Broker Check

We are available.

We are still serving you, our client, to the best of our ability during this trying time. Although we will not be meeting face-to-face and our lobby is closed, you can still interact with us in a variety of ways:


  • We have added a new drop box for all financial documents to the right of our front door. (see photo of Jeremy "Vanna" White). You can use this to drop off your tax paperwork, signed forms, rollover checks, or payment checks.
  • Give us a call. (270) 594 -5757
  • Send us an email.
  • Upload to our Client Portal. Not signed up? Send us an email and we will send you an invite.
  • Fax us (270) 448-0131
  • Mail us - 2520 New Holt Road, Suite A, Paducah, KY 42001