TOP 30 Financial management in Louisville, Kentucky
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New York Life Insurance Company: Raymond L Pfeiffer
● OpenNew York Life Insurance Company: Raymond L Pfeiffer, located at 2815 Taylorsville Road in Louisville, Kentucky, offers a wide range of insurance solutions to meet your needs and budget. With permanent policies that guarantee a death benefit and cash value growth over time, as well as long-term coverage that can be customized to your specific requirements, you can rest assured that your financial future is secure. Additionally, the ability to invest your policy's cash value in the market provides you with the opportunity for potential market gains. Whether you need help with everyday tasks, replacement of lost income due to sickness or injury, or assistance in planning for college expenses, New York Life Insurance Company has you covered. Their professionally managed investments, low-fee bundled investments, and expert guidance on creating an investment strategy ensure that you are well-equipped to handle any financial challenges that may arise.
2815 Taylorsville Rd, Louisville, KY 40205, United States -
New York Life Insurance Company: Daniel B. Santos Jr. CLU, MA
● ClosedNew York Life Insurance Company: Daniel B. Santos Jr. CLU, MA is an insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and bundled investments with low fees. They also offer insurance for employees, executives, business owners, and various other options to help small businesses thrive. Daniel B. Santos, the Registered Representative & Insurance Agent, works with clients to create personalized approaches that meet their current and future needs. The institution offers resources and tools to help clients prepare for the future, with a focus on protecting families and achieving financial goals.
9300 Shelbyville Rd Suite 1250, Louisville, KY 40222, United States -
DeLorian D. Malone, MBA with New York Life
● ClosedDeLorian D. Malone, MBA with New York Life is a reputable insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky. With a focus on providing top-notch insurance solutions, DeLorian D. Malone, MBA offers a range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced professionals, they are committed to helping clients protect their assets and secure their futures. Whether you are looking for life insurance, retirement planning, or investment opportunities, DeLorian D. Malone, MBA with New York Life is dedicated to providing personalized and comprehensive insurance solutions.
9300 Shelbyville Rd Suite 1250, Louisville, KY 40241, United States -
Clark Enterprises
● OpenClark Enterprises is a leading institution located at 1115 South 4th Street in Louisville, Kentucky, United States. With a strong reputation for excellence and innovation, Clark Enterprises offers a wide range of services to meet the needs of businesses and individuals alike. From financial consulting to investment management, our team of experts is dedicated to helping our clients achieve their goals and secure their financial future. Visit us today to learn more about how Clark Enterprises can help you succeed.
1115 S 4th St 3rd floor, Louisville, KY 40203, United States -
Brown Capital, LLLP
● OpenBrown Capital, LLLP is a financial institution located at 2424 Eagles Eyrie Court in Louisville, Kentucky. With a strong focus on investment management and financial services, Brown Capital, LLLP is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the experienced professionals at Brown Capital, LLLP are committed to providing top-tier service and support. Contact us today to learn more about how we can help you secure your financial future.
2424 Eagles Eyrie Ct, Louisville, KY 40206, United States -
Thomas Baker - State Farm Insurance Agent
● ClosedThomas Baker - State Farm Insurance Agent is a reputable insurance agency located at 709 South 4th Street in Louisville, Kentucky. Situated on the ground floor of the Heyburn Building at the intersection of 4th & Broadway, this office is conveniently located across from the historic Camberley Brown Hotel. Thomas Baker has been a State Farm Agent since 1985 and is a proud business owner in downtown Louisville. The office is known for welcoming out-of-state transfers to the Louisville area and provides insurance services to individuals, families, and small businesses. Thomas Baker is a community leader, longtime downtown resident, and a former State Record Holder for the SF Fall Life Campaign. He is a member of Alpha Phi Alpha Fraternity, Inc., Agents Training Seminar Study Group, NAACP, and is a repeat National Convention Qualifier.
709 S 4th St, Louisville, KY 40202, United States -
Safe Harbor Risk Advisors
● OpenSafe Harbor Risk Advisors is a trusted insurance agency located at 215 Iola Road in Louisville, Kentucky. We specialize in providing personalized risk management solutions for individuals and businesses, ensuring that our clients are protected from unexpected financial losses. Our team of experienced advisors is dedicated to finding the best insurance coverage options tailored to each client's unique needs. At Safe Harbor Risk Advisors, we strive to provide peace of mind and security in an ever-changing world.
215 Iola Rd, Louisville, KY 40207, United States -
Kelly Heavrin, Bankers Life Agent
● ClosedKelly Heavrin, Bankers Life Agent in Louisville, Kentucky, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through the complexities of Medicare Advantage plans to find the best coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare with the added benefit of prescription drug coverage and annual maximum out-of-pocket limits. Planning for long-term care is crucial as healthcare costs rise and life expectancy increases. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 101 Bullitt Lane in Louisville to learn more about how we can assist you with your insurance needs.
101 Bullitt Ln Ste 207, Louisville, KY 40222, United States -
Mark Cumella - State Farm Insurance Agent
● ClosedMark Cumella - State Farm Insurance Agent is a trusted insurance agency located at 225 South Hurstbourne Parkway in Louisville, Kentucky. Situated next to Macaroni Grill and behind Gumer & Co. Jewelry, our agency is dedicated to providing the community with quality insurance solutions. As we welcome the month of April, we remind you of the importance of protecting yourself and your loved ones with State Farm Life Insurance. Our team is here to assist you in any way we can, and we are grateful for your continued support. At Mark Cumella - State Farm Insurance Agent, we understand the risks associated with drunk driving and child identity theft. We offer valuable tips and resources to help you avoid these dangers and improve your overall security. Additionally, we provide guidance on budgeting for pet care expenses, ensuring that you can meet your financial goals while caring for your furry friends.
225 S Hurstbourne Pkwy #203, Louisville, KY 40222, United States -
Bob Savko - State Farm Insurance Agent
● ClosedBob Savko - State Farm Insurance Agent is an insurance agency located at 10839 Bluegrass Parkway in Louisville, Kentucky, United States. Situated at the intersection of Bluegrass Parkway and Watterson Trail, near Southeast Christian Church, this institution offers valuable tips on financial goals and budgeting to help clients gain better control of their business and personal budgets. Driving on rural roads may seem safe and relaxing, but they come with risks such as sharing the road with farm vehicles. The agency provides tips to help individuals stay safe while driving in the countryside. It is also recommended to make financial resolutions for the new year to stay on top of finances.
10839 Bluegrass Pkwy, Louisville, KY 40299, United States -
Kentucky Counseling Center
● ClosedKentucky Counseling Center is a leading mental health institution located in Lexington, Kentucky, United States. We offer a wide range of mental health services for both adults and children, including counseling, psychiatry, targeted case management, and intensive outpatient programs. Our goal is to provide accessible and affordable mental health care without long wait times. Our services are available both online and in-person, allowing us to reach clients wherever they are. We have a large network of highly trained clinicians who specialize in individual, group, family, and couples counseling. Our case managers are also available to connect clients with community resources for financial, educational, employment, and health needs.
2375 Professional Heights Dr #240, Lexington, KY 40503, United States -
Office of the Bursar
● OpenThe Office of the Bursar at the University of Louisville in Kentucky, United States, is responsible for managing student financial accounts. This institution handles billing, payment processing, and financial aid disbursement for students. Located at 2211 South Brook Street, the Bursar's office provides assistance to students regarding tuition fees, scholarships, and payment plans. Students can visit the office for information on their account status, payment deadlines, and financial holds. The Bursar's office plays a crucial role in ensuring the financial well-being of students at the university.
2211 S Brook St, Louisville, KY 40208, United States -
Ing
● OpenIng University is a prestigious institution located at 462 South 4th Street in Louisville, Kentucky, United States. As a leading university, Ing offers a wide range of academic programs and research opportunities to students seeking a high-quality education. Known for its innovative teaching methods and experienced faculty, Ing University is dedicated to providing students with the knowledge and skills needed to succeed in their chosen fields. With a strong commitment to academic excellence and student success, Ing University is a top choice for those looking to further their education in a dynamic and supportive environment.
462 S 4th St, Louisville, KY 40202, United States -
Kentucky Counseling Center
● ClosedKentucky Counseling Center is a mental health institution located at 1001 Gibson Bay Drive in Richmond, Kentucky. We offer a wide range of mental health services for both adults and children, including counseling, psychiatry, targeted case management, and intensive outpatient programs. Our goal is to provide accessible and affordable mental health care without long wait times. Founded in 2014, Kentucky Counseling Center was created to address the frustration of long wait times and insurance issues faced by individuals seeking mental health treatment. We believe that mental health care should be easy to find and receive, which is why we offer both in-person and online counseling services.
1001 Gibson Bay Dr 2nd Floor, Richmond, KY 40475, United States -
MiOffice
● ClosedMiOffice is a reputable financial institution located at 8112 Watterson Trail in Louisville, Kentucky. We are dedicated to providing top-notch financial services to our clients, including personalized financial planning, investment management, and retirement planning. Our experienced team of finance professionals is committed to helping our clients achieve their financial goals and secure their financial future. Visit MiOffice today and let us help you navigate the complex world of finance with confidence and peace of mind.
8112 Watterson Trail, Louisville, KY 40299, United States -
Fdm Services LLC
● ClosedFDM Services LLC is a well-established institution located at 9900 Shelbyville Road in Louisville, Kentucky. Specializing in accounting, finance, and travel agency services, FDM Services LLC offers a wide range of professional and reliable services to meet the needs of individuals and businesses alike. With a team of experienced professionals, FDM Services LLC is dedicated to providing top-notch solutions and assistance in all areas of financial management and travel planning. Whether you need help with tax preparation, investment strategies, or booking your next vacation, FDM Services LLC is your go-to destination for expert advice and support.
9900 Shelbyville Rd Suite 7A, Louisville, KY 40223, United States -
Park Community Credit Union
● ClosedPark Community Credit Union is a trusted financial institution located at 6101 Fern Valley Road in Louisville, Kentucky. As a credit union, we offer a variety of financial services to our members, including savings accounts, loans, and ATM access. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to see how we can help you manage your finances and plan for the future.
6101 Fern Valley Rd, Louisville, KY 40228, United States -
Ben Rigor
● OpenBen Rigor is a leading finance institution located at 3827 Shelbyville Road in Louisville, Kentucky. With a strong reputation for excellence in financial services, Ben Rigor offers a wide range of products and solutions to meet the needs of individuals, businesses, and organizations. Their team of experienced professionals provides personalized advice and support to help clients achieve their financial goals. Whether you are looking for investment opportunities, insurance services, or retirement planning, Ben Rigor is dedicated to helping you secure a stable financial future. Visit their office today to learn more about the services they offer and how they can assist you in managing your finances effectively.
Eclipse Bank, 3827 Shelbyville Rd, Louisville, KY 40207, United States -
CheckSmart
● ClosedCheckSmart is a finance institution located at 5627 Outer Loop, Louisville, Kentucky, United States. We understand that life doesn't always go as planned, which is why we're here to help you make the smartest financial choices. Whether you need cash quickly, convenience, or a trustworthy team, you can count on us at CheckSmart. Our in-store services include check cashing, money orders, and various loan options tailored to your needs. Our CheckSmart Lending Pros are dedicated to finding the perfect match for you by carefully assessing your situation and recommending the best loan or product.
5627 Outer Loop, Louisville, KY 40219, United States -
Stock Yards Bank & Trust
● ClosedStock Yards Bank & Trust is a trusted financial institution located at 4944 U.S. 42 in Louisville, Kentucky. As a full-service bank, Stock Yards offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing exceptional customer service and innovative financial solutions, Stock Yards Bank & Trust is dedicated to helping individuals and businesses achieve their financial goals.
4944 US-42, Louisville, KY 40222, United States -
Stock Yards Bank & Trust
● ClosedStock Yards Bank & Trust is a trusted financial institution located at 11800 Shelbyville Road in Louisville, Kentucky, United States. As a full-service bank, they offer a wide range of financial services including personal and business banking, wealth management, and investment services. With a strong focus on customer service and community involvement, Stock Yards Bank & Trust is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for a simple checking account or need help with complex financial planning, their team of experienced professionals is ready to assist you. Visit Stock Yards Bank & Trust today to experience personalized banking solutions tailored to your needs.
11800 Shelbyville Rd, Louisville, KY 40243, United States -
German American Wealth Advisory
● ClosedGerman American Wealth Advisory is a financial institution located at 4154 Towne Center Drive in Louisville, Kentucky. We offer a range of services including ATM access, banking, finance, and insurance advisory. Our team is dedicated to helping clients take the necessary steps to reach their financial goals. By planning for the future early on, we can help you achieve your desired outcomes sooner. Contact us today to learn more about how we can assist you in securing your financial future.
4154 Towne Center Dr Suite 101, Louisville, KY 40241, United States -
Eric Wheeler - Raymond James
● OpenEric Wheeler - Raymond James is a reputable finance institution located at 306 Middletown Park Place in Louisville, Kentucky, United States. With a focus on providing top-quality financial services, Eric Wheeler - Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and expertise in areas such as investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Eric Wheeler - Raymond James is committed to providing you with the guidance and support you need to succeed financially.
306 Middletown Park Pl STE B, Louisville, KY 40243, United States -
Cerity Partners
● ClosedCerity Partners is a leading finance institution located at 2201 High Wickham Place in Louisville, Kentucky, United States. With a team of experienced professionals, Cerity Partners offers a wide range of financial services to help clients achieve their goals and secure their financial future. From investment management to financial planning, Cerity Partners is dedicated to providing personalized solutions tailored to each client's unique needs. Trust in Cerity Partners for expert guidance and comprehensive financial support.
2201 High Wickham Pl, Louisville, KY 40245, United States -
Asset Preservation Group, LLC.
● ClosedAsset Preservation Group, LLC. is a comprehensive financial institution located at 12312-C Shelbyville Road in Louisville, Kentucky. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping clients preserve and grow their assets. Whether you are looking for tax planning, investment management, estate planning, or legal advice, our experts are here to provide personalized solutions tailored to your unique needs. Trust Asset Preservation Group, LLC. to safeguard your financial future and provide peace of mind for you and your loved ones.
12312-C Shelbyville Rd, Louisville, KY 40243, United States -
Legacy Wealth Strategies
● ClosedLegacy Wealth Strategies is a premier finance institution located at 9400 Williamsburg Plaza in Louisville, Kentucky, United States. With a focus on helping individuals and families achieve their financial goals, Legacy Wealth Strategies offers personalized wealth management solutions tailored to each client's unique needs. Their team of experienced financial advisors provides expert guidance on investments, retirement planning, estate planning, and more. Trust Legacy Wealth Strategies to help you secure a prosperous financial future.
9400 Williamsburg Plaza, Louisville, KY 40222, United States -
MoneyLife Partners, Inc.
● OpenMoneyLife Partners, Inc. is a finance institution located at 13113 Eastpoint Park Boulevard in Louisville, Kentucky, United States. Specializing in providing financial services to individuals and businesses, MoneyLife Partners, Inc. offers a wide range of investment options, financial planning services, and wealth management solutions. With a team of experienced professionals, they strive to help their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, MoneyLife Partners, Inc. is committed to providing personalized and expert financial advice to meet your needs.
13113 Eastpoint Park Blvd Ste B, Louisville, KY 40223, United States -
The Madison Group - Morgan Stanley
● OpenThe Madison Group - Morgan Stanley is a prestigious finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Madison Group is dedicated to providing top-notch financial solutions to their clients. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The Madison Group - Morgan Stanley is committed to helping you achieve your financial goals.
4969 US-42 Suite 1200, Louisville, KY 40222, United States -
PNC Private Bank
● ClosedPNC Private Bank, located at 101 South 5th Street in Louisville, Kentucky, is a prestigious financial institution offering tailored wealth management services to high-net-worth individuals and families. With a focus on personalized solutions and exceptional client service, PNC Private Bank provides a comprehensive range of financial products and services to help clients achieve their financial goals. From investment management to estate planning, PNC Private Bank is dedicated to guiding clients through every stage of their financial journey with expertise and integrity.
101 S 5th St, Louisville, KY 40202, United States -
The Hanna/Stern Group - Morgan Stanley
● OpenThe Hanna/Stern Group at Morgan Stanley is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, we are here to help. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.
4969 US-42 Suite 1200, Louisville, KY 40222, United States
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