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TOP 30 Financial risk management in Louisville, KY
48 results found
Search for local businesses, places and services near you
Accredited Wealth Management
Accredited Wealth Management is a prestigious finance institution located at 6010 Brownsboro Park Boulevard in Louisville, Kentucky. Our team of experienced professionals are dedicated to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Accredited Wealth Management to guide you towards financial success and peace of mind.
UK Transplant & Specialty Clinic - Louisville
UK Transplant & Specialty Clinic in Louisville, Kentucky is a leading institution specializing in the care of patients with advanced, end-stage organ disease. With a team of highly skilled physicians, surgeons, nurse practitioners, and support staff, we perform over 200 transplant procedures each year, including kidney, lung, liver, heart, and pancreas transplants. Our clinic locations in Lexington, Louisville, Bowling Green, and Northern Kentucky ensure that transplant patients receive care close to home. Since 1964, we have provided solid organ transplantation services to more than 5,000 patients in the region. Our expertise includes performing combined transplants such as double-lung, liver-lung, kidney-pancreas, heart-lung, and heart-kidney transplants. From the initial consultation to surgery and post-transplant care, our dedicated team guides patients through every step of the transplant process.
Care Risk Retention Group
Care Risk Retention Group is a leading insurance company located at 13109 Eastpoint Park Boulevard in Louisville, Kentucky. We specialize in providing risk management solutions for healthcare organizations, offering a range of insurance products tailored to meet their specific needs. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of risk management and protect their assets. With a commitment to excellence and customer service, Care Risk Retention Group is the trusted choice for healthcare organizations looking to mitigate their risks and secure their financial future.
Safe Harbor Risk Advisors
Safe 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.
Merrill Lynch Financial Advisor Robert B. Clements
Merrill Lynch Financial Advisor Robert B. Clements, located at 101 Bullitt Lane, Louisville, Kentucky, United States, offers personalized wealth management and financial services to clients. With a background as a Marine Corps Officer, Robert is well-equipped to guide clients through the complexities of the financial markets. By leveraging the investment insights of Merrill and the banking services of Bank of America, Robert provides clients with a wide range of opportunities and solutions in today's fast-paced economy. The Merrill Personal Wealth Analysis™ helps clients create a personalized financial plan centered on their goals and aspirations. Robert's mission is to help clients achieve a sense of peace within their financial lives by placing them at the center of the wealth management process. By starting with a conversation to understand clients' risk tolerance, goals, and unique financial concerns, Robert customizes a disciplined wealth management strategy tailored to each individual.
Bluecap Financial
Bluecap Financial is a leading finance institution located in Louisville, Kentucky. Our team of experts is dedicated to providing top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, our knowledgeable staff is here to help. Visit us at 9850 Von Allmen Court to see how Bluecap Financial can help you secure your financial future.
Merrill Lynch Financial Advisor Carol L Heil
Merrill Lynch Financial Advisor Carol L Heil is a distinguished finance institution located at 101 Bullitt Lane, Louisville, Kentucky, United States. The institution takes pride in their advisors who have received recognition from leading financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "America's Top Women Wealth Advisors", the team at Merrill Lynch is dedicated to providing exemplary client service. Heil & Associates, with over 100 years of collective experience, specialize in customizing wealth management strategies for clients such as business owners, corporate executives, and entrepreneurs. Their approach goes beyond investments, focusing on integrating various aspects of clients' financial lives to help them grow and preserve their wealth while managing risks effectively.
Merrill Lynch Financial Advisor Anna Kravchuk
Merrill Lynch Financial Advisor Anna Kravchuk, located at 101 Bullitt Lane in Louisville, Kentucky, offers a personalized approach to finance for a diverse clientele. Anna works closely with clients to understand their financial and emotional needs, helping them navigate challenging circumstances and achieve their goals. Specializing in retirement planning, succession planning, and liability management, Anna provides tailored strategies to help clients manage risk and build wealth. Fluent in multiple languages and well-versed in legal and tax strategies, Anna offers comprehensive financial guidance to individuals and families. With a background in banking and a focus on client relationships, Anna is dedicated to helping clients pursue their dreams and secure their financial future.
Stone & Kicklighter Planning Partners - Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Greg Mullaney - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. The institution offers a variety of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, and more. Advisors at this institution are also trained in areas such as estate planning, retirement planning, investment strategies, and risk management. The institution is dedicated to providing comprehensive and personalized financial services to individuals and small business owners.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 321 West Main Street in Louisville, Kentucky, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services provides personalized financial planning, investment management, retirement planning, and wealth management services. Clients can expect top-notch customer service and expert advice to help them navigate the complexities of the financial world.
Edward Jones - Financial Advisor: J Todd Hall, AAMS™
Edward Jones - Financial Advisor: J Todd Hall, AAMS™ is a reputable financial institution located at 2944 Yorkshire Boulevard in Louisville, Kentucky, United States. Specializing in finance, J Todd Hall, AAMS™ offers expert advice and personalized financial solutions to help clients achieve their wealth management goals. With a commitment to integrity and professionalism, this institution provides top-notch services to individuals and businesses seeking financial guidance. Contact J Todd Hall, AAMS™ at Edward Jones for reliable and trustworthy financial advice.
Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC
Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway, Louisville, Kentucky, United States. As part of Stone & Kicklighter Planning Partners, they have been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular reviews and updates to track progress towards financial objectives. With secure online access, clients can monitor investments and communicate with advisors at any time. Complimentary initial consultations are available to new clients seeking to enhance their financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Kathy Kicklighter is registered to conduct securities business in certain states. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family to the institution for assistance in achieving their financial goals.
River Road Asset Management
River Road Asset Management is a boutique institutional asset management firm located in Louisville, Kentucky. With a focus on value-oriented portfolios across various equity holdings, our team utilizes a bottom-up, fundamentally driven investment approach called Absolute Value®. We aim to generate sustainable returns over the long term while minimizing downside portfolio risk. Our experienced team is dedicated to serving a mix of institutional investors worldwide, offering tailored solutions to meet client-specific needs. We are committed to diversity and enhancing representation within our organization. Our trademarks, including RIVER ROAD ASSET MANAGEMENT & DESIGN and ABSOLUTE VALUE®, highlight our unique approach to investing. Visit us at 462 South 4th Street in Louisville to learn more about our services and investment strategies.
Merrill Lynch Financial Advisor Brian L Marcukaitis
Merrill Lynch Financial Advisor Brian L Marcukaitis is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. At MVHBR Wealth Management Group, the team is dedicated to helping clients achieve their financial goals through personalized service and care. With the global resources of Merrill, clients are placed at the center of the wealth management process to design a goals-based financial approach. The experienced team at Merrill believes in creating a customized wealth management plan to address unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By utilizing a disciplined planning process and access to a global network of research and specialists, the team can help optimize short- and long-range goals. The institution offers personalized financial strategies tailored to individual investors, taking into account factors such as objectives, time horizon, liquidity needs, investment style, and risk tolerance. The team works collaboratively with clients to create measurable goals and track progress over time, adjusting investment strategies as needed. By utilizing the Investment Personality Assessment, Merrill can gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly.
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.
Private Client Services
Private Client Services is a finance institution located at 2225 Lexington Road in Louisville, Kentucky, United States. We specialize in providing personalized financial services to high-net-worth individuals and families. Our team of experienced financial advisors offers tailored solutions to help clients achieve their wealth management goals. Whether you are looking for investment advice, estate planning, or retirement planning, our experts are here to assist you every step of the way. Trust Private Client Services to provide top-notch financial guidance and support for all your wealth management needs.
Phil Beeson - State Farm Insurance Agent
Welcome to Phil Beeson - State Farm Insurance Agent, located at 6507 Kentucky 22 in Crestwood, Kentucky, United States. Our insurance agency is conveniently situated across from Crestwood Elementary, next to Dairy Queen. As the spring season arrives, it's the perfect time to reassess your financial goals and insurance coverage. Our team is here to help you get started on the right path. It's essential to regularly review your financial goals and insurance coverage to ensure your financial well-being.
Brandt Davis Insurance
Brandt Davis Insurance is a reputable insurance agency located at 2821 South Hurstbourne Parkway in Louisville, Kentucky. With a commitment to providing top-notch service and personalized insurance solutions, our experienced agents are dedicated to helping clients find the best coverage options for their needs. Whether you are looking for auto, home, life, or business insurance, Brandt Davis Insurance is here to assist you every step of the way. Contact us today to learn more about how we can protect what matters most to you.
The Insurance Artist LLC
The Insurance Artist LLC is an insurance agency located at 9700 Bunsen Parkway in Louisville, Kentucky, United States. Led by Rob Holtzmann, The Insurance Artist offers almost a decade of insurance expertise to individuals and businesses in Kentucky and Indiana. They specialize in crafting policies tailored to each client's specific needs, providing trusted advice and insurance solutions to protect what matters most. With a focus on evaluating risks, financial strategies, and opportunities for savings, The Insurance Artist aims to help clients find better coverage and better rates. They offer coverage and risk management solutions for companies of all sizes, as well as personal umbrella insurance to cover unique risks.
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.
Adam Waldner - State Farm Insurance Agent
Adam Waldner - State Farm Insurance Agent is a reputable insurance agency located at 10517 Fischer Park Drive in Louisville, Kentucky, United States. Conveniently situated directly behind Chick-Fil-A on Westport Road, our office is in close proximity to Office Max and Target. Our agent, Adam Waldner, is a proud University of Louisville Alumni and former Grand Knight of the Knights of Columbus. He is also a member of various organizations such as St. Margaret Mary Parish, Cedar Lake Young Professional Board, and the St. Matthews Chamber. At our agency, we strive to help our clients manage the risks of everyday life, recover from the unexpected, and achieve their financial goals. Whether you are in need of auto insurance, homeowners insurance, life insurance, small business insurance, boat insurance, or motorcycle insurance, our dedicated team is here to assist you. We serve clients in Kentucky, Indiana, Ohio, and Virginia.
Adam Sparks - State Farm Insurance Agent
Adam Sparks - State Farm Insurance Agent is a reputable insurance agency located at 3077 Breckenridge Lane in Louisville, Kentucky. Specializing in customizable insurance plans for home, auto, and more, Adam Sparks State Farm serves Greater Louisville and Southern Indiana, including various counties and cities in the region. Offering a range of insurance options such as auto, renters, term life, homeowners, business, worker's comp, boat, condo, life, and pet medical insurance, this agency is dedicated to meeting the diverse needs of its clients. With a team of experienced professionals, including University of Louisville alumni and second-generation State Farm agents, Adam Sparks State Farm provides top-notch service and expertise to ensure that customers receive the best insurance coverage possible. The agency's staff members, such as Liz, Ed, Kelly, and OT, are known for their exceptional customer service, knowledge, and dedication to helping clients find the right insurance solutions.
Naomi Stevens - State Farm Insurance Agent
Naomi Stevens - State Farm Insurance Agent is a reputable insurance agency located at 8811 Old 3rd Street Road in Louisville, Kentucky, United States. As the month of April brings new beginnings and a sense of renewal, our agency is here to help you review and update your insurance coverage. With a focus on building relationships with our clients, we strive to provide personalized service and support to help you manage the risks of everyday life and realize your dreams. Our team of licensed agents can assist you with a variety of insurance needs, including Auto, Home, Renters, Boat, Life, Health, Business, Flood Insurance, and Financial Services. With over 30 years of combined experience, we are dedicated to serving the Louisville community and helping our clients protect what matters most. Whether you are looking for a free quote or need assistance with a claim, we are here to provide you with the support and guidance you need. Give us a call today to experience the difference that our agency can make in your life.
Troy Coulter - State Farm Insurance Agent
Troy Coulter - State Farm Insurance Agent is an insurance agency located at 4906 Outer Loop in Louisville, Kentucky. Troy Coulter, a long-time resident of Louisville and member of the Okolona Business and Professional Association, leads an experienced team that received the Summit Award in 2009. Troy is also actively involved in the community as a youth soccer coach for JYSA and a youth baseball coach in Mt. Washington. The agency's mission is to help people manage everyday risks, recover from the unexpected, and achieve their dreams. They offer insurance and financial services to customers, including life insurance and annuities issued by State Farm Life Insurance Company. The agency also provides tips on topics such as drunk driving prevention, bird deterrents, and shutting off utilities in emergencies. For more information, customers can contact the agency at (502) 964-2002. Securities are distributed by State Farm VP Management Corp. and deposit products are offered by U.S. Bank National Association. The agency reminds customers to consult a tax or legal advisor for personalized advice.
Nelson Insurance Agency Inc
Nelson Insurance Agency Inc, located at 2000 Envoy Circle in Louisville, Kentucky, is a trusted insurance agency that has been serving businesses, families, and individuals since 1975. Our professional staff is dedicated to providing expert and timely service to ensure that what matters most to you is well-insured. With our experienced and knowledgeable agents, we offer risk management solutions tailored to meet even the most complex individual and business needs. We have strong relationships with top-rated, financially sound national and regional carriers, allowing us to customize a comprehensive insurance program just for you. Let us give you peace of mind by protecting what matters most.
Intellectual Property Insurance Services Corporation
Intellectual Property Insurance Services Corporation, located at 9720 Bunsen Parkway in Louisville, Kentucky, is an insurance agency specializing in IP litigation risk management solutions. As your business partner in navigating the IP litigation landscape, we offer policies to help mitigate the financial costs associated with defending against or enforcing claims of IP infringement. Our IP Enforcement Insurance Policy covers litigation expenses for pursuing those who infringe on your company's intellectual property rights, while our IP Defense Insurance Policy covers expenses for defending against claims of infringement on another's intellectual property rights. Whether it's patents, trademarks, copyrights, or trade secrets, our policies provide the financial means necessary to protect your valuable IP assets.
Sam Wheeler - State Farm Insurance Agent
Sam Wheeler - State Farm Insurance Agent is an insurance agency located at 2902 Bardstown Road in Louisville, Kentucky, United States. Our friendly team is dedicated to safeguarding what matters most to you across the beautiful Commonwealth of Kentucky. Whether you need assistance with Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Small Business Insurance, Auto Financing, Home Refinance, or Home Purchase loans, we are here to help. We offer Insurance and Financial Services for Auto, Fire, Life, Health, and Business Insurance through State Farm. Our licensed professionals are ready to assist you in the Historic Highlands Area of Louisville, the Commonwealth of Kentucky, and Southern Indiana. With a focus on customer service and a mission to help people manage risks and realize their dreams, we are committed to providing a great experience for all State Farm customers. Contact us today for all your insurance needs.
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