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TOP 30 Customized wealth management in Kentucky
116 results found
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Melanie Yarmy - Stock Yards Bank & Trust
Melanie Yarmy - Stock Yards Bank & Trust is a reputable financial institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. With a strong focus on customer service and personalized financial solutions, this bank offers a wide range of services including personal and business banking, wealth management, and investment services. Whether you are looking to open a checking account, secure a loan, or plan for your financial future, Melanie Yarmy - Stock Yards Bank & Trust is dedicated to helping you achieve your financial goals. Visit their branch today to experience top-notch banking services in a welcoming and professional environment.
Stock Yards Bank & Trust
Stock Yards Bank & Trust is a trusted banking institution located at 103 West Showalter Drive in Georgetown, Kentucky, United States. As a full-service bank, Stock Yards offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to personalized customer service and a long-standing reputation for financial stability, Stock Yards Bank & Trust is a reliable partner for all your banking needs. Visit us today to experience the difference of banking with Stock Yards.
Chase Bank
Chase Bank, located at 201 East Main Street in Lexington, Kentucky, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase is dedicated to helping businesses succeed. The bank also offers online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses. Chase is a subsidiary of JPMorgan Chase & Co., and offers investment products and services through J.P. Morgan Securities LLC. Customers can also access wealth management services through J.P. Morgan Wealth Management. With a focus on customer satisfaction and financial success, Chase Bank is a trusted partner for all your banking and investment needs.
Legato Financial Group, Inc.
Legato Financial Group, Inc. is a finance institution located at 2905 Ring Road in Elizabethtown, Kentucky, United States. We specialize in helping our clients design their retirement plans so they can pursue their goals with confidence. Whether you're in Louisville, Elizabethtown, Shelbyville, or St. Matthews, we can help you create a custom strategy tailored to your unique retirement needs. Our LFG Retirement Blueprint allows us to analyze your current financial situation and develop a plan that aligns with your retirement goals. We offer informational events on retirement income strategies and wealth management to help you make informed decisions about your financial future.
Raque Financial Group
Raque 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.
Merrill Lynch Financial Advisor Carol L Heil
Merrill 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.
Edward Jones
Edward Jones is a respected financial institution located at 1470 Chelsa Drive in Madisonville, Kentucky, United States. Specializing in personalized investment strategies and wealth management, Edward Jones is dedicated to helping individuals achieve their financial goals. With a team of knowledgeable advisors and a commitment to exceptional customer service, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or building your investment portfolio, Edward Jones is here to provide guidance and support every step of the way.
UBS Financial Services Inc.
UBS Financial Services Inc. is a reputable finance institution located at 5120 Village Square Drive in Paducah, Kentucky, United States. With a strong presence in the financial industry, UBS offers a wide range of services to help individuals and businesses manage their wealth and investments. The institution is known for its expertise in financial planning, investment management, and wealth preservation. Clients can expect personalized advice and top-notch customer service from the experienced professionals at UBS Financial Services Inc.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 1506 South Virginia Street in Hopkinsville, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced professionals at Raymond James Financial Services are here to help you every step of the way.
Michael McLaughlin - Raymond James
Michael McLaughlin - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Specializing in wealth management and investment services, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide a comprehensive approach to financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael McLaughlin - Raymond James is here to help you navigate the complexities of the financial world.
World Finance
World Finance is a reputable financial institution located at 3160 Parisa Drive in Paducah, Kentucky, United States. Specializing in various financial services, World Finance offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance is dedicated to providing excellent customer service and helping clients navigate the complexities of the financial world. Whether you need assistance with loans, investments, or financial planning, World Finance is committed to helping you secure a stable financial future.
U.S. Bank Branch
The U.S. Bank Branch located at 2630 Lone Oak Road in Paducah, Kentucky is a trusted institution for all your banking and financial needs. Whether you're looking to open a checking or savings account, apply for a loan, or utilize their wealth management services, the friendly and knowledgeable staff at this branch are ready to assist you. With a wide range of products and services available, U.S. Bank is dedicated to helping you achieve your financial goals. Visit their branch today to experience top-notch customer service and expert financial advice.
Merrill Lynch Financial Advisor Susan S Sadr
Merrill Lynch Financial Advisor Susan S Sadr, located at 101 Bullitt Lane, Louisville, Kentucky, United States, is a finance institution focused on helping highly educated professionals and business owners manage their financial tasks efficiently. With extensive experience in wealth management, Susan offers personalized service to address the individual needs of her clients. She provides a range of services including retirement income planning strategies, wealth transfer services, and strategies for business owners. Susan holds various registrations and certifications in the field of finance and is committed to becoming the single source for all wealth management needs. Fluent in multiple languages, Susan enjoys traveling and supporting organizations involved in cancer research and children's causes. She is dedicated to building strong client relationships based on trust and personalized service, helping clients achieve their financial goals and priorities. With access to the global resources of Merrill Lynch, Susan and her team work to design customized investment approaches tailored to each client's unique needs and financial situation.
Merrill Lynch Financial Advisor Erskine Howard Courtenay
Merrill Lynch Financial Advisor Erskine Howard Courtenay is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Erskine has been managing family assets since 1999 and joined Merrill in 2012. He specializes in goals-based wealth management, helping families integrate their values into their financial planning. With nine years of experience in commercial lending, investment banking, and trust, Erskine offers tailored client service and access to the global resources of Merrill and banking products from Bank of America, N.A. He is a member of various organizations and holds degrees from Thunderbird School of Global Management, The George Washington University, and the American University in Paris. At Merrill Lynch Wealth Management, Erskine focuses on building personalized plans centered on clients' goals and priorities. By understanding each client's unique financial situation and aspirations, he helps develop customized investment strategies to address their needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Erskine works with clients to manage, grow, and preserve their wealth while considering their long-term financial goals. As a Chartered SRI Counselor™, he is registered to do business in multiple states and offers comprehensive financial solutions to help clients achieve their goals.
Merrill Lynch Financial Advisor Steven L Holley
Merrill Lynch Financial Advisor Steven L Holley is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our financial advisors focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, we help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment, we customize a financial approach to help you reach your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a plan to address your financial needs. Our mission is to understand your unique needs and help you design a personalized plan to manage, grow, and preserve your wealth. We believe in helping you turn your goals into reality through thoughtful questions, careful listening, and detailed understanding. Let us work together to help you achieve your financial aspirations.
Prudential Financial
Prudential Financial is a renowned finance institution located at 9300 Shelbyville Road in Louisville, Kentucky, United States. As a leading provider of financial services, Prudential offers a wide range of products and solutions aimed at helping individuals and businesses achieve their financial goals. With a strong commitment to integrity and customer service, Prudential Financial is dedicated to providing innovative and personalized financial solutions to its clients. Whether you are looking for investment opportunities, retirement planning, insurance options, or wealth management services, Prudential Financial has the expertise and resources to help you navigate the complex world of finance with confidence.
Dean Dorton
Dean Dorton is a leading professional services firm located in Louisville, Kentucky, specializing in accounting, finance, and technology solutions. Our experienced team of business advisors offers expertise in every industry, providing comprehensive services across finance, operations, and technology. We are dedicated to transforming your business for the better, offering proactive tax planning, strategic growth insights, and real-time financial performance tracking. With a focus on innovation and data-driven strategies, we help you navigate growth, profitability, and key financial decisions. Our holistic approach to problem-solving and customized solutions sets us apart as trusted advisors committed to your long-term success. Whether you need assistance with tax planning, technology implementation, or estate planning, Dean Dorton has the expertise and resources to support your business goals. Contact us today to learn more about how we can help you achieve your aspirations and overcome challenges.
Excel Equine Feeds
Excel Equine Feeds is a premium equine feed maker located in Louisville, Kentucky. Formed in 2014 through the merger of two successful Kentucky feed companies, Excel Equine focuses on creating high-quality feed blends that prioritize nutrition and are free of antibiotics and medications. Specializing exclusively in equine feeds and supplements, Excel Equine has quickly expanded its product line and distribution network. With over 30 premium feed blends and a line of supplements, Excel Equine caters to horse owners in the Southeast, New York, and Ohio. The company has become a trusted partner in the equine industry, supporting various events and initiatives that promote the well-being of horses. Excel Equine's founders, David Williams and Kent Thompson, both have extensive experience in animal nutrition and the equine industry, bringing a wealth of knowledge to their products.
Stone & Kicklighter Planning Partners - Ameriprise Financial Services, LLC
Stone & Kicklighter Planning Partners - Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help you reach your long-term goals. Our experienced financial advisors take the time to understand your unique needs and provide tailored recommendations to keep you on track. Whether you're looking to navigate market fluctuations or plan for the future, we are here to help. Schedule a complimentary initial consultation to discuss what's most important to you. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, so make sure to check with the advisor's personal website or FINRA's BrokerCheck for details.
The Barnes Donaldson Group - Morgan Stanley Financial Advisors
The Barnes Donaldson Group at Morgan Stanley Financial Advisors is a renowned finance institution located at 4969 U.S. 42 in Louisville, Kentucky. Our team of experienced financial advisors provides personalized wealth management and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, we are dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Ashley T Cassity
Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.
Dan Hardt Financial Services
Dan Hardt Financial Services is a reputable finance institution located at 4350 Brownsboro Road in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on transparency, integrity, and customer satisfaction, we strive to build long-lasting relationships with our clients and provide them with the tools and resources they need to secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Edward Jones - Financial Advisor: Jonathan A Millay
Edward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
Timothy Brown - Mutual of Omaha Advisor
Timothy Brown - Mutual of Omaha Advisor is an insurance agency located at 1792 Alysheba Way in Lexington, Kentucky, United States. As a trusted advisor with Mutual of Omaha, Timothy Brown provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to exceptional customer service and a wide range of insurance products, clients can rely on Timothy Brown to help protect their financial future.
Citizens Commerce Bank
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.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 321 West Main Street in Louisville, Kentucky, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services provides personalized financial planning, investment management, retirement planning, and wealth management services. Clients can expect top-notch customer service and expert advice to help them navigate the complexities of the financial world.
Edward Jones - Financial Advisor: J Todd Hall, AAMS™
Edward Jones - Financial Advisor: J Todd Hall, AAMS™ is a reputable financial institution located at 2944 Yorkshire Boulevard in Louisville, Kentucky, United States. Specializing in finance, J Todd Hall, AAMS™ offers expert advice and personalized financial solutions to help clients achieve their wealth management goals. With a commitment to integrity and professionalism, this institution provides top-notch services to individuals and businesses seeking financial guidance. Contact J Todd Hall, AAMS™ at Edward Jones for reliable and trustworthy financial advice.
Citizens Guaranty Bank
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.
The Farmers Bank of Milton
The Farmers Bank of Milton is a trusted financial institution located at 41 Ferry Street in Milton, Kentucky, United States. As a full-service bank, we offer a range of financial products and services to meet the needs of our customers. Whether you're looking to open a checking or savings account, apply for a loan, or simply access our convenient ATM services, our dedicated team is here to help you achieve your financial goals. Visit us today and experience the personalized service and community-focused approach that sets us apart from other banks.
Wilson & Muir Bank & Trust
Wilson & Muir Bank & Trust is a trusted financial institution located at 130 Saint Matthews Avenue in Louisville, Kentucky. Offering a range of banking services including ATM access, loans, savings accounts, and more, Wilson & Muir Bank & Trust is dedicated to providing exceptional customer service and financial solutions to individuals and businesses in the area. With a commitment to integrity and excellence, this bank is a reliable partner for all your financial needs.
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