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Why Us?
Our ongoing service commitment, collaborative work environment, family atmosphere, and breadth of resources available are just a few reasons why retiring with us is the right choice for you.
Our Client Service Roadmap

We have created an environment where our collaborative approach to working with clients flourishes. Each stage of life brings its own unique set of challenges, considerations, and opportunities. Over the course of your retirement you will work with each member of our team as your needs change. Today's uncertain times makes working with a group of professionals a necessity, not a luxury. Come see how this approach can benefit you.

Network of Resources

Through decades of professional experience and community involvement we have developed an extensive network of resources to work with us in serving our clients.

Our financial lives can become complex, which often leads to frustration. We help partner you with the right professionals to fit your needs and provide solutions as you experience different challenges and attend many of those meetings with you. We have found that working alongside your other trusted advisors to create and execute a personalized plan greatly increases your probability of success.

Our Professional Network Includes

• CPAs

• Attorneys

• Insurance providers

• healthcare professionals

• real estate professionals

• auctioneers

• industry experts

We work with your other trusted advisors and help partner you with new ones that fit your needs.

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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