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Northern Kentucky Banks / Mortgage / Finance
Northern Kentucky Banks / Mortgage / Finance
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Name
City
Heartland Bank
_
2500 Chamber Center Drive
Ft. Mitchell
,
KY
41017
BJ Herald
(859) 341-2265
Member Since: 2020
Founded in 1911, Heartland Bank is a community bank offering full-service commercial, small business and consumer financial services; investment planning; title services through TransCounty Title Agency; and other financial products and services.
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Republic Bank
_
25 Town Center Blvd
Ste 101
Crestview Hills
,
KY
41017
Jason Payne
(859) 547-5033
Member Since: 2006
Although Republic has grown to over $6Â billion in assets and 45 banking centers in KY, IN, FL, TN and OH, we are very much aware that our success is based on serving individual clients as if they were our only clients.
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Fidelity Investments
_
100 Magellan Way
KWGD
Covington
,
KY
41015
Kevin W. Canafax
(859) 386-5000
Member Since: 1993
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Huntington Bank
_
525 Vine Street
20th Floor
Cincinnati
,
OH
45202
Steve Mullinger
(800) 480-2265
Member Since: 1988
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Forcht Bank
_
6100 First Financial Drive
Burlington
,
KY
41005
Neal White
(859) 334-9320
Member Since: 2001
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First Financial Bank
_
2652 N. Bend Road
Hebron
,
KY
41048
Jacob Holbrook
(859) 815-1520
Member Since: 1987
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PNC Bank
_
201 E. Fifth Street
Cincinnati
,
OH
45202
Marianne Schmidt
(859) 441-5660
(888) PNC-BANK
Member Since: 1988
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Fifth Third Bank
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8100 Burlington Pike
Florence
,
KY
41042
John P Sieg
(859) 283-8234
(513) 534-3968
Member Since: 1987
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Citi
_
4600 Houston Road
Florence
,
KY
41042
Niki Lunsford
(859) 283-3700
Member Since: 1996
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WesBanco
_
103 Churchill Drive
Newport
,
KY
41071
Corey Walkup
(859) 572-2660
Member Since: 1993
Delivering financial services with personal care. We offer a wide variety of lending options to help grow your business. Our friendly and experienced lenders are ready to assist you with finding the right product for your needs.
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Central Bank
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7310 Turfway
Suite 200
Florence
,
KY
41042 4866
Jim Uebel
(859) 905-5502
(800) 637-6884
Member Since: 2004
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General Electric Credit Union
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11311 Cornell Park Drive
Cincinnati
,
OH
45242
Lauren Dunbar
(513) 243-4328
Member Since: 2019
We're a not-for-profit, full-service financial institution, and in everything our goal is to Improve the Quality of Your Financial Life!
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Truist
_
111 Lookout Farm Drive
Crestview Hills
,
KY
41017
William Santos
(800) 226-5228
Member Since: 1990
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Stock Yards Bank & Trust Company
_
101 W. Fourth Street
Cincinnati
,
OH
45202
Stephen C. Brown
(513) 824-6100
Member Since: 2007
Founded in 1904, Stock Yards Bank has evolved from a small bank serving the Louisville livestock industry to a nationally recognized bank known for exceptional service and financial performance.
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U.S. Bank
_
602 Madison Avenue, 4th Floor
Covington
,
KY
41011
Sarah Gray
(859) 292-6292
Member Since: 1988
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Merrill Lynch
_
300 Buttermilk Pike
Suite 320
Ft. Mitchell
,
KY
41017
Gregg Vonderhaar
(859) 344-0020
(800) 945-4876
Member Since: 1992
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Heritage Bank
_
1818 Florence Pike
Burlington
,
KY
41005
W. Lee Scheben
(859) 586-9200
Member Since: 1990
Since 1990, Heritage Bank has offered personalized financial services throughout Kentucky and Ohio.
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Lifetime Financial Growth, LLC
_
419 Plum Street
Cincinnati
,
OH
45202
T. Patrick Wilson
(513) 579-1114
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RedTree Investment Group
_
4016 Allston Street
Suite 4
Cincinnati
,
OH
45209
Joe Violand
(888) 596-2293
At RedTree Investment Group we focus on creating customized investment solutions for public entities
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Bottom Line Services
_
300 Buttermilk Pike
Suite 322
Ft. Mitchell
,
KY
41017
John A. Reed
(859) 331-8081
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RainStar Capital Group
_
2493 Stonewell Trail
Ft. Wright
,
KY
41017
Steve Brunson
(859) 466-8185
Rainstar Capital Group is a multi strategy private equity firm. RCG provides advisory debt capital through its multiple lending platforms.
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Renaissance Investment Management
_
50 E. RiverCenter Blvd.
Suite 1200
Covington
,
KY
41011
Erin Ridley
(513) 723-4500
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Focus On Success
_
211 Grandview Drive
Suite 235
Ft. Mitchell
,
KY
41017
Troy Crooks
(859) 331-2010
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MC² Finance
_
530 W. Ninth Street
Newport
,
KY
41071
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First National Bank of Kentucky
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2001 Dixie Hwy
Ft. Wright
,
KY
41011
H. Lytle Thomas
(859) 320-6434
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Rawe Financial
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541 Buttermilk Pike
Suite 108
Crescent Springs
,
KY
41017
Eric Rawe
(859) 415-0991
We specialize in helping individuals and families reach their investment and retirement goals by offering a personalized plan that takes the mystery out of investing, insurance, estate conservation, and preserving your wealth.
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Bellwether Enterprise Real Estate Capital LLC
_
5905 E. Galbraith Road
Suite 4300
Cincinnati
,
OH
45236
Jerry Atkins
(513) 985-4404
Bellwether Enterprise is one of the fastest-growing commercial & multifamily mortgage banking companies in the country.
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FFR Wealth Team
_
50 E. Rivercenter Blvd
Covington
,
KY
41011
(859) 445-0550
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Odyssey Financial Advisors
_
130 Dudley Pike
Suite 250
Edgewood
,
KY
41017
Melissa Kelly
(859) 838-4400
Financial Planning Services
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Kemba Credit Union
_
5935 Merchants Street
Florence
,
KY
41042
Kim Kuchenbuch
(513) 762-5070
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Mariner Wealth Advisors
_
312 Walnut Street
Suite 2300
Cincinnati
,
OH
45202
Sam Curran
(513) 421-3100
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Fidant Wealth Partners
_
740 Centre View Blvd.
5th Floor
Crestview Hills
,
KY
41017
Douglas E. Kisker
(859) 341-1841
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Waddell & Reed
_
12 Orphanage Road
Suite 200
Ft. Mitchell
,
KY
41017
Andy Seitz
(859) 331-1915
Waddell & Reed creates personalized financial plans that focus on what matters most to you.
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UBS Financial Services
_
312 Walnut Street
Suite 3300
Cincinnati
,
OH
45202
Lindsey Pringle
(513) 369-4113
UBS Financial Services provides financial advice and solutions to private, institutional and corporate clients.
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Legacy Financial Advisors
_
117 E. Fourth Street
Covington
,
KY
41011
Laura Branum
(859) 655-5225
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Mueller Financial, Inc.
_
6900 Houston Road
Suite 31, Bldg 700
Florence
,
KY
41042
Bob Mueller
(859) 918-6750
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Allied Financial Solutions
_
7103 Turfway Road
Suite 306
Florence
,
KY
41042
Harry Schneider
(859) 525-8831
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Cinergy Wealth Life and Legacy of Raymond James
_
201 East Fifth Street
Suite 2500
Cincinnati
,
OH
45202
Patrick Roberson
(513) 287-6799
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage.
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Peoples Bank & Trust Company
_
P.O. Box 8
Owenton
,
KY
40359
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Primerica Financial Services
_
909 Wright Summit Pkwy
Suite 110
Ft. Wright
,
KY
41011 2783
Gillia Murphy
(859) 426-1204
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Kentucky Land Title Agency, Inc.
_
2362 Grandview Drive
Ft. Mitchell
,
KY
41017
Amy Arnsperger
(859) 344-1919
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CIVISTA Bank
_
300 Buttermilk Pike
Suite 103
Ft. Mitchell
,
KY
41017
Kevin Garrett
(859) 320-1250
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LeVoir Wealth Management / Raymond James
_
545 Centre View Blvd
Crestview Hills
,
KY
41017
Jacqueline LeVoir, CFP®
(859) 426-1410
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First Equity Mortgage
_
211 Grandview Drive
Suite 102
Ft. Mitchell
,
KY
41017
Casey McEvoy
(513) 891-8862
A subsidiary of Drees Homes with more than 40 years of mortgage lending expertise in the Greater Cincinnati market.
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COVE Federal Credit Union
_
577 Dudley Road
Edgewood
,
KY
41017
Thomas W. Burns
(859) 292-9000
Membership available to all persons who live, work, worship or attend school in, and businesses and other legal entities located in Hamilton County, Ohio and Boone, Kenton, Campbell, Grant, and Pendleton Counties in Kentucky.
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Northern Kentucky Federal Credit Union
_
6720 Dixie Hwy
Florence
,
KY
41042
Mandy Mazor
(859) 441-3405
NKFCU has been NKY's friendly neighborhood credit union since 1973. We offer everything from savings accounts to low interest loans.
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River Cities Capital Funds
_
221 E. Fourth Street,
Suite 2400
Cincinnati
,
OH
45202 4147
Adrienne Vannarsdall
(513) 621-9700
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Eagle Financial Services, Inc.
_
7791 Dixie Hwy.
Suite B
Florence
,
KY
41042
Gretchen Troxell
(859) 525-3070
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Morris & Bressler
_
6900 Houston Road
Suite 3
Florence
,
KY
41042
Debbie Burcham
(859) 525-6306
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Prost Mortgage Group powered by Success Mortgage Partners
_
3699 Alexandria Pike
Suite C
Cold Spring
,
KY
41076
Danielle Prost
(859) 795-1316
Here at Prost Mortgage Group, we have over 37 years of combined experience helping people secure mortgage loans for their homes. We are a team of mortgage advocates that will work with a borrower to achieve home loan success!
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Peoples Bank
_
3425 Valley Plaza Parkway
Ft. Wright
,
KY
41011
T.J. Sholler
(859) 344-7860
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Bartlett Wealth Management
_
600 Vine Street
Suite 2100
Cincinnati
,
OH
45202
Holly Mazzocca
(513) 345-6205
Registered investment advisors managing the assets of individuals, families and businesses since 1898.
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Fourth Street Performance Partners, Inc.
_
211 Garrard Street
Covington
,
KY
41011
Mary Kay Laird
(859) 491-5556
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Wells Fargo Advisors
_
255 E. Fifth Street
Suite 1400
Cincinnati
,
OH
45202
Barbara Moran Johnson, CFP
(513) 412-5258
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Northwestern Mutual
_
3805 Edwards Road
Suite 200
Cincinnati
,
OH
45209
Trent Ledbetter
(859) 414-2227
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
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L&N Federal Credit Union
_
3450 Valley Plaza Pkwy
Inside WalMart
Ft. Wright
,
KY
41017
Ellen Barnett
(859) 283-5115
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Edward Jones
_
130 Dudley Road
Suite 100
Edgewood
,
KY
41017
Rob Hageman
(859) 320-0302
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Constellation Wealth Advisors
_
255 E. Fifth Street
Suite 3000
Cincinnati
,
OH
45202
Emily Rose
(513) 871-5500
Constellation Wealth Advisors is an Independent Registered Investment Advisor serving business owners, executives, and families through a multifamily office structure, delivering customized investment and planning solutions.
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Aviatra Accelerators
_
114 W. Pike Street
Covington
,
KY
41011 2310
Jill Morenz
(513) 421-0305
Aviatra Accelerators exists to support female entrepreneurs in any industry at any stage of her business cycle.We serve women in NKY, Cincinnati and Dayton, OH and have four stages of curriculum, networking events, & on going support for our alumnae.
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Skylight Financial Group
_
3825 Edwards Road
Suite 210
Cincinnati
,
OH
45209
Scott Trent
(513) 698-1335
Skylight Financial Group, with roots dating back to 1886, is one of the region’s largest comprehensive financial planning firms with over 100,000 clients and over $8 billion assets managed. Our comprehensive and personalized financial planning proces
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JP Morgan Private Bank
_
8044 Montgomery Road
Cincinnati
,
OH
45236
Julie Leppo
(513) 985-5052
Our approach starts within our Private Bank and reaches across the full resources of J.P. Morgan. With us, you have the security of a fortress balance sheet and the expertise of dedicated teams, bringing decades of experience to you and your firm.
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Stockton Mortgage Corp.
_
4895 Houston Road
Suite 101
Florence
,
KY
41042
Tom Freppon
(859) 344-4300
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Evolv
_
147 Cross Park Drive
Georgetown
,
KY
40324
Bailey Worsdorfer
(859) 806-1177
Evolv, formerly Approval Payment Solutions (APS), offers a complete menu of payment processing and digital marketing solutions to businesses of every size and type.
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Robert W. Baird & Co., Inc.
_
909 Wrights Summit Pkwy
Suite 300
Ft. Wright
,
KY
41011
Trey Tapke
(859) 815-6800
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Retirement Security Group
_
75 Cavalier Blvd
Suite 316
Florence
,
KY
41042
Ryan Pitts
(859) 746-2113
Retirement Security Group's mission is to know and understand your financial objectives and then provide you with the highest quality of information, services and products to help you reach your goals.
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First Commonwealth Bank
_
25 Garfield Place
Cincinnati
,
OH
45202
Kerry Stetter
(800) 711-2265
First Commonwealth provides a full range of commercial banking, consumer banking, mortgage, wealth management and insurance products and services.
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Principled Wealth Advisors, LLC
_
100 E RiverCenter Blvd.
Suite 810
Covington
,
KY
41011
Barry Ransick
(859) 957-2737
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Morgan Stanley
_
221 E. Fourth Street
Atrium Two, 22nd Floor
Cincinnati
,
OH
45202
MaryAnn Pietromonaco
(800) 659-6599
investments and/or financial planning
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AlphaMark Advisors
_
810 Wright's Summit Pkwy
Suite 100
Ft. Wright
,
KY
41011
Kelly Owens
(859) 957-1803
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Peoples Exchange Bank
_
541 Buttermilk Pike
Suite 101
Crescent Springs
,
KY
41017
Art Hammond
(859) 801-9088
Peoples Exchange Bank is a relationship-driven community bank helping our customers, employees, shareholders, and the local communities we serve achieve financial success.
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Johnson Investment Counsel
_
3777 West Fork Road
Cincinnati
,
OH
45247
Jason O. Jackman, CFA
(513) 661-3100
With more than $18 billion in assets under management, Johnson Investment Counsel has steadily grown to become one of the nation's largest independent wealth management firms serving clients in 49 states.
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Kentucky Federal
_
6890 Dixie Hwy
Florence
,
KY
41042
Lora Spencer
(859) 283-2400
Kentucky Federal, a division of Cincinnati Federal consistently offers some of the lowest mortgage rates in Northern Kentucky & Greater Cincinnati. We even offer loans with No Closing Costs.
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