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TOP 30 Financial advisor recommendations in Kentucky
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Mutual of Omaha Advisors - Bluegrass Mountain - Ashland
Mutual of Omaha Advisors - Bluegrass Mountain - Ashland is a health and insurance agency located at 12544 U.S. 60, Ashland, Kentucky, United States. We have a strong focus on developing talented individuals through our comprehensive advisor training program, which is designed similar to a graduate school education in entrepreneurship. Our advanced curriculum equips our advisors with the necessary knowledge and tools to confidently start as a Mutual of Omaha financial advisor. We provide marketing strategies and tools to help our advisors gain valuable exposure and build their digital brand. Our world-class CRM, extensive material library, and resources are available to support the growth of your business. We offer a supportive work environment that considers both your life and the lives of your clients, with future growth opportunities within the company.
Odyssey Financial Advisors - Ameriprise Financial Services, LLC
Odyssey Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 130 Dudley Pike, Edgewood, Kentucky, United States. They specialize in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on multi-generational financial planning, they ensure that every family member's financial priorities are addressed. They offer personalized financial strategies for education, retirement, and personal investments, promoting financial literacy across generations. Ameriprise financial advisors are registered to do business in certain U.S. states and provide a complimentary initial consultation to discuss financial goals. Clients can access their investments and track progress towards their goals securely online. The institution emphasizes the importance of regular reviews and updates to financial plans as life changes. With a commitment to helping clients achieve their financial goals, they offer a range of services to support financial wellness for the whole family.
Jonathan Ehresmann - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Ehresmann, a Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States, Jonathan offers personalized investment, asset allocation, and portfolio recommendations tailored to each individual's goals and risk tolerance. By documenting goals, conducting regular reviews, and adjusting strategies as life changes, Jonathan helps clients track their progress towards financial success. Clients can easily access their investments and accounts from any device, securely share information, and schedule complimentary initial consultations to discuss their needs. With a focus on retirement planning, education funding, major purchases, and more, Jonathan is committed to providing comprehensive financial planning services. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit the FINRA's BrokerCheck website for more information on Jonathan's background and qualifications.
Jeff Hemsath - Ameriprise Financial Services, LLC
Jeff Hemsath - Ameriprise Financial Services, LLC, located at 647 Monmouth Street in Newport, Kentucky, offers personalized financial advice to help clients achieve their goals. With a focus on providing a positive backdrop for stock prices and insights into the current bull market rally, Jeff Hemsath aims to guide clients towards a more confident financial future. Background and qualification information about Jeff Hemsath can be found on FINRA's BrokerCheck website. The institution offers an initial consultation to discuss financial planning concepts, although written analysis and recommendations are not provided during this meeting.
Fidant Wealth Partners - Ameriprise Financial Services, LLC
Fidant Wealth Partners - Ameriprise Financial Services, LLC is a leading finance institution located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial advice to help our clients achieve their short and long-term goals. Our experienced Ameriprise Financial Advisors take the time to understand each client's unique needs and provide tailored recommendations for a diversified portfolio and solutions to protect against uncertainty. With over 125 years of history, we prioritize building strong 1-to-1 relationships with our clients based on trust and dedication. Whether you're looking to plan for the future or navigate the current market conditions, we are here to help you stay focused on reaching your financial goals. Contact us today for an initial complimentary consultation and start your journey towards financial success. Please note that Ameriprise financial advisors are individually registered to do business only in certain U.S. states, so be sure to check with your advisor for more details. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to ensuring the privacy and security of our clients' information. Let us help you and your loved ones feel more confident and in control of your financial lives.
Debra Woodard - Financial Consultant, Ameriprise Financial Services, LLC
Debra Woodard is a financial consultant at Ameriprise Financial Services, LLC located at 2708 New Hartford Road in Owensboro, Kentucky, United States. With a focus on your individual goals and risk tolerance, Debra provides investment recommendations, asset allocation, and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan is on track and adaptable to life changes. Access your investments and accounts securely from any device. Debra also offers insurance solutions to protect your assets and loved ones from unexpected events. Schedule a complimentary initial consultation to learn more about how Debra can help you reach your financial goals. Remember, Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Madison Haycraft - Ameriprise Financial Services, LLC
Madison Haycraft - Ameriprise Financial Services, LLC is a finance institution located at 2708 New Hartford Road in Owensboro, Kentucky, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can access their investments and track progress securely from any device. The institution provides a complimentary initial consultation to discuss financial goals. Risk tolerance is a key factor in determining an appropriate investment strategy. Madison Haycraft is registered to conduct securities business in specific states. The institution cannot guarantee future financial results. Clients can refer friends or family members for financial assistance. The institution is a member of FINRA and SIPC, and prioritizes privacy and security for clients.
Mutual of Omaha® Advisors - Lexington
Mutual of Omaha® Advisors - Lexington, located at 1792 Alysheba Way in Lexington, Kentucky, is a finance and insurance agency dedicated to developing talented individuals in the field. With a comprehensive advisor training program that resembles a graduate school education in entrepreneurship, our advisors are equipped with the knowledge, tools, and confidence to succeed as Mutual of Omaha financial advisors. We provide marketing strategies, world-class CRM, and resources to help advisors build their digital brand and thrive in their business. Our work environment considers the lives of both advisors and clients, offering future growth opportunities within the company, including managing and growing their own team.
Legato Financial Group
Legato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.
Todd Metcalf - Financial Advisor, Ameriprise Financial Services, LLC
Todd Metcalf is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 12700 Townepark Way in Louisville, Kentucky. With years of experience in the finance industry, Todd is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Todd Metcalf can provide personalized financial advice and guidance to help you make informed decisions. Contact Todd Metcalf at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards financial security.
Align Wealth Management - Ameriprise Financial Services, LLC
Align Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 13151 Magisterial Drive in Louisville, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, no written analysis or recommendations are provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family members achieve their financial goals. Privacy and security are top priorities, with resources available on the website to ensure online security.
Stone & Kicklighter Planning Partners - Ameriprise Financial Services, LLC
Stone & Kicklighter Planning Partners - Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help you reach your long-term goals. Our experienced financial advisors take the time to understand your unique needs and provide tailored recommendations to keep you on track. Whether you're looking to navigate market fluctuations or plan for the future, we are here to help. Schedule a complimentary initial consultation to discuss what's most important to you. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, so make sure to check with the advisor's personal website or FINRA's BrokerCheck for details.
Duerr & Associates - Ameriprise Financial Services, LLC
Duerr & Associates - Ameriprise Financial Services, LLC is a finance institution located at 9960 Corporate Campus Drive in Louisville, Kentucky, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews are conducted to ensure that strategies are updated as life changes. Clients can access their investments and track their progress securely from any device. The institution also offers complimentary initial consultations to help clients get started. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized advice to help clients reach their financial goals. The institution emphasizes the importance of understanding risk tolerance and offers insights into market volatility. Users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate referrals and assure clients of reaching out to them soon. The institution prioritizes privacy and security, offering online security guarantees and information about email fraud.
Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC
Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12910 Shelbyville Road, Louisville, Kentucky, United States. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They offer regular goal documentation and progress analysis, updating strategies as life changes. Clients can securely access their investments and track progress towards their goals from any device. With a focus on risk tolerance, they help determine an appropriate investment strategy for each individual. Jodi Seddon is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC. Clients can refer friends or family members for financial goal achievement. The institution prioritizes privacy and security, with rules and regulations in place for website usage.
Paul Gus Pippin - Financial Advisor, Ameriprise Financial Services, LLC
Paul Gus Pippin - Financial Advisor, Ameriprise Financial Services, LLC, located at 12910 Shelbyville Road in Louisville, Kentucky, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, we provide investment recommendations and portfolio analysis to help you track your progress towards financial success. Our services include regular meetings to review and update your approach as life changes, as well as secure online access to your accounts and investments. Schedule a complimentary initial consultation to learn more about how we can help you achieve a more confident financial future. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to start the conversation about your financial goals.
DICKS & ASSOCIATES - Ameriprise Financial Services, LLC
DICKS & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 12910 Shelbyville Road, Louisville, Kentucky, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards goals, and communicate securely with the institution. The financial advisors at Ameriprise are registered in certain U.S. states and provide consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they strive to help clients achieve their goals. The institution values privacy and security, and clients can expect professional and confidential service.
Jim Onkst - Financial Advisor, Ameriprise Financial Services, LLC
Jim Onkst - Financial Advisor at Ameriprise Financial Services, LLC, located at 4350 Brownsboro Road in Louisville, Kentucky, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Jim provides personalized recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their accounts and progress tracking from any device, securely and conveniently. To learn more about how Jim can help you reach your financial goals, schedule a complimentary initial consultation. Jim is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Trust Jim Onkst to provide expert financial advice and guidance for a secure financial future.
Triple Crown Advisors - Ameriprise Financial Services, LLC
Triple Crown Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1000 Monarch Street in Lexington, Kentucky, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We believe in discussing what matters most to you and helping you achieve your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. While we cannot guarantee future financial results, we are dedicated to providing excellent service and support. We value your referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting and learn more about how we can assist you. Triple Crown Advisors - Ameriprise Financial Services, LLC is a proud member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity. Visit our website for important disclosures, privacy and security information, and to learn more about our services.
Thrivent Financial
Thrivent Financial, located at 771 Corporate Drive in Lexington, Kentucky, is a finance and insurance agency with 10 professionals ready to assist clients with their financial needs. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through its subsidiary, Thrivent Investment Management Inc. Their licensed agents and registered representatives provide personalized advice and guidance to help clients achieve their financial goals. Clients can access Thrivent's Financial Planning Framework for a comprehensive review of their financial situation, and may opt for Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about their financial advisors.
Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services, LLC
Scott Bergstrom is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3805 Wyndsong Trail in Lexington, Kentucky, United States. With a focus on personalized financial advice, Scott takes the time to understand your goals and priorities, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored advice, Scott helps clients prepare for both expected and unexpected events in life, providing a sense of confidence, connection, and control over their financial future. As a registered advisor, Scott Bergstrom can only conduct securities business with residents of specific states. More information about his background and qualifications can be found on FINRA's BrokerCheck website. The initial consultation with Scott offers an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage.
Jim Onkst - Financial Advisor, Ameriprise Financial Services, LLC
Jim Onkst is a financial advisor at Ameriprise Financial Services, LLC, located at 1349 Bardstown Road in Louisville, Kentucky, United States. With a focus on individual goals and risk tolerance, Jim provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their accounts and investments securely from any device. To learn more and schedule a complimentary initial consultation, visit Jim Onkst's profile on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC offers a range of financial planning services and strives to help clients achieve their financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is properly registered. Get in touch today to discuss your financial priorities.
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.
Belinda Gantz - Associate Financial Advisor, Ameriprise Financial Services, LLC
Belinda Gantz is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 295 North Hubbards Lane in Louisville, Kentucky, United States. Belinda is registered to conduct securities business in certain states and offers consultations on financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Clients can expect to receive personalized recommendations and advice tailored to their individual needs. The institution follows strict rules and regulations to ensure the privacy and security of their clients' information. Referrals are welcome, and Belinda will reach out to them promptly to discuss their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing additional protection for clients' investments.
Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC
Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway, Louisville, Kentucky, United States. As part of Stone & Kicklighter Planning Partners, they have been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular reviews and updates to track progress towards financial objectives. With secure online access, clients can monitor investments and communicate with advisors at any time. Complimentary initial consultations are available to new clients seeking to enhance their financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Kathy Kicklighter is registered to conduct securities business in certain states. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family to the institution for assistance in achieving their financial goals.
Elizabeth Bradshaw - Financial Consultant, Ameriprise Financial Services, LLC
Elizabeth Bradshaw is a Financial Consultant at Ameriprise Financial Services, LLC located at 149 West Main Street in Lebanon, Kentucky, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Elizabeth provides personalized investment recommendations based on risk tolerance. Regular meetings are scheduled to review progress, adjust strategies as needed, and track overall financial goals. Clients have access to their accounts and investments at any time, from any device, in a secure manner. Elizabeth is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Initial consultations offer an overview of financial planning concepts, with no written analysis or recommendations provided. While Ameriprise Financial cannot guarantee future results, they strive to help clients achieve their financial goals. Privacy and security are a top priority, with strict adherence to website rules and regulations. Referrals are welcomed, and referred individuals can expect to hear from Elizabeth soon. The focus is on providing personalized financial solutions to help clients navigate the complexities of the financial world.
Matthew E Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC
Matthew E Miller is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 295 North Hubbards Lane in Louisville, Kentucky, United States. As a finance institution, Matthew E Miller can only conduct securities business with residents of states in which he is properly registered. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the site are bound by the Ameriprise Financial Website Rules and Regulations. Clients can expect personalized assistance in achieving their financial goals, and referrals are welcomed. Privacy and security are a top priority, with resources available on the website to ensure protection against email fraud and other online threats.
Daniel Ryan Allen - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Ryan Allen, a financial advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Daniel works closely with clients to track progress, adjust strategies as needed, and provide ongoing support. By accessing investments and accounts from any device, clients can stay informed and track their financial goals securely. Schedule a complimentary initial consultation to learn more about how Daniel can help you achieve a more confident financial future. As a member of Ameriprise Financial Services, LLC, Daniel is supported by the Ameriprise Investment Research Group, ensuring clients receive expert guidance and market insights. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. For residents of states where Daniel is properly registered, he can conduct securities business in compliance with FINRA regulations. Reach out to Daniel Ryan Allen for a consultation and take the first step toward achieving your financial goals.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1255 North 12th Street in Middlesboro, Kentucky, United States. While their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. You can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Conveniently located inside Walmart, you can get your taxes done while you shop and still receive your biggest refund, guaranteed. Although Refund Advance loans are no longer available this year, early Refund Advance options were available at select locations until January 14, 2023. No Fee Refund Advance was available at most locations until February 11, 2024.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service, located at 1927 Cumberland Avenue in Middlesboro, Kentucky, is a finance institution that is ready to help you get your biggest refund. While tax advance loans are no longer available this year, our Tax Pros are prepared to assist you with all your tax needs. Drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. A Refund Advance loan allows you to receive money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to send your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 254 Cassady Boulevard in Pikeville, Kentucky, United States. Although their tax advance loans have ended for the year, their Tax Pros are still ready to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents and have a Tax Pro handle the rest, including a quick call to review your final return and e-signing. While shopping, you can also get your taxes done and receive your biggest refund guaranteed. Refund Advance loans, which are repaid with your tax refund, were available at select locations until February 11, 2024. Appointments can be made for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To secure your time with a Tax Pro, it is recommended to book an appointment online or call (606) 437-1737. At this location, Tax Pros speak English and are available for one-on-one appointments inside the store. When it comes to your taxes, every dollar matters, so trust Jackson Hewitt Tax Service to handle your tax needs.
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