
Fax: 270-901-2966
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Edward Jones Investments - Kendall Roper
www.edwardjones.com
Financial services, stocks, bonds, mutual funds, college planning, life insurance, annuities, etc.
910 State Street
Bowling Green, KY 42101
270-843-4299
Fax: 888-823-9794
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Elder Advantage, LLC
www.elderadvantage.org
Elder Advantage's goal is to provide the most up-to-date information to senior citizens and their families on the difficult and ever-changing aspects of financial planning and asset preservation strategies.
1500 Fredrica Street
Owensboro, KY 42301
270-684-6757
Fax: 270-684-6746
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Farmers Bank & Trust
https://www.farmers247.com/
A small-town bank with all the service and convenience you should expect of a bank. For us, doing the right thing is the only thing. Because for us, your story becomes our story.
2009 Scottsville Road
Bowling Green, KY 42104
270-936-7500
Fax: 270-782-8080
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Glenview Trust Company
http://www.glenviewtrust.com/
Glenview Trust, the largest independent trust company in Kentucky, is dedicated to offering the highest level of investment management, trust administration, and estate and financial planning services with a singular focus on client satisfaction.
563 Hub Boulevard, Suite 203
Bowling Green, KY 42103
364-212-0001
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JNC Lake LLC
https://www.jnclake.com/
We specialize in helping businesses save on taxes, grow and thrive through a variety of solid tax savings stategies.?? Our guiding principle is to make it easy for for SMBS to take advantage of these.
400 White Oaks Lane
Franklin, KY 42134
818-209-0955
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Kentucky Farm Bureau-Scottsville Road
https://www.kyfb.com/warren/scottsville/
Our members enjoy an unmatched level of dedication and service. KFB’s rates are affordable and our local claims service is quick and efficient. Let us show you the Kentucky Farm Bureau Insurance difference.
Reynolds Insurance Agency
1911 Scottsville Road
Bowling Green, KY 42104
270-781-4664
Fax: 270-781-6394
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