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TOP 30 Financial advice in Bardstown, KY
27 results found
Search for local businesses, places and services near you
First Financial Bank & ATM
First Financial Bank & ATM, located at 2735 Bardstown Road in Louisville, Kentucky, offers a range of financial services including banking, ATMs, and wealth advisory. Their team of Wealth Advisors can help assess your financial situation and provide personalized advice. With competitive rates such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can grow rain or shine. Utilize the value in your home with equity options for big projects. The institution also provides tips on avoiding tax identity theft and offers fee-free checking accounts with expanded ATM access. For businesses, they offer lending solutions and personalized service. Additionally, First Financial Bank is committed to supporting low- and moderate-income clients and communities with over $1 billion in community development lending and investments. Sign up for their emails to receive helpful financial tips and tools. Take advantage of their online banking services for individuals and small/medium-sized businesses. Enroll in online banking today to access f1RSTNAVIGATOR for business account management. First Financial Bank is dedicated to helping you build a successful financial future.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 279 North Bardstown Road in Mount Washington, Kentucky, United States. With a strong focus on providing comprehensive financial services to its clients, Raymond James offers a wide range of investment options, retirement planning, and wealth management solutions. The institution prides itself on its commitment to personalized service and expert financial advice, helping clients achieve their financial goals and secure their futures. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Kristen L Hammack
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.
Unified Financial Planners - Ameriprise Financial Services, LLC
Unified Financial Planners - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. Our financial advisors are registered to do business in certain U.S. states and can provide personalized advice tailored to your needs. We offer the Confident Retirement® approach to help you plan for a secure financial future. Our team of professionals can discuss what's most important to you and provide an overview of financial planning concepts during the initial consultation. Please note that Ameriprise Financial cannot guarantee future financial results.
Childress & Associates - Ameriprise Financial Services, LLC
Childress & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. The institution has been recognized as the 2023 Recipients of the Client Experience Award, showcasing their dedication to providing excellent service to their clients. Their team of financial advisors is committed to helping clients reach their financial goals through personalized advice and expert guidance. At Childress & Associates, clients can expect a positive backdrop for stock prices and valuable insights on the current bull market rally. The institution is proud to have received the Ameriprise Client Experience Award, highlighting their commitment to client satisfaction. They offer initial consultations to provide an overview of financial planning concepts and help clients understand how personalized advice can benefit them.
Glenn Taylor - Financial Advisor, Ameriprise Financial Services, LLC
Glenn Taylor is a financial advisor at Ameriprise Financial Services, LLC located at 1349 Bardstown Road in Louisville, Kentucky. As a finance institution, Ameriprise offers a range of financial services to help individuals achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" which allows clients to choose an advisor whose approach aligns best with their financial objectives. Clients can review the backgrounds, credentials, and experience of the advisors to make an informed decision. By filling out the "Request consultation" form, clients can connect with their desired advisor who will schedule a complimentary initial consultation to discuss their financial needs and goals. Visit Glenn Taylor at Ameriprise Financial Services for personalized financial advice and guidance.
Kevin Childress - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Childress - Financial Advisor, Ameriprise Financial Services, LLC, located at 1349 Bardstown Road in Louisville, Kentucky, offers a wide range of financial services to help individuals navigate their financial goals. Kevin Childress holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Kevin Childress aims to provide personalized financial advice to clients, ensuring they make informed decisions for their financial future. Whether you are a retiree, small business owner, or high net worth individual, Kevin Childress can assist you in achieving your financial objectives.
Edward Jones - Financial Advisor: Porter Walker
Edward Jones - Financial Advisor: Porter Walker is a trusted institution located at 2114 Bardstown Road in Louisville, Kentucky, United States. As a finance-focused establishment, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones - Financial Advisor: Porter Walker is dedicated to serving the needs of their clients and helping them navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, their team of experienced advisors is ready to provide you with the support and guidance you need to make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Darren Royal, CFP®|AAMS™
Edward Jones - Financial Advisor: Darren Royal, CFP®|AAMS™ is a well-established finance institution located at 229 North 3rd Street in Bardstown, Kentucky, United States. With a focus on providing personalized financial planning services, Darren Royal, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Sarah B Hite, AAMS™
Edward Jones - Financial Advisor: Sarah B Hite, AAMS™ is a reputable financial institution located at 988 Chambers Boulevard in Bardstown, Kentucky, United States. Sarah B Hite, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to providing top-notch financial planning and investment strategies to individuals and families in the Bardstown area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Sarah B Hite and the team at Edward Jones are here to help you navigate the complexities of the financial world.
Elder Care Financial Resources
Elder Care Financial Resources is a finance institution specializing in providing financial assistance and resources for elderly individuals and their families. Located at 109 Edgewood Drive in Bardstown, Kentucky, United States, our team is dedicated to helping seniors navigate the complexities of financial planning and managing their resources in order to ensure a comfortable and secure future. Whether you are looking for advice on retirement planning, long-term care insurance, or estate planning, our experienced professionals are here to help. Contact us today to learn more about how Elder Care Financial Resources can support you and your loved ones in preparing for the future.
Edward Jones - Financial Advisor: Nat Jordan, CFP®
Edward Jones - Financial Advisor: Nat Jordan, CFP® is a trusted finance institution located at 1002 Granite Drive in Bardstown, Kentucky, United States. As a Certified Financial Planner, Nat Jordan offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and excellence, Nat Jordan and the team at Edward Jones provide expert guidance on investments, retirement planning, insurance, and more. Whether you are planning for the future or seeking to maximize your current financial situation, Edward Jones - Financial Advisor: Nat Jordan, CFP® is dedicated to helping you secure a stable and prosperous financial future.
Paul Sagun - State Farm Insurance Agent
Paul Sagun - State Farm Insurance Agent is a reputable insurance agency located at 5427 Bardstown Road in Louisville, Kentucky, United States. Situated next to St. Gabriel Catholic Church and Fern Creek, and just minutes away from Jtown (Jeffersontown) and Hikes Point, our office is easily accessible for all your insurance needs. In the month of March, we are offering special savings for our customers. Whether you need a free insurance review or advice on coverage options, our experienced team is here to help. With over 25 years of insurance experience, we specialize in commercial and auto insurance, ensuring that you are protected in any situation.
J. Richard Hill & Co.
J. Richard Hill & Co. is a reputable institution located at 110 Christine Court in Bardstown, Kentucky, United States. With a commitment to providing exceptional financial services, J. Richard Hill & Co. offers a wide range of investment options and financial planning solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, J. Richard Hill & Co. is the trusted partner you can rely on for expert advice and personalized service.
All About CSRS, FERS, & TSP, Inc.
All About CSRS, FERS, & TSP, Inc. is a finance institution located at 798 Portland Avenue in Bardstown, Kentucky. Our dedicated team specializes in providing expert advice and guidance on Civil Service Retirement System (CSRS), Federal Employee Retirement System (FERS), and Thrift Savings Plan (TSP) options. Whether you are a federal employee looking to maximize your retirement benefits or a retiree seeking to make the most of your savings, we are here to help. Contact us today to schedule a consultation and take control of your financial future.
Thoroughbred Asset Management
Thoroughbred Asset Management is a premier finance institution located at 809 Morton Avenue in Bardstown, Kentucky, United States. With a focus on providing top-notch financial services, Thoroughbred Asset Management is dedicated to helping clients achieve their financial goals through expert advice and personalized investment strategies. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Thoroughbred Asset Management is committed to providing the highest level of service and expertise. Contact us today to learn more about how we can help you reach your financial goals.
Lile Tax Services
Lile Tax Services is a reputable accounting and finance institution located at 555 North Bardstown Road in Mount Washington, Kentucky, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, ensuring accurate filings and maximum returns. Our personalized approach and attention to detail set us apart, making us a trusted partner for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Regency Finance Company
Regency Finance Company is a reputable finance institution located at 1000 East John Rowan Boulevard in Bardstown, Kentucky, United States. Specializing in providing financial solutions to individuals and businesses, Regency Finance Company offers a range of services including loans, credit lines, and financial advice. With a team of experienced professionals, Regency Finance Company is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need a personal loan or assistance with managing your business finances, Regency Finance Company is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
Pat Mattingly Inc
Pat Mattingly Inc is a reputable institution located at 5529 Bardstown Road in Springfield, Kentucky, United States. With a strong reputation for excellence in service, Pat Mattingly Inc offers a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, insurance options, or investment opportunities, the experienced team at Pat Mattingly Inc is dedicated to providing top-notch service and personalized solutions. Visit their office today to see how they can help you achieve your financial goals.
Your Best Move, Inc.
Your Best Move, Inc. is a finance institution located at 798 Portland Avenue in Bardstown, Kentucky, United States. We specialize in providing personalized financial solutions to help our clients make the best moves for their financial futures. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through expert advice and tailored strategies. Whether you are looking to invest, save for the future, or plan for retirement, Your Best Move, Inc. is here to guide you every step of the way.
Brown & Cheek, Inc.
Brown & Cheek, Inc. is a reputable accounting and finance institution located at 442 East Stephen Foster Avenue in Bardstown, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Brown & Cheek, Inc. is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your financial needs.
Fifth Third Preferred - Jessica Travelstead
Fifth Third Preferred - Jessica Travelstead is a financial institution located at 2000 Bardstown Road in Louisville, Kentucky, United States. As a preferred banking service, they offer personalized financial solutions tailored to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or loan options, the experienced professionals at Fifth Third Preferred - Jessica Travelstead are committed to helping you achieve your financial goals. With a focus on building long-term relationships and providing exceptional customer service, this institution is dedicated to helping individuals and businesses thrive financially.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2213 Hikes Lane in Louisville, Kentucky, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and optimize their financial strategies. Whether you need assistance with tax preparation, financial planning, or other accounting services, H&R Block is committed to delivering personalized solutions to meet your specific needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 5719 Bardstown Road in Louisville, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals.
Sutherland Business Systems
Sutherland Business Systems is a reputable accounting and finance institution located at 2755 New Haven Road in Bardstown, Kentucky. With a strong emphasis on providing top-notch financial services, Sutherland Business Systems offers expert guidance and solutions to help individuals and businesses manage their finances effectively. The institution prides itself on its experienced team of professionals who are dedicated to delivering personalized and reliable financial advice to clients. Whether you need assistance with tax preparation, financial planning, or investment management, Sutherland Business Systems is committed to helping you achieve your financial goals.
Liberty Tax Service
Liberty Tax Service is a trusted accounting and finance institution located at 521 North 3rd Street in Bardstown, Kentucky, United States. With a team of knowledgeable professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Liberty Tax Service is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit their office today for expert advice and personalized solutions tailored to your specific needs.
Accounting & Tax Professionals
Accounting & Tax Professionals is a reputable institution located at 4229 Bardstown Road in Louisville, Kentucky. As a leading provider of accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial regulations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professionals are here to provide you with personalized and reliable solutions. With years of experience and a commitment to excellence, Accounting & Tax Professionals is your trusted partner for all your accounting and financial needs.
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