TOP 30 Financial analysis in Louisville, Kentucky

Merrill Lynch Financial Advisor Robert B. Clements, located at 101 Bullitt Lane, Louisville, Kentucky, United States, offers personalized wealth management and financial services to clients. With a background as a Marine Corps Officer, Robert is well-equipped to guide clients through the complexities of the financial markets. By leveraging the investment insights of Merrill and the banking services of Bank of America, Robert provides clients with a wide range of opportunities and solutions in today's fast-paced economy. The Merrill Personal Wealth Analysis™ helps clients create a personalized financial plan centered on their goals and aspirations. Robert's mission is to help clients achieve a sense of peace within their financial lives by placing them at the center of the wealth management process. By starting with a conversation to understand clients' risk tolerance, goals, and unique financial concerns, Robert customizes a disciplined wealth management strategy tailored to each individual.

Fiducial Expertise Louisville is a trusted advisor and back-office service provider for businesses in Louisville, Kentucky. Located at 1303 Clear Springs Trace, Suite 210, we specialize in accounting and finance services such as financial management, tax planning, payroll processing, and business reviews. Our team serves clients in various industries, including non-profit organizations, assisted living facilities, restaurants, retail locations, and more. We handle day-to-day accounting tasks so that business owners can focus on managing and growing their businesses. Additionally, we offer a range of services across the Fiducial network, including valuations, consulting, financial analysis, retirement planning, and more. Schedule a free initial consultation with us to discuss how we can help your business thrive. With deep knowledge and expertise, Fiducial Expertise Louisville is dedicated to helping businesses make informed decisions and operate efficiently.

Merrill Lynch Financial Advisor David Very, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping clients achieve their financial goals. David Very follows the Merrill tradition of community involvement and volunteering, showing a commitment to serving the local area. By offering personalized wealth analysis and financial planning, David focuses on understanding each client's unique needs and aspirations. With access to investment insights and banking solutions from Bank of America, he works with clients to develop tailored approaches to manage, grow, and preserve their wealth. By utilizing the Investment Personality Assessment, David gains a deeper understanding of each client's investing preferences and goals. Through ongoing conversations and reviews, he helps clients adapt their financial approach to reflect changes in their lives and the market. With a focus on personalized advice and guidance, David aims to help clients achieve their financial aspirations and navigate life's financial complexities. As a Chartered Retirement Planning Counselor™, David is equipped to provide comprehensive financial solutions and strategies to help clients live their best financial lives. With a commitment to putting clients first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor David Very offers a personalized and holistic approach to financial planning.

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 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.

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, 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.

Ruth Onkst is a Financial Advisor at Ameriprise Financial Services, LLC located at 4350 Brownsboro Road, Louisville, Kentucky, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Ruth Onkst offers expertise in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, and small business owners. Additionally, Ruth Onkst specializes in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a commitment to excellence and a focus on comprehensive financial planning, Ruth Onkst is dedicated to providing top-notch financial advice and services to clients.

Edward Jones - Financial Advisor: J Todd Hall, AAMS™ is a reputable financial institution located at 2944 Yorkshire Boulevard in Louisville, Kentucky, United States. Specializing in finance, J Todd Hall, AAMS™ offers expert advice and personalized financial solutions to help clients achieve their wealth management goals. With a commitment to integrity and professionalism, this institution provides top-notch services to individuals and businesses seeking financial guidance. Contact J Todd Hall, AAMS™ at Edward Jones for reliable and trustworthy financial advice.

Neil Abney - Financial Advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers a wide range of financial services. Neil Abney holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Neil Abney is trained in behavioral finance, philanthropy, annuities, and divorce financial analysis. He is dedicated to helping clients make informed financial decisions and achieve their long-term goals. With his extensive knowledge and experience, Neil Abney is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor Brian L Marcukaitis is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. At MVHBR Wealth Management Group, the team is dedicated to helping clients achieve their financial goals through personalized service and care. With the global resources of Merrill, clients are placed at the center of the wealth management process to design a goals-based financial approach. The experienced team at Merrill believes in creating a customized wealth management plan to address unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By utilizing a disciplined planning process and access to a global network of research and specialists, the team can help optimize short- and long-range goals. The institution offers personalized financial strategies tailored to individual investors, taking into account factors such as objectives, time horizon, liquidity needs, investment style, and risk tolerance. The team works collaboratively with clients to create measurable goals and track progress over time, adjusting investment strategies as needed. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly.

Merrill Lynch Financial Advisor Rebecca T Thomas is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Rebecca follows the deep-seated Merrill tradition of community involvement and volunteering. She offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By getting to know you and your family, Rebecca helps create a customized financial approach to help you achieve your aspirations. She believes in understanding your investment preferences through the Investment Personality Assessment to tailor a plan that aligns with your values. With access to Merrill's investment insights and Bank of America's banking solutions, Rebecca aims to address your financial needs and help you pursue your goals. As a Certified Financial Planner, Rebecca is dedicated to helping you navigate the complexities of your financial life and create a plan that reflects your unique needs. Contact Rebecca Thomas for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.

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.

DG Tax & Financial Services is a reputable institution located at 1107 Larchmont Avenue in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to help. With our expertise and personalized approach, you can trust us to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your tax and financial needs.

Budget Business Services is a leading accounting and finance institution located at 7600 Shepherdsville Road in Louisville, Kentucky. We specialize in providing top-notch financial services to businesses of all sizes, helping them manage their budgets, taxes, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions. Whether you need assistance with bookkeeping, payroll, tax preparation, or financial analysis, Budget Business Services is here to help. Contact us today to learn more about how we can support your business.

Heights Finance is a financial institution located at 5703 Preston Highway in Louisville, Kentucky, United States. Offering a range of financial services, Heights Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Heights Finance provides personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for a loan, credit card, or financial advice, Heights Finance is committed to providing reliable and trustworthy assistance. Visit Heights Finance today to learn more about how they can help you with your financial needs.

Summit Strategic Advisors is a leading consulting firm located at 333 East Main Street in Louisville, Kentucky, United States. With a team of experienced professionals, we provide strategic advice and guidance to help businesses navigate complex challenges and achieve their goals. Our services include financial analysis, market research, strategic planning, and more. Trust Summit Strategic Advisors to provide innovative solutions tailored to your specific needs.

findCRA is an institution located at 1230 Liberty Bank Lane in Louisville, Kentucky, United States. They specialize in simplifying service and donation qualification processes by aggregating data from various websites and platforms through their Community Qualifier tool. This saves valuable time for users and provides a deeper understanding of the Community Reinvestment Act (CRA) requirements. Testimonials from satisfied customers highlight the time-saving benefits of using findCRA, as well as the comprehensive analysis and support provided by their knowledgeable team. The institution's tools, such as Contexter, help users compile and present their CRA activities more effectively, leading to stronger external reviews.

Professional Accounting And Tax Services Inc is a reputable accounting and finance institution located at 1800 West Jefferson Street in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch accounting and tax services to individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, we have the expertise to assist you. Trust Professional Accounting And Tax Services Inc for all your financial needs.

HSG Advisors is a leading healthcare consulting firm located in Louisville, Kentucky. We specialize in providing unparalleled data analytics to help improve your bottom line and anticipate impactful changes in the healthcare industry. Our innovative solutions can help improve network and provider performance through critical data analysis. At HSG Advisors, we offer real-time support for leadership and providers during process updates and implementation. Our hands-on advising approach, combined with proprietary data reports, allows for faster and dynamic analysis of your markets. We pride ourselves on providing market-leading healthcare analytics and hands-on advising to help our clients succeed.

Dean Dorton is a leading professional services firm located in Louisville, Kentucky, specializing in accounting, finance, and technology solutions. Our experienced team of business advisors offers expertise in every industry, providing comprehensive services across finance, operations, and technology. We are dedicated to transforming your business for the better, offering proactive tax planning, strategic growth insights, and real-time financial performance tracking. With a focus on innovation and data-driven strategies, we help you navigate growth, profitability, and key financial decisions. Our holistic approach to problem-solving and customized solutions sets us apart as trusted advisors committed to your long-term success. Whether you need assistance with tax planning, technology implementation, or estate planning, Dean Dorton has the expertise and resources to support your business goals. Contact us today to learn more about how we can help you achieve your aspirations and overcome challenges.

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.

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.

Michelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.

Ramsey Quantitative Systems LP is a finance institution located at 1515 Ormsby Station Court in Louisville, Kentucky, United States. Specializing in quantitative analysis and investment strategies, Ramsey Quantitative Systems LP is dedicated to providing clients with innovative and data-driven solutions to optimize their financial portfolios. With a team of experienced professionals, the institution offers a range of services including risk management, asset allocation, and portfolio optimization. Whether you are an individual investor or a corporate entity, Ramsey Quantitative Systems LP is committed to helping you achieve your financial goals with precision and expertise.

Jim Ferrell CFO is a reputable accounting and finance institution located at 2001 Rio Vista Drive in Louisville, Kentucky, United States. With years of experience in financial management, Jim Ferrell and his team provide expert services to help individuals and businesses achieve their financial goals. From budgeting and forecasting to tax preparation and financial analysis, Jim Ferrell CFO is dedicated to providing top-notch financial solutions tailored to each client's specific needs. Contact them today to learn more about how they can help you achieve financial success.

Paul Mc Clure CPA PSC is a reputable accounting and finance institution located at 13700 La Grange Road in Louisville, Kentucky, United States. With a team of experienced Certified Public Accountants, they provide a wide range of professional services including tax preparation, financial planning, auditing, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filings or comprehensive financial analysis, Paul Mc Clure CPA PSC is committed to providing top-notch service tailored to your specific 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.

Ross & Co PLLC is a leading accounting and finance institution located at 800 Envoy Circle in Louisville, Kentucky, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial consulting, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax planning or financial analysis, Ross & Co PLLC is dedicated to helping you achieve your financial goals.

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.