Best Financial Advisors in Bowling Green

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Apex Financial Planning logo

Apex Financial Planning

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

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.

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Goodman Wealth Management logo

Goodman Wealth Management

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

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.

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Landmark Financial Advisors, LLC logo

Landmark Financial Advisors, LLC

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

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.

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Levine Group logo

Levine Group

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

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.

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Lockshield Partners logo

Lockshield Partners

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

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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