Financial advisory services in Louisville, Kentucky

Kentuckiana FPA is a finance institution located at 12808 Townepark Way in Louisville, Kentucky, United States. We provide expert financial planning and advisory services to individuals and businesses in the Kentuckiana region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with retirement planning, investment management, or estate planning, Kentuckiana FPA is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

Travis Nicks - Thrivent is a finance institution located at 9420 Bunsen Parkway, Suite 110 in Louisville, Kentucky, United States. Licensing for their services is available 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 provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee.

Joe Fritts - Thrivent is a finance institution located at 9420 Bunsen Parkway, Suite 110, Louisville, Kentucky, United States. They offer licensing through the State Insurance Department's website, as well as financial planning services through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website at thrivent.com/designations.

Mark Mansur - Thrivent is a finance institution located at 9420 Bunsen Parkway, Louisville, Kentucky, United States. Our mission is to bring clarity, contentment, and confidence to important financial goals. We are licensed in multiple states including AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MI, MO, NC, NE, NY, OH, PA, TN, TX, VA, WI, WV. As a business owner, it can be overwhelming to balance work and personal life. Let our team help you navigate this challenge and partner with you to achieve sustainable growth within your community. Our philosophy and process empower our clients to take the next step with confidence, leading to lives filled with meaning and gratitude.

Goodin & Associates PSC is a leading accounting firm located in Louisville, Kentucky. Our team of experienced professionals is dedicated to providing high-quality financial and tax services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, our team is here to assist you every step of the way. Visit us at 315 Townepark Circle to see how Goodin & Associates PSC can help you succeed financially.

Kevin Duffy - Raymond James is a finance institution located at 400 West Market Street in Louisville, Kentucky, United States. Specializing in wealth management, investment planning, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Fifth Third Private Bank - Philip Culver is a prestigious financial institution located at 401 South 4th Street in Louisville, Kentucky, United States. As a private bank, it offers personalized financial services and wealth management solutions to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial advice, Fifth Third Private Bank - Philip Culver is committed to helping clients achieve their financial goals and secure their financial futures. Visit their office in Louisville for expert financial guidance and exceptional service.

Rada Halaseh - 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, this institution offers a wide range of financial services and solutions to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Rada Halaseh - Morgan Stanley is committed to delivering personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.

Rick Crabtree - Morgan Stanley is a leading finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services such as wealth management, investment advisory, and retirement planning. With a team of experienced financial advisors led by Rick Crabtree, clients can expect personalized solutions tailored to their individual goals and needs. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Rick Crabtree - Morgan Stanley is dedicated to helping you achieve financial success.

Fifth Third Securities - Edward Engler is a reputable financial institution located at 2207 Holiday Manor Center in Louisville, Kentucky, United States. As a branch of Fifth Third Bank, it offers a wide range of financial services including investment advisory, wealth management, retirement planning, and more. With a team of experienced professionals led by Edward Engler, clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Edward Engler is committed to helping you achieve financial success.

Mark 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.

R.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.

Accounting & 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.

Ollie 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.

Costelle & 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.