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TOP 30 Management advisors in New Albany, IN
23 results found
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Horizon Wealth Management, LLC
Horizon Wealth Management, LLC is a finance institution located at 222 East Market Street in New Albany, Indiana, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized financial solutions tailored to your individual needs. Trust Horizon Wealth Management, LLC to guide you towards a brighter financial horizon.
Mariner Wealth Advisors
Mariner Wealth Advisors is a finance institution located at 3707 Charlestown Road in New Albany, Indiana, United States. With a focus on providing comprehensive wealth management services, Mariner Wealth Advisors offers personalized financial planning, investment management, and retirement planning solutions to individuals and families. Their team of experienced advisors work closely with clients to develop tailored strategies to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Mariner Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Emily Ricke Andrada - Financial Advisor, Ameriprise Financial Services, LLC
Emily Ricke Andrada is a financial advisor at Ameriprise Financial Services, LLC located at 425 Bank Street in New Albany, Indiana, United States. With a focus on your individual goals and risk tolerance, Emily provides investment recommendations, asset allocation strategies, and portfolio management services. She helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access their investments and track their progress online from any device. Emily offers complimentary initial consultations to help clients get started on their path to a more confident financial future. She can assist with retirement planning, education savings, major purchases, and more. Additionally, Emily can work with your attorney and CPA to help with estate planning and wealth transfer to the next generation.
Dustin Kostalek - WesBanco Wealth Advisor
Dustin Kostalek - WesBanco Wealth Advisor is a trusted financial institution located at 101 West Spring Street in New Albany, Indiana, United States. As a dedicated wealth advisor, Dustin Kostalek provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Dustin Kostalek is committed to helping clients navigate the complexities of the financial world and make informed decisions about their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Dustin Kostalek - WesBanco Wealth Advisor is here to help you every step of the way.
Edward Jones - Financial Advisor: Travis L Mahan
Edward Jones - Financial Advisor: Travis L Mahan is a reputable finance institution located at 3626 Grant Line Road in New Albany, Indiana, United States. Travis L Mahan is a skilled financial advisor who offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Travis L Mahan is committed to providing expert financial guidance and support to individuals and families in the New Albany area. Whether you are planning for retirement, saving for education, or looking to grow your investments, Travis L Mahan can help you navigate the complexities of the financial market and make informed decisions to secure your financial future.
John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
John W Smith is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4104 Charlestown Road in New Albany, Indiana, United States. John W Smith holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. John W Smith is dedicated to providing personalized financial advice and guidance to help individuals achieve their financial goals.
Edward Jones - Financial Advisor: Todd E Klinglesmith, AAMS™
Edward Jones - Financial Advisor: Todd E Klinglesmith, AAMS™ is a reputable financial institution located at 3833 Charlestown Road, New Albany, Indiana, United States. Specializing in finance, Todd E Klinglesmith is a knowledgeable and experienced advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. With a commitment to providing personalized financial guidance and investment strategies, clients can trust Todd E Klinglesmith to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, Edward Jones - Financial Advisor: Todd E Klinglesmith, AAMS™ is dedicated to helping you navigate the complexities of the financial world.
American Capital Management
American Capital Management is a leading finance institution located at 4222 Grant Line Road in New Albany, Indiana, United States. Our experienced team of financial experts provides comprehensive investment management services to help clients achieve their financial goals. With a focus on personalized service and strategic planning, we are committed to delivering top-notch financial solutions tailored to each client's unique needs. Trust American Capital Management to guide you towards a secure financial future.
Ricke Financial Advisory Group - Ameriprise Financial Services, LLC
Ricke Financial Advisory Group - Ameriprise Financial Services, LLC, located at 425 Bank Street in New Albany, Indiana, is a finance institution specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer regular meetings to review progress, update strategies, and track goals, with easy access to investments and accounts from any device. The institution also hosts monthly "Coffee Talks" with local Financial and Legal Advisors to provide free knowledge-sharing events for the community. Their personalized approach involves engaging each generation in meaningful conversations about their financial priorities, emphasizing financial literacy and empowering every family member to make informed decisions for their future. Ameriprise financial advisors are registered to do business in certain U.S. states and offer tailored, multi-generational financial planning experiences.
Countryside Insurance Agency Inc
Countryside Insurance Agency Inc, located at 1411 State Street in New Albany, Indiana, is a trusted insurance agency that has been serving Indiana and Kentucky since 1976. Our personalized insurance solutions are designed to protect what matters most to you, whether it's your home, your possessions, or your business. At Countryside Insurance Agency, we believe in forming personalized relationships with our clients and providing them with the right insurance coverage for their unique needs. As a second-generation family-owned agency, we treat our clients like family, offering them the expertise of trusted advisors along with the warmth of a family experience.
Bob Bitner - State Farm Insurance Agent
Bob Bitner - State Farm Insurance Agent is an insurance agency located at 3417 Grant Line Road in New Albany, Indiana. Situated in the back of Grant Line Center, directly across from the side of Kroger's, we offer a range of insurance services to meet your needs. Whether you are considering financing a car or paying cash, our calculator can help you make the best decision for your next vehicle purchase. We also provide guidance on keeping careful records for taxes and health insurance deductions, as well as tips for DIY auto maintenance to save on repair costs.
Theresa Lamb - State Farm Insurance Agent
Theresa Lamb - State Farm Insurance Agent is a trusted insurance agency located at 1523 State Street in New Albany, Indiana. Conveniently situated just two blocks down and across the street from Floyd Memorial Hospital, Theresa and her team proudly serve both the Southern Indiana and Greater Louisville area. With licenses to advise on insurance and financial products in both Indiana and Kentucky, they are committed to being your trusted "risk advisors" by providing personalized coverage tailored to your unique needs. Prior to becoming a State Farm Insurance Agent, Theresa spent 21 years in management and customer service at Sherwin-Williams Paint. Her experience in working closely with customers and developing innovative solutions makes her a perfect fit for helping clients with their insurance needs. Theresa, along with her husband Rusty, have been residents of Floyd County for 26 years and are actively involved in the community and local charities.
Richard McFall, Bankers Life Agent and Bankers Life Securities Financial Representative
Richard McFall, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 3620 Blackiston Boulevard in New Albany, Indiana, is your go-to insurance agency for all your insurance needs. Our experienced agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Richard McFall, a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., is here to help you navigate the complex world of insurance. Whether you're looking for Medicare Advantage plans or long-term care coverage, we can provide you with the information and guidance you need to make the right decisions for your future.
Unlimited Travel Consultants
Unlimited Travel Consultants is a premier travel agency located at 1829 East Spring Street in New Albany, Indiana, United States. Our experienced consultants are dedicated to providing personalized and unforgettable travel experiences for our clients. From booking flights and accommodations to arranging tours and activities, we handle all aspects of travel planning with expertise and attention to detail. Whether you're dreaming of a relaxing beach vacation, a thrilling adventure in the mountains, or a cultural exploration in a bustling city, Unlimited Travel Consultants is here to turn your travel dreams into reality. Contact us today to start planning your next unforgettable journey.
Trimingham Financial
Trimingham Financial is a leading finance institution located at 110 Trimingham Road in the heart of New Albany, Indiana, United States. With a team of experienced financial experts, Trimingham Financial is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Trimingham Financial is committed to helping you navigate the complexities of the financial world with confidence and ease. Visit us today to see how we can help you secure your financial future.
Axiom Financial Strategies Group
Axiom Financial Strategies Group, located at 101 West Spring Street in New Albany, Indiana, is a finance institution dedicated to helping individuals, businesses, and non-profit organizations achieve their financial goals. With decades of experience, our team specializes in creating comprehensive financial plans tailored to your needs and life goals. For family businesses, we offer unique planning and strategies to benefit all parties involved, ensuring a successful future for generations to come. We understand the importance of non-profit organizations and work to ensure their financial plans position them for continued success in perpetuity.
Cason Financial Services
Cason Financial Services is a reputable accounting and finance institution located at 1934 East Spring Street in New Albany, Indiana, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can assist you with your financial needs.
Michael Murray
Michael Murray is a reputable finance institution located at 3035 Charlestown Crossing Way in New Albany, Indiana, United States. With a focus on providing top-notch financial services, Michael Murray is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Michael Murray is here to help. Trustworthy and reliable, Michael Murray is committed to providing personalized solutions to meet your unique financial needs. Contact us today to learn more about how we can help you secure a strong financial future.
First Financial Bank & ATM
First Financial Bank & ATM is a full-service financial institution located at 3610 Grant Line Road in New Albany, Indiana, United States. Our team of Wealth Advisors is dedicated to helping you assess your financial situation and make the most of your money. Whether you're looking to save with our competitive money market rate or take advantage of our special CD offers, we have the tools to help your savings grow. We also offer a range of services for homeowners, including leveraging the value of your home for big projects. Our commitment to community development and support for low- and moderate-income clients sets us apart as a bank that cares about helping individuals and communities thrive.
Newman Miyahara Investments
Newman Miyahara Investments is a reputable finance institution located at 1370 Veterans Parkway in New Albany, Indiana, United States. With a strong focus on providing personalized financial solutions for their clients, they offer a wide range of investment services including wealth management, retirement planning, and portfolio analysis. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through strategic investment strategies and expert advice. Visit Newman Miyahara Investments today to start planning for a secure financial future.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 100 East Spring Street in New Albany, Indiana, United States. With a strong reputation for providing top-notch financial services and investment advice, Raymond James Financial Services is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Raymond James Financial Services are here to assist you every step of the way. Trust in their expertise and personalized approach to financial planning to secure your financial future.
Elder Advisers
Elder Advisers, located at 2867 Charlestown Road in New Albany, Indiana, is a finance institution dedicated to helping seniors protect and manage their assets. Specializing in assisting clients with Medicaid planning, Elder Advisers can help create a plan that guarantees the preservation of retirement savings. The institution is part of a suite of services offered by Live Fully, which aims to support clients in living a full and happy life through various healthcare resources. Please note that Elder Advisers is not a law firm and does not provide tax advice. For a free consultation to discuss your financial situation, contact Elder Advisers at (800) 763-7930. Visit their website for more information and resources.
McGehee Judith F CPA
McGehee Judith F CPA is a reputable accounting and finance institution located at 821 Mount Tabor Road in New Albany, Indiana, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing top-notch financial solutions and guidance to help clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, McGehee Judith F CPA is the trusted choice for all your accounting needs.
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