Best financial advisor services in Kentucky
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tw gaines
● OpenTW Gaines is a reputable finance institution located at 4350 Brownsboro Road in Louisville, Kentucky, United States. With a strong commitment to providing top-notch financial services, TW Gaines offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, TW Gaines is here to help. Visit their office today to learn more about how they can help you secure your financial future.
4350 Brownsboro Rd, Louisville, KY 40207, United States -
Harmony Wealth Partners of Raymond James
● ClosedHarmony Wealth Partners of Raymond James is a premier financial institution located at 10200 Forest Green Boulevard in Louisville, Kentucky. As a trusted wealth management firm, we provide personalized financial planning and investment services to help our clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, we strive to create harmony and prosperity for our clients' financial futures. Contact us today to learn more about how we can help you secure your financial well-being.
10200 Forest Green Blvd #407, Louisville, KY 40223, United States -
Baird Private Wealth Management
● OpenBaird Private Wealth Management is a leading finance institution located at 4803 Olympia Park Plaza in Louisville, Kentucky, United States. With a focus on personalized wealth management services, Baird offers tailored financial solutions to help clients achieve their goals and secure their financial future. Their team of experienced professionals provides expert advice and guidance to help clients navigate the complexities of the financial markets and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Baird Private Wealth Management is dedicated to helping you succeed.
4803 Olympia Park Plaza #4000, Louisville, KY 40241, United States -
Fifth Third Preferred - Josue Tlamasico
● ClosedFifth Third Preferred - Josue Tlamasico is a finance institution located at 4801 Norton Healthcare Boulevard in Louisville, Kentucky, United States. With a focus on providing personalized financial services and solutions, Fifth Third Preferred offers a range of banking and investment options to meet the needs of their clients. Whether you are looking to grow your savings, manage your investments, or plan for the future, the team at Fifth Third Preferred - Josue Tlamasico is dedicated to helping you achieve your financial goals.
4801 Norton Healthcare Blvd, Louisville, KY 40241, United States -
Cullinan Associates Inc
● OpenCullinan Associates Inc is a reputable finance institution located at 295 North Hubbards Lane in Louisville, Kentucky, United States. With a strong track record of providing expert financial services, Cullinan Associates Inc is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, their team of experienced professionals is committed to delivering personalized solutions tailored to your specific needs. Visit Cullinan Associates Inc today and take the first step towards securing your financial future.
295 N Hubbards Ln # 203, Louisville, KY 40207, United States -
Harvey Investment Company
● ClosedHarvey Investment Company is a reputable finance institution located at 297 North Hubbards Lane in Louisville, Kentucky, United States. With a strong track record of success, Harvey Investment Company offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the experienced team at Harvey Investment Company is dedicated to providing personalized solutions tailored to your unique needs. Trust Harvey Investment Company to guide you towards a secure financial future.
297 N Hubbards Ln, Louisville, KY 40207, United States -
Terry G Fenwick Insurance
● ClosedTerry G Fenwick Insurance is a reputable finance institution located at 4175 Westport Road in Louisville, Kentucky, United States. Specializing in insurance services, they offer a wide range of coverage options to meet the diverse needs of their clients. With a commitment to excellent customer service and personalized attention, Terry G Fenwick Insurance is dedicated to helping individuals and businesses protect their assets and plan for the future. Contact them today to discuss your insurance needs and find the right coverage for you.
4175 Westport Rd # 107, Louisville, KY 40207, United States -
Fifth Third Securities - Jackson Simon
● ClosedFifth Third Securities - Jackson Simon is a finance institution located at 2900 North Hurstbourne Parkway in Louisville, Kentucky, United States. Our team of Fifth Third Financial Professionals is dedicated to providing expert financial services and guidance to clients in the area. Visit us today to meet with one of our experienced professionals and start planning for your financial future.
2900 N Hurstbourne Pkwy, Louisville, KY 40241, United States -
W Tyler Speer - Morgan Stanley
● OpenW Tyler Speer - Morgan Stanley is a renowned finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, W Tyler Speer - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at W Tyler Speer - Morgan Stanley is dedicated to providing personalized advice and guidance to help you make informed financial decisions. Visit their office today to learn more about how they can help you secure your financial future.
4969 US-42 Suite 1200, Louisville, KY 40222, United States -
Winebrenner Capital Management LLC
● ClosedWinebrenner Capital Management LLC is a finance institution located at 10602 Timberwood Circle in Louisville, Kentucky, United States. Specializing in investment management and financial planning services, Winebrenner Capital Management LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Winebrenner Capital Management LLC is dedicated to helping you secure a prosperous financial future.
10602 Timberwood Cir # 13, Louisville, KY 40223, United States -
Fifth Third Securities - Robert Kane
● ClosedFifth Third Securities - Robert Kane is a finance institution located at 10400 Shelbyville Road in Louisville, Kentucky, United States. Specializing in investment services, this institution offers personalized financial advice and solutions to help clients achieve their financial goals. With a team of experienced professionals led by Robert Kane, clients can expect expert guidance and support in navigating the complexities of the financial markets. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fifth Third Securities - Robert Kane is dedicated to helping you make informed decisions and secure your financial future.
10400 Shelbyville Rd, Louisville, KY 40223, United States -
Royal Alliance Associates Inc
● ClosedRoyal Alliance Associates Inc is a reputable finance institution located at 1700 Ups Drive in Louisville, Kentucky, United States. With a strong focus on providing top-notch financial services, Royal Alliance Associates Inc is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is here to assist you every step of the way. Trust Royal Alliance Associates Inc to provide you with expert financial guidance and personalized solutions tailored to your specific needs.
1700 Ups Dr # 101, Louisville, KY 40223, United States -
Sealey Investment Group
● OpenSealey Investment Group is a finance institution located at 508 North Main Street in Nicholasville, Kentucky, United States. With a focus on providing expert financial advice and investment services, Sealey Investment Group helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Sealey Investment Group offers personalized solutions tailored to your individual needs. Trust in Sealey Investment Group to help you navigate the complex world of finance and make informed decisions to reach your financial objectives.
508 N Main St B, Nicholasville, KY 40356, United States -
Joshua Arthur - Thrivent
● ClosedJoshua Arthur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help our clients make informed decisions about their finances. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Joshua Arthur - Thrivent is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Robert Lawson - Thrivent
● ClosedRobert Lawson - Thrivent is a finance institution located at 1031 Wellington Way, Lexington, Kentucky, United States. They are licensed in multiple states including AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NV, NY, OH, SC, SD, TN, TX, VA, WA, WV. Their goal is to help individuals pursue their lifelong dreams while also supporting the people and causes they care about. With industry expertise, they provide guidance to help clients map out a path to a more secure financial future.
1031 Wellington Way UNIT 210, Lexington, KY 40513, United States -
Emmanuel Washington - Thrivent
● ClosedEmmanuel Washington - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. The institution is licensed in several states including AL, FL, GA, IL, KY, NC, NY, and TX. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are qualified to provide investment advisory services. For more information on professional designations and requirements, visit their website at thrivent.com/designations.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 4023 Finn Way in Lexington, Kentucky, offers personalized financial planning services to clients of all sizes. Our experienced financial advisors utilize a strategic planning system tailored to each individual's unique objectives. We provide guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our advisors are dedicated to understanding your personal and professional goals, collaborating with you to create long-term financial strategies. We prioritize client service and satisfaction, aiming to help you achieve your financial and life goals. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights and global financial resources.
4023 Finn Wy, Lexington, KY 40517, United States -
Gil Brandon IV - Raymond James
● OpenGil Brandon IV - Raymond James is a trusted financial institution located at 489 East Main Street in Lexington, Kentucky, United States. With a focus on providing top-notch financial services, our team of experts are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust Gil Brandon IV - Raymond James for all your financial needs.
489 E Main St #200, Lexington, KY 40507, United States -
Jonathan Grasch - Thrivent
● ClosedJonathan Grasch - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent provides financial advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through their Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Jordan Dongell - Thrivent
● ClosedJordan Dongell - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Specializing in individualized financial planning, Jordan Dongell aims to help individuals, families, and businesses identify and achieve their key financial goals. With a focus on eliminating anxiety and ambiguity surrounding finances, Jordan Dongell helps clients navigate life changes such as new jobs, marriages, and moving homes. By building a strong foundation for financial strategies, Jordan Dongell helps clients work towards savings for retirement, education, and other important purchases. Thrivent provides advice and guidance through its Financial Planning Framework, offering dedicated planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
American Trust Wealth
● ClosedAmerican Trust Wealth is a premier financial institution located at 2525 Harrodsburg Road in Lexington, Kentucky. As a trusted provider of wealth management services, we offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, American Trust Wealth is here to help you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
2525 Harrodsburg Rd # 300, Lexington, KY 40504, United States -
Robert Lawson - Thrivent
● ClosedRobert Lawson - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. With licensing available in multiple states including AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NV, NY, OH, SC, SD, TN, TX, VA, WA, and WV, our team of financial professionals is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. We offer guidance and expertise to help clients map out a path to a more secure financial future. Thrivent does not provide legal, accounting, or tax advice, but we offer a Financial Planning Framework to review and analyze a client's financial situation. Clients can also engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our financial advisors and professional designations.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Edward Jones: Damico Mary-Fran
● OpenEdward Jones: Damico Mary-Fran is a finance institution located at 1060 Chinoe Road in Lexington, Kentucky, United States. Specializing in personalized financial services, Damico Mary-Fran at Edward Jones is dedicated to helping clients achieve their financial goals through expert advice and tailored investment strategies. With a commitment to building long-term relationships and providing exceptional customer service, Edward Jones: Damico Mary-Fran is a trusted partner for individuals and businesses looking to secure their financial future.
1060 Chinoe Rd # 136, Lexington, KY 40502, United States -
Mark Mansur - Thrivent
● ClosedMark Mansur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky. We specialize in providing personalized financial services to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mark Mansur - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Fifth Third Securities - Jay Doster
● ClosedFifth Third Securities - Jay Doster is a reputable finance institution located at 3061 Harrodsburg Road in Lexington, Kentucky, United States. With a focus on providing expert financial services, the institution offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Led by experienced professionals like Jay Doster, Fifth Third Securities is dedicated to delivering top-notch service and guidance to individuals and businesses seeking to grow and protect their wealth. Whether you are looking to invest for the future or plan for retirement, Fifth Third Securities - Jay Doster is committed to providing the resources and expertise needed to help you succeed financially.
3061 Harrodsburg Rd, Lexington, KY 40513, United States -
Asio Capital
● OpenAsio Capital is a leading financial institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. With a strong reputation for delivering exceptional financial services, Asio Capital offers a wide range of investment options and financial solutions to help clients achieve their financial goals. The experienced team of professionals at Asio Capital is dedicated to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Asio Capital is the trusted partner you can rely on.
220 Lexington Green Cir, Lexington, KY 40503, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 161 Lexington Green Circle in Lexington, Kentucky, United States. With a reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Whether you are looking to build wealth, save for retirement, or plan for the future, Fidelity Investments is committed to helping you make informed decisions and secure your financial future.
161 Lexington Green Cir #195, Lexington, KY 40503, United States -
Fifth Third Securities - Kyle Kinzig
● ClosedFifth Third Securities - Kyle Kinzig is a reputable finance institution located at 2295 Nicholasville Road in Lexington, Kentucky, United States. With a focus on providing top-notch financial services to clients, Fifth Third Securities - Kyle Kinzig offers a wide range of investment options and personalized financial solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, Fifth Third Securities - Kyle Kinzig is committed to providing expert guidance and support every step of the way.
2295 Nicholasville Rd, Lexington, KY 40503, United States -
PNC Wealth Management
● ClosedPNC Wealth Management is a leading financial institution located in Lexington, Kentucky, United States. As a premier provider of wealth management services, PNC offers a wide range of financial solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, PNC Wealth Management is dedicated to helping clients build, preserve, and manage their wealth effectively. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, PNC Wealth Management has the expertise and resources to help you succeed.
Lexington, KY 40507, United States -
W Morgan Fister - Morgan Stanley
● OpenW Morgan Fister - Morgan Stanley is a prestigious finance institution located at 444 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, W Morgan Fister - Morgan Stanley is committed to delivering exceptional service and results.
444 E Main St Ste 111, Lexington, KY 40507, United States
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