Family financial planning in Kentucky

Ameriprise Financial is a trusted financial institution located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. Specializing in providing a wide range of financial services, Ameriprise Financial offers personalized financial planning, investment management, retirement planning, and insurance solutions to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Ameriprise Financial is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and secure their financial future.

Triple Crown Advisors - Ameriprise Financial Services, LLC is a reputable finance institution located at 12700 Townepark Way in Louisville, Kentucky, United States. With a focus on providing top-notch financial services, Triple Crown Advisors is committed to helping clients achieve their financial goals and secure their financial future. Their team of experienced advisors offer personalized financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. With a track record of success and a dedication to client satisfaction, Triple Crown Advisors is a trusted partner for all your financial needs.

Amber Oliver is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 13151 Magisterial Drive in Louisville, Kentucky. With a strong background in finance, Amber provides personalized financial planning and investment advice to help clients achieve their long-term goals. Whether you are planning for retirement, saving for college, or navigating complex financial decisions, Amber is committed to providing expert guidance and support. Trust in Amber Oliver and Ameriprise Financial Services, LLC to help you secure a stable financial future.

Align Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 13151 Magisterial Drive in Louisville, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, no written analysis or recommendations are provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family members achieve their financial goals. Privacy and security are top priorities, with resources available on the website to ensure online security.

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.

Majestic Oak Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 6001 Claymont Village Drive, Crestwood, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. The institution adheres to strict website rules and regulations to ensure privacy and security for all users. With a focus on personalized financial services, Ameriprise Financial Services, LLC is dedicated to helping individuals and families plan for a secure financial future.

Nickolus Stephens is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. Nickolus Stephens holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and the Accredited Investment Fiduciary® (AIF®) designation. Additionally, Nickolus Stephens is an APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certified, and holds a certification as a Behavioral Financial Advisor. Nickolus Stephens also specializes in Chartered Advisor in Philanthropy® (CAP®), CAS® for fixed-rate and variable annuities, CASL® for senior and retirement planning, and is a Certified Divorce Financial Analyst. Nickolus Stephens is a Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, and CERTIFIED FINANCIAL PLANNER™ professional. Nickolus Stephens is a Certified Fund Specialist, Chartered Financial Consultant®, and Chartered Special Needs Consultant.

Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12910 Shelbyville Road, Louisville, Kentucky, United States. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They offer regular goal documentation and progress analysis, updating strategies as life changes. Clients can securely access their investments and track progress towards their goals from any device. With a focus on risk tolerance, they help determine an appropriate investment strategy for each individual. Jodi Seddon is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC. Clients can refer friends or family members for financial goal achievement. The institution prioritizes privacy and security, with rules and regulations in place for website usage.

Katherine J Larlee is a financial advisor at Ameriprise Financial Services, LLC located at 12309 Warner Drive in Goshen, Kentucky, United States. With a focus on personalized financial advice, investments, and tracking progress, Katherine can help you achieve your financial goals and adapt to life's changes. She is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. An initial consultation provides an overview of financial planning concepts, and while Ameriprise Financial cannot guarantee future results, Katherine is committed to helping clients navigate the complexities of the financial world. For more information on corporate entities, disclosures, and website regulations, visit the Ameriprise Financial website. Member FINRA and SIPC, Katherine looks forward to assisting your friends and family members in reaching their financial goals as well. Contact her today to schedule a meeting and discuss what matters most to you.

Pete Smith - Financial Advisor at Ameriprise Financial Services, LLC is located at 12700 Townepark Way in Louisville, Kentucky, United States. Specializing in finance, Pete Smith holds multiple 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®, CERTIFIED FINANCIAL PLANNER™, 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®. Pete Smith is also a Certified Military Financial Advisor® (CFMA®) dedicated to serving veterans, active duty, Reserve, National Guard, and their families. With a comprehensive understanding of investment strategies, asset management, retirement planning, estate planning, and more, Pete Smith is committed to providing expert financial advice and guidance to clients.

Colleen 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.

At Edward Jones - Financial Advisor: Joel Shepherd, located at 3841 Ruckriegel Parkway in Jeffersontown, Kentucky, you can trust in expert financial guidance and personalized investment strategies. Joel Shepherd is dedicated to helping clients achieve their financial goals through thoughtful planning and tailored solutions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joel Shepherd is committed to providing top-notch financial services to individuals and families in the Jeffersontown area. Contact Joel Shepherd today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Kristen L Hammack is a trusted financial institution located at 1200 North Bardstown Road in Mount Washington, Kentucky, United States. Specializing in finance, Kristen L Hammack provides expert advice and personalized financial planning services to help individuals and families achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kristen L Hammack is dedicated to helping clients make informed decisions and secure their financial future.

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.

Edward Jones - Financial Advisor: Merrick A Hicks is a reputable financial institution located at 77 Mack Walters Road in Shelbyville, Kentucky, United States. As a trusted financial advisor, Merrick A Hicks provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Merrick A Hicks is dedicated to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Andrew Kent is a reputable finance institution located at 76 C Michael Davenport Boulevard in Frankfort, Kentucky, United States. As a skilled financial advisor, Andrew Kent provides personalized and comprehensive 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: Andrew Kent is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Contact Andrew Kent today to start securing your financial future.

Edward Jones - Financial Advisor: Rae Ann Houston, AAMS™ is a reputable financial institution located at 230 Frankfort Street in Versailles, Kentucky, United States. Specializing in personalized financial planning and investment services, Rae Ann Houston, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Versailles area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rae Ann Houston, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.

Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™ is a reputable finance institution located at 103 Windsor Path in Georgetown, Kentucky, United States. Jeff Antle, a Certified Financial Planner and Chartered Retirement Planning Counselor, leads the team of experienced professionals who are dedicated to helping clients achieve their financial goals. With personalized financial planning services, investment strategies, and retirement planning solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Georgetown area. Whether you are planning for the future or looking to secure your financial well-being, Jeff Antle and his team are here to help you every step of the way.

Charles Hill - TIAA Financial Consultant is a reputable finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted TIAA financial consultant, Charles Hill provides expert financial advice and guidance to help clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Charles Hill is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Charles Hill - TIAA Financial Consultant is committed to providing top-notch financial services to help you succeed.

Edward Jones - Financial Advisor: Eric E Bentley, CRPC™ is a reputable finance institution located at 118 East Main Street in Georgetown, Kentucky, United States. Eric E Bentley, a Certified Retirement Planning Counselor (CRPC™), 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 exceptional service, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Contact Eric E Bentley today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Griffin L Johnson, CRPC™ is a reputable finance institution located at 220 Ruccio Way in Lexington, Kentucky, United States. Griffin L Johnson, a Certified Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Griffin L Johnson and the team at Edward Jones are dedicated to guiding you every step of the way.

Edward Jones - Financial Advisor: Lenora T Trachsel, CFP®|AAMS™ is a reputable finance institution located at 201 Boston Square Drive in Georgetown, Kentucky, United States. Specializing in financial planning and investment management, Lenora T Trachsel is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS) with extensive experience in helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Lenora T Trachsel provides tailored financial solutions to individuals and families, ensuring a secure and prosperous financial future.

Triple Crown Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1000 Monarch Street in Lexington, Kentucky, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We believe in discussing what matters most to you and helping you achieve your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. While we cannot guarantee future financial results, we are dedicated to providing excellent service and support. We value your referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting and learn more about how we can assist you. Triple Crown Advisors - Ameriprise Financial Services, LLC is a proud member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity. Visit our website for important disclosures, privacy and security information, and to learn more about our services.

Edward Jones - Financial Advisor: Charity S Reed, CFP®|AAMS™ is a reputable finance institution located at 109 Springdale Drive in Nicholasville, Kentucky, United States. With a dedicated team led by Certified Financial Planner Charity S Reed, this institution offers personalized financial planning services to help clients achieve their long-term goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is committed to providing expert advice and guidance every step of the way. Trust in Charity S Reed and her team to help you navigate the complexities of the financial world and secure a prosperous financial future.

Thrivent Financial - Brittany Lawson is a reputable finance and insurance agency located at 1031 Wellington Way in Lexington, Kentucky, United States. Led by experienced financial advisor Brittany Lawson, the institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on providing personalized financial planning and insurance solutions, Thrivent Financial - Brittany Lawson is committed to helping individuals and families thrive financially. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.

David Walter Demarest - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a focus on providing comprehensive financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch service and expert advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David Walter Demarest - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Michael G Maggard is a reputable financial institution located at 185 Pasadena Drive in Lexington, Kentucky, United States. Specializing in personalized financial planning and investment services, Michael G Maggard is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael G Maggard provides expert guidance and tailored solutions to individuals and families seeking sound financial advice.

Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 250 West Main Street in Lexington, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial goals. While they cannot guarantee future financial results, they provide an overview of financial planning concepts during the initial consultation. The institution is committed to privacy and security, and members are bound by the Ameriprise Financial Website Rules and Regulations. They aim to help friends and family achieve their financial goals and provide online security guarantees to protect their clients. Contact them for more information on how they can assist with your financial needs.

Edward Jones - Financial Advisor: David Hofe is a reputable finance institution located at 4071 Tates Creek Centre Drive in Lexington, Kentucky, United States. As a trusted financial advisor, David Hofe provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: David Hofe is dedicated to helping individuals and families secure their financial future.

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.