Financial advisor for professionals in Kentucky
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Baird Private Wealth Management
● OpenBaird Private Wealth Management is a leading finance institution located at 4803 Olympia Park Plaza in Louisville, Kentucky, United States. With a focus on personalized wealth management services, Baird offers tailored financial solutions to help clients achieve their goals and secure their financial future. Their team of experienced professionals provides expert advice and guidance to help clients navigate the complexities of the financial markets and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Baird Private Wealth Management is dedicated to helping you succeed.
4803 Olympia Park Plaza #4000, Louisville, KY 40241, United States -
Cullinan Associates Inc
● OpenCullinan Associates Inc is a reputable finance institution located at 295 North Hubbards Lane in Louisville, Kentucky, United States. With a strong track record of providing expert financial services, Cullinan Associates Inc is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, their team of experienced professionals is committed to delivering personalized solutions tailored to your specific needs. Visit Cullinan Associates Inc today and take the first step towards securing your financial future.
295 N Hubbards Ln # 203, Louisville, KY 40207, United States -
Fifth Third Securities - Jackson Simon
● ClosedFifth Third Securities - Jackson Simon is a finance institution located at 2900 North Hurstbourne Parkway in Louisville, Kentucky, United States. Our team of Fifth Third Financial Professionals is dedicated to providing expert financial services and guidance to clients in the area. Visit us today to meet with one of our experienced professionals and start planning for your financial future.
2900 N Hurstbourne Pkwy, Louisville, KY 40241, United States -
Winebrenner Capital Management LLC
● ClosedWinebrenner Capital Management LLC is a finance institution located at 10602 Timberwood Circle in Louisville, Kentucky, United States. Specializing in investment management and financial planning services, Winebrenner Capital Management LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Winebrenner Capital Management LLC is dedicated to helping you secure a prosperous financial future.
10602 Timberwood Cir # 13, Louisville, KY 40223, United States -
Fifth Third Securities - Robert Kane
● ClosedFifth Third Securities - Robert Kane is a finance institution located at 10400 Shelbyville Road in Louisville, Kentucky, United States. Specializing in investment services, this institution offers personalized financial advice and solutions to help clients achieve their financial goals. With a team of experienced professionals led by Robert Kane, clients can expect expert guidance and support in navigating the complexities of the financial markets. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fifth Third Securities - Robert Kane is dedicated to helping you make informed decisions and secure your financial future.
10400 Shelbyville Rd, Louisville, KY 40223, United States -
Royal Alliance Associates Inc
● ClosedRoyal Alliance Associates Inc is a reputable finance institution located at 1700 Ups Drive in Louisville, Kentucky, United States. With a strong focus on providing top-notch financial services, Royal Alliance Associates Inc is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is here to assist you every step of the way. Trust Royal Alliance Associates Inc to provide you with expert financial guidance and personalized solutions tailored to your specific needs.
1700 Ups Dr # 101, Louisville, KY 40223, United States -
Joshua Arthur - Thrivent
● ClosedJoshua Arthur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help our clients make informed decisions about their finances. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Joshua Arthur - Thrivent is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Lexington Wealth Management
● ClosedLexington Wealth Management, located at 2969 Hemingway Lane in Lexington, Kentucky, is a finance institution dedicated to helping successful medical sales professionals plan, invest, and reduce taxes on their path to financial freedom. With a focus on the unique financial needs of medical sales reps, Lexington Wealth Management offers tech solutions designed to ease time constraints, including online meetings, digital account opening, and mobile apps for tracking investments and financial plans. The institution provides specific strategies to reduce income, investment, estate, and equity comp taxes for medical sales professionals, helping them navigate the financial challenges that come with higher income. With a suite of meticulously crafted strategies tailored for medical sales reps, Lexington Wealth Management guides clients through every aspect of financial management, including 401k, equity compensation, taxes, and investments. If you are a medical sales professional looking for expert financial planning and investment management, Lexington Wealth Management is here to help you achieve your financial goals.
2969 Hemingway Ln, Lexington, KY 40513, United States -
Robert Lawson - Thrivent
● ClosedRobert Lawson - Thrivent is a finance institution located at 1031 Wellington Way, Lexington, Kentucky, United States. They are licensed in multiple states including AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NV, NY, OH, SC, SD, TN, TX, VA, WA, WV. Their goal is to help individuals pursue their lifelong dreams while also supporting the people and causes they care about. With industry expertise, they provide guidance to help clients map out a path to a more secure financial future.
1031 Wellington Way UNIT 210, Lexington, KY 40513, United States -
Emmanuel Washington - Thrivent
● ClosedEmmanuel Washington - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. The institution is licensed in several states including AL, FL, GA, IL, KY, NC, NY, and TX. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are qualified to provide investment advisory services. For more information on professional designations and requirements, visit their website at thrivent.com/designations.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 4023 Finn Way in Lexington, Kentucky, offers personalized financial planning services to clients of all sizes. Our experienced financial advisors utilize a strategic planning system tailored to each individual's unique objectives. We provide guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our advisors are dedicated to understanding your personal and professional goals, collaborating with you to create long-term financial strategies. We prioritize client service and satisfaction, aiming to help you achieve your financial and life goals. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights and global financial resources.
4023 Finn Wy, Lexington, KY 40517, United States -
Jonathan Grasch - Thrivent
● ClosedJonathan Grasch - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent provides financial advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through their Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
American Trust Wealth
● ClosedAmerican Trust Wealth is a premier financial institution located at 2525 Harrodsburg Road in Lexington, Kentucky. As a trusted provider of wealth management services, we offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, American Trust Wealth is here to help you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
2525 Harrodsburg Rd # 300, Lexington, KY 40504, United States -
Robert Lawson - Thrivent
● ClosedRobert Lawson - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. With licensing available in multiple states including AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NV, NY, OH, SC, SD, TN, TX, VA, WA, and WV, our team of financial professionals is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. We offer guidance and expertise to help clients map out a path to a more secure financial future. Thrivent does not provide legal, accounting, or tax advice, but we offer a Financial Planning Framework to review and analyze a client's financial situation. Clients can also engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our financial advisors and professional designations.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Mark Mansur - Thrivent
● ClosedMark Mansur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky. We specialize in providing personalized financial services to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mark Mansur - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Fifth Third Securities - Jay Doster
● ClosedFifth Third Securities - Jay Doster is a reputable finance institution located at 3061 Harrodsburg Road in Lexington, Kentucky, United States. With a focus on providing expert financial services, the institution offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Led by experienced professionals like Jay Doster, Fifth Third Securities is dedicated to delivering top-notch service and guidance to individuals and businesses seeking to grow and protect their wealth. Whether you are looking to invest for the future or plan for retirement, Fifth Third Securities - Jay Doster is committed to providing the resources and expertise needed to help you succeed financially.
3061 Harrodsburg Rd, Lexington, KY 40513, United States -
Asio Capital
● OpenAsio Capital is a leading financial institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. With a strong reputation for delivering exceptional financial services, Asio Capital offers a wide range of investment options and financial solutions to help clients achieve their financial goals. The experienced team of professionals at Asio Capital is dedicated to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Asio Capital is the trusted partner you can rely on.
220 Lexington Green Cir, Lexington, KY 40503, United States -
Fifth Third Securities - Kyle Kinzig
● ClosedFifth Third Securities - Kyle Kinzig is a reputable finance institution located at 2295 Nicholasville Road in Lexington, Kentucky, United States. With a focus on providing top-notch financial services to clients, Fifth Third Securities - Kyle Kinzig offers a wide range of investment options and personalized financial solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, Fifth Third Securities - Kyle Kinzig is committed to providing expert guidance and support every step of the way.
2295 Nicholasville Rd, Lexington, KY 40503, 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 -
E. S. Barr & Co.
● ClosedE. S. Barr & Co. is a reputable finance institution located at 1999 Richmond Road in Lexington, Kentucky, United States. With a strong reputation for excellence in financial services, E. S. Barr & Co. offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, E. S. Barr & Co. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1999 Richmond Rd # 1B, Lexington, KY 40502, United States -
Kelly Capital Group
● OpenKelly Capital Group is a leading finance institution located at 80 Codell Drive in Lexington, Kentucky. With a strong presence in the United States, Kelly Capital Group offers a wide range of financial services to individuals and businesses. Whether you're looking for investment opportunities, wealth management, or financial planning, our experienced team of professionals is dedicated to helping you achieve your financial goals. Trust Kelly Capital Group to provide you with expert advice and personalized solutions to secure your financial future.
80 Codell Dr UNIT 240, Lexington, KY 40509, United States -
Chase Mullins - Pro Mortgages
● OpenChase Mullins - Pro Mortgages is a leading finance institution located at 153 Prosperous Place in Lexington, Kentucky, United States. Specializing in mortgage solutions, Chase Mullins offers expert advice and personalized service to help clients secure the best financing options for their home purchase or refinancing needs. With a commitment to excellence and a reputation for reliability, Chase Mullins - Pro Mortgages is the go-to choice for individuals seeking professional and efficient financial assistance.
153 Prosperous Pl #2b, Lexington, KY 40509, United States -
Beth Chatterton Northwestern Mutual
● OpenBeth Chatterton Northwestern Mutual is a reputable finance institution located at 330 East Main Street in Lexington, Kentucky, United States. With a focus on providing financial planning and investment services, Beth Chatterton Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers personalized financial solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Beth Chatterton Northwestern Mutual is committed to helping you secure a stable financial future.
330 E Main St #300, Lexington, KY 40508, United States -
Rachel Hooker - Thrivent
● ClosedRachel Hooker - Thrivent is a finance institution located at 102 East Main Street in Richmond, Kentucky, United States. With licenses in multiple states, including CA, DC, FL, and more, Rachel Hooker works with clients to help them achieve their financial goals. Specializing in protecting loved ones against costs related to extended care, death, and disability, Rachel takes a personalized approach by starting with a conversation about the client's life and what matters most to them. Clients can feel comfortable and empowered to take the next step with clear and candid advice. Rachel's office is centrally located to serve the Richmond area, but she also works with clients remotely through virtual meetings. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients may further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their financial advisors and services.
102 E Main St, Richmond, KY 40475, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 431 Main Street in Carrollton, Kentucky, United States. With a team of experienced professionals, H&R Block provides expert tax preparation, financial planning, and accounting services to individuals and businesses in the area. Their commitment to excellence and customer satisfaction has made them a trusted name in the industry for over 60 years. Whether you need help with filing your taxes or managing your finances, H&R Block is the go-to institution for all your accounting needs.
431 Main St, Carrollton, KY 41008, United States -
H&R Block
● ClosedH&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.
2213 Hikes Ln, Louisville, KY 40218, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 12611 Shelbyville Road 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 alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and maximize their financial potential. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering personalized solutions to meet your specific needs. Visit their office in Louisville to experience their top-notch services firsthand.
12611 Shelbyville Rd, Louisville, KY 40243, United States -
H&R Block
● ClosedH&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.
5719 Bardstown Rd, Fern Creek, KY 40291, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 9475 Westport Road in Louisville, Kentucky, United States. With a strong reputation for providing expert tax services and financial guidance, H&R Block is a trusted partner for individuals and businesses seeking professional assistance with their financial needs. Whether you are looking for tax preparation services, financial planning advice, or assistance with bookkeeping, H&R Block offers a wide range of services to help you achieve your financial goals. Visit their location in Louisville to experience their top-notch expertise and personalized approach to accounting and finance.
9475 Westport Rd #309, Louisville, KY 40241, United States -
R Lee Shannon, CPA
● ClosedR Lee Shannon, CPA is a reputable accounting and finance institution located at 11605 Shelbyville Road in Louisville, Kentucky, United States. With a team of experienced and dedicated Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial expertise, R Lee Shannon, CPA is the go-to institution for all your accounting and finance needs.
11605 Shelbyville Rd, Louisville, KY 40243, United States
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