Financial Advisor Nikolas Kane

Nikolas Kane

Less Stress More Enjoyment


The Citizens Union Bank Team

great service starts with a great team


Nikolas Kane

Nikolas Kane has been serving his clients in an advisory capacity at Citizens Union Bank in Shelbyville, Kentucky since 1996. Beyond numbers and returns, Nikolas works to infuse the principles of saving and investing with excitement and newness for clients. He wants clients to embrace a new mindset when it comes to these ideas, and he emphasizes that those areas are imperative in order for clients to achieve the retirement that they want. Thoughtful financial planning is a passion of Nikolas’s because he has seen firsthand the difference it can make in people’s lives.  

 

Check Nikolas Kane's Background

Nikolas

Nikolas Kane

Nikolas Kane has been serving his clients in an advisory capacity at Citizens Union Bank in Shelbyville, Kentucky since 1996. Beyond numbers and returns, Nikolas works to infuse the principles of saving and investing with excitement and newness for clients. He wants clients to embrace a new mindset when it comes to these ideas, and he emphasizes that those areas are imperative in order for clients to achieve the retirement that they want. Thoughtful financial planning is a passion of Nikolas’s because he has seen firsthand the difference it can make in people’s lives.  

 

Jeffrey Phalen

As a financial planner, through Money Concepts Capital Corp., at Citizens Union Bank in Shelbyville, Kentucky, Jeff Phalen serves clients in the banking industry by offering employee benefit, mutual fund, education savings (529) plan, client educational seminar and annuity services. Jeff enjoys being able to empower his clients by educating them in a way that they will understand their financial options and the steps needed to obtain their financial goals. He constantly strives to look at each client’s situation objectively in order to give them the most adequate guidance.

Check Jeffrey Phalen's Background

Jeffrey

Jeffrey Phalen

As a financial planner, through Money Concepts Capital Corp., at Citizens Union Bank in Shelbyville, Kentucky, Jeff Phalen serves clients in the banking industry by offering employee benefit, mutual fund, education savings (529) plan, client educational seminar and annuity services. Jeff enjoys being able to empower his clients by educating them in a way that they will understand their financial options and the steps needed to obtain their financial goals. He constantly strives to look at each client’s situation objectively in order to give them the most adequate guidance.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Nikolas Kane is an independent contractor of Money Concepts

note: Citizens Union Bank is an independent firm and not affiliated with Money Concepts

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