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TOP 30 Financial advisor tips in Louisville, KY
12 results found
Search for local businesses, places and services near you
First Financial Bank & ATM
First Financial Bank & ATM, located at 293 North Hubbards Lane in Louisville, Kentucky, offers a range of financial services including banking, ATMs, and wealth advisory. Our team of Wealth Advisors can help assess your financial situation and offer personalized solutions. Whether you're looking to grow your savings with our competitive money market rate or need financing for home projects, we have options to suit your needs. Our Choice Checking account offers expanded ATM access and lower rates on loans.
First Financial Bank & ATM
First Financial Bank & ATM is a financial institution located at 13704 Shelbyville Road in Louisville, Kentucky, United States. We offer a range of banking and finance services, including wealth advisory, savings accounts with competitive rates, home equity loans, and personalized business solutions. Our commitment to community development and financial education sets us apart. Sign up for our emails to receive valuable tips and tools for improving your financial future. With a focus on customer service and community impact, First Financial Bank & ATM is here to help you achieve your financial goals.
First Financial Bank & ATM
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.
First Financial Bank & ATM
First Financial Bank & ATM located at 9306 Taylorsville Road in Louisville, Kentucky, offers a range of financial services including banking, ATMs, and wealth advisory. With competitive rates on money market accounts and CDs, as well as options for leveraging home equity, the institution is committed to helping customers grow their savings and investments. Additionally, the bank provides personalized service for businesses, along with community development initiatives to support low- and moderate-income individuals and neighborhoods. By signing up for First Financial emails, customers can receive valuable tips and tools for improving their financial future. With a focus on building paths to prosperity, First Financial Bank aims to make a positive impact on the lives of its clients and communities.
First Financial Bank & ATM
First Financial Bank & ATM, located at 2735 Bardstown Road in Louisville, Kentucky, offers a range of financial services including banking, ATMs, and wealth advisory. Their team of Wealth Advisors can help assess your financial situation and provide personalized advice. With competitive rates such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special, your savings can grow rain or shine. Utilize the value in your home with equity options for big projects. The institution also provides tips on avoiding tax identity theft and offers fee-free checking accounts with expanded ATM access. For businesses, they offer lending solutions and personalized service. Additionally, First Financial Bank is committed to supporting low- and moderate-income clients and communities with over $1 billion in community development lending and investments. Sign up for their emails to receive helpful financial tips and tools. Take advantage of their online banking services for individuals and small/medium-sized businesses. Enroll in online banking today to access f1RSTNAVIGATOR for business account management. First Financial Bank is dedicated to helping you build a successful financial future.
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.
Troy Coulter - State Farm Insurance Agent
Troy Coulter - State Farm Insurance Agent is an insurance agency located at 4906 Outer Loop in Louisville, Kentucky. Troy Coulter, a long-time resident of Louisville and member of the Okolona Business and Professional Association, leads an experienced team that received the Summit Award in 2009. Troy is also actively involved in the community as a youth soccer coach for JYSA and a youth baseball coach in Mt. Washington. The agency's mission is to help people manage everyday risks, recover from the unexpected, and achieve their dreams. They offer insurance and financial services to customers, including life insurance and annuities issued by State Farm Life Insurance Company. The agency also provides tips on topics such as drunk driving prevention, bird deterrents, and shutting off utilities in emergencies. For more information, customers can contact the agency at (502) 964-2002. Securities are distributed by State Farm VP Management Corp. and deposit products are offered by U.S. Bank National Association. The agency reminds customers to consult a tax or legal advisor for personalized advice.
Thomas Baker - State Farm Insurance Agent
Thomas Baker - State Farm Insurance Agent is a reputable insurance agency located at 709 South 4th Street in Louisville, Kentucky. Situated on the ground floor of the Heyburn Building at the intersection of 4th & Broadway, this office is conveniently located across from the historic Camberley Brown Hotel. Thomas Baker has been a State Farm Agent since 1985 and is a proud business owner in downtown Louisville. The office is known for welcoming out-of-state transfers to the Louisville area and provides insurance services to individuals, families, and small businesses. Thomas Baker is a community leader, longtime downtown resident, and a former State Record Holder for the SF Fall Life Campaign. He is a member of Alpha Phi Alpha Fraternity, Inc., Agents Training Seminar Study Group, NAACP, and is a repeat National Convention Qualifier.
Mark Cumella - State Farm Insurance Agent
Mark Cumella - State Farm Insurance Agent is a trusted insurance agency located at 225 South Hurstbourne Parkway in Louisville, Kentucky. Situated next to Macaroni Grill and behind Gumer & Co. Jewelry, our agency is dedicated to providing the community with quality insurance solutions. As we welcome the month of April, we remind you of the importance of protecting yourself and your loved ones with State Farm Life Insurance. Our team is here to assist you in any way we can, and we are grateful for your continued support. At Mark Cumella - State Farm Insurance Agent, we understand the risks associated with drunk driving and child identity theft. We offer valuable tips and resources to help you avoid these dangers and improve your overall security. Additionally, we provide guidance on budgeting for pet care expenses, ensuring that you can meet your financial goals while caring for your furry friends.
Accounting Concepts Inc.
Accounting Concepts Inc. is a leading accounting and finance institution located at 9211 Preston Highway in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch accounting services to individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, our experts are here to assist you every step of the way. Trust Accounting Concepts Inc. for all your accounting and finance needs.
Benchmark Mortgage
Benchmark Mortgage is a leading institution located at 1202 South 3rd Street in Louisville, Kentucky. As a bank, finance, and real estate agency, we offer a wide range of services to help you achieve your homeownership goals. Our Branch Manager, Nick Ellis, is a Certified Mortgage Consultant and Certified Residential Mortgage Specialist with years of experience in the industry. At Benchmark Mortgage, we prioritize customer service above all else. Our team is dedicated to providing personalized assistance, competitive rates, and efficient loan processing to ensure a smooth and stress-free experience for our clients. Whether you are looking to buy a new home or refinance your current mortgage, we are here to help every step of the way.
Liz Trotter - Thrivent
Liz Trotter - Thrivent is a finance institution located at 9420 Bunsen Parkway in Louisville, Kentucky, United States. As a branch of Thrivent Financial, Liz Trotter offers a wide range of financial services and products to help individuals and families achieve their financial goals. With a team of knowledgeable and experienced financial advisors, Liz Trotter - Thrivent is dedicated to providing personalized solutions and guidance to help clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Liz Trotter - Thrivent is committed to helping you make informed decisions and achieve financial success.
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