TOP 30 Financial advisor cfp in Kentucky

61 results found

Edward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™ is a reputable financial institution located at 1121 Bath Avenue in Ashland, Kentucky, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, including Certified Financial Planner Scott Rigsby, clients can trust in the expertise and dedication of this institution to provide sound financial advice and strategies. Whether planning for retirement, investing for the future, or managing wealth, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Jerome Flynn, CFP® is a trusted financial institution located at 100 Ag Way in Stanford, Kentucky, United States. With a focus on providing personalized financial planning and investment services, Jerome Flynn, a Certified Financial Planner, helps clients navigate their financial goals and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to helping you achieve your financial objectives. Contact Jerome Flynn today to schedule a consultation and take the first step towards securing your financial future.

AppaFinancial - Chase Caudill, CFP®️ is a trusted financial institution located at 789 U.S. 23 in Paintsville, Kentucky, United States. Specializing in personalized financial planning services, Chase Caudill, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals and secure their futures. With a commitment to excellence and a focus on building long-term relationships, AppaFinancial offers expert guidance and tailored solutions to individuals and families seeking to optimize their financial well-being. Visit us today to start planning for a brighter tomorrow.

John Fruin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7430 U.S. Highway 42, Florence, Kentucky, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a variety of financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. John Fruin - Financial Advisor, Ameriprise Financial Services, LLC provides expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and expertise.

Edward Jones - Financial Advisor: Brant Owens, CFP®|CLU® is a reputable finance institution located at 7500 Oakbrook Drive in Florence, Kentucky, United States. Brant Owens, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), offers personalized financial advice and solutions to help clients achieve their financial goals. With a commitment to providing exceptional service and expertise, Edward Jones is a trusted partner in helping individuals plan for a secure financial future.

Edward Jones - Financial Advisor: Kris Torbush, CFP® is a reputable financial institution located at 119 North Fort Thomas Avenue in Fort Thomas, Kentucky, United States. Specializing in providing personalized financial planning and investment services, Kris Torbush, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Kris Torbush and the team at Edward Jones are dedicated to providing top-quality financial services tailored to meet your specific needs.

At Edward Jones - Financial Advisor: Tyler Little, CFP®|CEPA®, located at 20 North Grand Avenue in Fort Thomas, Kentucky, United States, we provide expert financial advice and planning services to help our clients achieve their goals. With a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) on staff, we offer personalized solutions tailored to each individual's unique financial situation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Doug Kisker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Doug holds various certifications such as 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 Doug's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, Doug is also trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethics and continued education, Doug Kisker is dedicated to providing high-quality financial services to his clients.

Fifth Third Securities - Phil Weber, CFP® is a reputable finance institution located at 2064 Declaration Drive in Independence, Kentucky, United States. With the expertise of Certified Financial Planner, Phil Weber, clients can expect personalized financial solutions tailored to their individual needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Fifth Third Securities provides professional guidance and support to help you achieve your financial goals. Trust in Fifth Third Securities - Phil Weber, CFP® for reliable and comprehensive financial services.

Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC® is a trusted financial institution located at 752 Kenton Station Road in Maysville, Kentucky. Specializing in providing personalized financial planning services, Brendan A Bussell is a Certified Financial Planner and Chartered Financial Consultant who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Brendan A Bussell is committed to providing expert advice and guidance to help you make informed decisions. Contact Edward Jones - Financial Advisor: Brendan A Bussell, CFP®|ChFC® today to take control of your financial future.

Edward Jones - Financial Advisor: Anthony L McGlone Jr, CFP® is a trusted finance institution located at 117 West Water Street in Flemingsburg, Kentucky, United States. As a Certified Financial Planner, Anthony L McGlone Jr provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and personalized service, Edward Jones - Financial Advisor: Anthony L McGlone Jr, CFP® is dedicated to helping clients build and protect their wealth for a secure financial future.

Edward Jones - Financial Advisor: William W Brunner, CFP® is a reputable finance institution located at 2630 U.S. 41 in Henderson, Kentucky, United States. With a focus on providing personalized financial planning and investment services, William W Brunner, CFP® is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, William W Brunner, CFP® is committed to providing expert guidance and advice every step of the way. With a strong reputation for integrity and professionalism, clients can trust Edward Jones - Financial Advisor: William W Brunner, CFP® to help them navigate the complexities of the financial world and make sound investment decisions.

Brian Wilborn is a Financial Advisor at Ameriprise Financial Services, LLC located at 2708 New Hartford Road in Owensboro, Kentucky, United States. Brian holds various certifications and designations such as 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a commitment to ethics and continuous education, Brian is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs children. Contact Brian Wilborn for expert financial guidance and personalized solutions tailored to your financial goals and needs.

Michael Lamsfuss, CFP, CLU, LUTCF is a reputable finance and insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in insurance products, they provide tailored solutions to protect their clients' assets and secure their financial future. With a commitment to excellence and personalized service, Michael Lamsfuss, CFP, CLU, LUTCF is a trusted partner for individuals and businesses seeking financial stability and peace of mind.

John Frymire CFP is a reputable finance institution located at 909 Lily Creek Road in Louisville, Kentucky, United States. As a Certified Financial Planner, John Frymire and his team offer expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized advice and tailored solutions, clients can trust John Frymire CFP to provide guidance on investments, retirement planning, estate planning, and more. Visit their office today to start building a secure financial future.

Coats Financial Planning, located at 139 South English Station Road in Louisville, Kentucky, is a leading firm that has been providing financial planning and investment advice on a Fee-Only basis for over 20 years. With a team of five dedicated and qualified financial advisors, all of whom are CFP® professionals, Coats Financial Planning offers independent, objective reviews of clients' financial situations to help them meet their long-term financial goals. Founder and President Stuart Coats, a CFP® professional and NAPFA-Registered Financial Advisor, brings over 30 years of finance experience to the firm. Alongside him are Teri, a Certified Financial Planner™ practitioner, and Elijah, a CERTIFIED FINANCIAL PLANNER™ professional, who joined the team in 2017. Teri, a native of Louisville, has personal experience with the value of Fee-Only financial planning and is dedicated to establishing fiduciary relationships with each client. Elijah, named a Rising Star by Financial Planning magazine, enjoys distilling complex planning topics for clients and is an advocate for fee-only planning.

Jane B. Smith, CFP & Associates, Inc. is a reputable finance and insurance agency located at 10629 Henning Way in Louisville, Kentucky, United States. With a team of certified financial planners, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment strategies, retirement planning, or insurance coverage, Jane B. Smith, CFP & Associates, Inc. is dedicated to providing top-notch service and guidance. Contact them today to start securing your financial future.

Jeffrey Bellucci is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. He holds several prestigious 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Jeffrey Bellucci is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and real-world application of investment concepts.

Patrick 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.

Edward Jones - Financial Advisor: Matthew S Williams, CFP®|CRPC™ is a reputable finance institution located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. With a focus on providing personalized financial planning services, Matthew S Williams is a Certified Financial Planner and Chartered Retirement Planning Counselor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Matthew S Williams and his team are committed to providing expert advice and guidance to help you make informed financial decisions. Trust Edward Jones - Financial Advisor: Matthew S Williams, CFP®|CRPC™ to help you secure your financial future.

Glenn R Tucker is a financial advisor at Ameriprise Financial Services, LLC located at 9710 Park Plaza Avenue in Louisville, Kentucky, United States. Glenn R Tucker 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). The institution offers a wide range of financial services including asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Glenn R Tucker is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Glenn R Tucker is committed to helping clients achieve their financial goals and secure their financial future.

Tracy Redmon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 295 North Hubbards Lane, Louisville, Kentucky, United States. Tracy Redmon 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tracy Redmon is committed to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Tracy Redmon is dedicated to upholding the highest standards of professionalism and ethics in the field of wealth management.

Jonathan Litmer is a Financial Advisor at Ameriprise Financial Services, LLC located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. Jonathan 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Jonathan's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Jonathan is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Contact Jonathan Litmer today for personalized financial advice and guidance.

Matthew Powell, CFP - UBS Financial Services Inc. is a renowned financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, including Certified Financial Planners, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Matthew Powell, CFP - UBS Financial Services Inc. is dedicated to helping you succeed.

Edward Jones - Financial Advisor: Alex S Englund, CFP® is a trusted financial institution located at 611 Main Street in Shelbyville, Kentucky, United States. As a Certified Financial Planner, Alex S Englund provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial solutions including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alex S Englund and the team at Edward Jones are committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Jenn Wininger, CFP®|CRPC™ is a trusted financial institution located at 101 West Court Street in Lawrenceburg, Kentucky, United States. Specializing in finance, Jenn Wininger, a Certified Financial Planner and Chartered Retirement Planning Counselor, provides personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Jenn Wininger, CFP®|CRPC™ offers expert advice and guidance to help clients make informed decisions about their investments and financial future.

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.

Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC® is a reputable financial institution located at 220 Ruccio Way in Lexington, Kentucky, United States. With a focus on financial planning and wealth management, Dawn M Nelson, a Certified Financial Planner and Chartered Financial Consultant, provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Dawn M Nelson and her team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.

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.

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.