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TOP 30 Holistic financial planning in Kentucky
44 results found
Search for local businesses, places and services near you
ABRI | Financial Planner
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.
Best Financial Services Inc
Best Financial Services Inc is a leading finance institution located at 502 Jamestown Street in Columbia, Kentucky, United States. With a strong commitment to providing top-quality financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust Best Financial Services Inc for all your financial needs.
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.
Edward Jones - Financial Advisor: John Combs Buchanan
Edward Jones - Financial Advisor: John Combs Buchanan is a reputable finance institution located at 1931 Old Main Street in Maysville, Kentucky, United States. With a focus on providing personalized financial planning and investment services, John Combs Buchanan and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: John Combs Buchanan is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.
Oliver Financial
Oliver Financial is a reputable finance and insurance agency located at 4409 Kentucky 146 in Buckner, Kentucky, United States. With a team of experienced professionals, Oliver Financial offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Clients can expect personalized and comprehensive financial advice to help them achieve their financial goals. Trust Oliver Financial to provide expert guidance and support in navigating the complexities of the financial world.
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.
Lexington Financial
Lexington Financial is a finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. At Lexington Financial, we abide by three simple rules: safety first, earning reasonable rates of return over time, and keeping everything simple. We believe in these principles because we understand the importance of learning from history and avoiding the mistakes of past financial disasters. If you have concerns about the market, it may be time to reassess your financial plan. Our page "Knowing Your Money" can help you navigate common retirement pitfalls and prepare for any potential challenges ahead. In a time where many well-known companies and banks are preparing for a potential market downturn, it's crucial to protect your assets and plan for the future.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 1506 South Virginia Street in Hopkinsville, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced professionals at Raymond James Financial Services are here to help you every step of the way.
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.
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.
Edward Jones - Financial Advisor: Ashley T Cassity
Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.
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.
McFarland Wealth Management Group - UBS Financial Services Inc.
McFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.
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.
Edward Jones - Financial Advisor: Jordan T Coomes
Edward Jones - Financial Advisor: Jordan T Coomes is a trusted finance institution located at 1470 Chelsa Drive in Madisonville, Kentucky, United States. With a focus on personalized financial planning and investment strategies, Jordan T Coomes provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Contact Jordan T Coomes today to schedule a consultation and start building a solid financial plan tailored to your individual needs.
Merrill Lynch Financial Advisor Valerie May Marshall
Merrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."
Oath - Lexington Estate Planning & Investment Attorneys
Oath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment 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.
Women's Health Burlington - St. Elizabeth Physicians
Women's Health Burlington - St. Elizabeth Physicians is a leading healthcare institution located in Burlington, Kentucky. Our team of dedicated doctors and healthcare professionals specialize in providing comprehensive and personalized care for women of all ages. From routine check-ups to specialized treatments, we are committed to promoting the health and well-being of our patients. Visit us at 6105 First Financial Drive to experience our top-quality medical services in a warm and welcoming environment.
Kristin Satterwhite, DO
Kristin Satterwhite, DO is a reputable doctor located at 6105 First Financial Drive in Burlington, Kentucky, United States. Dr. Satterwhite specializes in providing high-quality healthcare services to her patients, with a focus on holistic and personalized treatment plans. With a commitment to excellence and a passion for helping others, Dr. Satterwhite is dedicated to improving the health and well-being of her patients. Whether you are in need of routine check-ups, preventative care, or treatment for a specific health issue, Dr. Satterwhite is here to provide compassionate and expert medical care. Visit Kristin Satterwhite, DO for all your healthcare needs.
Strategic Wealth Designers
Strategic Wealth Designers is a finance institution located at 2716 Old Rosebud Road in Lexington, Kentucky, United States. They offer a variety of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. The team at Strategic Wealth Designers strives to form unique relationships with their clients in order to provide personalized financial planning services. They also offer resources such as a finance blog, RPU podcast, secure file uploads, client logins, and the Taste of Retirement® program. Contact them at 859.207.1501 to schedule a meeting and start planning for a retirement that's different.
Strategic Wealth Designers
Strategic Wealth Designers is a finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky. We offer a range of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. Our team forms unique relationships with our clients to provide personalized financial planning services. We believe that everyone deserves a retirement that is tailored to their individual goals and dreams. Additionally, we offer resources such as the RPU Podcast, a finance blog, secure file uploads, client logins, and the Taste of Retirement® program. Contact us today to schedule your first meeting and let us help you achieve your financial goals.
Investment Services
Investment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
T.H.E Insurance Group
T.H.E Insurance Group is a reputable insurance agency located at 745 Carlton Drive in Owensboro, Kentucky, United States. Specializing in a wide range of insurance products including Auto, Motorcycle, RV, Homeowners, Business, Health, Dental, Vision, and Life insurance, our professional agents have been serving the community since 1972. Our philosophy of service is to provide our policyholders with the best possible protection and service at the lowest cost. Conveniently situated in Davies County, we cater to clients in Kentucky, Indiana, and Tennessee. As April is Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics and understanding personal insurance are essential for managing finances effectively. When planning a home remodel, it's crucial to consider how these changes can affect your insurance coverage. Our team is here to provide guidance and support to ensure your assets are protected.
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.
Transamerica Agency Network
Transamerica Agency Network is an insurance agency located at 5900 U.S. 60 in Ashland, Kentucky, United States. They offer a wide range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced agents, Transamerica Agency Network is committed to providing personalized and comprehensive insurance solutions to protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, Transamerica Agency Network can help you find the coverage that fits your needs and budget. Contact them today to learn more about their insurance offerings and how they can help you secure your future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned finance institution located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, United States. With a strong reputation for providing expert financial advice and services, Merrill Lynch offers wealth management solutions tailored to individual needs and goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Merrill Lynch's team of experienced professionals are dedicated to helping you achieve your financial objectives. Trust Merrill Lynch Wealth Management to guide you towards financial success and security.
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.
Vincent's Bookkeeping & Income
Vincent's Bookkeeping & Income is a reputable accounting and finance institution located at 215 West Main Street in Morganfield, Kentucky, United States. Our team of experienced professionals provides top-notch bookkeeping services to help individuals and businesses effectively manage their finances. Whether you need assistance with tax preparation, payroll services, or financial planning, we are here to help. Trust Vincent's Bookkeeping & Income for all your accounting needs and experience peace of mind knowing your finances are in good hands.
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