TOP 10 Financial advisor services in Bardstown, Kentucky

35 results found

First Financial Bank & ATM is a financial institution located at 6512 Bardstown Road in Louisville, Kentucky, United States. Our team of Wealth Advisors is here to help assess your financial situation and provide personalized guidance. Whether you're looking to watch your savings grow with our competitive rates or leverage the value of your home for big projects, we have a variety of financial solutions to meet your needs. Our commitment to community development and support for low- and moderate-income clients sets us apart as a bank that cares about building paths to prosperity. From helpful articles to personalized service, we strive to help you build and maintain a successful financial future. Sign up for First Financial emails to receive tips and tools for improving your financial well-being. Visit us today to learn more about our services and how we can help you achieve your financial goals.

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.

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 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 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.

Edward Jones - Financial Advisor: Josh Stewart is a trusted finance institution located at 6846 Bardstown Road in Louisville, Kentucky, United States. Josh Stewart is a dedicated financial advisor who provides personalized financial planning services to help clients achieve their goals. With a focus on building long-term relationships, Josh Stewart offers expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Edward Jones - Financial Advisor: Josh Stewart is committed to helping you reach your financial goals.

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.

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.

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 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, 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 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: Thomas N Rogers is a reputable finance institution located at 988 Chambers Boulevard in Bardstown, Kentucky, United States. Led by experienced financial advisor Thomas N Rogers, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized service and tailored financial planning, Edward Jones is dedicated to providing top-quality guidance and support to individuals and families seeking to secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Thomas N Rogers is committed to helping you make informed financial decisions.

Edward Jones - Financial Advisor: Susan S Rapier is a trusted financial institution located at 130 North 3rd Street in Bardstown, Kentucky, United States. As a dedicated finance professional, Susan S Rapier provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Susan S Rapier is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Susan S Rapier is the go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Jennifer Newton, AAMS™ is a reputable finance institution located at 202 West Stephen Foster Avenue in Bardstown, Kentucky, United States. As a dedicated financial advisor, Jennifer Newton, who holds the Accredited Asset Management Specialist (AAMS™) designation, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jennifer Newton, AAMS™ is committed to helping clients secure their financial future.

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™ 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.

Edward Jones - Financial Advisor: Rob Smotherman, AAMS™ is a leading financial institution located at 130 North 3rd Street in Bardstown, Kentucky, United States. As a trusted financial advisor, Rob Smotherman offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Rob Smotherman, AAMS™ is dedicated to helping you make informed financial decisions and achieve financial success.

Edward Jones - Financial Advisor: Travis Kuntz is a reputable financial institution located at 102 Manor Drive in Bardstown, Kentucky. As a dedicated finance professional, Travis Kuntz provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Travis Kuntz is committed to helping you make informed decisions about your finances. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Travis Kuntz is a reliable partner in your financial journey.

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.

Jackson Hewitt Tax Service is a finance institution located at 1440 East John Rowan Boulevard in Bardstown, Kentucky, United States. Our tax advance loans may have ended this year, but our Tax Pros are still here to help you maximize your refund! Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient 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, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.

Jackson Hewitt Tax Service located at 3795 East John Rowan Boulevard in Bardstown, Kentucky, is a finance institution that specializes in helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting the biggest refund possible. 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. They also offer appointments for in-person tax preparation, drop-off services, and assistance with IRS letters. It is recommended to book an appointment online or call ahead to reserve time with a Tax Pro. Although Refund Advance loans are no longer available this year, Jackson Hewitt is dedicated to ensuring you receive the maximum refund possible. Trust the Tax Pros at Jackson Hewitt in Bardstown to handle your taxes with expertise and care.

Jackson Hewitt Tax Service located at 1250 Bardstown Road in Louisville, Kentucky, United States, is a finance institution dedicated to helping you maximize your tax refund. While our tax advance loans have ended this year, our Tax Pros are still available to assist you in getting the most out of your return. Whether you choose to drop off your tax documents for a Tax Pro to handle or prefer to schedule an in-person appointment, we are here to help. Our Refund Advance loan option allows you to receive money before your tax refund arrives, providing financial flexibility when you need it most. To make an appointment with a Tax Pro, you can book online or call (502) 871-3880. Walk-ins are also welcome at our Bardstown Road office. Trust the English-speaking Tax Pros at Jackson Hewitt to ensure that every dollar counts when it comes to your taxes.

Federal Hill Capital Management is a leading finance institution located at 129 North 3rd Street in Bardstown, Kentucky, United States. With a strong focus on investment management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Federal Hill Capital Management is committed to providing personalized solutions and exceptional service. Contact us today to learn more about how we can help you navigate the complex world of finance.

Outfront Capital is a finance institution located at 3044 Bardstown Road in Louisville, Kentucky. Our team of experts is dedicated to providing top-notch financial services to our clients, helping them navigate the complex world of investments, loans, and financial planning. Whether you're looking to grow your wealth, secure a loan, or plan for the future, Outfront Capital is here to help you every step of the way. Visit us today to see how we can help you achieve your financial goals.

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 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.

Town & Country Asset Management is a leading finance institution located at 201 North 3rd Street in Bardstown, Kentucky, United States. With a focus on providing expert asset management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your investments, Town & Country Asset Management is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Loni Parson, CPA is a reputable accounting and finance institution located at 5427 Bardstown Road in Louisville, Kentucky, United States. With years of experience and expertise in the field, Loni Parson and her team provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, Loni Parson, CPA is dedicated to helping clients achieve their financial goals with professionalism and integrity.

H&R Block is a trusted accounting and finance institution located at 110 Kentucky Home Square in Bardstown, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.