NetworkยทVenture Capital

Equity Advisors of Kentucky INC

Unclaimed

๐Ÿ“ LEXINGTON, KY

Venture Capitalindustrialsbusiness services
www.ea-ky.com โ†—

SEC CRD #801-112311

About

Equity Advisors of Kentucky Skip to content Navigation Menu Home Sections About us Our Focus Pricing Our Team Contact Search for... EQUITY ADVISORS OF KENTUCKY FINANCIAL PLANNING TAX PREPARATION AND RESOLUTION ESTATE PLANNING WORK WE LOVE, WITH PEOPLE WE LIKE 01 about us. Mission Statement Our objective is to provide personalized comprehensive financial planning to clients at a reasonable cost. We offer clients many services including retirement and estate planning, income tax planning and preparation, investment and financial related advice and business consulting. We value the opportunity to educate and empower clients with tools needed to take control of their financial future. What Sets Us Apart From Other Financial Planning Agencies? We provide personalized service, communication, and advice for each client regardless of asset level. 02 Our focus. Putting your family first, in all things Financial Planning Give top-notch personalized customer assistance, with polite, speedy service, and provide Excellent, Accurate Financial Products. Tax Preparation Our tax strategy plays a primary role in your financial planning package. We also prepare taxes for individuals, businesses and provide a tax resolution option for clients. Estate Planning We offer a wide variety of estate planning options to lower tax debt and to provide the easiest, best family transition for the inevitable passing of loved ones. Business Consulting We are happy to consult with small business owners to stre

Key Contact

EF

ERIC FELTY

CCO

๐Ÿ“ž (502) 829-9244

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AUM

$142M

Location

LEXINGTON, KY

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