Certified financial planner in Kentucky
88 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. The institution offers a wide range of financial services and is home to professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Each of these certifications and designations represents a high level of expertise and commitment to providing top-quality financial services to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized financial advice, Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC has professionals who can help meet your financial goals.
408 Blankenbaker Pkwy Suite 100, Louisville, KY 40243, United States -
Edward Jones - Financial Advisor: Jessica C Haralu, CFP®
● ClosedEdward Jones - Financial Advisor: Jessica C Haralu, CFP® is a reputable finance institution located at 130 Mooreland Avenue in Harrodsburg, Kentucky, United States. With a Certified Financial Planner designation, Jessica C Haralu offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Jessica C Haralu is dedicated to providing top-notch financial services tailored to your individual needs. Trust in the expertise and professionalism of Edward Jones - Financial Advisor: Jessica C Haralu, CFP® for all your financial planning needs.
130 Mooreland Ave, Harrodsburg, KY 40330, United States -
Edward Jones - Financial Advisor: Adam T Poff, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Adam T Poff, CFP®|AAMS™ is a reputable financial institution located at 760 West Main Street in Lebanon, Kentucky, United States. Specializing in personalized financial planning and investment strategies, Adam T Poff is a Certified Financial Planner® and an Accredited Asset Management Specialist™ with a wealth of experience in helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or simply looking to grow your wealth, Edward Jones - Financial Advisor: Adam T Poff is dedicated to providing expert advice and tailored solutions to meet your unique needs. Visit us today to start planning for a secure financial future.
760 W Main St, Lebanon, KY 40033, United States -
Edward Jones - Financial Advisor: Tim Dunn, CFP®
● OpenEdward Jones - Financial Advisor: Tim Dunn, CFP® is a reputable finance institution located at 1175 South Main Street in Madisonville, Kentucky, United States. Tim Dunn, a Certified Financial Planner, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized, one-on-one attention, clients can trust Edward Jones to provide tailored solutions for their financial needs. Whether it's retirement planning, investments, or estate planning, Tim Dunn and the team at Edward Jones are dedicated to helping clients secure their financial future.
1175 S Main St Suite C, Madisonville, KY 42431, United States -
Edward Jones - Financial Advisor: Tara Y Edwards, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Tara Y Edwards, CFP®|AAMS™ is a reputable financial institution located at 341 North Main Street in Madisonville, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Tara Y Edwards offers personalized financial planning services to help clients achieve their financial goals. With a commitment to providing excellent customer service and expert financial advice, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Tara Y Edwards and the team at Edward Jones are dedicated to helping you secure a bright financial future.
341 N Main St, Madisonville, KY 42431, United States -
Edward Jones - Financial Advisor: Bill Young, CFP®
● ClosedEdward Jones - Financial Advisor: Bill Young, CFP® is a reputable finance institution located at 235 Madison Square Drive in Madisonville, Kentucky, United States. With a focus on providing personalized financial planning services, Bill Young, a Certified Financial Planner, helps clients navigate their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Bill Young, CFP® is dedicated to providing expert advice and guidance to help you achieve your financial objectives.
235 Madison Square Dr, Madisonville, KY 42431, United States -
Edward Jones - Financial Advisor: Blake R Summarell, CFP®|CEPA®
● OpenEdward Jones - Financial Advisor: Blake R Summarell, CFP®|CEPA® is a reputable financial institution located at 4720 Village Square Drive in Paducah, Kentucky, United States. As a Certified Financial Planner and Certified Exit Planning Advisor, Blake R Summarell offers personalized financial advice and strategic planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or prepare for a business exit, Blake R Summarell is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Blake R Summarell, CFP®|CEPA® is committed to helping clients secure their financial future.
4720 Village Square Dr Suite C, Paducah, KY 42001, United States -
Edward Jones - Financial Advisor: Heath Bowling, CFP®
● ClosedEdward Jones - Financial Advisor: Heath Bowling, CFP® is a reputable financial institution located at 1249 Broadway Street in Paducah, Kentucky, United States. As a Certified Financial Planner (CFP®), Heath Bowling provides expert financial advice and services to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or create a comprehensive financial strategy, Heath Bowling is dedicated to providing personalized guidance and support. Visit Edward Jones today to start your journey towards financial success.
1249 Broadway St, Paducah, KY 42001, United States -
Edward Jones - Financial Advisor: Crissy N Bundren, CFP®|ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Crissy N Bundren, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 5446 Reidland Road in Paducah, Kentucky, United States. With a team of experienced professionals, including Crissy N Bundren who is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), the institution offers comprehensive financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how we can help you secure a brighter financial future.
5446 Reidland Rd, Paducah, KY 42003, United States -
Edward Jones - Financial Advisor: Brad Clark, CFP®
● ClosedEdward Jones - Financial Advisor: Brad Clark, CFP® is a reputable finance institution located at 88 Plantation Drive in Paducah, Kentucky, United States. Brad Clark, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Brad Clark, CFP® is dedicated to helping individuals and families secure their financial future.
88 Plantation Dr, Paducah, KY 42001, United States -
Edward Jones - Financial Advisor: Laura A Duff, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Laura A Duff, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 3235 Olivet Church Road in Paducah, Kentucky, United States. Specializing in finance, Laura A Duff is a Certified Financial Planner, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor. With a commitment to providing personalized financial advice and guidance, clients can trust in Laura's expertise to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones - Financial Advisor: Laura A Duff is dedicated to helping clients secure their financial future.
3235 Olivet Church Rd Suite H, Paducah, KY 42001, United States -
Edward Jones - Financial Advisor: Jon King, CFP®|ChFC®
● ClosedEdward Jones - Financial Advisor: Jon King, CFP®|ChFC® is a reputable finance institution located at 323 5th Avenue Southeast in Calvert City, Kentucky, United States. Specializing in comprehensive financial planning and investment management, Jon King, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), provides personalized and professional services to help clients achieve their financial goals. With a commitment to integrity and expertise, Edward Jones is a trusted partner for individuals and families seeking sound financial advice and guidance.
323 5th Ave SE, Calvert City, KY 42029, United States -
Edward Jones - Financial Advisor: Klent Starks, CFP®|CRPC™
● ClosedEdward Jones - Financial Advisor: Klent Starks, CFP®|CRPC™ is a renowned financial institution located at 508 West Market Street in Princeton, Kentucky, United States. Specializing in providing expert financial advice and services, Klent Starks, a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), offers personalized solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind. Contact Klent Starks today to start planning for a secure financial future.
508 W Market St, Princeton, KY 42445, United States -
Edward Jones - Financial Advisor: Tyler Jones, ChFC®|AAMS™
● ClosedEdward Jones - Financial Advisor: Tyler Jones, ChFC®|AAMS™ is a reputable finance institution located at 104 Forbes Drive in Hopkinsville, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Tyler Jones offers expert financial advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Tyler Jones is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Tyler Jones, ChFC®|AAMS™ is a trusted partner in helping clients build and preserve their wealth.
104 Forbes Dr, Hopkinsville, KY 42240, United States -
Edward Jones - Financial Advisor: Robbie Sipes, CFP®
● ClosedEdward Jones - Financial Advisor: Robbie Sipes, CFP® is a trusted financial institution located at 401 West 9th Street in Hopkinsville, Kentucky, United States. As a Certified Financial Planner, Robbie Sipes provides expert financial advice and personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Robbie Sipes and his team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards securing your financial future.
401 W 9th St Suite A, Hopkinsville, KY 42240, United States -
Merrill Lynch Financial Advisor Rebecca T Thomas
● ClosedMerrill Lynch Financial Advisor Rebecca T Thomas is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Rebecca follows the deep-seated Merrill tradition of community involvement and volunteering. She offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By getting to know you and your family, Rebecca helps create a customized financial approach to help you achieve your aspirations. She believes in understanding your investment preferences through the Investment Personality Assessment to tailor a plan that aligns with your values. With access to Merrill's investment insights and Bank of America's banking solutions, Rebecca aims to address your financial needs and help you pursue your goals. As a Certified Financial Planner, Rebecca is dedicated to helping you navigate the complexities of your financial life and create a plan that reflects your unique needs. Contact Rebecca Thomas for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Chris Mallory - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChris Mallory is a financial advisor at Ameriprise Financial Services, LLC located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Chris Mallory holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Chris Mallory's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Chris Mallory is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
Edward Jones - Financial Advisor: Rusty McAlister, CFP®
● ClosedEdward Jones - Financial Advisor: Rusty McAlister, CFP® is a reputable finance institution located at 1212 West Main Street in Richmond, Kentucky, United States. Rusty McAlister, a Certified Financial Planner, provides expert financial advice and services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Edward Jones is dedicated to helping individuals and businesses make sound financial decisions for a secure future.
1212 W Main St Suite B, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Chad Tindall, CFP®
● ClosedEdward Jones - Financial Advisor: Chad Tindall, CFP® is a trusted financial institution located at 519 Hampton Way in Richmond, Kentucky, United States. Chad Tindall, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Chad Tindall and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.
519 Hampton Way Suite 3, Richmond, KY 40475, United States -
Edward Jones - Financial Advisor: Keith C Batchelor, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Keith C Batchelor, CFP®|AAMS™ is a renowned financial institution located at 105 Robins Way in Russellville, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Keith Batchelor provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Keith Batchelor and his team are committed to providing top-notch financial planning services to meet your unique needs.
105 Robins Way Suite 203, Russellville, KY 42276, United States -
Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Custis - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Scott Custis - Financial Advisor, a trusted partner in financial planning and wealth management, located at 740 Centre View Boulevard, Crestview Hills, Kentucky. With a commitment to delivering personalized financial strategies, Scott Custis offers a comprehensive suite of services to meet the diverse needs of individuals, retirees, and small business owners.
740 Centre View Boulevard, Crestview Hills, Kentucky 41017, United States -
Accredited Wealth Management
● ClosedAccredited Wealth Management is a prestigious finance institution located at 6010 Brownsboro Park Boulevard in Louisville, Kentucky. Our team of experienced professionals are dedicated to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Accredited Wealth Management to guide you towards financial success and peace of mind.
6010 Brownsboro Park Blvd suite f, Louisville, KY 40207, United States -
AppaFinancial - Chase Caudill, CFP®️
● ClosedAppaFinancial - Chase Caudill, CFP®️ is a trusted financial institution located at 789 U.S. 23 in Paintsville, Kentucky, United States. Specializing in personalized financial planning services, Chase Caudill, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals and secure their futures. With a commitment to excellence and a focus on building long-term relationships, AppaFinancial offers expert guidance and tailored solutions to individuals and families seeking to optimize their financial well-being. Visit us today to start planning for a brighter tomorrow.
789 US-23, Paintsville, KY 41240, United States -
Fifth Third Securities - Phil Weber, CFP®
● ClosedFifth Third Securities - Phil Weber, CFP® is a reputable finance institution located at 2064 Declaration Drive in Independence, Kentucky, United States. With the expertise of Certified Financial Planner, Phil Weber, clients can expect personalized financial solutions tailored to their individual needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Fifth Third Securities provides professional guidance and support to help you achieve your financial goals. Trust in Fifth Third Securities - Phil Weber, CFP® for reliable and comprehensive financial services.
2064 Declaration Dr, Independence, KY 41051, United States -
Humana Authorized Agent
● ClosedHumana Authorized Agent, located at 1105 Marquis Trce in Louisville, Kentucky, is a health insurance agency offering customized Individual/Family, Group, and Medicare plans nationwide. With the expertise of a Certified Financial Planner and a Certified Public Accountant, clients can receive free advice and quotes to ensure they are getting the best rates and benefits for their money. Please note that this website is operated by USA Health Plans, Inc and is not the Health Insurance Marketplace website. Compliance with federal laws is a top priority to protect the privacy and security of personally identifiable information. While this website may not display all data on Qualified Health Plans available in your state, you can visit HealthCare.gov for a comprehensive list of options.
1105 Marquis Trce, Louisville, KY 40223, United States -
John Frymire CFP
● OpenJohn Frymire CFP is a reputable finance institution located at 909 Lily Creek Road in Louisville, Kentucky, United States. As a Certified Financial Planner, John Frymire and his team offer expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized advice and tailored solutions, clients can trust John Frymire CFP to provide guidance on investments, retirement planning, estate planning, and more. Visit their office today to start building a secure financial future.
909 Lily Creek Rd # 101, Louisville, KY 40243, United States -
Jane B. Smith, CFP & Associates, Inc.
● ClosedJane B. Smith, CFP & Associates, Inc. is a reputable finance and insurance agency located at 10629 Henning Way in Louisville, Kentucky, United States. With a team of certified financial planners, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment strategies, retirement planning, or insurance coverage, Jane B. Smith, CFP & Associates, Inc. is dedicated to providing top-notch service and guidance. Contact them today to start securing your financial future.
10629 Henning Way STE 1, Louisville, KY 40241, United States -
K E Clark & Associates
● ClosedK E Clark & Associates is a finance institution located at 143 West Woodford Street in Lawrenceburg, Kentucky, United States. Led by Kenneth E. Clark, a Certified Financial Planner and Accredited Asset Management Specialist, the institution offers a range of securities and advisory services through LPL Financial, a Registered Investment Advisor. With a focus on providing personalized financial solutions, K E Clark & Associates is dedicated to helping clients achieve their financial goals. Member of FINRA/SIPC, clients can trust in the expertise and professionalism of this investment professional.
143 W Woodford St #2, Lawrenceburg, KY 40342, United States
- Certified financial planner in Ashland
- Certified financial planner in Bardstown
- Certified financial planner in Crestview Hills
- Certified financial planner in Crestwood
- Certified financial planner in Edgewood
- Certified financial planner in Florence
- Certified financial planner in Fort Thomas
- Certified financial planner in Georgetown
- Certified financial planner in Harrodsburg
- Certified financial planner in Hopkinsville
- Certified financial planner in Independence
- Certified financial planner in Lawrenceburg
- Certified financial planner in Lebanon
- Certified financial planner in Lexington
- Certified financial planner in Louisville
- Certified financial planner in Madisonville
- Certified financial planner in Maysville
- Certified financial planner in Nicholasville
- Certified financial planner in Owensboro
- Certified financial planner in Paducah
- Certified financial planner in Paintsville
- Certified financial planner in Prestonsburg
- Certified financial planner in Princeton
- Certified financial planner in Richmond
- Certified financial planner in Russellville
- Certified financial planner in Shelbyville
List of local businesses, places and services in Kentucky
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos