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Best Financial Advisors in Bowling Green

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2023
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Apex Financial Planning logo
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License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Apex Financial Planning

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1529 Hunt Club Blvd, Suite 100, Gallatin, TN 37066
  • Certified Financial Planner (CFP)

Business Description

Apex Financial Planning serves families and small businesses in Bowling Green. It offers a wide range of wealth planning and investment management solutions that meet the individual needs of each client. These solutions include retirement plans, mutual funds, annuities, and individual stocks and bonds. Darrell Woodcock Jr., the founder of the firm, has 13 years of experience in wealth planning. He spent the first 10 years of his career working at a national investment and financial planning firm.

License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Goodman Wealth Management logo
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License: 5210782

Investment Adviser Public Disclosure Database, SEC

Goodman Wealth Management

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1733 Campus Plaza Court, Suite 11A, Bowling Green, KY 42101
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Goodman Wealth Management serves individuals and families throughout Bowling Green and the nearby areas. By staying in constant communication throughout various market conditions and regularly making adjustments to plans and portfolios in response to changes in clients' situations and needs, its advisors provide full-service financial solutions to help clients get closer to their goals. Services include portfolio management through LPL Financial, estate planning, college funding, long-term health care planning, and insurance review and planning.

License Verified:

License: 5210782

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Landmark Financial Advisors, LLC logo
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License Verified:

License: 129435

Investment Adviser Public Disclosure Database, SEC

Landmark Financial Advisors, LLC

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1131 Fairview Avenue Suite 203, Bowling Green, KY 42103
  • Certified Financial Planner (CFP)

Business Description

Landmark Financial Advisors, LLC, offers wealth management counsel to the residents of Bowling Green. The firm develops plans for amassing wealth in preparation for retirement. It considers one's current cash flow and expenses and recommends investments based on risk tolerance. The office handles monitoring and follow-up tasks. Managing partner Brent Mason has been in the financial services sector for over 25 years. He was with the US Bank’s Personal Trust Division, where he served as managing director.

License Verified:

License: 129435

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Levine Group logo
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License Verified:

License: 5073318

Investment Adviser Public Disclosure Database, SEC

Levine Group

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105 Robins Way Suite 205, Russellville, KY 42276
  • Certified Financial Planner (CFP)

Business Description

Levine Group helps Bowling Green residents and businesses organize their financial resources. Its advisors work with clients to address specific concerns such as obtaining a consistent stream of income, obtaining appropriate healthcare plans, and staying on top of the stock market trend. They also help people plan for retirement, maximize social security benefits, and set up insurance plans. Levine Group has been in business for over 50 years. Michael J. Levine, the firm's owner and managing partner, is a CLU, AIF, and ChFC.

License Verified:

License: 5073318

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lockshield Partners logo
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License Verified:

License: 175433

Investment Adviser Public Disclosure Database, SEC

Lockshield Partners

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301 S Broadway Street, Glasgow, KY 42141
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Lockshield Partners gives financial advice to the residents of Bowling Green. The firm plans the investment strategies of clients, creating adaptable schemes responsive to downturns and upswings in the market. The team works on retirement plans and formulates measures to facilitate the transfer of funds from testators to heirs. It provides tax planning solutions for reducing revenue dues. Lockshield partners has been in operation for more than 25 years. It applies Christ-centered principles in its dealings.

License Verified:

License: 175433

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.