Research & Portfolio Management

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Contact Us

We welcome the opportunity to speak with you about your financial goals. Reach out by phone, email, or the form below.

Our Office

Address

634 Buttermilk Pike
Crescent Springs, KY 41017

Hours

Monday – Friday: 8:00 AM – 5:00 PM

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Research & Portfolio Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Ready to Take the Next Step?

Our advisors are here to help you navigate your path to financial independence. Contact us today to schedule a consultation.

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