Marsh

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

In an age when many individuals and couples find it too difficult to successfully navigate their own wealth accumulation planning, not to mention knowing how to write a detailed financial plan, Kentucky Planning Partners, LLC financial associates are trained to help. Our financial services representatives take the necessary time to educate our clients so informed decisions can be made for years to come through their affiliation with LPL Financial. Our representatives offer fee-based financial planning that is delivered in an easy to understand manner, fee-based wealth management, insurance planning, and employee benefits planning.