Broker Check

We are available.

  • Give us a call. (270) 594 -5757
  • Send us an email.
  • Upload or receive documents securely with 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
  • We have added a new 24-hour 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.
  • Come see us. Refer to the map below.

PLEASE CONTACT US ABOUT ANY QUESTIONS OR COMMENTS

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