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TOP 30 Investment advisor services in Louisville, KY
357 results found
Search for local businesses, places and services near you
Edward Jones - Financial Advisor: Taylor Graeter II
Edward Jones - Financial Advisor: Taylor Graeter II is a reputable finance institution located at 10400 Dixie Highway in Louisville, Kentucky, United States. As a dedicated financial advisor, Taylor Graeter II provides personalized investment strategies and comprehensive financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Taylor Graeter II is a trusted partner for individuals and families seeking expert guidance in managing their wealth.
Edward Jones - Financial Advisor: Matt Warner
Edward Jones - Financial Advisor: Matt Warner is a reputable finance institution located at 10400 Dixie Highway in Louisville, Kentucky, United States. As a trusted financial advisor, Matt Warner offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, clients can trust Edward Jones - Financial Advisor: Matt Warner to provide expert guidance and support in navigating the complexities of the financial world.
Edward Jones - Financial Advisor: Reece Stephens
Edward Jones - Financial Advisor: Reece Stephens is a trusted financial institution located at 9837 3rd Street Road in Louisville, Kentucky. As a dedicated financial advisor, Reece Stephens provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert financial guidance and support. Whether you are planning for retirement, saving for college, or investing for the future, Reece Stephens and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Ben Stocksdale
Edward Jones - Financial Advisor: Ben Stocksdale is a reputable finance institution located at 9837 3rd Street Road in Louisville, Kentucky, United States. As a trusted financial advisor, Ben Stocksdale provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ben Stocksdale is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Ben Stocksdale is committed to providing expert guidance and support every step of the way.
Service Financial
Service Financial is a leading finance institution located at 4639 Dixie Highway in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with loans, investments, or financial planning, we are here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
Edward Jones - Financial Advisor: Hilary Spencer Persley
Edward Jones - Financial Advisor: Hilary Spencer Persley is a reputable finance institution located at 4412 Dixie Highway in Louisville, Kentucky, United States. With a focus on providing personalized financial advice and services, Hilary Spencer Persley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, this institution offers expert guidance and support to help you make informed decisions. Trust in Edward Jones - Financial Advisor: Hilary Spencer Persley for all your financial needs.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 5220 Dixie Highway in Louisville, Kentucky, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to providing personalized guidance and expertise to help you make informed decisions.
Unified Financial Planners - Ameriprise Financial Services, LLC
Unified Financial Planners - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. Our financial advisors are registered to do business in certain U.S. states and can provide personalized advice tailored to your needs. We offer the Confident Retirement® approach to help you plan for a secure financial future. Our team of professionals can discuss what's most important to you and provide an overview of financial planning concepts during the initial consultation. Please note that Ameriprise Financial cannot guarantee future financial results.
Thompson Investment Advisors
Thompson Investment Advisors is a reputable finance institution located at 1000 Cherokee Road in Louisville, Kentucky, United States. With a team of experienced financial experts, Thompson Investment Advisors offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Thompson Investment Advisors is dedicated to providing personalized solutions tailored to your unique needs. Trust us to guide you towards a more secure financial future.
Jim Onkst - Financial Advisor, Ameriprise Financial Services, LLC
Jim Onkst is a financial advisor at Ameriprise Financial Services, LLC, located at 1349 Bardstown Road in Louisville, Kentucky, United States. With a focus on individual goals and risk tolerance, Jim provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their accounts and investments securely from any device. To learn more and schedule a complimentary initial consultation, visit Jim Onkst's profile on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC offers a range of financial planning services and strives to help clients achieve their financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is properly registered. Get in touch today to discuss your financial priorities.
Raymond James Financial Services
Raymond James Financial Services is a prominent finance institution located at 1040 East Main Street in Louisville, Kentucky, United States. With a commitment to providing top-notch financial services and investment advice, Raymond James is a trusted partner for individuals and businesses looking to achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or managing your investments, the experienced professionals at Raymond James Financial Services are dedicated to helping you make informed decisions and secure your financial future.
Stock Yards Investment Services
Stock Yards Investment Services is a reputable finance institution located at 1040 East Main Street in Louisville, Kentucky, United States. With a strong commitment to providing top-quality investment services, our experienced team of professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Stock Yards Investment Services is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complex world of finance and secure a prosperous future.
Raymond James Financial Services
Raymond James Financial Services is a comprehensive financial institution located at 4016 Poplar Level Road in Louisville, Kentucky, United States. Specializing in finance, Raymond James offers a wide range of services including investment management, retirement planning, estate planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their future. Visit their office today to learn more about the personalized financial solutions they offer.
Edward Jones - Financial Advisor: Hal L White Jr
Edward Jones - Financial Advisor: Hal L White Jr is a reputable finance institution located at 3513 Poplar Level Road in Louisville, Kentucky, United States. As a trusted financial advisor, Hal L White Jr provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Hal L White Jr offers expert advice on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your assets or plan for the future, Edward Jones - Financial Advisor: Hal L White Jr is dedicated to providing top-notch financial guidance and support.
Nathan Holladay - Old National Investments
Nathan Holladay - Old National Investments is a reputable finance institution located at 400 West Market Street in Louisville, Kentucky, United States. With a strong focus on providing personalized investment solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, we offer a wide range of services tailored to meet your individual needs. Trust Nathan Holladay - Old National Investments to provide you with expert financial advice and guidance to secure your financial future.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 4537 Outer Loop in Louisville, Kentucky, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment advice, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized solutions tailored to your individual needs.
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.
Kevin Childress - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Childress - Financial Advisor, Ameriprise Financial Services, LLC, located at 1349 Bardstown Road in Louisville, Kentucky, offers a wide range of financial services to help individuals navigate their financial goals. Kevin Childress holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Kevin Childress aims to provide personalized financial advice to clients, ensuring they make informed decisions for their financial future. Whether you are a retiree, small business owner, or high net worth individual, Kevin Childress can assist you in achieving your financial objectives.
Edward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS™
Edward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS™ is a reputable finance institution located at 11809 Standiford Plaza Drive in Louisville, Kentucky, United States. With a focus on providing comprehensive financial planning services, Caleb E Vogelsang, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS™ is dedicated to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Porter Walker
Edward Jones - Financial Advisor: Porter Walker is a trusted institution located at 2114 Bardstown Road in Louisville, Kentucky, United States. As a finance-focused establishment, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones - Financial Advisor: Porter Walker is dedicated to serving the needs of their clients and helping them navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, their team of experienced advisors is ready to provide you with the support and guidance you need to make informed decisions and secure your financial future.
Belinda Gantz - Associate Financial Advisor, Ameriprise Financial Services, LLC
Belinda Gantz is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 295 North Hubbards Lane in Louisville, Kentucky, United States. Belinda is registered to conduct securities business in certain states and offers consultations on financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Clients can expect to receive personalized recommendations and advice tailored to their individual needs. The institution follows strict rules and regulations to ensure the privacy and security of their clients' information. Referrals are welcome, and Belinda will reach out to them promptly to discuss their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing additional protection for clients' investments.
Edward Jones - Financial Advisor: Dave Watkins Jr
Edward Jones - Financial Advisor: Dave Watkins Jr is a reputable financial institution located at 7204 Fegenbush Lane in Louisville, Kentucky. As a dedicated financial advisor, Dave Watkins Jr provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Dave Watkins Jr is committed to helping clients secure their financial future. Visit their office in Louisville or contact them for expert financial advice and guidance.
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: Patrick D Shellenberg, AAMS™
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.
Matthew Craig Lively - Ameriprise Financial Services, LLC
Matthew Craig Lively - Ameriprise Financial Services, LLC is a finance institution located at 161 Saint Matthews Avenue in Louisville, Kentucky, United States. This institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Matthew Craig Lively - Ameriprise Financial Services, LLC provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth or protect your assets, this institution can help you navigate the complexities of the financial world with confidence.
Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Allen Edwards - 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 wide range of financial services and is home to professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Each of these certifications and designations represents a high level of expertise and commitment to providing top-quality financial services to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized financial advice, Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC has professionals who can help meet your financial goals.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 4165 Westport Road in Louisville, Kentucky, United States. With a strong track record of providing top-notch financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James Financial Services has a team of experienced professionals ready to assist you. Visit their office in Louisville to learn more about the wide range of financial services they offer.
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.
Neil Abney - Financial Advisor, Ameriprise Financial Services, LLC
Neil Abney - Financial Advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers a wide range of financial services. Neil Abney holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Neil Abney is trained in behavioral finance, philanthropy, annuities, and divorce financial analysis. He is dedicated to helping clients make informed financial decisions and achieve their long-term goals. With his extensive knowledge and experience, Neil Abney is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located on South 5th Street in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the expert team at Raymond James is dedicated to providing personalized and comprehensive financial solutions tailored to your individual needs. With a commitment to excellence and a track record of success, Raymond James Financial Services is a trusted partner in helping clients secure their financial future.
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