Business advisory in Kentucky

investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 2022 Bank of America Corporation. All rights reserved. Merrill Lynch Financial Advisor Mollie L. H. Brennan, located at 300 West Vine Street, Lexington, Kentucky, is dedicated to providing personalized financial strategies tailored to help you pursue meaningful goals. With a team of experienced advisors, we work closely with affluent households and small business owners to understand their unique financial situations and develop customized plans to help them achieve their objectives. Our commitment to building strong client relationships based on trust and personalized service sets us apart in the finance industry. Let us help you navigate the complexities of your financial life and work towards a secure future. Contact us today to begin your journey towards financial success."

Citizens Commerce Bank is a trusted financial institution located at 714 South Main Street in Nicholasville, Kentucky, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing excellent customer service and innovative financial solutions, Citizens Commerce Bank is your go-to destination for all your banking and finance needs.

The Anderson County Attorney is a legal institution located at 138 South Main Street in Lawrenceburg, Kentucky, United States. As a team of dedicated lawyers, they provide expert legal advice and representation to clients in Anderson County and beyond. With a focus on delivering high-quality legal services, the Anderson County Attorney is committed to ensuring the rights and interests of their clients are protected. Whether you are in need of legal assistance for personal or business matters, the Anderson County Attorney is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

Raymond James Financial Services is a renowned finance institution located at 183 Adam Shepherd Parkway in Shepherdsville, Kentucky, United States. With a strong reputation for providing comprehensive financial services, Raymond James is a trusted partner for individuals and businesses looking to manage their investments, plan for retirement, or achieve their financial goals. The institution offers a wide range of financial products and services, including wealth management, investment advisory services, and retirement planning. With a team of experienced financial advisors and a commitment to personalized service, Raymond James Financial Services is dedicated to helping clients secure their financial future.

Mark Mansur - Thrivent is a finance institution located at 9420 Bunsen Parkway, Louisville, Kentucky, United States. Our mission is to bring clarity, contentment, and confidence to important financial goals. We are licensed in multiple states including AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MI, MO, NC, NE, NY, OH, PA, TN, TX, VA, WI, WV. As a business owner, it can be overwhelming to balance work and personal life. Let our team help you navigate this challenge and partner with you to achieve sustainable growth within your community. Our philosophy and process empower our clients to take the next step with confidence, leading to lives filled with meaning and gratitude.

Citizens Guaranty Bank is a trusted financial institution located at 25 River Drive in Irvine, Kentucky, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our convenient ATM services provide easy access to cash withdrawals and deposits. With a commitment to providing excellent customer service and personalized financial solutions, Citizens Guaranty Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with us.

Goodin & Associates PSC is a leading accounting firm located in Louisville, Kentucky. Our team of experienced professionals is dedicated to providing high-quality financial and tax services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, our team is here to assist you every step of the way. Visit us at 315 Townepark Circle to see how Goodin & Associates PSC can help you succeed financially.

Liz J. Shepherd is a reputable lawyer located at 13800 Lake Point Way in Louisville, Kentucky, United States. Specializing in medical negligence, product liability, and auto accident cases, Ms. Shepherd has been practicing law since graduating from law school in 1993. She currently serves as the President of the Kentucky Justice Association and has a wealth of experience in personal injury law. With a background in medical negligence, personal injury, and auto insurance law, Ms. Shepherd is a trusted advocate for her clients. She is a proud graduate of Transylvania University and the University of Louisville School of Law, and is a member of several prestigious legal associations. If you are in need of legal representation in the Louisville area, Liz J. Shepherd is a knowledgeable and skilled attorney who can help guide you through your case.

Peter Gardner - Regions Financial Advisor is a finance institution located at 2921 Broadway Street in Paducah, Kentucky, United States. Peter Gardner is a trusted Financial Advisor with Regions Investment Solutions, dedicated to helping clients with both their immediate financial needs and long-term goals. With a personalized strategy, Peter aims to make the journey towards financial success as easy as possible for each client. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). The institution provides educational and general marketing information, and clients can schedule appointments through the Appointment Scheduler provided by Engageware Modal. For more information, clients can visit the institution's website or contact them directly.

Whitfield Coleman Montoya is a prestigious law firm located at 19 North Main Street in Madisonville, Kentucky, United States. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or business dispute, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Whitfield Coleman Montoya is the go-to law firm for all your legal needs. Contact us today to schedule a consultation.

Dan Berra - Regions Wealth Advisor is a finance institution located at 507 Main Street, Benton, Kentucky, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific situation. Dan Berra, a Wealth Advisor for Regions Private Wealth Management in Benton, KY, focuses on your complete financial picture to develop a comprehensive strategy to meet your goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. Consult the institution's website for more information.

Clay McConnell - Regions Financial Advisor is located at 515 North 12th Street in Murray, Kentucky, United States. As a Financial Advisor for Regions Investment Solutions, Clay McConnell is dedicated to helping clients develop a comprehensive strategy to meet their long-term financial goals. With a focus on personalized solutions for immediate needs and long-term success, Clay McConnell aims to make the journey towards financial success as easy as possible. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). Regions is committed to providing educational and general marketing information, and does not provide impartial investment advice or act in a fiduciary capacity. The appointment scheduler is provided by Engageware Modal, with its own privacy and security policies. For more information, visit their website. Thank you for considering Clay McConnell - Regions Financial Advisor for your financial needs.

JFE Services is a reputable institution located at 1700 O'Byrne Street in Henderson, Kentucky, United States. We offer a wide range of services including financial consulting, tax preparation, and business advisory services. Our team of experienced professionals is dedicated to providing top-notch service and personalized solutions to meet the unique needs of our clients. With a commitment to excellence and integrity, JFE Services is the go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Fifth Third Private Bank - Philip Culver is a prestigious financial institution located at 401 South 4th Street in Louisville, Kentucky, United States. As a private bank, it offers personalized financial services and wealth management solutions to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial advice, Fifth Third Private Bank - Philip Culver is committed to helping clients achieve their financial goals and secure their financial futures. Visit their office in Louisville for expert financial guidance and exceptional service.

Rada Halaseh - Morgan Stanley is a reputable finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. With a strong presence in the financial industry, this institution offers a wide range of financial services and solutions to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Rada Halaseh - Morgan Stanley is committed to delivering personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.

Daniel Ryan Allen, a financial advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Daniel works closely with clients to track progress, adjust strategies as needed, and provide ongoing support. By accessing investments and accounts from any device, clients can stay informed and track their financial goals securely. Schedule a complimentary initial consultation to learn more about how Daniel can help you achieve a more confident financial future. As a member of Ameriprise Financial Services, LLC, Daniel is supported by the Ameriprise Investment Research Group, ensuring clients receive expert guidance and market insights. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. For residents of states where Daniel is properly registered, he can conduct securities business in compliance with FINRA regulations. Reach out to Daniel Ryan Allen for a consultation and take the first step toward achieving your financial goals.

Merrill 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.

Jordan 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.

Corporate Finance Associates is a premier finance institution located at 1999 Richmond Road in Lexington, Kentucky, United States. Specializing in corporate finance, this institution offers a wide range of financial services to businesses looking to grow and thrive. With a team of experienced professionals, Corporate Finance Associates provides expert advice and assistance in mergers and acquisitions, capital raising, and strategic financial planning. Whether you are a small startup or a large corporation, Corporate Finance Associates can help you achieve your financial goals and take your business to the next level.

R.E. Pierce & Associates is a reputable accounting and finance firm located at 4965 U.S. 42 in Louisville, Kentucky. With years of experience in providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professional staff is here to provide personalized and reliable services. Trust R.E. Pierce & Associates to handle all your accounting and finance needs with professionalism and expertise.

ACCUVAN ACCOUNTING SOLUTIONS LLC is a trusted accounting and finance institution located at 120 Marketplace Circle in Georgetown, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we offer a wide range of accounting solutions to meet our clients' needs. Whether you need help with tax preparation, bookkeeping, or financial planning, ACCUVAN ACCOUNTING SOLUTIONS LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting needs.

DG Tax & Financial Services is a reputable institution located at 1107 Larchmont Avenue in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to help. With our expertise and personalized approach, you can trust us to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your tax and financial needs.

Logsdon Philip CPA is a reputable accounting and finance institution located at 2901 Ring Road in Elizabethtown, Kentucky. With a team of experienced Certified Public Accountants, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Logsdon Philip CPA is dedicated to providing top-notch services and personalized attention to help clients achieve their financial goals. Contact them today to schedule a consultation and learn how they can assist you with your accounting and finance needs.

K & L Tax Service is a reputable accounting and finance institution located at 5010 Preston Highway in Louisville, Kentucky, United States. With a team of experienced professionals, we specialize in providing tax preparation, bookkeeping, and financial advisory services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Contact us today to schedule a consultation and let us help you achieve your financial goals.

Accounting & Tax Professionals is a reputable institution located at 4229 Bardstown Road in Louisville, Kentucky. As a leading provider of accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial regulations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professionals are here to provide you with personalized and reliable solutions. With years of experience and a commitment to excellence, Accounting & Tax Professionals is your trusted partner for all your accounting and financial needs.

RiskDesk is a reputable insurance agency located at 348 East Main Street in Lexington, Kentucky, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, RiskDesk offers a wide range of coverage options to protect against various risks and uncertainties. Our team of experienced insurance professionals is dedicated to helping clients navigate the complex world of insurance and find the best policies to suit their needs. Whether you are looking for personal insurance coverage or commercial insurance solutions, RiskDesk is here to help you safeguard your assets and achieve peace of mind. Contact us today to learn more about our services and how we can assist you in managing your risks effectively.

Tax Partners is a leading accounting and finance institution located at 340 Court Street in Wickliffe, Kentucky, United States. Our team of experienced professionals specializes in providing expert tax planning, preparation, and advisory services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax compliance, bookkeeping, or financial analysis, Tax Partners is here to provide reliable and efficient solutions tailored to your specific needs. Contact us today to learn more about how we can help you maximize your financial success.

Mountjoy Chilton Medley: Smith Brad CPA, located at 462 South 4th Street in Louisville, Kentucky, is a leading accounting and finance institution that has recently joined Cherry Bekaert, one of the largest assurance, tax, and advisory firms in the U.S. With a focus on building strong and enduring business relationships, the team at Mountjoy Chilton Medley: Smith Brad CPA offers industry expertise to help businesses thrive. Recognized for their hard work and thought leadership, they provide a range of services including tax compliance, consulting, and business advisory. With 6 locations in the Midwest and as a part of the award-winning PrimeGlobal association, they offer services around the globe and around the clock. Committed to transparency and excellence, Mountjoy Chilton Medley: Smith Brad CPA is dedicated to helping businesses succeed and grow.

Ollie Green & Co CPA's is a reputable accounting and finance institution located at 1300 South 4th Street in Louisville, Kentucky, United States. With a team of experienced and qualified certified public accountants, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. At Ollie Green & Co CPA's, we are committed to providing our clients with professional and personalized financial solutions to help them achieve their goals.

Costelle & Associates Inc is a reputable accounting and finance institution located at 2212 Bradford Drive in Louisville, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Costelle & Associates Inc for all your accounting and finance needs.