Finance and risk management in Kentucky
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Accredited Wealth Management
● ClosedAccredited Wealth Management is a prestigious finance institution located at 6010 Brownsboro Park Boulevard in Louisville, Kentucky. Our team of experienced professionals are dedicated to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Accredited Wealth Management to guide you towards financial success and peace of mind.
6010 Brownsboro Park Blvd suite f, Louisville, KY 40207, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a renowned finance institution located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, United States. With a strong reputation for providing expert financial advice and services, Merrill Lynch offers wealth management solutions tailored to individual needs and goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Merrill Lynch's team of experienced professionals are dedicated to helping you achieve your financial objectives. Trust Merrill Lynch Wealth Management to guide you towards financial success and security.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
Renaissance Investment Management
● ClosedRenaissance Investment Management is a finance institution located at 50 East Rivercenter Boulevard in Covington, Kentucky, United States. We specialize in providing expert investment management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized advice and tailored investment strategies to maximize returns and minimize risks. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Renaissance Investment Management is here to help you navigate the complex world of finance with confidence.
50 E Rivercenter Blvd #1200, Covington, KY 41011, United States -
Rivercities Asset Management LLC
● OpenRiverCities Asset Management LLC, located at 2900 Veach Road in Owensboro, Kentucky, is a trusted accounting and finance institution. Our services are provided by our registered investment advisor, RiverCities Asset Management, LLC, with the goal of establishing a long-term relationship with our clients. We listen to your financial objectives, determine the return needed to achieve them, and assess your risk tolerance. Our fees are based on a percentage of assets under management, avoiding conflicts of interest that may arise from commissions. Our team, including members with designations such as PFS, CFP, CRC, and CPA, is dedicated to helping you achieve your financial goals through personalized guidance and a disciplined investment strategy.
2900 Veach Rd # 2, Owensboro, KY 42303, United States -
Department of Finance and Quantitative Methods
● OpenThe Department of Finance and Quantitative Methods is a distinguished academic institution located in Lexington, Kentucky, United States. As part of a leading university, this department offers a comprehensive curriculum focusing on finance, mathematics, statistics, and other quantitative methods. Students have the opportunity to learn from renowned faculty members and engage in cutting-edge research in the field. With a strong emphasis on practical skills and real-world applications, graduates from this department are well-equipped to excel in the competitive world of finance and quantitative analysis. Join us at the Department of Finance and Quantitative Methods and embark on a rewarding academic journey towards a successful career in the financial industry.
Lexington, KY 40508, United States -
Wealth Management at Bank of the Bluegrass
● ClosedWealth Management at Bank of the Bluegrass is a premier financial institution located at 215 Southland Drive in Lexington, Kentucky, United States. Our experienced team of financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or growing your investments, we are here to provide expert guidance and support. Trust us to help you navigate the complex world of finance and secure your financial future. Visit us today and let us help you build and protect your wealth.
215 Southland Dr #200, Lexington, KY 40503, United States -
Fox & Company Wealth Management
● ClosedFox & Company Wealth Management is a leading finance institution located at 907 Paris Road in Mayfield, Kentucky, United States. We specialize in providing expert financial planning and investment management services to help our clients achieve their wealth goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fox & Company Wealth Management is here to help you every step of the way. Trust us to guide you towards a prosperous financial future.
907 Paris Rd, Mayfield, KY 42066, United States -
Todd and Gaines Integrated Wealth Planning
● OpenTodd and Gaines Integrated Wealth Planning is a premier finance and insurance agency located at 330 East Main Street in Lexington, Kentucky, United States. With a focus on comprehensive wealth planning, our team of experts is dedicated to helping our clients achieve their financial goals and secure their futures. From retirement planning to risk management, we offer a wide range of services tailored to each individual's needs. Trust Todd and Gaines Integrated Wealth Planning to provide you with personalized solutions for all your financial needs.
330 E Main St #300, Lexington, KY 40507, United States -
McFarland Wealth Management Group - UBS Financial Services Inc.
● OpenMcFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.
307 S Ashland Ave, Lexington, KY 40502, United States -
Margaret Daniels - TIAA Wealth Management Advisor
● ClosedMargaret Daniels - TIAA Wealth Management Advisor is a finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Margaret Daniels provides personalized wealth management services through TIAA to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement strategies, Margaret Daniels offers expert guidance and support to individuals and families looking to secure their financial future. Contact Margaret Daniels - TIAA Wealth Management Advisor today to start building a comprehensive financial plan tailored to your needs.
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504, United States -
Corporate Finance Associates
● ClosedCorporate Finance Associates is a premier finance institution located at 1999 Richmond Road in Lexington, Kentucky, United States. Specializing in corporate finance, this institution offers a wide range of financial services to businesses looking to grow and thrive. With a team of experienced professionals, Corporate Finance Associates provides expert advice and assistance in mergers and acquisitions, capital raising, and strategic financial planning. Whether you are a small startup or a large corporation, Corporate Finance Associates can help you achieve your financial goals and take your business to the next level.
1999 Richmond Rd, Lexington, KY 40502, United States -
Russell Capital Management
● ClosedRussell Capital Management is a leading finance institution located at 476 East High Street in Lexington, Kentucky, United States. Our team of experienced professionals specializes in providing comprehensive financial management services to individuals, businesses, and organizations. With a commitment to excellence and a focus on achieving our clients' financial goals, we offer personalized investment strategies, retirement planning, risk management, and wealth preservation solutions. Trust Russell Capital Management to help you navigate the complexities of the financial world and secure a prosperous future.
476 E High St, Lexington, KY 40507, 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 -
Private Client Services
● OpenPrivate Client Services is a finance institution located at 2225 Lexington Road in Louisville, Kentucky, United States. We specialize in providing personalized financial services to high-net-worth individuals and families. Our team of experienced financial advisors offers tailored solutions to help clients achieve their wealth management goals. Whether you are looking for investment advice, estate planning, or retirement planning, our experts are here to assist you every step of the way. Trust Private Client Services to provide top-notch financial guidance and support for all your wealth management needs.
2225 Lexington Rd, Louisville, KY 40206, United States -
ABRI | Financial Planner
● ClosedABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.
333 E Short St Suite 210, Lexington, KY 40507, United States -
Investment Services
● ClosedInvestment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1104 Tanbark Rd, Lexington, KY 40515, United States -
T.H.E Insurance Group
● ClosedT.H.E Insurance Group is a reputable insurance agency located at 745 Carlton Drive in Owensboro, Kentucky, United States. Specializing in a wide range of insurance products including Auto, Motorcycle, RV, Homeowners, Business, Health, Dental, Vision, and Life insurance, our professional agents have been serving the community since 1972. Our philosophy of service is to provide our policyholders with the best possible protection and service at the lowest cost. Conveniently situated in Davies County, we cater to clients in Kentucky, Indiana, and Tennessee. As April is Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics and understanding personal insurance are essential for managing finances effectively. When planning a home remodel, it's crucial to consider how these changes can affect your insurance coverage. Our team is here to provide guidance and support to ensure your assets are protected.
745 Carlton Dr, Owensboro, KY 42303, United States -
Merrill Lynch Financial Advisor David J Gray
● ClosedMerrill Lynch Financial Advisor David J Gray is a finance institution located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. They provide investment insights from Merrill and access to banking convenience and lending solutions from Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial strategies tailored to your goals, whether it's funding your children's education, planning for retirement, or transferring wealth to the next generation. The institution offers sustainable and impact investing options, as well as personalized financial planning based on your unique circumstances and goals. The team of advisors at Merrill Lynch is committed to helping you achieve your financial goals by putting your needs first and providing thoughtful investment guidance aligned with your priorities. They offer a one-on-one relationship with a dedicated advisor who will work with you to create a financial approach that reflects your personality and helps you address market fluctuations and life changes. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor David J Gray is dedicated to helping you live your best financial life.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
Fifth Third Securities - Christopher Hopper
● OpenFifth Third Securities - Christopher Hopper is a finance institution located at 3095 North Bend Road in Hebron, Kentucky, United States. Specializing in securities trading and investment services, this institution offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Fifth Third Securities - Christopher Hopper is dedicated to helping individuals and businesses make informed decisions regarding their investments.
3095 N Bend Rd, Hebron, KY 41048, United States -
Merrill Lynch Financial Advisor Gregory Paul Vonderhaar
● ClosedMerrill Lynch Financial Advisor Gregory Paul Vonderhaar is a finance institution located at 300 Buttermilk Pike, Suite 320, Fort Mitchell, Kentucky, United States. They provide personalized financial advice and services to individuals and families, focusing on care, respect, and integrity. The team at Merrill Lynch helps clients simplify and enhance their lives by organizing, educating, and executing on all aspects of their unique financial goals and affairs. They build deep, long-lasting relationships with clients through meaningful conversations and personalized guidance, aiming to be the number one trusted financial resource for multigenerational families. The institution believes in a customized approach to wealth management, tailored to each client's priorities, goals, risk tolerance, and time horizons. They offer services such as the Investment Personality Assessment to understand clients better and build a personalized financial approach. The team is dedicated to helping clients pursue their goals, providing transparent investment guidance aligned with what matters most to them. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Gregory Paul Vonderhaar is committed to helping clients achieve their financial goals.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
Merrill Lynch Financial Advisor Michael Stacy
● ClosedMerrill Lynch Financial Advisor Michael Stacy, located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, offers a comprehensive range of financial services. As part of the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team, led by a Registered Senior Wealth Management Client Associate, focuses on helping affluent households and small business owners pursue meaningful goals. They work closely with clients to understand their financial situation, risk tolerance, and important goals. The team can assist in creating personalized strategies tailored to goals such as education funding, retirement planning, and wealth transfer to the next generation. The team at Merrill Lynch Wealth Management believes in a one-on-one relationship with clients, dedicated to knowing their individual goals and priorities. They offer personalized strategies aligned with what matters most to the client, drawing upon research in behavioral finance to customize the financial approach. The team also provides tools to help clients track changes in their goals and financial approach over time.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
Bisbe Capital
● ClosedBisbe Capital is a finance institution located at 1 Highland Avenue, Fort Thomas, Kentucky, United States. Our team of experienced Financial Professionals and Registered Representatives are dedicated to simplifying the complexities of your wealth and helping you achieve your financial goals. By creating a personalized investment strategy based on your goals, time frame, and risk tolerance, we aim to reduce the uncertainties of investing and uncover new opportunities for you. We offer a range of investment services and guidance tailored to your needs, and we are committed to supporting you every step of the way on your financial journey. Trust your important financial matters to our team of experts who have the knowledge and skills to effectively pursue your objectives. Let Bisbe Capital make your life easier by managing your wealth with professionalism and care.
1 Highland Ave suite f, Fort Thomas, KY 41075, United States -
Edward Jones - Financial Advisor: John Combs Buchanan
● ClosedEdward Jones - Financial Advisor: John Combs Buchanan is a reputable finance institution located at 1931 Old Main Street in Maysville, Kentucky, United States. With a focus on providing personalized financial planning and investment services, John Combs Buchanan and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: John Combs Buchanan is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.
1931 Old Main St, Maysville, KY 41056, United States -
Merrill Lynch Financial Advisor Krystle Atkins
● ClosedMerrill Lynch Financial Advisor Krystle Atkins is a finance institution located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. Krystle Atkins started her career in wealth management in 2014 and became a financial advisor at Merrill in 2019. Her approach is focused on understanding her clients' priorities to ensure they feel secure and in control of their financial future. She specializes in working with clients who have experienced loss, such as through divorce or death, as well as women in business. Krystle is a Cincinnati native and holds bachelor's and master's degrees from The Ohio State University. She is actively involved in various charitable organizations and workshops aimed at educating people on financial matters. In her free time, she enjoys reading, sports, and spending time with her family and pets. Merrill Lynch Personal Wealth Analysis™ is used to create personalized financial plans tailored to each client's goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and customized service. The institution focuses on understanding the privileges and responsibilities that come with wealth and the unique aspirations of each client. Krystle Atkins serves affluent families across the United States, with a focus on women in business and individuals who have experienced divorce or widowhood. She understands the challenges and rewards of being a female in a male-dominated industry and is committed to meeting the complex wealth management needs of her clients. By developing customized financial strategies based on risk parameters, cash flow needs, values, and objectives, Krystle aims to empower her clients to feel comfortable, confident, and in control of their finances and future.
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017, United States -
BDP International
● ClosedBDP International is a finance institution located at 1810 Airport Exchange Boulevard in Erlanger, Kentucky, United States. As a proud member of the PSA Group, we offer solutions backed by the global network of ports, terminals, warehouses, and flow centers. Our focus is on creating connected and integrated logistics ecosystems for smart, sustainable, and resilient supply chains. We provide services such as live shipment tracking, predictive ETA and analytics, CO2 reporting, and exception management alerts to help manage complex global networks. Partnering with PSA Cargo Solutions, we deliver enhanced end-to-end supply chain solutions tailored to meet your specific needs.
1810 Airport Exchange Blvd, Erlanger, KY 41018, United States -
Vineyard Financial
● OpenVineyard Financial is a finance institution located at 100 West 3rd Street in Owensboro, Kentucky, United States. Are you concerned about how inflation could impact your retirement savings? Our team at Vineyard Financial can help you create a personalized financial plan tailored to your dreams and goals for retirement. Prices are rising on everything from groceries to healthcare, so it's important to be prepared. Attend one of our financial workshops to learn more about retirement income strategies and wealth management. You can also tune into our radio show, Refining Retirement, for valuable information on Sundays and Saturdays. We are proud to be a top-rated business in Evansville, IN, with additional locations in Indianapolis. Our team of independent financial advisors can help you navigate the world of investments and insurance products to meet your needs and objectives. Securities and advisory services are offered by registered individuals of Madison Avenue Securities, LLC. Investing involves risk, and no strategy can guarantee a profit. Contact us today to schedule a meeting or attend a seminar to learn more about our products and services.
100 W 3rd St suite 305, Owensboro, KY 42303, United States -
Hayden & Co PSC
● OpenHayden & Co PSC is a reputable accounting and finance institution located at 404 West 7th Street in Owensboro, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized attention sets us apart from other firms, making us a trusted partner for all your accounting and financial needs. Whether you need help with tax planning, bookkeeping, or financial consulting, Hayden & Co PSC is here to help you achieve your financial goals. Contact us today to schedule a consultation.
404 W 7th St, Owensboro, KY 42301, United States -
Oliver Financial
● ClosedOliver Financial is a reputable finance and insurance agency located at 4409 Kentucky 146 in Buckner, Kentucky, United States. With a team of experienced professionals, Oliver Financial offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Clients can expect personalized and comprehensive financial advice to help them achieve their financial goals. Trust Oliver Financial to provide expert guidance and support in navigating the complexities of the financial world.
4409 KY-146, Buckner, KY 40010, United States -
Sam Wheeler - State Farm Insurance Agent
● ClosedSam Wheeler - State Farm Insurance Agent is an insurance agency located at 2902 Bardstown Road in Louisville, Kentucky, United States. Our friendly team is dedicated to safeguarding what matters most to you across the beautiful Commonwealth of Kentucky. Whether you need assistance with Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Small Business Insurance, Auto Financing, Home Refinance, or Home Purchase loans, we are here to help. We offer Insurance and Financial Services for Auto, Fire, Life, Health, and Business Insurance through State Farm. Our licensed professionals are ready to assist you in the Historic Highlands Area of Louisville, the Commonwealth of Kentucky, and Southern Indiana. With a focus on customer service and a mission to help people manage risks and realize their dreams, we are committed to providing a great experience for all State Farm customers. Contact us today for all your insurance needs.
2902 Bardstown Rd, Louisville, KY 40205, United States -
WWA Integrated Wealth Strategy Group
● OpenWWA Integrated Wealth Strategy Group is a leading finance and insurance agency located at 1210 Johnson Boulevard in Murray, Kentucky, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help clients achieve their financial goals. From investment planning to risk management, we offer tailored strategies to meet the unique needs of each individual or business. Trust WWA Integrated Wealth Strategy Group to guide you towards a secure and prosperous future.
1210 Johnson Blvd, Murray, KY 42071, United States
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List of local businesses, places and services in Kentucky
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