Florence, KY

7310 Turfway Road
Suite 550
Florence, KY
Hours: 8am - 5pm, M-F

About Our Florence Location

We’re local – just like you. That’s why we opened an office in Florence. Because you shouldn’t have to drive across the Tri-State Area to get straightforward financial advice.

The Tri-State Area is also where you can listen to Simply Money, our daily, financial topic radio show. For more than 20 years, we’ve provided direct, no-nonsense commentary and advice on the issues that matter to you. Join hosts Nathan Bachrach and Amy Wagner every evening on 55KRC. We also write a weekly Q&A column for The Cincinnati Enquirer (and on Cincinnati.com) every Sunday.

Located conveniently just off I-75/71 at the Turfway exit, our team in the Florence office works with you to offer guidance on:

  • Retirement and Financial Planning
  • Investment Management


Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1

Barron Top 50 Independent Advisors in America (2019)4

Financial Times Top 300 Registered Investment Advisors (2019)

Insights from Allworth Financial

We feel some donations coming on

There’s just something in the air right now. We feel it. Maybe you do, too? When the spirit of the season combines with end-of-year financial considerations, you might be inspired to donate money, stocks or even a retirement account to charity. Here are some good reasons to go ahead and do it.

Answers to your biggest long-term care questions

At some point, there’s a good chance you or someone you love will need long-term care. We offer easy-to-understand answers to some of the most common questions about this retirement unknown.

Other Nearby Office Locations

3805 Edwards Road
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7890 E. Kemper Road
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4320 44th Street SW
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