Ross Kline
President at Advanced Financial Solutions | Frankfort, Kentucky, United States
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Ross Kline is a seasoned financial professional and Co-Owner of Advanced Financial Solutions (AFS), where he leverages his extensive expertise in wealth management services, tax preparation, and financial analysis to guide clients toward a secure retirement. With a strong background in business consulting and IT management, Ross has played a pivotal role in transforming AFS into a thriving financial advisory firm. His journey began as a Senior Accountant, where he quickly demonstrated his capabilities and was promoted to Director of Operations. In this role, he successfully oversaw two locations, managed a team of three CPAs and over 15 staff members, and was instrumental in the strategic acquisition of another CPA practice.
Ross's commitment to excellence is evident in his ability to implement innovative technology and marketing solutions that have tripled the firm's growth. His focus on alternative investments and comprehensive financial strategies ensures that clients not only maximize their Social Security benefits but also avoid the pitfalls of mismanaged investments. He understands the anxiety many face regarding retirement planning, particularly the fear of outliving their savings or making costly timing errors with Social Security. By providing tailored consulting services and in-depth financial analysis, Ross empowers individuals to make informed decisions that align with their long-term financial goals. His passion for helping clients navigate the complexities of wealth management underscores his dedication to fostering financial security and peace of mind for all those he serves at Advanced Financial Solutions.
President at Advanced Financial Solutions in January 2014 to Present
Investment Advisor at Rosselot Financial Group in January 2023 to Present
Investment Advisor at Money Concepts in January 2014 to January 2023
Financial Services Representative at Commonwealth Credit Union in January 2013 to January 2014
Accountant at Advanced Financial Solutions in January 2012 to January 2013
Barista at Starbucks in January 2011 to January 2012
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Financial Consulting
Business Consulting
Alternative Investments
Investment Management
Retirement Planning
Life Insurance
Exit Strategies
Human Resources (HR)
Marketing
Management
IT Management
Mergers & Acquisitions (M&A)
Banking
Car Loans
Credit Cards
Credit Analysis
Coffee
Fast Food
Customer Service
Payroll
Accounting
Bookkeeping
Tax Preparation
Private Wealth Management
Wealth Management Services
Consulting
Strategic Planning
Operations Management
Investments
Financial Analysis
Financial Planning
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Discover more about Advanced Financial SolutionsWhat is Ross Kline email address?
Email Ross Kline at [email protected]. This email is the most updated Ross Kline email found in 2026.
What is Ross Kline phone number?
Ross Kline phone number is +15023951937.
How to contact Ross Kline?
To contact Ross Kline send an email to [email protected]. If you want to call Ross Kline try calling on +15023951937. (updated on October 29, 2024)
What company does Ross Kline work for?
Ross Kline works for Advanced Financial Solutions
What is Ross Kline's role at Advanced Financial Solutions?
Ross Kline is President
Ross Kline Email Addresses
Ross Kline Phone Numbers
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