TOP 10 Financial goals in Louisville, Kentucky

Kezia Ramsey is a financial advisor at Ameriprise Financial Services, LLC located at 9900 Ormsby Station Road in Louisville, Kentucky. Kezia holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kezia provides expert financial advice and services to clients in various areas including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a strong commitment to ethics and ongoing education, Kezia is dedicated to helping individuals achieve their financial goals and secure their financial future.

The Barnes Donaldson Group at Morgan Stanley Financial Advisors is a renowned finance institution located at 4969 U.S. 42 in Louisville, Kentucky. Our team of experienced financial advisors provides personalized wealth management and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, we are dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Encore Wealth Management Group - Ameriprise Financial Services, LLC is a trusted financial institution located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Encore Wealth Management Group provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, they are dedicated to providing top-notch financial solutions tailored to your specific needs. Contact them today to start on the path to financial success.

Scott Dingle - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 12700 Townepark Way in Louisville, Kentucky. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Greg Mullaney - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 421 Benjamin Lane in Louisville, Kentucky. As a finance institution, they provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Greg Mullaney offers expert advice and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Greg Mullaney and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Colleen Abate is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 421 Benjamin Lane in Louisville, Kentucky. With a focus on personalized financial planning and investment strategies, Colleen helps clients achieve their financial goals and secure their future. With years of experience and a commitment to excellence, she provides expert advice and guidance to individuals and families looking to build wealth and secure their financial future. Contact Colleen Abate today to start planning for a brighter financial tomorrow.

Peter Pagano, a Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Louisville, Kentucky achieve their financial goals. With a focus on personalized financial planning, Peter offers expertise in areas such as retirement planning, investment management, and wealth preservation. Clients can trust in Peter's credentials, experience, and commitment to providing top-notch financial advice. By filling out the "Request consultation" form, clients can connect with Peter for a complimentary initial consultation to discuss their financial needs and goals. Visit the office at 421 Benjamin Lane to start your journey towards financial success with Peter Pagano.

Matthew Petty is a dedicated financial advisor at Morgan Stanley located at 4969 U.S. 42 in Louisville, Kentucky. With years of experience in the finance industry, Matthew provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Matthew Petty is committed to providing expert guidance and support every step of the way. Contact Matthew Petty at Morgan Stanley today to start building a secure financial future.

Brian Haehl is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 295 North Hubbards Lane in Louisville, Kentucky, United States. Brian Haehl holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian Haehl is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Brian Haehl is committed to helping clients achieve their financial goals.

Mike Snyder - Financial Advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized financial planning services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Mike Snyder's expertise. The institution provides a complimentary initial consultation to discuss financial planning concepts and determine the best path forward. Investment products are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Clients can rest assured knowing that their financial future is in good hands with Mike Snyder and Ameriprise Financial Services, LLC.

Courtney Yartz, a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Courtney Yartz is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment opportunities. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Courtney Yartz is dedicated to helping you achieve your financial goals. Contact Courtney Yartz today to learn more about their personalized financial planning services.

Josh Henry - Morgan Stanley Financial Advisor is a leading finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors, led by Josh Henry, is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.

DICKS & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 12910 Shelbyville Road, Louisville, Kentucky, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards goals, and communicate securely with the institution. The financial advisors at Ameriprise are registered in certain U.S. states and provide consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they strive to help clients achieve their goals. The institution values privacy and security, and clients can expect professional and confidential service.

Raymond James Financial Services is a renowned finance institution located at 10000 Will Way in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.

Edward Jones - Financial Advisor: Robert M Melillo is a trusted finance institution located at 2944 Yorkshire Boulevard in Louisville, Kentucky, United States. As a dedicated financial advisor, Robert M Melillo provides personalized investment strategies and financial planning services to help clients reach their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Robert M Melillo is a reputable institution that clients can rely on for expert financial guidance.

Cardinal Pointe Financial Group, located in Louisville, Kentucky, is a finance institution affiliated with Ameriprise Financial Services, Inc. As a recipient of the Ameriprise Client Experience Award in 2023, they provide personalized one-to-one financial advice and exceptional client service. Their financial advisors are registered to do business in certain U.S. states and offer the Confident Retirement® approach to help clients reach their financial goals. They emphasize the importance of having a conversation to tailor advice to individual needs. The institution follows strict regulations and guidelines to ensure the security and privacy of their clients' information. By referring friends or family members to Cardinal Pointe Financial Group, you can help them achieve their financial goals with the support of experienced professionals.

Stephanie Lyttle is a Financial Advisor at Ameriprise Financial Services, LLC located at 12700 Townepark Way in Louisville, Kentucky, United States. Stephanie holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Stephanie specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. With a strong commitment to ethics and continuing education, Stephanie is dedicated to helping her clients achieve their financial goals and secure their financial future. Contact Stephanie Lyttle today for personalized financial advice and guidance tailored to your specific needs.

Jon Lintner is a financial advisor at Ameriprise Financial Services, LLC located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. He is part of the Cardinal Pointe Financial Group and was the recipient of the 2023 Ameriprise Client Experience Award. Jon Lintner offers personalized financial planning services and investment products to help clients achieve their financial goals. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Jon Lintner is dedicated to providing expert advice and guidance to his clients. Whether you are looking to invest in the stock market or plan for your financial future, Jon Lintner can help you navigate the complexities of the market. Contact Jon Lintner at Ameriprise Financial Services, LLC to schedule a complimentary initial consultation and take the first step towards a more confident financial future. Please note that investment products involve risks and may result in loss of principal. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Jon Lintner is registered to conduct securities business in certain states - please refer to FINRA's BrokerCheck website for more information. Let Jon Lintner help you achieve your financial goals and secure a brighter future.

The Joyce Meyer Wealth Management Group at UBS Financial Services Inc. is a leading financial institution located in Louisville, Kentucky. Specializing in wealth management, our team of experienced professionals provides personalized investment strategies tailored to each client's unique financial goals and objectives. With a commitment to excellence and a focus on delivering superior service, we help our clients navigate the complexities of the financial markets and achieve long-term financial success. Visit us at 500 North Hurstbourne Parkway to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Leigh Anne Parker is a reputable finance institution located at 9420 Bunsen Parkway in Louisville, Kentucky, United States. With a focus on providing personalized financial advice and services, Leigh Anne Parker and her team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Leigh Anne Parker is dedicated to providing top-notch financial guidance and support.

Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 12700 Townepark Way in Louisville, Kentucky, offers a wide range of financial services to individuals. Shelby Gregory Fink holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planners™. Whether you need assistance with fixed-rate and variable annuities, retirement planning, or exit planning, Shelby Gregory Fink - Private Wealth Advisor has the knowledge and experience to help you achieve your financial goals.

Edward Jones - Financial Advisor: Aaron Kinsey is a trusted finance institution located at 11809 Standiford Plaza Drive in Louisville, Kentucky, United States. Aaron Kinsey is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Aaron Kinsey and the team at Edward Jones are committed to providing top-notch financial services and guidance. Visit them today to start building a secure financial future.

Chancery Financial Advisors is a leading finance institution located at 137 South Crestmoor Avenue in Louisville, Kentucky, United States. With a team of experienced financial experts, we provide personalized financial advice and guidance to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is dedicated to providing you with the highest level of service and expertise. Contact us today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: John P Shellenberg is a reputable finance institution located at 950 Breckenridge Lane in Louisville, Kentucky, United States. With a focus on personalized financial planning and investment strategies, John P Shellenberg and his team provide expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial advice and services tailored to your individual needs. Schedule a consultation today to start building a secure financial future with Edward Jones - Financial Advisor: John P Shellenberg.

Jim Onkst - Financial Advisor at Ameriprise Financial Services, LLC, located at 4350 Brownsboro Road in Louisville, Kentucky, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Jim provides personalized recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their accounts and progress tracking from any device, securely and conveniently. To learn more about how Jim can help you reach your financial goals, schedule a complimentary initial consultation. Jim is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Trust Jim Onkst to provide expert financial advice and guidance for a secure financial future.

Raymond James Financial Services is a leading finance institution located at 3794 Lexington Road in Louisville, Kentucky, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a range of investment options and personalized wealth management solutions to help clients achieve their financial goals. Our experienced team of professionals is dedicated to delivering top-notch service and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services is here to help you every step of the way.

Donald Hunter is the Branch Manager at Ameriprise Financial Services, LLC located at 805 North Whittington Parkway in Louisville, Kentucky, United States. As a finance institution, Donald Hunter offers a range of services and certifications to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Donald Hunter is equipped to provide expert financial advice and management. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Donald Hunter ensures that clients receive comprehensive and tailored financial solutions. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Donald Hunter and his team at Ameriprise Financial Services, LLC are dedicated to helping you achieve your financial goals.

Russell Louis Ferreri - UBS Financial Services Inc. is a renowned financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in wealth management, investment banking, and asset management services, our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to deliver exceptional service and expertise to our clients. Contact us today to learn more about how we can help you secure your financial future.

The Brenzel Baldwin Wealth Management Group is a branch of UBS Financial Services Inc. located at 500 North Hurstbourne Parkway in Louisville, Kentucky. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide a wide range of financial services, including investment planning, retirement planning, estate planning, and more. Contact us today to schedule a consultation and start planning for a secure financial future.

Wendy Bolton Splan - UBS Financial Services Inc. is a reputable financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. With a focus on providing personalized financial services, Wendy Bolton Splan - UBS Financial Services Inc. offers a wide range of investment and wealth management options tailored to meet the individual needs of their clients. Their team of experienced professionals strives to help clients achieve their financial goals and secure their financial future.