TOP 10 Best Legacy wealth management in Shelbyville, Kentucky

SunHarbor Wealth Advisors is a leading finance institution located at 9300 Shelbyville Road in Louisville, Kentucky, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our personalized approach and comprehensive services can help you navigate the complexities of the financial world with confidence. Trust SunHarbor Wealth Advisors to provide you with expert guidance and tailored solutions to meet your unique financial needs.

Mercurio Wealth Advisors is a finance institution located at 9100 Shelbyville Road in Louisville, Kentucky, United States. We provide the toolkit you need for retirement planning, offering access to strategies that are often overlooked. Our Retirement 360 Gameplan™ focuses on creating a culture of learning and understanding throughout your experience, with a personalized plan tailored to your individual needs. Our comprehensive strategy includes retirement income planning, investment planning, legacy planning, healthcare planning, and tax planning. We are committed to empowering retirees to make informed decisions for their future. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered through Mercurio Insurance Services. Note that investing involves risk and no strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the issuing insurance company. The information provided is for informational purposes only and should not be used as the sole basis for financial decisions.

Family Wealth Planning Partners is a finance institution located at 9200 Shelbyville Road in Hurstbourne, Kentucky, United States. Our team of experienced professionals is dedicated to helping families create comprehensive wealth management plans tailored to their unique needs and goals. Whether you are looking to grow your assets, protect your wealth, or plan for future generations, we are here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and start building a secure financial future for your family.

Mercer Wealth Management LLC, located at 9300 Shelbyville Road in Louisville, Kentucky, is a finance institution that offers a highly personalized approach to wealth management. As an independent firm, they work with families, individuals, businesses, and non-profits to address their specific needs through a holistic perspective. The team at Mercer Wealth Management genuinely cares about their clients and goes above and beyond to build trust and confidence. With a skilled and experienced team, they provide a comprehensive set of solutions to help clients pursue their financial goals. Mercer Wealth Management is a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Clients can log into the Mercer Wealth Management Client Portal for easy access to their financial information.

Michael Lamsfuss, CFP, CLU, LUTCF is a reputable finance and insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in insurance products, they provide tailored solutions to protect their clients' assets and secure their financial future. With a commitment to excellence and personalized service, Michael Lamsfuss, CFP, CLU, LUTCF is a trusted partner for individuals and businesses seeking financial stability and peace of mind.

Asset Preservation Group, LLC. is a comprehensive financial institution located at 12312-C Shelbyville Road in Louisville, Kentucky. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping clients preserve and grow their assets. Whether you are looking for tax planning, investment management, estate planning, or legal advice, our experts are here to provide personalized solutions tailored to your unique needs. Trust Asset Preservation Group, LLC. to safeguard your financial future and provide peace of mind for you and your loved ones.

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.

Stifel is a leading financial institution located at 500 Main Street in Shelbyville, Kentucky, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and financial advisory. With a strong reputation for integrity and personalized service, Stifel is committed to helping clients achieve their financial goals and secure their future. Visit Stifel today to learn more about their comprehensive financial solutions.

J. Hagan Capital is a leading financial advisory firm located at 8311 Shelbyville Road in Louisville, Kentucky. With a focus on providing personalized financial solutions, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust J. Hagan Capital to help you navigate the complexities of the financial world and secure a brighter financial future.

Net Law Group, located at 12910 Shelbyville Road in Louisville, Kentucky, is a pioneering institution that powers the online delivery of estate planning legal counsel nationwide through its partnership with Hargrove Firm. This innovative platform provides a better way for financial advisors to refer clients to qualified lawyers for estate planning, ensuring that their clients' legacies are secured with expert advice. Net Law Group also offers a seamless online experience for attorneys to manage their estate planning practice efficiently, allowing them to focus on client service rather than administrative tasks. By modernizing interactions between estate planning attorneys, financial professionals, and clients, Net Law Group is revolutionizing the legal industry with its convenient online platform.

Legato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.

John 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.

Edward Jones - Financial Advisor: Merrick A Hicks is a reputable financial institution located at 77 Mack Walters Road in Shelbyville, Kentucky, United States. As a trusted financial advisor, Merrick A Hicks provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Merrick A Hicks is dedicated to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Alex S Englund, CFP® is a trusted financial institution located at 611 Main Street in Shelbyville, Kentucky, United States. As a Certified Financial Planner, Alex S Englund provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial solutions including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alex S Englund and the team at Edward Jones are committed to providing expert guidance and support every step of the way.

Jacqueline Hamblin - Prudential Financial is a finance and insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky, United States. With a focus on providing top-quality financial services and insurance products, our team is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Contact us today to learn more about how we can help secure your financial future.