Financial advisory services in Kentucky
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Margaret Daniels - TIAA Wealth Management Advisor
● ClosedMargaret Daniels - TIAA Wealth Management Advisor is a finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Margaret Daniels provides personalized wealth management services through TIAA to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement strategies, Margaret Daniels offers expert guidance and support to individuals and families looking to secure their financial future. Contact Margaret Daniels - TIAA Wealth Management Advisor today to start building a comprehensive financial plan tailored to your needs.
2365 Harrodsburg Rd suite b 250, 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 -
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 -
Mark A Sandbach - Morgan Stanley
● OpenMark A Sandbach - Morgan Stanley is a reputable finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. With a strong presence in the financial industry, they offer a wide range of services including wealth management, investment banking, and financial advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Mark A Sandbach - Morgan Stanley is committed to providing personalized solutions to meet your needs.
4969 US-42 Suite 1200, Louisville, KY 40222, United States -
R.E. Pierce & Associates
● ClosedR.E. Pierce & Associates is a reputable accounting and finance firm located at 4965 U.S. 42 in Louisville, Kentucky. With years of experience in providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professional staff is here to provide personalized and reliable services. Trust R.E. Pierce & Associates to handle all your accounting and finance needs with professionalism and expertise.
4965 US-42, Louisville, KY 40222, United States -
ACCUVAN ACCOUNTING SOLUTIONS LLC
● ClosedACCUVAN ACCOUNTING SOLUTIONS LLC is a trusted accounting and finance institution located at 120 Marketplace Circle in Georgetown, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we offer a wide range of accounting solutions to meet our clients' needs. Whether you need help with tax preparation, bookkeeping, or financial planning, ACCUVAN ACCOUNTING SOLUTIONS LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting needs.
120 Marketplace Cir ste c 274, Georgetown, KY 40324, United States -
Logsdon Philip CPA
● OpenLogsdon Philip CPA is a reputable accounting and finance institution located at 2901 Ring Road in Elizabethtown, Kentucky. With a team of experienced Certified Public Accountants, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Logsdon Philip CPA is dedicated to providing top-notch services and personalized attention to help clients achieve their financial goals. Contact them today to schedule a consultation and learn how they can assist you with your accounting and finance needs.
2901 Ring Rd, Elizabethtown, KY 42701, United States -
Accounting & Tax Professionals
● OpenAccounting & Tax Professionals is a reputable institution located at 4229 Bardstown Road in Louisville, Kentucky. As a leading provider of accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial regulations. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professionals are here to provide you with personalized and reliable solutions. With years of experience and a commitment to excellence, Accounting & Tax Professionals is your trusted partner for all your accounting and financial needs.
4229 Bardstown Rd # 203, Louisville, KY 40218, United States -
Tax Partners
● ClosedTax Partners is a leading accounting and finance institution located at 340 Court Street in Wickliffe, Kentucky, United States. Our team of experienced professionals specializes in providing expert tax planning, preparation, and advisory services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax compliance, bookkeeping, or financial analysis, Tax Partners is here to provide reliable and efficient solutions tailored to your specific needs. Contact us today to learn more about how we can help you maximize your financial success.
340 Court St, Wickliffe, KY 42087, United States -
Ollie Green & Co CPA's
● ClosedOllie Green & Co CPA's is a reputable accounting and finance institution located at 1300 South 4th Street in Louisville, Kentucky, United States. With a team of experienced and qualified certified public accountants, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. At Ollie Green & Co CPA's, we are committed to providing our clients with professional and personalized financial solutions to help them achieve their goals.
1300 S 4th St #100, Louisville, KY 40208, United States -
Costelle & Associates Inc
● ClosedCostelle & Associates Inc is a reputable accounting and finance institution located at 2212 Bradford Drive in Louisville, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Costelle & Associates Inc for all your accounting and finance needs.
2212 Bradford Dr, Louisville, KY 40218, United States -
Denson & Co., LLC
● ClosedDenson & Co., LLC is a trusted accounting and finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. With additional contact numbers in Nicholasville and Lexington, we are a responsive, caring, and proactive team that has been helping businesses and individuals succeed since 1990. Our services include bookkeeping, accounting, tax planning and strategy, and much more. Whether you are a small business, partnership, corporation, or individual with a complex tax situation, our experienced team is here to exceed your expectations. Schedule an appointment with us at our Lexington or Nicholasville offices to work with a committed partner dedicated to providing the highest quality of service possible. Let Denson & Co. help you grow your business exponentially and achieve your financial goals.
771 Corporate Dr #1050, Lexington, KY 40503, United States -
PricewaterhouseCoopers
● ClosedPricewaterhouseCoopers (PwC) is a renowned accounting and finance institution located at 448 Lewis Hargett Circle in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, PwC offers a wide range of accounting and advisory services to clients in various industries. The institution is known for its commitment to excellence, professionalism, and integrity in helping businesses navigate complex financial challenges and make informed decisions. PwC's team of experts are dedicated to delivering high-quality solutions to meet the unique needs of each client, ensuring their financial success and growth.
448 Lewis Hargett Cir UNIT 280, Lexington, KY 40503, United States -
1 Source CPA’s, PLLC
● Closed1 Source CPA’s, PLLC is a reputable accounting and finance institution located at 2202 Old Main Street in Maysville, Kentucky, United States. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
2202 Old Main St, Maysville, KY 41056, United States -
Carr, Riggs & Ingram CPAs and Advisors
● ClosedCarr, Riggs & Ingram CPAs and Advisors, located at 167 South Main Street in Russellville, Kentucky, is a top 25 nationally-ranked accounting and advisory firm specializing in providing solutions to help clients achieve success. From traditional accounting services to cutting-edge business support and technology resources, CRI's team of experts offers a wide range of services to take your business from compliance to competitive advantage. As a member of PrimeGlobal, a worldwide association of independent accounting firms and business advisors, CRI has access to a global network of resources to better serve their clients. Trust CRI to help you navigate the complex world of accounting and finance with precision and expertise.
167 S Main St, Russellville, KY 42276, United States -
Montgomery & Webb CPA'S
● ClosedMontgomery & Webb CPA'S is a reputable accounting and finance institution located at 811 West 9th Street in Russellville, Kentucky, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax planning, auditing, bookkeeping, and consulting. Clients can trust Montgomery & Webb CPA'S to deliver accurate and reliable financial solutions to help them achieve their goals.
811 W 9th St, Russellville, KY 42276, United States -
HICKS & MANN WEALTH MANAGEMENT
● ClosedWelcome to Hicks & Mann Wealth Management, located at 3955 Alexandria Pike, Cold Spring, Kentucky. We are a dedicated financial advisory firm committed to providing you with clear and straightforward answers to your financial questions. Our goal is to empower you to make informed decisions about your retirement, ensuring a successful and secure future. Our website offers a comprehensive guide to our no-cost, no-obligation process, demonstrating how our experienced team can assist you in achieving your retirement goals. We believe in the importance of thoughtful decision-making, which is why we encourage you to "Sleep On It" before finalizing any choices. This approach will also help you assess other firms you might be considering.
3955 Alexandria Pike, Cold Spring, Kentucky 41076, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, located at 1065 Burlington Pike, Florence, Kentucky 41042, United States. At Truist, we are committed to helping you achieve your financial goals with a wide array of services tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to guide you every step of the way. Truist Bank, a Member FDIC, offers comprehensive banking products and services, including loans and deposit accounts. For those interested in trust and investment management, we provide expert services through Truist Bank and Truist Delaware Trust Company.
1065 Burlington Pike, Florence, Kentucky 41042, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial solutions, conveniently located at 743 Buttermilk Pike, Crescent Springs, Kentucky 41017. As a leading financial institution, we are committed to helping you achieve your financial goals with a comprehensive range of services tailored to meet your needs. At Truist, we offer a variety of banking products and services, including loans and deposit accounts, through Truist Bank, a Member FDIC. Our trust and investment management services are expertly provided by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance (including annuities), Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, is here to assist you.
743 Buttermilk Pike, Crescent Springs, Kentucky 41017, United States -
Huntington Investment Co
● OpenWelcome to Huntington Investment Co, your trusted partner for achieving financial success. Located at 211 Grandview Drive, Fort Mitchell, Kentucky, we specialize in providing comprehensive banking and financial services tailored to meet your unique needs. For over a century, Huntington has been dedicated to helping clients transform their financial goals into reality, offering expert guidance on retirement savings, insurance, tax strategies, and more. At Huntington, we understand that financial planning can be overwhelming. That's why our personal advisors are committed to being responsive, transparent, and aligned with your interests. Whether you're planning for retirement, saving for college, or navigating complex financial decisions, our team will develop a customized plan to help you reach your objectives.
211 Grandview Drive, Fort Mitchell, Kentucky 41017, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 3435 Valley Plaza Parkway, Fort Mitchell, Kentucky. As a leading provider of banking and financial services, we are committed to helping you achieve your financial goals with a wide range of products and services tailored to meet your needs. Explore our offerings and see if you're pre-qualified for a Truist credit card, or find the right loan by sharing your specific requirements with us. Our comprehensive suite of services includes banking products, loans, and deposit accounts provided by Truist Bank, a Member FDIC institution. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017. As a part of Truist Financial Corporation, we offer a wide range of financial services to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our team is here to assist you. At this location, you can access a variety of banking products and services, including loans and deposit accounts, all provided by Truist Bank, a Member FDIC. For those interested in trust and investment management services, Truist Bank and Truist Delaware Trust Company are here to support your financial journey. Additionally, Truist Investment Services, Inc., a SEC registered broker-dealer and licensed insurance agency, offers securities, brokerage accounts, and insurance products, including annuities.
3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017, United States -
Truist Insurance
● ClosedWelcome to Truist Insurance, your trusted partner for comprehensive insurance solutions located at 3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017. As a leading insurance agency, we pride ourselves on delivering personalized services that cater to your unique financial needs and goals. At Truist Insurance, we offer a wide range of services through our esteemed affiliates under Truist Financial Corporation. Whether you're looking to see if you're pre-qualified for a Truist credit card, or seeking the right loan tailored to your requirements, our expert team is here to guide you every step of the way.
3435 Valley Plaza Parkway, Fort Mitchell, Kentucky 41017, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your trusted financial partner conveniently located at 1831 Madison Avenue, Covington, Kentucky 41014. As a part of Truist Financial Corporation, we are dedicated to providing you with a wide range of financial services to meet your needs. At this location, you can easily access ATM services for all your banking transactions. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan tailored to your needs, we are here to assist you. Truist Bank, a Member FDIC, offers various banking products and services, including loans and deposit accounts. For those interested in investment management, securities, brokerage accounts, or insurance, Truist Investment Services, Inc. is ready to serve you, being a registered broker-dealer and a licensed insurance agency.
1831 Madison Avenue, Covington, Kentucky 41014, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, conveniently located at 1831 Madison Avenue, Covington, Kentucky. We are dedicated to helping you achieve your financial goals with a wide range of services tailored to your needs. Whether you’re looking to see if you’re pre-qualified for a Truist credit card or searching for the right loan, we’re here to assist you every step of the way. At Truist, we offer comprehensive banking products and services through Truist Bank, a proud Member FDIC. Our expertise extends to trust and investment management services provided by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc., a registered broker-dealer and insurance agency, is ready to serve you. Additionally, our investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC., both SEC registered investment advisers.
1831 Madison Avenue, Covington, Kentucky 41014, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 501 Monmouth Street, Newport, Kentucky 41071. As a key part of Truist Financial Corporation, we are committed to providing a wide range of financial services to meet your needs. Whether you're looking to see if you pre-qualify for a Truist credit card or seeking the right loan to achieve your goals, our services are designed to assist you every step of the way. At Truist, we offer a comprehensive suite of banking products and services, including loans and deposit accounts, through Truist Bank, a Member FDIC. Our expertise extends to trust and investment management services, delivered by Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance services, Truist Investment Services, Inc. stands ready to serve as a SEC registered broker-dealer, member FINRA, SIPC, and licensed insurance agency. Additionally, Truist Advisory Services, Inc. and GFO Advisory Services, LLC provide robust investment advisory services, both registered with the SEC.
501 Monmouth Street, Newport, Kentucky 41071, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, located at 501 Monmouth Street, Newport, Kentucky. At Truist, we are committed to helping you achieve your financial goals with a wide range of services tailored to your needs. Explore our offerings and see if you're pre-qualified for a Truist credit card, or find the right loan by letting us know your requirements. As a member of Truist Financial Corporation, Truist Bank provides comprehensive banking products and services, including loans and deposit accounts, with the assurance of being a Member FDIC.
501 Monmouth Street, Newport, Kentucky 41071, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, your convenient financial partner located at 500 Louie B Nunn Drive, Highland Heights, Kentucky 41099, United States. As a trusted financial service provider, we offer a comprehensive range of banking products and services to meet your needs. Whether you are looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, we are here to assist you every step of the way. Our services are backed by the expertise of Truist Financial Corporation affiliates, ensuring you receive top-notch banking solutions. Truist Bank, a Member FDIC, provides loans and deposit accounts, while Truist Delaware Trust Company offers trust and investment management services. For securities, brokerage accounts, and insurance, including annuities, Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, is at your service.
500 Louie B Nunn Drive, Highland Heights, Kentucky 41099, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services, conveniently located at 2800 Alexandria Pike, Highland Heights, Kentucky 41076. At Truist, we are committed to helping you achieve your financial goals with a comprehensive range of services tailored to meet your individual needs. Explore our offerings and see if you’re pre-qualified for a Truist credit card, or find the right loan by telling us what you're after. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
2800 Alexandria Pike, Highland Heights, Kentucky 41076, United States
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