Investment planning in Louisville, Kentucky
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Oxinas Partners
● ClosedOxinas Partners is a finance institution located at 4175 Westport Road in Louisville, Kentucky, United States. We specialize in providing expert financial services and investment solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Oxinas Partners is here to help you every step of the way. Contact us today to schedule a consultation and get started on the path towards financial success.
4175 Westport Rd STE 100, Louisville, KY 40207, United States -
Ratio Financial Fulfillment
● ClosedRatio Financial Fulfillment is a reputable accounting and finance institution located at 734 West Main Street in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, we are here to help you achieve your financial goals. Trust Ratio Financial Fulfillment for all your accounting and finance needs.
734 W Main St Suite 106, Louisville, KY 40202, United States -
A. Roberts & Associates, Inc.
● ClosedA. Roberts & Associates, Inc. is a reputable finance institution located at 6009 Brownsboro Park Boulevard in Louisville, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with financial planning, investments, or retirement planning, A. Roberts & Associates, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
6009 Brownsboro Park Blvd suite b, Louisville, KY 40207, United States -
Helm Creznic & Wilhoit, Inc.
● OpenHelm Creznic & Wilhoit, Inc. is a leading financial institution located at 6500 Glenridge Park Place in Louisville, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, Helm Creznic & Wilhoit, Inc. is dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to helping their clients navigate the complex world of finance with confidence and peace of mind.
6500 Glenridge Park Pl #5, Louisville, KY 40222, United States -
Current Wealth Management at First Kentucky Securities
● ClosedCurrent Wealth Management at First Kentucky Securities is a leading finance institution located at 4360 Brownsboro Road in Louisville, Kentucky. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Current Wealth Management at First Kentucky Securities to help you secure a prosperous financial future.
4360 Brownsboro Rd # 115, Louisville, KY 40207, United States -
First Kentucky Securities
● ClosedFirst Kentucky Securities is a reputable finance institution located at 4360 Brownsboro Road in Louisville, Kentucky, United States. With a focus on providing top-notch financial services to its clients, First Kentucky Securities offers a wide range of investment options and financial planning solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at First Kentucky Securities is dedicated to helping you achieve your goals. Trust in First Kentucky Securities for all your financial needs.
4360 Brownsboro Rd # 300, Louisville, KY 40207, United States -
Riverbend Physicians
● OpenRiverbend Physicians is a reputable finance institution located at 6006 Brownsboro Park Boulevard in Louisville, Kentucky. With a team of experienced professionals, Riverbend Physicians offers a wide range of financial services to individuals and businesses in the area. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Riverbend Physicians is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
6006 Brownsboro Park Blvd, Louisville, KY 40207, United States -
Merrill Lynch Financial Advisor David Very
● ClosedMerrill 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.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Susan S Sadr
● ClosedMerrill Lynch Financial Advisor Susan S Sadr, located at 101 Bullitt Lane, Louisville, Kentucky, United States, is a finance institution focused on helping highly educated professionals and business owners manage their financial tasks efficiently. With extensive experience in wealth management, Susan offers personalized service to address the individual needs of her clients. She provides a range of services including retirement income planning strategies, wealth transfer services, and strategies for business owners. Susan holds various registrations and certifications in the field of finance and is committed to becoming the single source for all wealth management needs. Fluent in multiple languages, Susan enjoys traveling and supporting organizations involved in cancer research and children's causes. She is dedicated to building strong client relationships based on trust and personalized service, helping clients achieve their financial goals and priorities. With access to the global resources of Merrill Lynch, Susan and her team work to design customized investment approaches tailored to each client's unique needs and financial situation.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Rueff and Associates
● ClosedRueff and Associates is a reputable accounting and finance institution located at 312 Macon Avenue in Louisville, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Rueff and Associates has the expertise to assist you in achieving your financial goals. Their dedication to excellence and commitment to client satisfaction make them a trusted partner in managing your financial needs.
312 Macon Ave, Louisville, KY 40207, United States -
Wicker Strategic Wealthcare Group
● ClosedWicker Strategic Wealthcare Group is a leading accounting and finance institution located at 4965 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services tailored to the unique needs of each client. From financial planning to investment strategies, we are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
4965 US-42 #1000, Louisville, KY 40222, United States -
Mainstreet Financial Group, LLC
● ClosedMainstreet Financial Group, LLC is a reputable finance and legal institution located at 7980 New Lagrange Road in Louisville, Kentucky, United States. With a team of experienced financial advisors and lawyers, Mainstreet Financial Group, LLC offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Their dedicated professionals work closely with clients to help them achieve their financial goals and secure their financial future. Whether you are looking for advice on managing your investments or need legal guidance on estate planning, Mainstreet Financial Group, LLC is here to assist you every step of the way.
7980 New La Grange Rd STE 6, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Erskine Howard Courtenay
● ClosedMerrill Lynch Financial Advisor Erskine Howard Courtenay is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Erskine has been managing family assets since 1999 and joined Merrill in 2012. He specializes in goals-based wealth management, helping families integrate their values into their financial planning. With nine years of experience in commercial lending, investment banking, and trust, Erskine offers tailored client service and access to the global resources of Merrill and banking products from Bank of America, N.A. He is a member of various organizations and holds degrees from Thunderbird School of Global Management, The George Washington University, and the American University in Paris. At Merrill Lynch Wealth Management, Erskine focuses on building personalized plans centered on clients' goals and priorities. By understanding each client's unique financial situation and aspirations, he helps develop customized investment strategies to address their needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Erskine works with clients to manage, grow, and preserve their wealth while considering their long-term financial goals. As a Chartered SRI Counselor™, he is registered to do business in multiple states and offers comprehensive financial solutions to help clients achieve their goals.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Steven L Holley
● ClosedMerrill Lynch Financial Advisor Steven L Holley is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our financial advisors focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, we help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment, we customize a financial approach to help you reach your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a plan to address your financial needs. Our mission is to understand your unique needs and help you design a personalized plan to manage, grow, and preserve your wealth. We believe in helping you turn your goals into reality through thoughtful questions, careful listening, and detailed understanding. Let us work together to help you achieve your financial aspirations.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
U.S. Bank - Private Wealth Advisor: Janet Reilly
● ClosedU.S. Bank - Private Wealth Advisor: Janet Reilly is a financial institution located at 435 North Whittington Parkway in Louisville, Kentucky, United States. Specializing in private wealth management, Janet Reilly and her team provide personalized financial planning and investment services to high-net-worth individuals and families. With a focus on building and preserving wealth for future generations, U.S. Bank - Private Wealth Advisor: Janet Reilly offers comprehensive financial strategies tailored to each client's unique goals and needs. Contact them today to discuss your financial objectives and start planning for a secure financial future.
435 N Whittington Pkwy Suite 150, Louisville, KY 40222, United States -
Wainwright Laventis
● OpenWainwright Laventis is a leading finance institution located at 9520 Ormsby Station Road in Louisville, Kentucky, United States. With a strong reputation for excellence in the finance industry, Wainwright Laventis offers a wide range of financial services to individuals and businesses. From investment management to financial planning, their 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 secure a loan, Wainwright Laventis is committed to providing personalized solutions tailored to your unique needs. Visit their office in Louisville today to learn more about how they can help you achieve financial success.
9520 Ormsby Station Rd, Louisville, KY 40223, United States -
FirstSource Solutions USA LLC
● OpenFirstSource Solutions USA LLC is a leading finance institution located at 1661 Lyndon Farm Court in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, FirstSource Solutions offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with banking, investments, or financial planning, FirstSource Solutions has a team of experts ready to help you achieve your financial goals. Trust in FirstSource Solutions for all your finance needs.
1661 Lyndon Farm Ct, Louisville, KY 40223, United States -
Prudential Financial
● OpenPrudential Financial is a renowned finance institution located at 9300 Shelbyville Road in Louisville, Kentucky, United States. As a leading provider of financial services, Prudential offers a wide range of products and solutions aimed at helping individuals and businesses achieve their financial goals. With a strong commitment to integrity and customer service, Prudential Financial is dedicated to providing innovative and personalized financial solutions to its clients. Whether you are looking for investment opportunities, retirement planning, insurance options, or wealth management services, Prudential Financial has the expertise and resources to help you navigate the complex world of finance with confidence.
9300 Shelbyville Rd Suite 900, Louisville, KY 40222, United States -
Thurston Springer Financial
● ClosedThurston Springer Financial is a finance institution located at 9300 Shelbyville Road, Louisville, Kentucky, United States. Our knowledgeable staff is dedicated to shaping a new future for wealth management, insurance, and retirement industries. We prioritize our clients and strive to provide ethical, open, and honest communication to safeguard their future. Our mission is to create and preserve wealth for our clients, guiding them at every stage of their financial journey. We offer a unique investing experience through personalized relationships and competitive financial planning. We believe in maximizing retirement and investment potential to secure a strong financial future.
9300 Shelbyville Rd suite 507 suite 507, Louisville, KY 40222, United States -
The Switow Hall Group - UBS Wealth Management
● ClosedThe Switow Hall Group - UBS Wealth Management is a prestigious financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. As a part of UBS Wealth Management, they provide comprehensive financial services to high-net-worth individuals, families, and businesses. With a focus on personalized wealth management strategies, investment planning, and financial advisory services, The Switow Hall Group is dedicated to helping their clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert guidance and tailored solutions to meet the unique needs of each client. Visit The Switow Hall Group - UBS Wealth Management today to start building a solid financial foundation for tomorrow.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Yates Financial Partners of Raymond James
● OpenYates Financial Partners of Raymond James is a trusted finance institution located at 4969 West U.S. Highway 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to help. With a focus on building long-term relationships based on trust and integrity, Yates Financial Partners is dedicated to helping you secure your financial future. Contact us today to schedule a consultation.
4969 W U.S. Hwy 42 Suite 1600, Louisville, KY 40202, United States -
Alyce W Weixler - Morgan Stanley
● OpenAlyce W Weixler - Morgan Stanley is a finance institution located at 4969 West U.S. Highway 42 in Louisville, Kentucky, United States. As a branch of the renowned Morgan Stanley financial services firm, Alyce W Weixler provides personalized wealth management services to clients in the area. With a focus on investment strategies, financial planning, and asset management, the institution aims to help individuals and businesses achieve their financial goals. The experienced team at Alyce W Weixler - Morgan Stanley is dedicated to providing top-notch financial advice and guidance to help clients navigate the complexities of the financial world.
4969 W U.S. Hwy 42 Suite 1200, Louisville, KY 40222, United States -
David Bates - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Bates is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 12910 Shelbyville Road in Louisville, Kentucky. With a focus on providing personalized financial planning and investment management services, David helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, David Bates is committed to helping you navigate the complexities of the financial world and make informed decisions. Contact David Bates at Ameriprise Financial Services, LLC for expert guidance and support in managing your finances.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
Edward Jones - Financial Advisor: William W Boyd
● ClosedEdward Jones - Financial Advisor: William W Boyd is a reputable financial institution located at 171 South English Station Road in Louisville, Kentucky, United States. As a trusted financial advisor, William W Boyd offers personalized financial planning services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: William W Boyd can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and professionalism, this institution strives to empower clients to make informed decisions and secure their financial future.
171 S English Station Rd, Louisville, KY 40245, United States -
Transamercia Financial Advisors, Inc.
● OpenTransamerica Financial Advisors, Inc. is a reputable finance institution located at 12910 Shelbyville Road in Louisville, Kentucky, United States. With a commitment to providing top-notch financial services and guidance, Transamerica Financial Advisors, Inc. offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized and comprehensive financial planning to individuals, families, and businesses. With a focus on transparency, integrity, and client satisfaction, Transamerica Financial Advisors, Inc. is a trusted partner for all your financial needs.
12910 Shelbyville Rd Ste 138, Louisville, KY 40243, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a reputable finance institution located at 12910 Shelbyville Road in Louisville, Kentucky, United States. With a strong reputation for providing personalized financial planning services, Ameriprise Financial helps individuals and families achieve their financial goals and secure their financial future. Their team of experienced financial advisors offer a wide range of services, including retirement planning, investment management, insurance solutions, and more. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ameriprise Financial is dedicated to helping you make informed financial decisions and achieve financial success.
12910 Shelbyville Rd, Louisville, KY 40243, United States -
Jeff Burnett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Burnett - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 12910 Shelbyville Road in Louisville, Kentucky. With a focus on providing personalized financial planning and investment services, Jeff Burnett and his team aim to help clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Jeff Burnett and Ameriprise Financial Services, LLC offer expert advice and guidance to help you make informed decisions. Trust in their expertise and experience in the finance industry to help you navigate the complexities of the financial world and create a secure financial future for yourself and your loved ones.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
John Dicks - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Dicks - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 12910 Shelbyville Road in Louisville, Kentucky, United States. As a skilled and experienced financial advisor, John Dicks provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With Ameriprise Financial Services, LLC, clients can expect expert advice, tailored financial solutions, and a commitment to excellence in financial planning. Whether you are looking to invest, plan for retirement, or manage your wealth, John Dicks and his team are dedicated to providing top-notch financial services to help you navigate the complexities of the financial world with confidence.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
Davis Financial Services, Inc.
● ClosedDavis Financial Services, Inc. is a trusted finance institution located at 331 Townepark Circle in Louisville, Kentucky, United States. With a commitment to providing top-notch 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 loans and mortgages, Davis Financial Services, Inc. is here to help. Contact us today to learn more about how we can assist you with your financial needs.
331 Townepark Cir, Louisville, KY 40243, United States -
Todd Metcalf - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTodd Metcalf is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 12700 Townepark Way in Louisville, Kentucky. With years of experience in the finance industry, Todd is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Todd Metcalf can provide personalized financial advice and guidance to help you make informed decisions. Contact Todd Metcalf at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards financial security.
12700 Townepark Way Ste 100, Louisville, KY 40243, United States
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