Cardinal Pointe Financial Group - Ameriprise Financial Services

Fifth Third Private Bank has been dedicated to serving families for over a century, specializing in goal-based financial planning through their unique Life360 process, which takes a comprehensive approach to clients' financial situations. The firm offers a range of services, including wealth management, investment advisory, and commercial banking, ensuring tailored solutions for diverse financial needs. As a member of the Fifth Third Bank National Association, Fifth Third Private Bank provides various deposit and credit products, along with investment options that involve risks, including the potential loss of principal. The bank emphasizes the importance of consulting with tax or legal advisors before making any financial decisions, maintaining a commitment to informed and responsible investing. Generated from the website

Edge Capital Group LLC, based in Lexington, KY, specializes in investment management, wealth strategy, and family office services. As a fiduciary-first wealth management firm, Edge prioritizes its clients' needs, focusing on aligning their higher purpose with their family, legacy, institution, and philanthropy missions. Each client is matched with an advisory team tailored to address the complexities of their financial landscape, delivering customized solutions with integrity and accountability. At Edge, the emphasis is on providing continuity across every aspect of a client's financial profile for future generations. The firm's approach stands out through accolades like Top Women Wealth Advisors and Best-In-State recognitions, reflecting a commitment to excellence and client-centric service. With a mission centered on achieving clients' goals, Edge Capital Group offers unbundled advice, personal advisory council teams, and a strong focus on long-term continuity. Generated from the website content

RFH CPAs & Consultants, located in Lexington, KY, is dedicated to exceeding client expectations by delivering superior quality service and expert advice. Their mission is to add value through personalized accounting services provided by a highly qualified and dedicated staff, utilizing the latest technology while adhering to the highest professional and ethical standards. The firm offers a comprehensive range of services, including audit assurance, tax compliance, and consulting advisory, tailored to meet the unique needs of businesses, individuals, estates, trusts, and non-profit organizations. By understanding clients' business environments and goals, RFH strives to provide not just financial reports but also valuable insights that allow clients to focus on their core operations. Generated from the website