TOP 10 Client focused financial advice in Louisville, KY
86 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
-
Patricia Ann Denny: Primerica - Financial Services
● OpenPatricia Ann Denny: Primerica - Financial Services is a reputable finance and insurance agency located at 2900 West Broadway in Louisville, Kentucky, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at Patricia Ann Denny: Primerica - Financial Services are here to assist you every step of the way. Trustworthy, reliable, and committed to client satisfaction, this institution is a go-to resource for all your financial needs.
2900 W Broadway # 233, Louisville, KY 40211, United States -
Glenn Taylor - Prudential Financial
● OpenGlenn Taylor - Prudential Financial is a reputable finance and insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are dedicated to providing personalized services tailored to meet your specific needs. Trust Glenn Taylor - Prudential Financial to guide you towards a secure and prosperous financial future.
9300 Shelbyville Rd Suite 900, Louisville, KY 40222, United States -
Janice W Mcgraw: Primerica - Financial Services
● OpenJanice W McGraw: Primerica - Financial Services is a finance and insurance agency located at 12700 Townepark Way in Louisville, Kentucky, United States. With a focus on providing comprehensive financial services, Janice W McGraw and her team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, the experienced professionals at Janice W McGraw: Primerica are dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in helping you build a secure financial foundation.
12700 Townepark Way SUITE 203, Louisville, KY 40243, United States -
Edward Jones - Financial Advisor: Mark R Lindemoen
● OpenEdward Jones - Financial Advisor: Mark R Lindemoen is a trusted finance institution located at 10268 Shelbyville Road in Louisville, Kentucky, United States. As a dedicated financial advisor, Mark R Lindemoen provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark R Lindemoen offers a wide range of financial services including retirement planning, wealth management, and investment advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Mark R Lindemoen is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
10268 Shelbyville Rd, Louisville, KY 40223, United States -
The BFG Financial Group - UBS Financial Services Inc.
● OpenThe BFG Financial Group - UBS Financial Services Inc. is a leading finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. With a strong focus on providing comprehensive financial services, they offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation strategies, the experienced professionals at The BFG Financial Group - UBS Financial Services Inc. are dedicated to helping you navigate the complexities of the financial world. Trust in their expertise and commitment to excellence for all your financial needs.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Jonathan Butcher - UBS Financial Services Inc.
● OpenJonathan Butcher - UBS Financial Services Inc. is a reputable finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, the team at Jonathan Butcher - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide you with expert guidance and support. Visit Jonathan Butcher - UBS Financial Services Inc. today to learn more about how they can help you secure your financial future.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
U.S. Bancorp Investments - Financial Advisors: Louisville
● OpenU.S. Bancorp Investments - Financial Advisors in Louisville, located at 9437 Viking Center Dr in Hurstbourne, Kentucky, offers expert financial advice and services to help clients achieve their financial goals. As a trusted finance institution, our team of experienced advisors provides personalized investment strategies, retirement planning, wealth management, and more. With a focus on building long-term relationships and delivering exceptional customer service, U.S. Bancorp Investments is dedicated to helping individuals and businesses make informed financial decisions for a secure future.
9437 Viking Ctr Dr, Hurstbourne, KY 40222, United States -
Churchill Management Group - Louisville
● OpenChurchill Management Group in Louisville is a leading financial institution located at 10200 Forest Green Boulevard in Louisville, Kentucky. With a strong focus on providing top-notch financial services and investment management, Churchill Management Group is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, wealth management, or investment advice, Churchill Management Group is committed to delivering exceptional service and expertise. Visit their office in Louisville to learn more about how they can help you secure your financial future.
10200 Forest Green Blvd Suite 112, Louisville, KY 40223, United States -
Wisdom Financial Management, LLC
● OpenWisdom Financial Management, LLC is a reputable finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. With a focus on providing sound financial advice and management services, they specialize in helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wisdom Financial Management, LLC is dedicated to guiding you towards a secure and prosperous financial future.
101 Bullitt Ln ste g-5, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Don H. Hardison
● OpenMerrill Lynch Financial Advisor Don H. Hardison is a trusted financial institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Specializing in finance, our team of experts led by Don H. Hardison offers personalized financial advice and solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch service, we strive to help individuals and businesses make informed decisions about their financial future. Contact us today to schedule a consultation and start planning for a secure financial future.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Brian J Diehlman, Financial Advisor
● OpenBrian J Diehlman, Financial Advisor is a reputable finance institution located at 6510 Glenridge Park Place in Louisville, Kentucky, United States. With a focus on providing personalized financial advice and guidance, Brian J Diehlman helps clients navigate the complexities of the financial world to achieve their goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Brian J Diehlman offers expert financial services tailored to your individual needs. Trust in Brian J Diehlman, Financial Advisor for sound financial advice and a commitment to helping you secure your financial future.
6510 Glenridge Park Pl #5, Louisville, KY 40222, United States -
Raque Financial Group
● OpenRaque Financial Group, located at 1448 Gardiner Lane in Louisville, Kentucky, is a finance institution dedicated to providing the best advice that puts the interests of clients first. With a focus on integrity, trust, and excellent service, Raque Financial Group offers investment management and strategic wealth planning to clients at every stage of their financial journey. As a trusted advisor, the institution provides objective opinions to pursue long-term investment results, always with the highest levels of trust, integrity, and respect. The team at Raque Financial Group is committed to supporting, educating, and providing informed direction to each and every client, helping them make informed decisions about financial products that best meet their needs. By assessing individual needs and offering a comprehensive suite of products and services, Raque Financial Group helps clients create customized portfolios that address their unique situations, whether it's retirement planning, purchasing a home, financing education, or protecting their family. Through a transparent and effective planning process, clients can access funds when needed and prepare for important life events such as retirement, death, disability, and critical illness. Financial planning at Raque Financial Group goes beyond retirement preparation, focusing on achieving short- and long-term goals and protecting what matters most in life. Collaborating with a financial planner, clients can develop a strong, flexible financial plan that adapts to their changing personal and professional needs. For more information, you can contact Raque Financial Group at kevin.raque@lpl.com or (502) 458-3232. Securities and Advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA & SIPC. Please note that the LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of Kentucky.
1448 Gardiner Ln STE 102, Louisville, KY 40213, United States -
Merrill Lynch Financial Advisor Carol L Heil
● OpenMerrill Lynch Financial Advisor Carol L Heil is a distinguished finance institution located at 101 Bullitt Lane, Louisville, Kentucky, United States. The institution takes pride in their advisors who have received recognition from leading financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "America's Top Women Wealth Advisors", the team at Merrill Lynch is dedicated to providing exemplary client service. Heil & Associates, with over 100 years of collective experience, specialize in customizing wealth management strategies for clients such as business owners, corporate executives, and entrepreneurs. Their approach goes beyond investments, focusing on integrating various aspects of clients' financial lives to help them grow and preserve their wealth while managing risks effectively.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor David Very
● OpenMerrill Lynch Financial Advisor David Very, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping clients achieve their financial goals. David Very follows the Merrill tradition of community involvement and volunteering, showing a commitment to serving the local area. By offering personalized wealth analysis and financial planning, David focuses on understanding each client's unique needs and aspirations. With access to investment insights and banking solutions from Bank of America, he works with clients to develop tailored approaches to manage, grow, and preserve their wealth. By utilizing the Investment Personality Assessment, David gains a deeper understanding of each client's investing preferences and goals. Through ongoing conversations and reviews, he helps clients adapt their financial approach to reflect changes in their lives and the market. With a focus on personalized advice and guidance, David aims to help clients achieve their financial aspirations and navigate life's financial complexities. As a Chartered Retirement Planning Counselor™, David is equipped to provide comprehensive financial solutions and strategies to help clients live their best financial lives. With a commitment to putting clients first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor David Very offers a personalized and holistic approach to financial planning.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Jeff Burnett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeff Burnett - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 12910 Shelbyville Road in Louisville, Kentucky. With a focus on providing personalized financial planning and investment services, Jeff Burnett and his team aim to help clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Jeff Burnett and Ameriprise Financial Services, LLC offer expert advice and guidance to help you make informed decisions. Trust in their expertise and experience in the finance industry to help you navigate the complexities of the financial world and create a secure financial future for yourself and your loved ones.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
Money Concepts- Matt Frey- Financial Advisor
● OpenMoney Concepts- Matt Frey- Financial Advisor is a reputable finance institution located at 323 Townepark Circle in Louisville, Kentucky, United States. As a trusted financial advisor, Matt Frey provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Money Concepts- Matt Frey- Financial Advisor offers expert advice and guidance to individuals and families looking to secure their financial future. Visit their office today to start building a solid financial foundation.
323 Townepark Cir, Louisville, KY 40243, United States -
Carson Andersen - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarson Andersen is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 13151 Magisterial Drive in Louisville, Kentucky. Carson provides personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional service, Carson is dedicated to helping clients navigate the complexities of financial planning. Contact Carson Andersen at Ameriprise Financial Services for expert guidance on managing your finances and securing your financial future.
13151 Magisterial Dr Ste 101A, Louisville, KY 40223, United States -
Patrick Ritter - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPatrick Ritter is a Financial Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Patrick Ritter 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, 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 Patrick Ritter's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for individuals and businesses. Patrick Ritter is committed to providing comprehensive financial advice and services to clients with a focus on professionalism, ethics, and expertise in the field of finance.
9405 Mill Brook Rd Ste 101, Louisville, KY 40223, United States -
Glenn R Tucker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGlenn R Tucker is a financial advisor at Ameriprise Financial Services, LLC located at 9710 Park Plaza Avenue in Louisville, Kentucky, United States. Glenn R Tucker 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). The institution offers a wide range of financial services including asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Glenn R Tucker is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Glenn R Tucker is committed to helping clients achieve their financial goals and secure their financial future.
9710 Park Plaza Ave UNIT 108, Louisville, KY 40241, United States -
Greg Mullaney - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGreg Mullaney - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 421 Benjamin Lane in Louisville, Kentucky. As a finance institution, they provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Greg Mullaney offers expert advice and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Greg Mullaney and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
421 Benjamin Ln Ste 101, Louisville, KY 40222, United States -
Colleen Abate - Financial Advisor, Ameriprise Financial Services, LLC
● OpenColleen Abate is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 421 Benjamin Lane in Louisville, Kentucky. With a focus on personalized financial planning and investment strategies, Colleen helps clients achieve their financial goals and secure their future. With years of experience and a commitment to excellence, she provides expert advice and guidance to individuals and families looking to build wealth and secure their financial future. Contact Colleen Abate today to start planning for a brighter financial tomorrow.
421 Benjamin Ln Ste 101, Louisville, KY 40222, United States -
Peter Pagano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPeter Pagano, a Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Louisville, Kentucky achieve their financial goals. With a focus on personalized financial planning, Peter offers expertise in areas such as retirement planning, investment management, and wealth preservation. Clients can trust in Peter's credentials, experience, and commitment to providing top-notch financial advice. By filling out the "Request consultation" form, clients can connect with Peter for a complimentary initial consultation to discuss their financial needs and goals. Visit the office at 421 Benjamin Lane to start your journey towards financial success with Peter Pagano.
421 Benjamin Ln Ste 101, Louisville, KY 40222, United States -
Ruth Onkst - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRuth Onkst is a Financial Advisor at Ameriprise Financial Services, LLC located at 4350 Brownsboro Road, Louisville, Kentucky, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Ruth Onkst offers expertise in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, and small business owners. Additionally, Ruth Onkst specializes in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a commitment to excellence and a focus on comprehensive financial planning, Ruth Onkst is dedicated to providing top-notch financial advice and services to clients.
4350 Brownsboro Rd #110, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Leigh Anne Parker
● OpenEdward Jones - Financial Advisor: Leigh Anne Parker is a reputable finance institution located at 9420 Bunsen Parkway in Louisville, Kentucky, United States. With a focus on providing personalized financial advice and services, Leigh Anne Parker and her team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Leigh Anne Parker is dedicated to providing top-notch financial guidance and support.
9420 Bunsen Pkwy Suite 108, Louisville, KY 40220, United States -
Edward Jones - Financial Advisor: John P Shellenberg
● OpenEdward Jones - Financial Advisor: John P Shellenberg is a reputable finance institution located at 950 Breckenridge Lane in Louisville, Kentucky, United States. With a focus on personalized financial planning and investment strategies, John P Shellenberg and his team provide expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial advice and services tailored to your individual needs. Schedule a consultation today to start building a secure financial future with Edward Jones - Financial Advisor: John P Shellenberg.
950 Breckenridge Ln #235, Louisville, KY 40207, United States -
Jim Onkst - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJim Onkst - Financial Advisor at Ameriprise Financial Services, LLC, located at 4350 Brownsboro Road in Louisville, Kentucky, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Jim provides personalized recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their accounts and progress tracking from any device, securely and conveniently. To learn more about how Jim can help you reach your financial goals, schedule a complimentary initial consultation. Jim is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Trust Jim Onkst to provide expert financial advice and guidance for a secure financial future.
4350 Brownsboro Rd #110, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Ben Stocksdale
● OpenEdward Jones - Financial Advisor: Ben Stocksdale is a reputable finance institution located at 9837 3rd Street Road in Louisville, Kentucky, United States. As a trusted financial advisor, Ben Stocksdale provides personalized investment advice and financial planning 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: Ben Stocksdale is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Ben Stocksdale is committed to providing expert guidance and support every step of the way.
9837 3rd Street Rd Ste 101, Louisville, KY 40272, United States -
Edward Jones - Financial Advisor: Hilary Spencer Persley
● OpenEdward Jones - Financial Advisor: Hilary Spencer Persley is a reputable finance institution located at 4412 Dixie Highway in Louisville, Kentucky, United States. With a focus on providing personalized financial advice and services, Hilary Spencer Persley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, this institution offers expert guidance and support to help you make informed decisions. Trust in Edward Jones - Financial Advisor: Hilary Spencer Persley for all your financial needs.
4412 Dixie Hwy, Louisville, KY 40216, United States -
Childress & Associates - Ameriprise Financial Services, LLC
● OpenChildress & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. The institution has been recognized as the 2023 Recipients of the Client Experience Award, showcasing their dedication to providing excellent service to their clients. Their team of financial advisors is committed to helping clients reach their financial goals through personalized advice and expert guidance. At Childress & Associates, clients can expect a positive backdrop for stock prices and valuable insights on the current bull market rally. The institution is proud to have received the Ameriprise Client Experience Award, highlighting their commitment to client satisfaction. They offer initial consultations to provide an overview of financial planning concepts and help clients understand how personalized advice can benefit them.
1349 Bardstown Rd, Louisville, KY 40204, United States -
Edward Jones - Financial Advisor: Hal L White Jr
● OpenEdward Jones - Financial Advisor: Hal L White Jr is a reputable finance institution located at 3513 Poplar Level Road in Louisville, Kentucky, United States. As a trusted financial advisor, Hal L White Jr provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Hal L White Jr offers expert advice on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your assets or plan for the future, Edward Jones - Financial Advisor: Hal L White Jr is dedicated to providing top-notch financial guidance and support.
3513 Poplar Level Rd, Louisville, KY 40213, United States
List of local businesses, places and services in Kentucky
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos