74 Best Kentucky Retirement Companies and Startups

May 12, 2022
Top Companies (Navigation) show

This article showcases our top picks for the best Kentucky based Retirement companies. These startups and companies are taking a variety of approaches to innovating the Retirement industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

[adace-ad id=”7108″]

Top Kentucky Retirement Startups

Data sourced from Crunchbase and SemRush.

First Kentucky Trust

First Kentucky Trust

Crunchbase Website Twitter Facebook Linkedin

First Kentucky Trust is an independent & privately held trust company that offers a comprehensive range of fiduciary and family services.

Masonic Homes of Kentucky

Masonic Homes of Kentucky

Crunchbase Website Twitter Facebook Linkedin

Masonic Home is a part of the Nursing Care Facilities.

Masonic Homes of Kentucky

Treyton Oak Towers

Crunchbase Website Twitter Facebook Linkedin

Treyton Oak Towers offers Independent Living, Personal Care, Skilled Nursing as well as Occupational and Physical Therapy.

Masonic Homes of Kentucky

Kentucky Trust Company

Crunchbase Website Twitter Facebook Linkedin

Kentucky Trust Company is a financial firm that provides wealth and retirement solutions.

Masonic Homes of Kentucky

My Office Pro

Crunchbase Website Twitter Facebook Linkedin

My Office Pro specializes in payroll, compliance, retirement, insurance, human resources, scheduling and time management services.

Masonic Homes of Kentucky

Sound Mind Investing

Crunchbase Website Twitter Facebook Linkedin

Sound Mind Investing is a financial company that offers personal finance and retirement planning services.

Masonic Homes of Kentucky

First Kentucky Bank

Crunchbase Website Twitter Facebook Linkedin

First Kentucky Bank provides retirement planning, wealth management and financial management services.

Masonic Homes of Kentucky

The Gleason Group

Crunchbase Website Twitter Facebook Linkedin

The Gleason Group offers financial life planning, investment planning, insurance and retirement consulting services.

Masonic Homes of Kentucky

J. Hagan Capital

Crunchbase Website Twitter Facebook Linkedin

J. Hagan Capital provides financial and retirement services.

Masonic Homes of Kentucky

Magnate Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Magnate Wealth Management offers financial planning, retirement strategies, and investment advisory services for individuals and businesses.

Masonic Homes of Kentucky

Patterson & Company

Crunchbase Website Twitter Facebook Linkedin

Patterson & Company renders accounting, bookkeeping, audits, payroll, retirement plan analysis, taxation and advisory services

Masonic Homes of Kentucky

Wheeler Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Wheeler Financial Solutions provides debt management, retirement advice, cash flow analysis, business planning, and investment services.

Masonic Homes of Kentucky

Life Plan Investments

Crunchbase Website Twitter Facebook Linkedin

Life Plan Investments offer a wide range of financial products and services to individuals and business owners.

Masonic Homes of Kentucky

Warren Wealth Management & Tax Planning

Crunchbase Website Twitter Facebook Linkedin

Warren Wealth Management & Tax Planning offers financial services such as investment, wealth management, retirement and tax planning.

Masonic Homes of Kentucky

Pillar Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Pillar Financial Advisors offers financial planning, taxation, retirement planning, personal CFO and investment management services.

Masonic Homes of Kentucky

Mann Capital Management

Crunchbase Website Twitter Facebook Linkedin

Mann Capital Management renders a complete range of investment management, insurance, financial planning, and retirement advisory solutions.

Masonic Homes of Kentucky

Randy Railey

Crunchbase Website Twitter Facebook Linkedin

Randy Railey provides investment management, insurance, taxation, retirement planning, payroll, bookkeeping, and employee benefits services.

Masonic Homes of Kentucky

Reliant Wealth Planning

Crunchbase Website Twitter Facebook Linkedin

Reliant Wealth Planning specializes in retirement, estate, legacy planning, general cash flow, investment, and risk management services.

Masonic Homes of Kentucky

Wainwright Laventis

Crunchbase Website Twitter Facebook Linkedin

Wainwright Laventis is a financial advisory firm that offers investment strategies, asset allocation, money management & insurance services.

Masonic Homes of Kentucky

Christian Care Communities

Crunchbase Website Twitter Facebook Linkedin

Christian Care Communities is a hospital and healthcare.

Masonic Homes of Kentucky

Moneywise

Crunchbase Website Twitter Facebook Linkedin

Moneywise provides retirement planning, asset management, investment consulting, insurance, financial planning and debt management services.

Masonic Homes of Kentucky

Peoples Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

Peoples Bank & Trust is a financial company that offers retirement, debit cards, loans and consulting services.

Masonic Homes of Kentucky

Bluegrass Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Bluegrass Financial Planning is a financial and investment advisory firm.

Masonic Homes of Kentucky

Laurel Senior Living Communities

Crunchbase Website Twitter Facebook Linkedin

Laurel Senior Living Communities is a retirement and assisted living facility company.

Masonic Homes of Kentucky

AppaFinancial

Crunchbase Website Twitter Facebook Linkedin

AppaFinancial provides tax planning, retirement planning, financial planning, insurance planning, and investment management services.

Masonic Homes of Kentucky

Mayfair Village

Crunchbase Website Twitter Facebook Linkedin

Mayfair Village is a senior living retirement community in Lexington.

Masonic Homes of Kentucky

R Lee Shannon PSC

Crunchbase Website Twitter Facebook Linkedin

R Lee Shannon PSC provides services in taxation, bookkeeping, quickbooks, retirement, and planning.

Masonic Homes of Kentucky

Financial Freedom Partner

Crunchbase Website Twitter Facebook Linkedin

Financial Freedom Partner provides investment management, retirement and estate planning, risk management, and insurance services.

Masonic Homes of Kentucky

Switzer McGaughey & King

Crunchbase Website Twitter Facebook Linkedin

Switzer McGaughey & King renders litigation support, accounting, taxation, retirement planning and business valuation consulting services.

Masonic Homes of Kentucky

Sayre Christian Village

Crunchbase Website Twitter Facebook Linkedin

Sayre Christian Village is a nonprofit community that provides retirement, nursing and assisted living services.

Masonic Homes of Kentucky

Nancy Barron & Associates

Crunchbase Website Twitter Facebook Linkedin

Nancy Barron & Associates specializes in wealth transfer, retirement rollovers, estate planning, financial management & consulting services.

Masonic Homes of Kentucky

Jane Smith & Associates

Crunchbase Website Twitter Facebook Linkedin

Jane Smith & Associates offers financial & investment advice, retirement & estate planning, life insurance and income tax strategies.

Masonic Homes of Kentucky

Investments & Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Investments & Financial Planning provides insurance, education, tax, estate, financial, investment and retirement planning services.

Masonic Homes of Kentucky

Clauson, Mouser & Co.

Crunchbase Website Twitter Facebook Linkedin

Clauson, Mouser & Co. offers bookkeeping, payroll, QuickBooks, tax, and IRS representation services to businesses and individuals.

Masonic Homes of Kentucky

Moneywatch Advisors

Crunchbase Website Twitter Facebook Linkedin

Moneywatch Advisors renders financial planning, taxation, retirement planning, debt reduction, insurance, risk & wealth management services.

Masonic Homes of Kentucky

York Neel & Associates

Crunchbase Website Twitter Facebook Linkedin

York Neel & Associates offers accounting, taxation, employee benefits, computer consulting, financial and retirement planning services.

Masonic Homes of Kentucky

Meridian Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Meridian Wealth Management offers portfolio management, retirement plan consulting, insurance planning, and fiduciary advisor services.

Masonic Homes of Kentucky

Financial Services Center

Crunchbase Website Twitter Facebook Linkedin

Financial Services Center provides investment and financial planning services.

Masonic Homes of Kentucky

Breidenbach Capital Consulting

Crunchbase Website Twitter Facebook Linkedin

Breidenbach Capital Consulting provides investment advisory, wealth management, retirement planning and project consulting services.

Masonic Homes of Kentucky

Joe W. Taylor, CPAs

Crunchbase Website Twitter Facebook Linkedin

Joe W. Taylor, CPAs provides accounting, bookkeeping, payroll, retirement planning, taxation, quickbooks, and cash flow management services.

Masonic Homes of Kentucky

Gerry Barone Co.

Crunchbase Website Twitter Facebook Linkedin

Gerry Barone Co. is an accounting firm that offers estate planning, investment strategy, insurance, retirement and taxation services.

Masonic Homes of Kentucky

Davis Financial Services

Crunchbase Website Twitter Facebook Linkedin

Davis Financial Services provides financial planning, retirement planning, taxation, life insurance, and investment management services.

Masonic Homes of Kentucky

Owen LaRue Financial Group

Crunchbase Website Twitter Facebook Linkedin

Owen LaRue Financial Group offers products and services such as trust planning, debt management, life insurance, bonds, and trust accounts.

Masonic Homes of Kentucky

Spectrum Financial Alliance, Ltd., L.L.C.

Crunchbase Website Twitter Facebook Linkedin

SFA provides comprehensive financial planning & asset management services for individuals, families, and organizations.

Masonic Homes of Kentucky

Bahe Farnsley Advisors

Crunchbase Website Twitter Facebook Linkedin

Bahe Farnsley Advisors provides financial planning services that include tax planning, budgeting, risk management and investment advice.

Masonic Homes of Kentucky

FFR Wealth Team

Crunchbase Website Twitter Facebook Linkedin

FFR Wealth Team renders tax planning, estate planning, financial planning, retirement planning, and investment management advisory services.

Masonic Homes of Kentucky

Marr Miller & Myers

Crunchbase Website Twitter Facebook Linkedin

Marr Miller & Myers is an accounting firm that offers audit, bookkeeping, consulting, IRS, retirement planning and tax preparation services.

Masonic Homes of Kentucky

Hibbs and Associates

Crunchbase Website Twitter Facebook Linkedin

Hibbs and Associates is an accounting and tax firm.

Masonic Homes of Kentucky

First National Bank of Russell Springs

Crunchbase Website Twitter Facebook Linkedin

First National Bank of Russell Springs offers loans, e-banking, wire transfer, retirement accounts, payment processing, and notary services.

Masonic Homes of Kentucky

Wealth Care Group

Crunchbase Website Twitter Facebook Linkedin

Wealth Care Group provides life insurance, fixed annuities, retirement strategy, legacy planning, and tax minimization services.

Masonic Homes of Kentucky

Wallace Hart

Crunchbase Website Twitter Facebook Linkedin

Wallace Hart provides investment management, estate planning, cash flow analysis, risk management, taxation & retirement planning services.

Masonic Homes of Kentucky

Wurz Financial Services

Crunchbase Website Twitter Facebook Linkedin

Wurz Financial Services provides financial services.

Masonic Homes of Kentucky

Zinser Benefit Service

Crunchbase Website Twitter Facebook Linkedin

Zinser Benefit Service provides individual insurance, retirement planning and employee group benefit services.

Masonic Homes of Kentucky

Buckles Travis & Hart

Crunchbase Website Twitter Facebook Linkedin

Buckles Travis & Hart provides accounting, taxation, employee benefits, business consulting, financial and retirement planning services.

Masonic Homes of Kentucky

Encompass Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Encompass Financial Advisors renders financial planning, investment management, insurance, asset management & retirement planning services.

Masonic Homes of Kentucky

Henderman, Jessee & Company

Crunchbase Website Twitter Facebook Linkedin

Henderman, Jessee & Company offers employee benefits plans, accounting, audits, payroll, retirement planning & business consulting services.

Masonic Homes of Kentucky

Moneyline Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Moneyline Wealth Management offers financial and wealth management services.

Masonic Homes of Kentucky

Koundakjian & Company

Crunchbase Website Twitter Facebook Linkedin

Koundakjian & Company renders bookkeeping, retirement planning, IRS representation, payroll, tax planning, and tax preparation services.

Masonic Homes of Kentucky

Fox & Company Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Fox & Company Wealth Management is a consulting firm that offers taxation, financial, and retirement planning advisory services.

Masonic Homes of Kentucky

Brownsboro Park

Crunchbase Website Twitter Facebook Linkedin

Brownsboro Park provides assisted living, challenging activities, apartments, dining, and other related amenities for the retired community.

Masonic Homes of Kentucky

Sortino Advisory Partners

Crunchbase Website Twitter Facebook Linkedin

Sortino Advisory Partners is a financial institution that offers retirement planning, wealth management, and investment strategies services.

Masonic Homes of Kentucky

Newsome & Company

Crunchbase Website Twitter Facebook Linkedin

Newsome & Company is an accounting firm.

Masonic Homes of Kentucky

Scarbrough CPA

Crunchbase Website Twitter Facebook Linkedin

Scarbrough CPA offers accounting, payroll, bookkeeping, financial statements, budgeting, retirement planning, and tax management services.

Masonic Homes of Kentucky

Legacy Advisory Services

Crunchbase Website Twitter Facebook Linkedin

Legacy Advisory Services is a financial service company.

Masonic Homes of Kentucky

Wealth MD

Crunchbase Website Twitter Facebook Linkedin

Wealth MD provides investment planning and retirement management advice for individuals along with wealth support.

Masonic Homes of Kentucky

Grover Greweling & Co.

Crunchbase Website Twitter Facebook Linkedin

Grover Greweling & Co. offers federal estate tax returns, accounting, payroll, tax strategies, reviews, compilation and audit services.

Masonic Homes of Kentucky

Alford, Nance, Jones & Oakley

Crunchbase Website Twitter Facebook Linkedin

Alford, Nance, Jones & Oakley render accounting, bookkeeping, retirement planning, quickbooks, payroll, audits, and taxation services.

Masonic Homes of Kentucky

Fern Terrace

Crunchbase Website Twitter Facebook Linkedin

Fern Terrace specializes in diabetic care, assisted living, retirement, housing, recreation, wellness, and health care services.

Masonic Homes of Kentucky

Marcus W. Bosley & Associates

Crunchbase Website Twitter Facebook Linkedin

Marcus W. Bosley & Associates offers financial planning, retirement planning, taxation, investment management, and life insurance services.

Masonic Homes of Kentucky

Hunter-Jackson Financial

Crunchbase Website Twitter Facebook Linkedin

Hunter-Jackson Financial provides financial services.

Masonic Homes of Kentucky

Morris & Bressler

Crunchbase Website Twitter Facebook Linkedin

Morris & Bressler offers bookkeeping, retirement, payroll, tax planning, auditing, estate and financial planning services.

Masonic Homes of Kentucky

Griffith, DeLaney, Hillman & Company

Crunchbase Website Twitter Facebook Linkedin

Griffith, DeLaney, Hillman & Company offers comprehensive accounting and tax preparation services to individuals and organizations.

Masonic Homes of Kentucky

YourWealth Advisory

Crunchbase Website Twitter Facebook Linkedin

YourWealth Advisory renders risk management, investments, savings guidance, retirement planning, and capital preservation services.

Masonic Homes of Kentucky

Wilkerson Financial

Crunchbase Website Twitter Facebook Linkedin

Wilkerson Financial helps invididuals and business with investment management, retirement planning, and tax minimization strategies.

Leave a Reply

Your email address will not be published.

Don't Miss

13 Best Hawaii Mechanical Engineering Companies and Startups

This article showcases our top picks for the best Hawaii

The Grand Tapestry of Nail Artistry in Copiague, NY: Spotlight on the Best Nail Salons

Orchid Nails & Spa One of the most distinguished salons