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TOP 30 Financial independence in Louisville, KY
17 results found
Search for local businesses, places and services near you
Coats Financial Planning
Coats Financial Planning, located at 139 South English Station Road in Louisville, Kentucky, is a leading firm that has been providing financial planning and investment advice on a Fee-Only basis for over 20 years. With a team of five dedicated and qualified financial advisors, all of whom are CFP® professionals, Coats Financial Planning offers independent, objective reviews of clients' financial situations to help them meet their long-term financial goals. Founder and President Stuart Coats, a CFP® professional and NAPFA-Registered Financial Advisor, brings over 30 years of finance experience to the firm. Alongside him are Teri, a Certified Financial Planner™ practitioner, and Elijah, a CERTIFIED FINANCIAL PLANNER™ professional, who joined the team in 2017. Teri, a native of Louisville, has personal experience with the value of Fee-Only financial planning and is dedicated to establishing fiduciary relationships with each client. Elijah, named a Rising Star by Financial Planning magazine, enjoys distilling complex planning topics for clients and is an advocate for fee-only planning.
Legato Financial Group
Legato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.
Legato Financial Group, Inc.
Legato Financial Group, Inc. is a finance institution located at 2905 Ring Road in Elizabethtown, Kentucky, United States. We specialize in helping our clients design their retirement plans so they can pursue their goals with confidence. Whether you're in Louisville, Elizabethtown, Shelbyville, or St. Matthews, we can help you create a custom strategy tailored to your unique retirement needs. Our LFG Retirement Blueprint allows us to analyze your current financial situation and develop a plan that aligns with your retirement goals. We offer informational events on retirement income strategies and wealth management to help you make informed decisions about your 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.
Hyland Insurance
Hyland Insurance is a health and insurance agency located at 9750 Ormsby Station Road in Louisville, Kentucky. We offer a single source solution for all your insurance, employee benefits, senior care, and financial planning needs. Our dedication to excellence is evident in our client-centric customer service and community involvement. We proudly serve clients throughout Jefferson County, KY and Southern Indiana, and have earned awards for our commitment to both our clients and the communities we serve. With nearly four decades of experience, we prioritize service to our community and support local non-profits and organizations through volunteerism. Our partnerships and industry associations allow us to stay ahead of the curve in the insurance arena, providing you with the best coverage options. Whether you need insurance for your vehicle, home, business, or personal liability, we have the solutions to protect you from the unexpected. Our independent and objective financial advice can help you make the right investment and retirement decisions, giving you peace of mind for the future.
Byrne Insurance Group
Byrne Insurance Group (BIG) is a trusted partner for CEOs, HR managers, business owners, families, and individuals, located at 9401 Williamsburg Plaza in Louisville, Kentucky, United States. As a full-service independent insurance agency, we offer comprehensive insurance solutions with a local presence in Kentucky, Indiana, Tennessee, and California, serving clients throughout the United States. Our team provides customized insurance and financial services tailored to fit your personal or company’s needs, with a focus on cost-savings and risk management. We are committed to delivering an uncommon level of technical expertise, personal service, and value-priced insurance products to our customers. Trusted and referred by financial advisors, CPAs, doctors, HR professionals, and our community, we are dedicated to protecting what matters most to you. Contact us today for coverage that can help attract, retain, and protect your team, as well as coverage and risk management solutions for companies of all sizes. Get the quality and secure coverage you deserve with Byrne Insurance Group.
Braden Insurance Agency
Braden Insurance Agency, located at 9750 Ormsby Station Road in Louisville, Kentucky, is a health insurance agency specializing in helping seniors plan ahead with the best insurance advice. The experienced and professional Senior Care team at Braden Insurance Agency consults with clients to choose the best options for Medicare, Medicare Advantage, Medicare Supplements, and Long-Term Care coverage. Representing multiple carriers in the Senior Health Market, Braden Insurance Agency ensures that clients have the financial support they need to manage disability and household expenses in the event of serious illnesses or accidents. Additionally, the agency offers guidance on annuities, long-term care insurance, Medicare, Medicare Advantage plans, Prescription Drug Plans, dental, vision, and hearing services coverage, as well as hospital indemnity plans and final expense insurance. With a focus on protecting clients from the unexpected, Braden Insurance Agency is an independent insurance agency dedicated to providing a comprehensive suite of insurance solutions.
Barbi Haddow - State Farm Insurance Agent
Barbi Haddow - State Farm Insurance Agent is a trusted insurance agency located at 12607 Taylorsville Road in Louisville, Kentucky. Situated in the Kroger Shopping Center at Taylorsville Road and Gene Snyder, our team is dedicated to providing personalized insurance plans for individuals, families, and businesses. With over 43 years of experience in the insurance and financial services industry, we offer a wide range of products including car insurance, home insurance, renters insurance, life insurance, and small business insurance. As a licensed independent insurance agent, we take the time to understand our customers' unique needs and provide tailored insurance solutions at competitive prices. We prioritize customer satisfaction and strive to ensure that our clients have the coverage they need when it matters most. Whether you're looking to protect your family, home, or business, our team is here to help you navigate the complexities of insurance.
Commonwealth IME
Commonwealth IME is a leading institution located at 9900 Corporate Campus Drive in Louisville, Kentucky, United States. As a doctor, health, and local government office, we are dedicated to providing quality medical care to all patients, regardless of their financial status. Our team utilizes cutting-edge technology to set appointments, share information, and deliver reports in a timely manner. Led by Dr. Jeffrey Fadel, an esteemed orthopedic surgeon with over 40 years of experience, Commonwealth IME specializes in conducting thorough and complete Independent Medical Examinations. Dr. Fadel is known for his expertise in joint replacement and trauma surgeries, as well as his commitment to delivering accurate and unbiased assessments for legal and insurance purposes.
Mercer Wealth Management LLC
Mercer Wealth Management LLC, located at 9300 Shelbyville Road in Louisville, Kentucky, is a finance institution that offers a highly personalized approach to wealth management. As an independent firm, they work with families, individuals, businesses, and non-profits to address their specific needs through a holistic perspective. The team at Mercer Wealth Management genuinely cares about their clients and goes above and beyond to build trust and confidence. With a skilled and experienced team, they provide a comprehensive set of solutions to help clients pursue their financial goals. Mercer Wealth Management is a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Clients can log into the Mercer Wealth Management Client Portal for easy access to their financial information.
Saling Wealth Advisors
Saling Wealth Advisors, located at 9750 Ormsby Station Road in Louisville, Kentucky, is a finance institution dedicated to helping families and business owners make important financial decisions. With a team of experienced professionals, Saling Wealth Advisors offers unique solutions tailored to the needs of business owners and entrepreneurs. As an SEC registered investment adviser, Saling Wealth Advisors provides a range of services to help clients pursue their financial goals and objectives. With access to resources and expertise, Saling Wealth Advisors can help clients make the most of each investment opportunity. Established in 1962, Saling Wealth Advisors is affiliated with Raymond James, a well-respected independent financial services company. Please consult with a qualified financial adviser before implementing any investment strategy.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.
Retirement Management Services
Retirement Management Services is an award-winning institution located at 905 Lily Creek Road in Louisville, Kentucky. Our industry-leading services make us a trusted business partner for financial advisors, working closely with CPAs to provide timely and accurate information to clients. We understand the challenges faced by plan sponsors and participants and provide independent, personalized services to meet their complex needs. Our team partners with other advisors to ease the burden of plan administration and help design and administer retirement programs that meet individual needs. We offer resources such as worksheets to determine savings percentages and information on the saver's credit for eligible taxpayers. Additionally, Retirement Management Services hosts events such as the 401(k)nowledge Financial Advisor and CPA Lunch and webinars on topics like ESOP Sustainability. Amber Lloyd, Owner and Managing Member at RMS, is dedicated to providing top-notch service and expertise in the field of retirement management.
O'Bryan Law Offices
O'Bryan Law Offices, located at 110 Saint James Court in Frankfort, Kentucky, is a trusted institution specializing in finance and legal services. Dealing with legal issues can be overwhelming, but our experienced lawyers are here to help you regain control and financial independence. Whether you need assistance with bankruptcy, uncontested divorce, estate planning, or personal injury representation, we are dedicated to providing you with expert guidance and support. Contact us at 502-339-0222 to schedule a free consultation. With locations in Louisville, Frankfort, Bowling Green, Covington, and Lexington, we are here to serve you. Please note that using this form does not establish an attorney-client relationship, so please refrain from sending confidential or time-sensitive information through this platform.
O'Bryan Law Offices
O'Bryan Law Offices is a law firm located at 2908 Taylorsville Road in Louisville, Kentucky. Our experienced lawyers specialize in helping individuals regain financial independence through bankruptcy, as well as providing assistance with uncontested divorces, estate planning, and personal injury cases. We understand that legal issues can be overwhelming, which is why we are dedicated to putting our clients back in control of their lives. If you are in need of legal representation, please call 502-339-0222 to schedule a free consultation. We serve clients in Louisville, Frankfort, Bowling Green, Covington, and Lexington. Please note that contacting us through this form does not establish an attorney-client relationship. Your confidentiality and privacy are important to us.
Michelle Marks - Raymond James
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.
Business Alternatives
Business Alternatives is a trusted institution located at 12200 Shelbyville Road in Louisville, Kentucky, specializing in accounting and finance services. In addition to our core services, we also offer a range of programs tailored for seniors to help them maintain independence and age in place. Our satisfied clients often share their positive experiences with us, highlighting our commitment to providing excellent customer service and support. Trust Business Alternatives to help you navigate your financial needs with expertise and care.
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