Financial planning expertise in Kentucky

Edward Jones - Financial Advisor: Scott Rigsby, CFP®|AAMS™ is a reputable financial institution located at 1121 Bath Avenue in Ashland, Kentucky, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a team of experienced professionals, including Certified Financial Planner Scott Rigsby, clients can trust in the expertise and dedication of this institution to provide sound financial advice and strategies. Whether planning for retirement, investing for the future, or managing wealth, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Christine Tucker is a reputable financial institution located at 2000 Warrington Way in Louisville, Kentucky, United States. As a trusted provider of financial services, Christine Tucker and her team offer personalized advice and solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to providing top-notch service and expertise. Contact Christine Tucker today to start building a solid financial plan for your future.

Dean M Donohue is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Dean 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®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Dean provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that clients receive the highest quality financial advice and support.

At Edward Jones - Financial Advisor: Marcus Folmar, AAMS™, located at 2210 Dundee Road in Louisville, Kentucky, you can trust in the expertise and personalized service provided by Marcus Folmar. As a knowledgeable and accredited financial advisor, Marcus is dedicated to helping clients achieve their financial goals and plan for a secure future. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services to meet your individual needs. Contact Marcus Folmar today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Sean M Click is a reputable finance institution located at 235 Boggs Lane in Richmond, Kentucky, United States. With a focus on providing personalized financial services to individuals and businesses, Sean M Click offers expert advice and guidance on investments, retirement planning, and wealth management. Clients can trust in the expertise and professionalism of this institution to help them achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Sally Maloney is a trusted finance institution located at 113 West Cedar Street in Franklin, Kentucky, United States. Sally Maloney is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Sally Maloney can help create a customized financial plan tailored to your unique needs. With a commitment to integrity and excellent customer service, Edward Jones - Financial Advisor: Sally Maloney is your go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Kevin D Ryan, AAMS™ is a reputable finance institution located at 913 North Mulberry Street in Elizabethtown, Kentucky, United States. Specializing in providing personalized financial planning and investment services, Kevin D Ryan, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With years of experience and expertise in the field, clients can trust in the guidance and advice provided by this trusted financial advisor.

Edward Jones - Financial Advisor: Nathan Baer is a reputable financial institution located at 207 Phillips Court in Owensboro, Kentucky, United States. As a finance institution, they offer personalized financial planning services to help individuals and families achieve their financial goals. With the expertise of Nathan Baer, a knowledgeable and experienced financial advisor, clients can receive tailored investment strategies and advice to secure their financial future. Whether you are looking to plan for retirement, save for education, or grow your wealth, Edward Jones - Financial Advisor: Nathan Baer is dedicated to helping you navigate the complexities of the financial world.

ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.

DAP Estate Planning is a law firm located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Specializing in estate planning, the institution helps clients in Northern Kentucky create personalized estate plans to protect their assets and loved ones. Without proper estate planning, individuals risk leaving their affairs in the hands of the court, potentially leading to family conflict and financial complications. The firm's experienced estate planning attorney ensures that clients have a say in important decisions regarding their healthcare, inheritance, and asset distribution. By utilizing tools such as revocable living trusts, clients can avoid the costly and time-consuming probate process. Additionally, the firm offers expertise in transfer and income tax planning to minimize tax consequences for families. While online resources may offer cheap or free estate planning documents, working with DAP Estate Planning guarantees a tailored approach to meet each client's unique needs. Serving clients in Covington, Independence, Erlanger, Fort Thomas, Newport, and surrounding areas, the firm also offers virtual estate planning services for clients throughout Kentucky and worldwide for asset protection and high-end tax planning. Contact DAP Estate Planning at (859) 279-4160 for professional guidance on creating a comprehensive estate plan.

Woodford Financial PLLC is a reputable accounting and finance institution located at 100 United Drive in Versailles, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Woodford Financial PLLC is dedicated to providing personalized and reliable solutions to meet your financial needs. Trust in their expertise to help you achieve your financial goals and secure your financial future.

BR Financial Group, Inc.: Allstate Insurance is a trusted insurance agency located at 9612 Taylorsville Road in Louisville, Kentucky, United States. With a commitment to providing top-notch insurance services, this institution offers a wide range of insurance products to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at BR Financial Group, Inc.: Allstate Insurance are dedicated to helping you find the right coverage at the right price. Trust in their expertise and experience to protect what matters most to you.

Edward Jones - Financial Advisor: Eric A Baker, AAMS™ is a reputable financial institution located at 1744 Winchester Avenue, Ashland, Kentucky, United States. Specializing in finance, Eric A Baker is a trusted advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Eric A Baker utilizes his expertise and the resources of Edward Jones to create tailored financial solutions for each individual. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Eric A Baker, AAMS™ is dedicated to helping you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Rob Hageman, AAMS™|CRPC™ is a trusted financial institution located at 2366 Grandview Drive in Fort Mitchell, Kentucky, United States. As a certified financial advisor, Rob Hageman offers personalized financial planning services to help clients reach their financial goals. With expertise in asset management and retirement planning, Rob provides tailored solutions to meet each client's unique needs. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Rob Hageman, AAMS™|CRPC™ is dedicated to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Brant Owens, CFP®|CLU® is a reputable finance institution located at 7500 Oakbrook Drive in Florence, Kentucky, United States. Brant Owens, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), offers personalized financial advice and solutions to help clients achieve their financial goals. With a commitment to providing exceptional service and expertise, Edward Jones is a trusted partner in helping individuals plan for a secure financial future.

Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 7310 Turfway Road in Florence, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss individual financial goals. While they cannot guarantee future financial results, they provide an overview of financial planning concepts during the initial consultation. The institution values privacy and security, adhering to strict regulations and rules outlined on their website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC aims to help individuals achieve their financial goals and welcomes referrals from satisfied clients. With a focus on online security and protection against email fraud, clients can trust in the expertise and professionalism of Cardinal Pointe Financial Group.

Edward Jones - Financial Advisor: Joseph W Burke, AAMS™ is a renowned financial institution located at 2498 Dixie Highway in Fort Mitchell, Kentucky, United States. Specializing in providing personalized financial advice and services, Joseph W Burke, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on long-term investment strategies and wealth management, clients can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Joseph W Burke, AAMS™ for all their financial needs.

Edward Jones - Financial Advisor: JC Carroll, AAMS™ is a reputable financial institution located at 1106 Tunnel Hill Road in Elizabethtown, Kentucky, United States. Specializing in finance, they offer expert advice and personalized financial planning services to help individuals and families achieve their financial goals. With JC Carroll, AAMS™ at the helm, clients can trust in his expertise and dedication to providing top-notch financial guidance. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones is committed to helping you secure a stable financial future. Visit their office today to start planning for tomorrow.

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.

Jonathan P Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9405 Mill Brook Road in Louisville, Kentucky, offers a range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Jonathan P Smith holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his comprehensive knowledge and expertise in the field of finance. From portfolio management to behavioral finance, Jonathan P Smith is dedicated to helping clients make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jonathan P Smith can provide personalized financial solutions tailored to your unique needs. Contact Jonathan P Smith - Private Wealth Advisor today to schedule a consultation and take the first step towards securing your financial future.

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.

Patrick Ritter is a Financial Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Patrick Ritter holds various 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®, CFP®, 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®. These certifications demonstrate Patrick Ritter's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for individuals and businesses. Patrick Ritter is committed to providing comprehensive financial advice and services to clients with a focus on professionalism, ethics, and expertise in the field of finance.

Thomas Harvey is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 295 North Hubbards Lane in Louisville, Kentucky, United States. Thomas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. He is also trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planner™. Thomas is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Thomas Harvey for expert advice on fixed-rate and variable annuities, senior issues, retirement planning, and more.

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.

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.

Edward Jones - Financial Advisor: Chasidy Yocum is a reputable finance institution located at 101 West Court Street in Lawrenceburg, Kentucky, United States. Chasidy Yocum is a dedicated and experienced financial advisor who helps clients reach their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for college, or investing for the future, Chasidy Yocum can provide the expertise and support you need to make informed financial decisions. Visit Edward Jones - Financial Advisor: Chasidy Yocum today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Patrick D Shellenberg, AAMS™ is a reputable financial institution located at 950 Breckenridge Lane in Louisville, Kentucky, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With Patrick D Shellenberg, AAMS™ at the helm, clients can trust in his expertise and dedication to providing personalized and tailored financial solutions. Whether clients are planning for retirement, saving for college, or investing for the future, they can rely on the knowledgeable team at Edward Jones to guide them every step of the way.

Edward Jones - Financial Advisor: Jessica C Haralu, CFP® is a reputable finance institution located at 130 Mooreland Avenue in Harrodsburg, Kentucky, United States. With a Certified Financial Planner designation, Jessica C Haralu offers expert financial advice and personalized 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, Jessica C Haralu is dedicated to providing top-notch financial services tailored to your individual needs. Trust in the expertise and professionalism of Edward Jones - Financial Advisor: Jessica C Haralu, CFP® for all your financial planning needs.

Edward Jones - Financial Advisor: Perry S Dressler, AAMS™ is a reputable finance institution located at 130 Mooreland Avenue in Harrodsburg, Kentucky, United States. With a focus on providing personalized financial solutions, Perry S Dressler, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Perry S Dressler, AAMS™ is dedicated to helping you make informed decisions and secure your financial future. Trust in the expertise and professionalism of this institution for all your financial needs.

Edward Jones - Financial Advisor: Bryan Shumate is a reputable financial institution located at 4740 Hansen Road in Paducah, Kentucky, United States. Bryan Shumate is a professional financial advisor dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored financial planning, clients can expect expert advice and guidance to help them navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Bryan Shumate is committed to providing the expertise and support you need to secure a strong financial future.