Investment advisor services in Louisville, Kentucky
357 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Baird Louisville Headquarters
● ClosedBaird Louisville Headquarters is a prominent finance institution located at 500 West Jefferson Street in Louisville, Kentucky, United States. As a leading financial services firm, Baird offers a wide range of investment banking, wealth management, and asset management services to clients across the country. The Louisville headquarters serves as a hub for Baird's operations, providing expert financial advice and solutions to individuals, businesses, and institutions. With a reputation for excellence and a commitment to client satisfaction, Baird Louisville Headquarters is a trusted partner for all your financial needs.
500 W Jefferson St Suite 2600, Louisville, KY 40202, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 4800 Brownsboro Road in Louisville, Kentucky, United States. Offering a wide range of financial services, including wealth management, investment banking, and asset management, Raymond James is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Raymond James Financial Services is a trusted partner for individuals and businesses looking to grow and protect their wealth.
4800 Brownsboro Rd, Louisville, KY 40207, United States -
Farnsley Advisors
● ClosedFarnsley Advisors is a reputable finance institution located at 4360 Brownsboro Road in Louisville, Kentucky, United States. With a team of experienced financial experts, Farnsley Advisors provides a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, Farnsley Advisors offers personalized solutions tailored to each client's unique needs. Trust Farnsley Advisors to provide expert financial guidance and support for a secure financial future.
4360 Brownsboro Rd #104, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Jay Shafferman
● ClosedEdward Jones - Financial Advisor: Jay Shafferman is a reputable finance institution located at 100 Mallard Creek Road in Louisville, Kentucky, United States. Jay Shafferman is a dedicated and experienced financial advisor who works diligently to help his clients achieve their financial goals. With a focus on personalized service and tailored financial planning, Edward Jones - Financial Advisor: Jay Shafferman is committed to providing top-notch financial guidance and support to individuals and families in the Louisville area. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Jay Shafferman and his team are here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
100 Mallard Creek Rd Suite 121, Louisville, KY 40207, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Louisville, Kentucky, is a trusted financial institution that offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Wells Fargo provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors can provide the expertise and guidance you need to make informed financial decisions. Visit their office at 297 North Hubbards Lane to learn more about how they can help you secure your financial future.
297 N Hubbards Ln, Louisville, KY 40207, United States -
Merrill Lynch Financial Advisor Chad W McCauley
● ClosedMerrill Lynch Financial Advisor Chad W. McCauley, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they evolve over time. Through meaningful conversations, your advisor helps you identify and prioritize your most important goals, whether it's planning for retirement, buying a home, or funding education. By using the Investment Personality Assessment, Merrill can tailor a financial approach that aligns with your unique preferences and objectives. The goal is to help you manage, grow, and preserve your wealth while addressing your financial needs. With the expertise of Merrill and banking solutions from Bank of America, your advisor will work with you to create a plan to achieve your financial goals. By regularly reviewing your progress and adjusting your approach as needed, Merrill Lynch Financial Advisor Chad W. McCauley is committed to helping you stay on track towards achieving what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, your dedicated Merrill advisor will guide you through the complexities of your financial life, helping you pursue your goals and live your best financial life.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Marguerite Travis Rowland
● ClosedMerrill Lynch Financial Advisor Marguerite Travis Rowland, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping individuals achieve their financial goals. As part of the MVHBR Wealth Management Group, the team provides personalized service and care to each client, placing them at the center of the wealth management process. With the global resources of Merrill, they work collaboratively with clients to design goals-based financial approaches tailored to their unique concerns and objectives. The experienced team at Merrill Lynch takes a disciplined planning approach to understand each client's investing preferences and financial resources necessary to pursue specific goals such as retirement income planning, education funding, and wealth transfer. By asking the right questions and offering access to a global network of research and specialists, they create customized frameworks to optimize short- and long-term financial goals.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Brian L Marcukaitis
● ClosedMerrill 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.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Barr Investment Group
● ClosedBarr Investment Group is a renowned finance institution located at 4965 U.S. 42 in Louisville, Kentucky, United States. With a strong reputation for providing expert financial advice and investment services, Barr Investment Group is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced professionals at Barr Investment Group are here to guide you every step of the way. Trust in Barr Investment Group for all your financial needs.
4965 US-42 #1000, Louisville, KY 40222, United States -
John Daly - UBS Financial Services
● OpenJohn Daly - UBS Financial Services is a reputable financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in finance, this institution offers a wide range of services to help clients manage and grow their wealth. With a team of experienced professionals, John Daly - UBS Financial Services is dedicated to providing personalized financial solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment opportunities, retirement planning, or wealth management, this institution is committed to helping you achieve your financial goals.
4801 Olympia Park Plaza #4000, Louisville, KY 40241, United States -
Switow Hall Group - UBS Financial Services Inc.
● OpenSwitow Hall Group - UBS Financial Services Inc. is a leading financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in finance, the institution offers a wide range of services including wealth management, investment advice, and financial planning. With a team of experienced professionals, Switow Hall Group - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to providing personalized solutions tailored to your specific needs. Visit Switow Hall Group - UBS Financial Services Inc. today to learn more about how they can help you achieve financial success.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
The Snyder Group - Ameriprise Financial Services, LLC
● ClosedThe Snyder Group - Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway in Louisville, Kentucky, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and track progress towards their goals securely from any device. The institution provides regular reviews and updates to ensure that financial strategies align with changing life circumstances. Ameriprise financial advisors are registered in certain U.S. states and offer consultations to discuss clients' priorities and financial goals. The institution emphasizes privacy and security, with information available on their website. They are committed to helping clients achieve their financial objectives and offer complimentary initial consultations to get started.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
Edward Jones - Financial Advisor: Melisa Gulley
● ClosedEdward Jones - Financial Advisor: Melisa Gulley is a reputable finance institution located at 9306 New Lagrange Road in Louisville, Kentucky, United States. With a focus on providing personalized financial planning and investment services, Melisa Gulley and her 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 child's education, or grow your wealth, Edward Jones - Financial Advisor: Melisa Gulley offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and commitment to client success to navigate the complex world of finance with confidence.
9306 New La Grange Rd Suite 100, Louisville, KY 40242, United States -
Edward Jones - Financial Advisor: Jason A Padget
● ClosedEdward Jones - Financial Advisor: Jason A Padget is a reputable financial institution located at 10025 Forest Green Boulevard in Louisville, Kentucky, United States. As a trusted financial advisor, Jason A Padget provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Jason A Padget is committed to helping clients secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Jason A Padget and his team are dedicated to providing expert financial advice and guidance.
10025 Forest Green Blvd, Louisville, KY 40223, United States -
Shaleen Newton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShaleen Newton, a Financial Advisor at Ameriprise Financial Services, LLC in Louisville, Kentucky, offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Shaleen takes the time to understand what is truly important to each individual. By providing guidance on navigating the expected and unexpected challenges in life, clients can feel more confident and in control of their financial well-being. Through Ameriprise Financial, clients can access a range of investment products and services to help them achieve their financial goals. Shaleen is a registered investment adviser and can conduct securities business with residents of states where she is properly registered. Potential clients can schedule a complimentary initial consultation to discuss their financial needs and goals.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
The Cunningham Financial Group - UBS Financial Services Inc.
● ClosedThe Cunningham Financial Group - UBS Financial Services Inc. is a leading financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, The Cunningham Financial Group provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure your financial future, The Cunningham Financial Group - UBS Financial Services Inc. is dedicated to helping you succeed.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
UBS Financial Services Inc.
● ClosedUBS Financial Services Inc. is a prestigious finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to meet the diverse needs of their clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals through tailored strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, UBS Financial Services Inc. is committed to delivering exceptional service and results.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Renee Curtis - UBS Financial Services Inc.
● OpenRenee Curtis - UBS Financial Services Inc. is a reputable finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized solutions and exceptional customer service, Renee Curtis - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial guidance.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Harvey Investment Company
● ClosedHarvey Investment Company is a reputable finance institution located at 297 North Hubbards Lane in Louisville, Kentucky, United States. With a strong track record of success, Harvey Investment Company offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the experienced team at Harvey Investment Company is dedicated to providing personalized solutions tailored to your unique needs. Trust Harvey Investment Company to guide you towards a secure financial future.
297 N Hubbards Ln, Louisville, KY 40207, United States -
Merrill Lynch Financial Advisor Mark Vincent
● ClosedMerrill Lynch Financial Advisor Mark Vincent, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping clients achieve their financial goals. At MVHBR Wealth Management Group, the team offers personalized service and care, placing clients at the center of the wealth management process. With access to Merrill's global resources, the team works with clients to design goals-based financial approaches tailored to their unique concerns and aspirations. The experienced team at Merrill Lynch understands that no two investors are alike, which is why they work closely with clients to create personalized financial strategies with measurable goals. By utilizing tools such as the Investment Personality Assessment, the team can refine investment preferences and customize financial approaches to help clients pursue what matters most to them. With a focus on collaboration, the team helps clients track progress towards their goals and adjust investment strategies as needed. Recognized by Forbes for their exemplary client service, Merrill Lynch Financial Advisor Mark Vincent is committed to building strong client relationships based on trust and personalized service. By staying informed about changes in clients' lives and revisiting financial approaches, the team aims to help clients stay on track towards achieving their goals. With a focus on understanding clients' personalities and priorities, the team at Merrill Lynch strives to offer financial approaches that align with clients' life priorities and help address market fluctuations. Let Merrill Lynch Financial Advisor Mark Vincent help you build a customized investment approach to address your needs and pursue your goals.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Baliban Wealth Management Group - UBS Financial Services Inc.
● OpenBaliban Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. With a strong focus on providing top-notch financial services, they offer personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, the experienced team at Baliban Wealth Management Group is dedicated to providing expert guidance and support. Trust in their expertise and commitment to excellence for all your financial needs.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Daniel Ryan Allen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Ryan Allen, a financial advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Daniel works closely with clients to track progress, adjust strategies as needed, and provide ongoing support. By accessing investments and accounts from any device, clients can stay informed and track their financial goals securely. Schedule a complimentary initial consultation to learn more about how Daniel can help you achieve a more confident financial future. As a member of Ameriprise Financial Services, LLC, Daniel is supported by the Ameriprise Investment Research Group, ensuring clients receive expert guidance and market insights. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. For residents of states where Daniel is properly registered, he can conduct securities business in compliance with FINRA regulations. Reach out to Daniel Ryan Allen for a consultation and take the first step toward achieving your financial goals.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
Chris Mallory - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChris Mallory is a financial advisor at Ameriprise Financial Services, LLC located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Chris Mallory 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Chris Mallory's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Chris Mallory is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
dg tax & financial services
● OpenDG 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.
1107 Larchmont Ave, Louisville, KY 40215, United States -
Accredited Wealth Management
● ClosedAccredited 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.
6010 Brownsboro Park Blvd suite f, Louisville, KY 40207, United States -
Powerful Legacy
● ClosedPowerful Legacy is a reputable finance institution located at 4010 Dupont Circle in Louisville, Kentucky, United States. With a strong focus on building a secure financial future for its clients, Powerful Legacy offers a range of services including investment planning, wealth management, and retirement planning. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and leave a lasting legacy for future generations. Trustworthy and reliable, Powerful Legacy is committed to providing personalized solutions and exceptional service to all their clients.
4010 Dupont Cir, Louisville, KY 40207, United States -
Carrie Divine - State Farm Insurance Agent
● ClosedCarrie Divine - State Farm Insurance Agent is a trusted insurance agency located at 121 North Morgan Street in Morganfield, Kentucky, United States. As spring break approaches, it is essential to ensure your auto insurance coverage is up to date, and the Divine Agency is here to help protect what you love. Carrie Divine is a Personal Line Insurance Agent with a focus on auto, home, and life insurance services for residents of Union County, KY. With a strong educational background from Western Kentucky University and the University of Louisville, Carrie brings a wealth of knowledge to assist customers in finding the right insurance protection.
121 N Morgan St, Morganfield, KY 42437, United States -
Brandt Davis Insurance
● ClosedBrandt 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.
2821 S Hurstbourne Pkwy STE 5, Louisville, KY 40220, United States -
State Farm: Dave Goodman
● ClosedState Farm: Dave Goodman is an insurance agency located at 1906 Crums Lane in Louisville, Kentucky. As your State Farm Insurance Agent for the Louisville area, Dave Goodman and his team are dedicated to assisting residents with their insurance needs, including auto insurance, home insurance, renter's insurance, life insurance, and business insurance. Dave Goodman is a graduate of Eastern Kentucky University with a BBA in Insurance, and he is committed to providing personalized insurance plans for the Louisville, St Mathews, Jeffersontown, Pleasure Ridge Park areas. Whether you're looking to protect your belongings with renters or homeowners insurance, seeking tips for safe rural road driving, planning a budget for the holidays, or considering a long term care insurance policy, State Farm: Dave Goodman is here to help. Please note that sensitive personal information should not be shared online, and if you have difficulty accessing the website, you can call (502) 448-5436 for assistance.
1906 Crums Ln, Louisville, KY 40216, United States -
DeLorian D. Malone, MBA with New York Life
● ClosedDeLorian D. Malone, MBA with New York Life is a reputable insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky. With a focus on providing top-notch insurance solutions, DeLorian D. Malone, MBA offers a range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced professionals, they are committed to helping clients protect their assets and secure their futures. Whether you are looking for life insurance, retirement planning, or investment opportunities, DeLorian D. Malone, MBA with New York Life is dedicated to providing personalized and comprehensive insurance solutions.
9300 Shelbyville Rd Suite 1250, Louisville, KY 40241, United States
List of local businesses, places and services in Kentucky
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos