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TOP 30 Financial plan development in Kentucky
49 results found
Search for local businesses, places and services near you
Legacy Financial
Legacy Financial is a finance institution located at 117 East 4th Street in Covington, Kentucky, United States. At Legacy Financial, we believe that your wealth is more than just money - it's about aligning your treasure with your heart. Our team of financial professionals will work closely with you to understand your vision, values, and goals, helping you align your actions with your intentions in your finances. Our multi-disciplinary team brings together expertise in investment, insurance, tax, and estate planning to develop a holistic financial plan tailored to your unique needs. We begin by focusing on understanding you and what matters most to you, ensuring that your finances reflect your priorities.
Merrill Lynch Financial Advisor Krystle Atkins
Merrill Lynch Financial Advisor Krystle Atkins is a finance institution located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. Krystle Atkins started her career in wealth management in 2014 and became a financial advisor at Merrill in 2019. Her approach is focused on understanding her clients' priorities to ensure they feel secure and in control of their financial future. She specializes in working with clients who have experienced loss, such as through divorce or death, as well as women in business. Krystle is a Cincinnati native and holds bachelor's and master's degrees from The Ohio State University. She is actively involved in various charitable organizations and workshops aimed at educating people on financial matters. In her free time, she enjoys reading, sports, and spending time with her family and pets. Merrill Lynch Personal Wealth Analysis™ is used to create personalized financial plans tailored to each client's goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and customized service. The institution focuses on understanding the privileges and responsibilities that come with wealth and the unique aspirations of each client. Krystle Atkins serves affluent families across the United States, with a focus on women in business and individuals who have experienced divorce or widowhood. She understands the challenges and rewards of being a female in a male-dominated industry and is committed to meeting the complex wealth management needs of her clients. By developing customized financial strategies based on risk parameters, cash flow needs, values, and objectives, Krystle aims to empower her clients to feel comfortable, confident, and in control of their finances and future.
Extell Development Co
Extell Development Co is a finance institution located at 9911 Shelbyville Road in Louisville, Kentucky. With a strong reputation for excellence in financial services, Extell Development Co offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, Extell Development Co has the expertise and experience to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Trent A Owens
Merrill Lynch Financial Advisor Trent A Owens is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. Specializing in personalized wealth management strategies, Trent Owens can help you create a flexible financial plan tailored to your specific goals and needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Owens and his team are dedicated to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Trent Owens focuses on understanding what matters most to you - your family, goals, and priorities - and works with you to develop a personalized financial approach. By starting with a conversation to identify and prioritize your goals, Owens can help you make investment-related decisions that align with your values and aspirations.
Merrill Lynch Financial Advisor Raju Alluri
Merrill Lynch Financial Advisor Raju Alluri is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. As a Merrill financial advisor, Raju provides personalized financial advice and customized strategies tailored to each client's goals. With over 25 years of professional work experience, Raju and his team are committed to providing uncompromising service and helping clients achieve their long-term financial goals. They offer services such as planning for children's education, retirement, healthcare costs, and wealth preservation and transfer. Raju believes in placing the investor at the center of the planning process and maintaining a market focus to help clients navigate financial transitions and decisions. By developing a personalized financial strategy drawing upon the investment insights of Merrill and banking solutions from Bank of America, Raju works with clients to address their financial needs and stay on track to achieve their goals. The institution is involved in the community and volunteers as leadership and staff for organizations they are involved with. With a focus on understanding clients' goals and priorities, Raju ensures that every relationship begins with a conversation to identify and prioritize what matters most to each individual. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the power of the right advisor, offering personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. With a dedication to putting clients first, Merrill Lynch Financial Advisor Raju Alluri is committed to helping clients live their best financial lives and achieve their aspirations.
Merrill Lynch Financial Advisor Jeff Corbett
Merrill Lynch Financial Advisor Jeff Corbett is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. As Merrill advisors, the team provides personalized financial strategies based on your risk tolerance, time horizon, and liquidity needs. Supported by the global resources of Merrill, the team is committed to building strong client relationships through trust and personalized service. The advisors focus on your family, goals, and priorities, adapting to changes over time. They are passionate about educating individuals on investing and offer comprehensive wealth planning. By understanding your life goals and priorities, they develop a financial approach tailored to help you pursue what matters most to you. The institution offers investment insights, banking solutions, and personalized plans through Merrill Personal Wealth Analysis™. The team regularly reviews and adjusts your financial approach to keep you on track towards your goals. With a focus on understanding your personality and priorities, the advisors at Merrill Lynch Wealth Management are dedicated to helping you achieve financial success.
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.
KY Small Business Development Center - Elizabethtown
The KY Small Business Development Center in Elizabethtown is a valuable resource for entrepreneurs and small business owners in the community. Located at 1201 North Dixie Highway in Elizabethtown, Kentucky, this center offers a wide range of services to help businesses start, grow, and succeed. From one-on-one consulting and training workshops to assistance with marketing, finance, and strategic planning, the SBDC is committed to supporting the local business community. Whether you are just starting out or looking to expand your existing business, the experts at the Elizabethtown SBDC are here to help you achieve your goals. Contact them today to learn more about how they can assist you in reaching your full potential.
Raque Financial Group
Raque Financial Group, located at 1448 Gardiner Lane in Louisville, Kentucky, is a finance institution dedicated to providing the best advice that puts the interests of clients first. With a focus on integrity, trust, and excellent service, Raque Financial Group offers investment management and strategic wealth planning to clients at every stage of their financial journey. As a trusted advisor, the institution provides objective opinions to pursue long-term investment results, always with the highest levels of trust, integrity, and respect. The team at Raque Financial Group is committed to supporting, educating, and providing informed direction to each and every client, helping them make informed decisions about financial products that best meet their needs. By assessing individual needs and offering a comprehensive suite of products and services, Raque Financial Group helps clients create customized portfolios that address their unique situations, whether it's retirement planning, purchasing a home, financing education, or protecting their family. Through a transparent and effective planning process, clients can access funds when needed and prepare for important life events such as retirement, death, disability, and critical illness. Financial planning at Raque Financial Group goes beyond retirement preparation, focusing on achieving short- and long-term goals and protecting what matters most in life. Collaborating with a financial planner, clients can develop a strong, flexible financial plan that adapts to their changing personal and professional needs. For more information, you can contact Raque Financial Group at kevin.raque@lpl.com or (502) 458-3232. Securities and Advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA & SIPC. Please note that the LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of Kentucky.
Merrill Lynch Financial Advisor David Very
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.
Merrill Lynch Financial Advisor Erskine Howard Courtenay
Merrill Lynch Financial Advisor Erskine Howard Courtenay is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Erskine has been managing family assets since 1999 and joined Merrill in 2012. He specializes in goals-based wealth management, helping families integrate their values into their financial planning. With nine years of experience in commercial lending, investment banking, and trust, Erskine offers tailored client service and access to the global resources of Merrill and banking products from Bank of America, N.A. He is a member of various organizations and holds degrees from Thunderbird School of Global Management, The George Washington University, and the American University in Paris. At Merrill Lynch Wealth Management, Erskine focuses on building personalized plans centered on clients' goals and priorities. By understanding each client's unique financial situation and aspirations, he helps develop customized investment strategies to address their needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Erskine works with clients to manage, grow, and preserve their wealth while considering their long-term financial goals. As a Chartered SRI Counselor™, he is registered to do business in multiple states and offers comprehensive financial solutions to help clients achieve their goals.
Merrill Lynch Financial Advisor Steven L Holley
Merrill Lynch Financial Advisor Steven L Holley is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our financial advisors focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, we help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment, we customize a financial approach to help you reach your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a plan to address your financial needs. Our mission is to understand your unique needs and help you design a personalized plan to manage, grow, and preserve your wealth. We believe in helping you turn your goals into reality through thoughtful questions, careful listening, and detailed understanding. Let us work together to help you achieve your financial aspirations.
Edward Jones - Financial Advisor: Jonathan A Millay
Edward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
Merrill Lynch Financial Advisor Mollie L. H. Brennan
investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 2022 Bank of America Corporation. All rights reserved. Merrill Lynch Financial Advisor Mollie L. H. Brennan, located at 300 West Vine Street, Lexington, Kentucky, is dedicated to providing personalized financial strategies tailored to help you pursue meaningful goals. With a team of experienced advisors, we work closely with affluent households and small business owners to understand their unique financial situations and develop customized plans to help them achieve their objectives. Our commitment to building strong client relationships based on trust and personalized service sets us apart in the finance industry. Let us help you navigate the complexities of your financial life and work towards a secure future. Contact us today to begin your journey towards financial success."
Merrill Lynch Financial Advisor Marguerite Travis Rowland
Merrill Lynch Financial Advisor Marguerite Travis Rowland, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping individuals achieve their financial goals. As part of the MVHBR Wealth Management Group, the team provides personalized service and care to each client, placing them at the center of the wealth management process. With the global resources of Merrill, they work collaboratively with clients to design goals-based financial approaches tailored to their unique concerns and objectives. The experienced team at Merrill Lynch takes a disciplined planning approach to understand each client's investing preferences and financial resources necessary to pursue specific goals such as retirement income planning, education funding, and wealth transfer. By asking the right questions and offering access to a global network of research and specialists, they create customized frameworks to optimize short- and long-term financial goals.
dg tax & financial services
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.
U.S. Bancorp Investments - Financial Advisors: Misty Standifur
U.S. Bancorp Investments - Financial Advisors: Misty Standifur is a renowned finance institution located at 131 Main Street in Pikeville, Kentucky, United States. With a team of expert financial advisors led by Misty Standifur, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, U.S. Bancorp Investments is dedicated to providing personalized solutions tailored to meet your specific needs. Visit them today to start building a secure financial future.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is a leading insurance agency located at 909 Wright's Summit Parkway in Fort Wright, Kentucky, United States. We offer a range of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many decisions involved in financial planning. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finance. Our commitment to you is reflected in the highest quality products and services we provide, ensuring that we stand behind you every step of the way. With our comprehensive rewards package and world-class training and development opportunities, we are dedicated to your personal success.
Kenneth C Lin
Kenneth C Lin is a reputable doctor's office located at 350 Thomas More Parkway in Crestview Hills, Kentucky, United States. Specializing in health services, Dr. Kenneth C Lin and his team provide top-quality medical care to patients in the area. With a commitment to excellence and a focus on patient well-being, Kenneth C Lin is a trusted institution for all healthcare needs.
Huntington Insurance
Huntington Insurance, located in Independence, Kentucky, United States, is more than just an insurance agency. They strive to help you build a deeper relationship with your money by offering innovative products, tools, and services. Whether you need a checking account with 24-Hour Grace® or want to earn interest on your savings through a savings or money market account, Huntington has you covered. They also offer competitive rates on their 7-month term CDs and can provide pre-approval on mortgages to give you an edge with sellers. For customers like Kitty, who banks without sight, Huntington goes the extra mile to provide accessibility and confidence in their banking services. They have been recognized as #1 in Customer Satisfaction with Mobile Banking Apps among Regional Banks for the 5th year in a row by J.D. Power.
Burke & Schindler
Burke & Schindler is an accounting and finance institution located at 2039 Dixie Highway in Fort Mitchell, Kentucky, United States. We offer a range of services including strategies for starting and financing your business, proven techniques to ensure business success, succession planning, and selling your business at the top market value. Our team provides customized financial solutions and tailored tax strategies for businesses, as well as strategic planning and Executive and Leadership Coaching for owners and executives. At Burke & Schindler, we are dedicated to helping you build wealth and create a solid retirement strategy. Our goal is to accelerate your personal and business strategies through proven techniques tailored to your specific needs. Since 1984, we have partnered with thousands of clients to identify and execute strategies that lead to well-informed decisions.
World Finance
World Finance is a reputable financial institution located at 219 South Walnut Street in Cynthiana, Kentucky, United States. Specializing in providing a wide range of financial services, World Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking for loans, insurance, or investment advice, World Finance is committed to providing top-notch service and expertise to help you navigate the complexities of the financial world. Visit them today to see how they can assist you in reaching your financial aspirations.
Miles Enterprises
Miles Enterprises is a trusted car repair and store located at 2740 Keller Road in Owensboro, Kentucky. With years of experience in the automotive industry, our team of skilled technicians is dedicated to providing top-notch repair services for all makes and models of vehicles. From routine maintenance to complex repairs, we have the expertise to get your car back on the road in no time. Visit us today for all your car repair needs!
Don Davis Aviation Inc
Don Davis Aviation Inc is a premier aviation institution located in Henderson, Kentucky, United States. With a strong reputation for excellence in aviation training and services, Don Davis Aviation Inc offers a wide range of programs and courses for aspiring pilots and aviation enthusiasts. The institution is committed to providing top-notch education and training to help students achieve their goals in the field of aviation. Whether you are looking to earn your pilot's license or seeking advanced training, Don Davis Aviation Inc is the perfect place to start your aviation journey. Visit us at 2154 Kentucky 136, Henderson, Kentucky to learn more about our programs and services.
Ivory Howell Counseling, LLC
Ivory Howell Counseling, LLC is a finance and health institution located at 100 West 3rd Street in Owensboro, Kentucky, United States. Our team of experienced counselors is dedicated to providing top-notch financial and health services to our clients. Whether you need assistance with budgeting, financial planning, or mental health support, we are here to help. Visit us today to start your journey towards a healthier financial and emotional well-being.
Beaumont Kids Dentistry
Beaumont Kids Dentistry is a pediatric dental institution located at 3141 Beaumont Centre Circle in Lexington, Kentucky, United States. Our dedicated team is committed to providing the best dental care for children in a fun and welcoming environment. From routine check-ups to complex procedures, we use state-of-the-art technology and specialized training to ensure the best possible care for your child's oral health. The American Academy of Pediatric Dentistry recommends that children visit the dentist before their first birthday or when their first tooth emerges. Our experienced dentist, Dr. Jones, will provide an initial screening and offer recommendations for your child's dental needs. We also recommend regular check-ups every six months to monitor your child's dental development and address any issues promptly.
David Lovejoy - State Farm Insurance Agent
David Lovejoy - State Farm Insurance Agent is a trusted insurance agency located at 125 Towne Center Drive in Lexington, Kentucky. With over 30 years of experience, we provide personalized risk management and financial solutions for individuals and businesses in the Bluegrass area. Our goal is to help our customers protect their assets, manage liabilities, and achieve their retirement dreams. We offer a range of insurance products, including life insurance, annuities, and pet insurance. Our team believes in honesty, respect, and thoughtful conversations to develop individualized plans tailored to each customer's needs. Visit us today to discuss your insurance needs and secure your financial future.
Management Co
Management Co is a reputable institution located at 2850 Greenville Road in Hopkinsville, Kentucky. We specialize in providing top-notch management services to businesses of all sizes. Our team of experienced professionals is dedicated to helping our clients achieve their goals and maximize their potential. Whether you need assistance with financial planning, operations management, or strategic development, Management Co is here to help. Contact us today to learn more about how we can support your business.
Village School of Louisville
The Village School of Louisville is a primary and secondary school located at 770 Eastern Parkway in Louisville, Kentucky, United States. Our institution is inspired by the successful educational practices of schools in Finland, focusing on joyful learning, community engagement, and whole-child development. We offer education for children in grades Junior Kindergarten through 12th, with plans to expand to offer K-12th grades in the future. Our holistic education approach includes a comprehensive curriculum, small class sizes for personalized attention, exceptional faculty dedicated to student success, and enriching extracurricular activities. We believe in fostering a love of learning, preparing our students for a changing world, and supporting the health and well-being of our school community.
River Valley AgCredit
River Valley AgCredit is a unique finance and insurance agency located at 12350 U.S. 60 in Kevil, Kentucky, United States. Specializing in serving the agricultural community, we are a federally-chartered cooperative that reinvests our profits back into our member-borrowers. Whether you are a farmer, rancher, resident, or rural business owner, we are here to provide you with low rates and superior service. Our experienced loan officers are experts in rural and large acreage properties, ensuring that you receive the best financing options available. In addition to our financial services, we also offer a podcast called Back to Your Roots, where we explore all things farming, faith, family, and financing, guiding you back to the basics of rural living. Let River Valley AgCredit help you thrive in the agriculture industry and beyond.
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