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TOP 30 Asset allocation in Kentucky
14 results found
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Odyssey Financial Advisors - Ameriprise Financial Services, LLC
Odyssey Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. They specialize in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on multi-generational financial planning, they ensure that every family member's financial priorities are addressed. They offer personalized financial strategies for education, retirement, and personal investments, promoting financial literacy across generations. Ameriprise financial advisors are registered to do business in certain U.S. states and provide a complimentary initial consultation to discuss financial goals. Clients can access their investments and track progress towards their goals securely online. The institution emphasizes the importance of regular reviews and updates to financial plans as life changes. With a commitment to helping clients achieve their financial goals, they offer a range of services to support financial wellness for the whole family.
Fifth Third Securities - Christopher Hopper
Fifth Third Securities - Christopher Hopper is a finance institution located at 3095 North Bend Road in Hebron, Kentucky, United States. Specializing in securities trading and investment services, this institution offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Fifth Third Securities - Christopher Hopper is dedicated to helping individuals and businesses make informed decisions regarding their investments.
Jonathan Ehresmann - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Ehresmann, a Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States, Jonathan offers personalized investment, asset allocation, and portfolio recommendations tailored to each individual's goals and risk tolerance. By documenting goals, conducting regular reviews, and adjusting strategies as life changes, Jonathan helps clients track their progress towards financial success. Clients can easily access their investments and accounts from any device, securely share information, and schedule complimentary initial consultations to discuss their needs. With a focus on retirement planning, education funding, major purchases, and more, Jonathan is committed to providing comprehensive financial planning services. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit the FINRA's BrokerCheck website for more information on Jonathan's background and qualifications.
Debra Woodard - Financial Consultant, Ameriprise Financial Services, LLC
Debra Woodard is a financial consultant at Ameriprise Financial Services, LLC located at 2708 New Hartford Road in Owensboro, Kentucky, United States. With a focus on your individual goals and risk tolerance, Debra provides investment recommendations, asset allocation, and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan is on track and adaptable to life changes. Access your investments and accounts securely from any device. Debra also offers insurance solutions to protect your assets and loved ones from unexpected events. Schedule a complimentary initial consultation to learn more about how Debra can help you reach your financial goals. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Madison Haycraft - Ameriprise Financial Services, LLC
Madison Haycraft - Ameriprise Financial Services, LLC is a finance institution located at 2708 New Hartford Road in Owensboro, Kentucky, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can access their investments and track progress securely from any device. The institution provides a complimentary initial consultation to discuss financial goals. Risk tolerance is a key factor in determining an appropriate investment strategy. Madison Haycraft is registered to conduct securities business in specific states. The institution cannot guarantee future financial results. Clients can refer friends or family members for financial assistance. The institution is a member of FINRA and SIPC, and prioritizes privacy and security for clients.
Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC
Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12910 Shelbyville Road, Louisville, Kentucky, United States. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They offer regular goal documentation and progress analysis, updating strategies as life changes. Clients can securely access their investments and track progress towards their goals from any device. With a focus on risk tolerance, they help determine an appropriate investment strategy for each individual. Jodi Seddon is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC. Clients can refer friends or family members for financial goal achievement. The institution prioritizes privacy and security, with rules and regulations in place for website usage.
DICKS & ASSOCIATES - Ameriprise Financial Services, LLC
DICKS & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 12910 Shelbyville Road, Louisville, Kentucky, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards goals, and communicate securely with the institution. The financial advisors at Ameriprise are registered in certain U.S. states and provide consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they strive to help clients achieve their goals. The institution values privacy and security, and clients can expect professional and confidential service.
McFarland Wealth Management Group - UBS Financial Services Inc.
McFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.
Jim Onkst - Financial Advisor, Ameriprise Financial Services, LLC
Jim Onkst is a financial advisor at Ameriprise Financial Services, LLC, located at 1349 Bardstown Road in Louisville, Kentucky, United States. With a focus on individual goals and risk tolerance, Jim provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their accounts and investments securely from any device. To learn more and schedule a complimentary initial consultation, visit Jim Onkst's profile on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC offers a range of financial planning services and strives to help clients achieve their financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is properly registered. Get in touch today to discuss your financial priorities.
Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC
Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway, Louisville, Kentucky, United States. As part of Stone & Kicklighter Planning Partners, they have been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular reviews and updates to track progress towards financial objectives. With secure online access, clients can monitor investments and communicate with advisors at any time. Complimentary initial consultations are available to new clients seeking to enhance their financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Kathy Kicklighter is registered to conduct securities business in certain states. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family to the institution for assistance in achieving their financial goals.
Merrill Lynch Financial Advisor Scott A Kelly
Merrill Lynch Financial Advisor Scott A Kelly, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution specializing in Private Wealth & Global Institutional Consulting. Our team of qualified and credentialed consultants aims to alleviate the stress of managing significant wealth by addressing critical questions and providing personalized service to institutional investors. We offer in-depth knowledge, customized solutions, and assistance in navigating the complex financial landscape. With a prudent management approach, we help institutions seize opportunities, adapt to market trends, and enhance their mission with reliable support. Our team collaborates with Bank of America to meet the diverse needs of clients who demand more from their Advisors. We prioritize building strong client relationships based on trust and personalized service, ensuring that each client receives tailored advice and access to a global enterprise with unparalleled resources. Whether you are a Founder, C Suite Executive, multigenerational family, Mission Based organization, Endowment, or Pension, our services are centered on your fiduciary needs. *Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Visit us today to learn more about how we can help you achieve your financial goals.
Ramsey Quantitative Systems LP
Ramsey Quantitative Systems LP is a finance institution located at 1515 Ormsby Station Court in Louisville, Kentucky, United States. Specializing in quantitative analysis and investment strategies, Ramsey Quantitative Systems LP is dedicated to providing clients with innovative and data-driven solutions to optimize their financial portfolios. With a team of experienced professionals, the institution offers a range of services including risk management, asset allocation, and portfolio optimization. Whether you are an individual investor or a corporate entity, Ramsey Quantitative Systems LP is committed to helping you achieve your financial goals with precision and expertise.
Merrill Lynch Financial Advisor Jim Moore
Merrill Lynch Financial Advisor Jim Moore, located at 4023 Finn Way in Lexington, Kentucky, is a finance institution that is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. With a focus on helping clients achieve their desired lifestyles, Merrill Lynch offers a range of brokerage, investment advisory, and other financial services. While investing comes with risks, Merrill Lynch advisors work to provide personalized advice and strategies to help clients navigate the complexities of the financial world. Whether you are seeking guidance on asset allocation, diversification, or financial planning, Merrill Lynch is committed to helping you make informed decisions. Please consult with legal and tax advisors before making any financial decisions. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch Financial Advisor Jim Moore is dedicated to helping clients navigate the world of finance and achieve their financial goals.
Merrill Lynch Financial Advisor Drew Almy
Merrill Lynch Financial Advisor Drew Almy, located at 300 West Vine Street in Lexington, Kentucky, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, clients can rely on the expertise and guidance provided by professionals like Drew Almy. Specializing in asset allocation, diversification, and financial planning, Merrill Lynch helps clients achieve their desired financial goals while navigating potential risks associated with investing in securities. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are advised to consult with their own professionals before making any financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch is committed to helping clients make informed decisions about their financial future. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Drew Almy is dedicated to helping clients in Lexington, Kentucky, and beyond.
List of local businesses, places and services in Kentucky
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