Life insurance advisor in Kentucky
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Spectrum Financial Alliance
● ClosedSpectrum Financial Alliance, located at 105 Wind Haven Drive in Nicholasville, Kentucky, takes a unique approach to finance. As a fiduciary firm, we prioritize our clients' needs above all else, ensuring that their financial future, peace of mind, and trust are paramount. Our comprehensive wealth management and financial planning services are tailored to meet each client's individual goals and objectives. With a legal duty to act in our clients' best interests, we operate with transparency and integrity, always putting our clients first. Whether you're just starting out or looking to enhance your investment plans, Spectrum Financial Alliance is here to help you achieve your financial goals. Contact us today to schedule a consultation.
105 Wind Haven Dr, Nicholasville, KY 40356, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 140 Whittington Parkway in Louisville, Kentucky, United States. With a strong commitment to helping individuals and businesses achieve financial security, Northwestern Mutual offers a wide range of services including life insurance, investment planning, retirement planning, and estate planning. Their team of experienced financial advisors work closely with clients to create personalized financial solutions tailored to their specific needs and goals. Whether you are looking to protect your family's future or grow your wealth, Northwestern Mutual is dedicated to providing expert guidance and support every step of the way.
140 Whittington Pkwy, Louisville, KY 40222, United States -
Lexington Financial
● ClosedLexington 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.
1795 Alysheba Way UNIT 4204, Lexington, KY 40509, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Louisville, Kentucky is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including business owners, executives, and women, to provide personalized advice and support. We believe in giving back to the community, with significant contributions to local charitable organizations. Our services include investment and insurance products, as well as guidance on growing and expanding businesses. With a focus on empowering women to make the most of their wealth, we strive to help clients navigate their financial futures with confidence. Contact us today to learn more about how we can help you achieve the life and legacy you deserve.
435 N Whittington Pkwy Suite 150, 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 -
Larry Botts & Associates
● OpenLarry Botts & Associates is a trusted insurance agency located at 651 Perimeter Drive in Lexington, Kentucky, United States. With years of experience in the industry, our team of professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today to learn more about our services and how we can help protect what matters most to you.
651 Perimeter Dr # 200, Lexington, KY 40517, United States -
Liz Trotter - Thrivent
● ClosedLiz Trotter - Thrivent is a finance institution located at 9420 Bunsen Parkway in Louisville, Kentucky, United States. As a branch of Thrivent Financial, Liz Trotter offers a wide range of financial services and products to help individuals and families achieve their financial goals. With a team of knowledgeable and experienced financial advisors, Liz Trotter - Thrivent is dedicated to providing personalized solutions and guidance to help clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Liz Trotter - Thrivent is committed to helping you make informed decisions and achieve financial success.
9420 Bunsen Pkwy Suite 110, Louisville, KY 40220, United States -
Larry E Botts, Ceo - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates
● OpenLarry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.
444 Lewis Hargett Cir #115, Lexington, KY 40503, United States -
Mark Mansur - Thrivent
● ClosedMark Mansur - Thrivent is a finance institution located at 9420 Bunsen Parkway, Louisville, Kentucky, United States. Our mission is to bring clarity, contentment, and confidence to important financial goals. We are licensed in multiple states including AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MI, MO, NC, NE, NY, OH, PA, TN, TX, VA, WI, WV. As a business owner, it can be overwhelming to balance work and personal life. Let our team help you navigate this challenge and partner with you to achieve sustainable growth within your community. Our philosophy and process empower our clients to take the next step with confidence, leading to lives filled with meaning and gratitude.
9420 Bunsen Pkwy Suite 110, Louisville, KY 40220, United States -
CFSB
● ClosedCFSB, located at 1721 North 12th Street in Murray, Kentucky, is a leading bank and financial institution in the United States. With a strong reputation for providing excellent customer service and a wide range of banking and financial services, CFSB is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or investment services, CFSB has you covered. Visit us today to experience the difference that personalized service and expert financial advice can make in your life.
1721 N 12th St, Murray, KY 42071, United States -
Joshua Arthur - Thrivent
● ClosedJoshua Arthur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help our clients make informed decisions about their finances. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Joshua Arthur - Thrivent is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Jordan Dongell - Thrivent
● ClosedJordan Dongell - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Specializing in individualized financial planning, Jordan Dongell aims to help individuals, families, and businesses identify and achieve their key financial goals. With a focus on eliminating anxiety and ambiguity surrounding finances, Jordan Dongell helps clients navigate life changes such as new jobs, marriages, and moving homes. By building a strong foundation for financial strategies, Jordan Dongell helps clients work towards savings for retirement, education, and other important purchases. Thrivent provides advice and guidance through its Financial Planning Framework, offering dedicated planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Rachel Hooker - Thrivent
● ClosedRachel Hooker - Thrivent is a finance institution located at 102 East Main Street in Richmond, Kentucky, United States. With licenses in multiple states, including CA, DC, FL, and more, Rachel Hooker works with clients to help them achieve their financial goals. Specializing in protecting loved ones against costs related to extended care, death, and disability, Rachel takes a personalized approach by starting with a conversation about the client's life and what matters most to them. Clients can feel comfortable and empowered to take the next step with clear and candid advice. Rachel's office is centrally located to serve the Richmond area, but she also works with clients remotely through virtual meetings. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients may further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their financial advisors and services.
102 E Main St, Richmond, KY 40475, United States -
HUB International
● ClosedHUB International, located at 308 North Main Street in Franklin, Kentucky, is an insurance agency that offers a wide range of services including property and casualty insurance, surety and bonding, family insurance, and employee benefits plans. Formerly known as Peel & Holland, the agency has been serving clients since 1924 and joined HUB International in 2022. With a team of industry experts based in Franklin, KY, HUB | Peel & Holland specializes in managing insurance plans for various industries such as public entities, marinas, agriculture, education, construction, and healthcare. The agency also works with state-wide associations to design and implement employee benefits and commercial insurance plans for counties across the Commonwealth of Kentucky. As a plan administrator for several associations, HUB | Peel & Holland supports municipal/county employees, educational organizations, and nonprofits. With a focus on developing lasting partnerships with clients, the agency prides itself on providing personalized and proactive attention to ensure clients receive the right insurance at the right price.
308 N Main St, Franklin, KY 42134, United States -
Huntington Investment Co
● OpenWelcome to Huntington Investment Co, your trusted partner for achieving financial success. Located at 211 Grandview Drive, Fort Mitchell, Kentucky, we specialize in providing comprehensive banking and financial services tailored to meet your unique needs. For over a century, Huntington has been dedicated to helping clients transform their financial goals into reality, offering expert guidance on retirement savings, insurance, tax strategies, and more. At Huntington, we understand that financial planning can be overwhelming. That's why our personal advisors are committed to being responsive, transparent, and aligned with your interests. Whether you're planning for retirement, saving for college, or navigating complex financial decisions, our team will develop a customized plan to help you reach your objectives.
211 Grandview Drive, Fort Mitchell, Kentucky 41017, United States
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