TOP 10 Customized wealth management in Kentucky
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Citizens Guaranty Bank
● ClosedCitizens 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.
25 River Dr, Irvine, KY 40336, United States -
The Farmers Bank of Milton
● ClosedThe 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.
41 Ferry St, Milton, KY 40045, United States -
Wilson & Muir Bank & Trust
● ClosedWilson & 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.
130 St Matthews Ave, Louisville, KY 40207, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in a wide range of financial services, Fidelity Investments offers investment management, retirement planning, wealth management, and brokerage services to individual and institutional clients. With a strong reputation for reliability and customer service, Fidelity Investments is a trusted partner for individuals and organizations seeking to achieve their financial goals.
500 N Hurstbourne Pkwy Suite 450, Louisville, KY 40222, United States -
TD Ameritrade
● ClosedTD Ameritrade is a leading financial institution located at 295 North Hubbards Lane in Louisville, Kentucky, United States. As a trusted name in the finance industry, TD Ameritrade offers a wide range of services including investment planning, wealth management, retirement accounts, and trading platforms. With a commitment to providing top-notch customer service and innovative financial solutions, TD Ameritrade is a go-to destination for individuals looking to grow and manage their finances effectively. Visit their Louisville location to speak with a knowledgeable advisor and start building a secure financial future today.
295 N Hubbards Ln #101, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Jordan T Coomes
● ClosedEdward Jones - Financial Advisor: Jordan T Coomes is a trusted finance institution located at 1470 Chelsa Drive in Madisonville, Kentucky, United States. With a focus on personalized financial planning and investment strategies, Jordan T Coomes provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Contact Jordan T Coomes today to schedule a consultation and start building a solid financial plan tailored to your individual needs.
1470 Chelsa Dr Suite A, 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 -
Stifel
● ClosedStifel is a finance institution located at 2190 New Holt Road in Paducah, Kentucky, United States. With a strong presence in the financial industry, Stifel offers a range of services including investment banking, wealth management, and securities trading. Customers can rely on Stifel for expert financial advice and personalized solutions to help them achieve their financial goals. The institution is known for its commitment to excellence and customer service, making it a trusted partner for individuals and businesses seeking financial guidance.
2190 New Holt Rd, Paducah, KY 42001, United States -
Paducah Bank
● ClosedPaducah Bank, located at 555 Jefferson Street in Paducah, Kentucky, is a trusted institution offering a wide range of financial services. From personal banking to business banking and loans, we are here to help you manage your money efficiently. Our convenient mobile app makes money management easy, allowing you to save for your future goals. Whether you are a professional looking to maximize your finances or a business owner in need of commercial treasury management services, Paducah Bank has you covered. We are dedicated to supporting our local Kentucky communities and providing top-notch banking solutions to our customers. Visit us at our main location or one of our branches throughout Kentucky, and experience the WOW factor of Paducah Bank. Manage your accounts 24/7 with online and mobile banking, and let us help you reach your financial goals. Please note that by clicking on external links, you will be directed to third-party websites, and Paducah Bank is not responsible for the content or security of these sites.
555 Jefferson St, Paducah, KY 42001, United States -
CFSB
● ClosedCFSB, located at 1721 North 12th Street in Murray, Kentucky, is a leading bank and financial institution in the United States. With a strong reputation for providing excellent customer service and a wide range of banking and financial services, CFSB is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or investment services, CFSB has you covered. Visit us today to experience the difference that personalized service and expert financial advice can make in your life.
1721 N 12th St, Murray, KY 42071, United States -
Freedom Financial Corporation
● OpenFreedom Financial Corporation is a leading finance institution located in the heart of Louisville, Kentucky. Our mission is to provide our clients with the freedom to achieve their financial goals through personalized solutions and top-notch customer service. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Visit us at 429 West Muhammad Ali Boulevard to learn more about how we can help you secure your financial future.
429 W Muhammad Ali Blvd, Louisville, KY 40202, United States -
Fifth Third Private Bank - Vandana Rastogi
● ClosedFifth Third Private Bank - Vandana Rastogi is a premier financial institution located at 401 South 4th Street in Louisville, Kentucky, United States. Specializing in personalized wealth management services, our team led by Vandana Rastogi offers tailored solutions to meet the unique financial goals and needs of our clients. With a reputation for excellence and a commitment to providing top-notch customer service, Fifth Third Private Bank is a trusted partner in helping individuals and families achieve their financial aspirations. Contact us today to learn more about how we can help you reach your financial goals.
401 S 4th St, Louisville, KY 40202, United States -
Michelle Marks - Raymond James
● OpenMichelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.
4969 US-42 Ste 1600, Louisville, KY 40222, United States -
Fifth Third Private Bank - Philip Culver
● ClosedFifth 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.
401 S 4th St, Louisville, KY 40202, United States -
Merrill Lynch Financial Advisor Marguerite Travis Rowland
● ClosedMerrill Lynch Financial Advisor Marguerite Travis Rowland, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping individuals achieve their financial goals. As part of the MVHBR Wealth Management Group, the team provides personalized service and care to each client, placing them at the center of the wealth management process. With the global resources of Merrill, they work collaboratively with clients to design goals-based financial approaches tailored to their unique concerns and objectives. The experienced team at Merrill Lynch takes a disciplined planning approach to understand each client's investing preferences and financial resources necessary to pursue specific goals such as retirement income planning, education funding, and wealth transfer. By asking the right questions and offering access to a global network of research and specialists, they create customized frameworks to optimize short- and long-term financial goals.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Brian L Marcukaitis
● ClosedMerrill Lynch Financial Advisor Brian L Marcukaitis is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. At MVHBR Wealth Management Group, the team is dedicated to helping clients achieve their financial goals through personalized service and care. With the global resources of Merrill, clients are placed at the center of the wealth management process to design a goals-based financial approach. The experienced team at Merrill believes in creating a customized wealth management plan to address unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By utilizing a disciplined planning process and access to a global network of research and specialists, the team can help optimize short- and long-range goals. The institution offers personalized financial strategies tailored to individual investors, taking into account factors such as objectives, time horizon, liquidity needs, investment style, and risk tolerance. The team works collaboratively with clients to create measurable goals and track progress over time, adjusting investment strategies as needed. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Scott A Kelly
● ClosedMerrill Lynch Financial Advisor Scott A Kelly, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution specializing in Private Wealth & Global Institutional Consulting. Our team of qualified and credentialed consultants aims to alleviate the stress of managing significant wealth by addressing critical questions and providing personalized service to institutional investors. We offer in-depth knowledge, customized solutions, and assistance in navigating the complex financial landscape. With a prudent management approach, we help institutions seize opportunities, adapt to market trends, and enhance their mission with reliable support. Our team collaborates with Bank of America to meet the diverse needs of clients who demand more from their Advisors. We prioritize building strong client relationships based on trust and personalized service, ensuring that each client receives tailored advice and access to a global enterprise with unparalleled resources. Whether you are a Founder, C Suite Executive, multigenerational family, Mission Based organization, Endowment, or Pension, our services are centered on your fiduciary needs. *Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Visit us today to learn more about how we can help you achieve your financial goals.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Rada Halaseh - Morgan Stanley
● OpenRada 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.
4969 US-42 Suite 1200, Louisville, KY 40222, United States -
Carey E Wilcox - Morgan Stanley
● OpenCarey E Wilcox - Morgan Stanley is a reputable finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. With a strong focus on providing personalized financial services, the team at Carey E Wilcox - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at this institution are committed to delivering tailored solutions to meet your specific needs. Trust Carey E Wilcox - Morgan Stanley for expert financial guidance and exceptional customer service.
4969 US-42 Suite 1200, Louisville, KY 40222, United States -
Renee Curtis - UBS Financial Services Inc.
● OpenRenee Curtis - UBS Financial Services Inc. is a reputable finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized solutions and exceptional customer service, Renee Curtis - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial guidance.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Mark Vincent
● ClosedMerrill Lynch Financial Advisor Mark Vincent, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping clients achieve their financial goals. At MVHBR Wealth Management Group, the team offers personalized service and care, placing clients at the center of the wealth management process. With access to Merrill's global resources, the team works with clients to design goals-based financial approaches tailored to their unique concerns and aspirations. The experienced team at Merrill Lynch understands that no two investors are alike, which is why they work closely with clients to create personalized financial strategies with measurable goals. By utilizing tools such as the Investment Personality Assessment, the team can refine investment preferences and customize financial approaches to help clients pursue what matters most to them. With a focus on collaboration, the team helps clients track progress towards their goals and adjust investment strategies as needed. Recognized by Forbes for their exemplary client service, Merrill Lynch Financial Advisor Mark Vincent is committed to building strong client relationships based on trust and personalized service. By staying informed about changes in clients' lives and revisiting financial approaches, the team aims to help clients stay on track towards achieving their goals. With a focus on understanding clients' personalities and priorities, the team at Merrill Lynch strives to offer financial approaches that align with clients' life priorities and help address market fluctuations. Let Merrill Lynch Financial Advisor Mark Vincent help you build a customized investment approach to address your needs and pursue your goals.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor D Keith Key
● ClosedMerrill Lynch Financial Advisor D Keith Key, located at 4023 Finn Way in Lexington, Kentucky, is a premier Wealth Management team in Central Kentucky. The team at Key & Associates is dedicated to guiding clients through Wealth Accumulation, Wealth Distribution, and Wealth Transfer phases. They believe in empowering individuals to achieve their financial goals and dreams, providing personalized guidance, strategic planning, and professional advice. By understanding each client's unique goals and priorities, they create customized financial approaches to help clients pursue what matters most to them. Supported by the global resources of Merrill, the team offers personalized wealth management strategies tailored to each client's needs. Through the Merrill Personal Wealth Analysis™, they build and document personalized plans centered on individual goals. The team regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets. Certified by the CFP Board, the team at Merrill Lynch Wealth Management Advisors offers comprehensive financial solutions to help clients address their needs and pursue their goals. With a focus on personalized investment strategies and access to the resources of Bank of America, clients receive dedicated one-on-one relationships with their advisors to help them achieve their financial goals.
4023 Finn Wy, Lexington, KY 40517, United States -
Merrill Lynch Financial Advisor Zachary Dustin Shelly
● ClosedMerrill Lynch Financial Advisor Zachary Dustin Shelly is a finance institution located at 4023 Finn Way, Lexington, Kentucky, United States. Key & Associates strives to be one of the premier Wealth Management teams in Central Kentucky, with a diverse group of talented individuals qualified to lead clients through Wealth Accumulation, Distribution, and Transfer phases. They believe in empowering individuals to achieve financial goals and realize dreams through personalized guidance and professional advice. The team at Key & Associates starts every relationship with a conversation to identify and prioritize client goals. They utilize the Merrill Investment Personality Assessment to understand clients better and customize financial approaches accordingly. With access to global resources, the team provides personalized service and trust-based relationships. They offer personalized wealth management strategies, financial planning, and access to investment insights and lending solutions. The team works to help clients stay on track to achieve their goals, discussing any necessary adjustments along the way. Certified by various financial planning organizations, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and reach their goals.
4023 Finn Wy, Lexington, KY 40517, United States -
Merrill Lynch Financial Advisor Mark J Dill
● ClosedLocated at 300 West Vine Street in Lexington, Kentucky, Merrill Lynch Financial Advisor Mark J Dill is a trusted institution in the finance industry. Committed to building strong relationships with their clients, the experienced team at Merrill Lynch is passionate about helping individuals and families make important financial decisions. They work closely with affluent households and small business owners to pursue meaningful goals, offering personalized strategies tailored to each client's unique needs. The dedicated advisor team at Merrill Lynch can collaborate with outside professionals such as attorneys and accountants to gain a comprehensive understanding of each client's financial situation, risk tolerance, and important goals. From funding education to planning for retirement and transferring wealth to the next generation, Merrill Lynch provides a range of services designed to help clients achieve their financial objectives.
300 W Vine St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Valerie May Marshall
● ClosedMerrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."
300 W Vine St 10th floor, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Holly Parnell Thompson
● ClosedMerrill Lynch Financial Advisor Holly Parnell Thompson, located at 300 West Vine Street in Lexington, Kentucky, offers personalized financial services to help you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, they provide a customized approach tailored to your individual needs. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Through conversations and personalized plans, they aim to help you address fluctuations in the market and changes in your life to achieve your financial goals. Contact Merrill Lynch Financial Advisor Holly Parnell Thompson to start working towards your financial success today.
300 W Vine St, Lexington, KY 40507, United States -
Oath - Lexington Estate Planning & Investment Attorneys
● ClosedOath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.
2333 Alexandria Dr Suite 131, Lexington, KY 40504, United States -
Dark Horse CPAs
● ClosedDark Horse CPAs is an accounting and finance institution located at 133 Evergreen Road in Louisville, Kentucky, United States. We take an integrated approach to customize tax planning strategies to your individual situation. Our team of motivated and supportive professionals is dedicated to helping you build wealth smarter with strategic accounting and white-glove service. Whether you need help with tax planning, financial performance improvement, or wealth management, our experienced CPAs are here to assist you. With a focus on timely, accurate, and actionable data, we strive to provide you with the service you deserve. Partner with Dark Horse CPAs for unparalleled results and a personalized approach to your financial needs. Teddy Mizerak and Clark Watts are just two of our experienced team members who are ready to help you achieve success. Contact us today to learn more about how Dark Horse CPAs can support your financial goals.
133 Evergreen Rd Suite 202, Louisville, KY 40243, United States -
Edward Jones - Financial Advisor: Sally Maloney
● OpenEdward Jones - Financial Advisor: Sally Maloney is a trusted finance institution located at 113 West Cedar Street in Franklin, Kentucky, United States. Sally Maloney is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Sally Maloney can help create a customized financial plan tailored to your unique needs. With a commitment to integrity and excellent customer service, Edward Jones - Financial Advisor: Sally Maloney is your go-to destination for all your financial needs.
113 W Cedar St, Franklin, KY 42134, United States -
Caskeys Inc
● ClosedCertainly! Here's a description for Caskeys Inc: ---
2500 US-60, Morehead, KY 40351, United States
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