Key Financial Advisors LLC
2335 Pleasant Valley Road
Owensboro,
KY
42303
(270) 316-0168
Today: 9:00 AM to 5:00 PM
jimgrise@keyfinancialadvisors.org
Key Financial Advisors LLC
Key Financial Advisors is a fiduciary, fee-only (no commission) financial planning and investment advisory firm. The firm is a Registered Investment Adviser with the State of Kentucky.
Our goal is to help our clients find the keys to their financial future. We offer financial advice in the areas of retirement planning, investments, tax planning, risk management and estate planning.
Recommendations, advice and Client contact is provided by Jim Grise, Financial Planner and Investment Adviser Representative.
The Firm does not sell any investments, insurance or other financial products.
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat 9:00 AM to 5:00 PM
Sun Closed
Products and Services
Retirement Plan Investment Fiduciary Services, Financial and Investment Planning Programs, Hourly and Fixed Fee Services, Investment Advisory Programs, Educational Workshops
Memberships and Associations
Associate Member of the National Association of Personal Financial Advisors (NAPFA)
