TOP 20 Best Long term wealth planning in Bardstown, Kentucky

Portman Wealth Management is a leading finance institution located at 1000 Commerce Boulevard in Bardstown, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Portman Wealth Management provides expert guidance and tailored solutions to meet your unique needs. Trust us to navigate the complexities of the financial world and secure your financial future.

World Finance is a leading financial institution located at 106 West John Rowan Boulevard in Bardstown, Kentucky, United States. Our institution specializes in providing a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for personal loans, debt consolidation, or other financial services, World Finance is here to help. Visit us today to learn more about how we can assist you in reaching your financial aspirations.

Joe Maupin Insurance Agency, Inc. is a trusted insurance advisor located at 4229 Bardstown Road in Louisville, Kentucky. Specializing in high net worth insurance tailored to your unique risks, assets, and lifestyle, we are committed to providing personalized coverage for individuals and businesses alike. With a team of experienced professionals and 15 years of industry expertise, we are dedicated to being more than just your insurance provider – we are a part of your family and your business. Our range of insurance services includes life insurance to protect your loved ones, long-term care insurance to manage risks and costs, and commercial property insurance to safeguard your assets and buildings. As an independent agency representing a select group of insurance companies, we offer customized solutions to meet your needs while providing exceptional customer service and affordable options.

Federal Hill Capital Management is a leading finance institution located at 129 North 3rd Street in Bardstown, Kentucky, United States. With a strong focus on investment management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Federal Hill Capital Management is committed to providing personalized solutions and exceptional service. Contact us today to learn more about how we can help you navigate the complex world of finance.

Pat Mattingly Inc is a reputable institution located at 5529 Bardstown Road in Springfield, Kentucky, United States. With a strong reputation for excellence in service, Pat Mattingly Inc offers a wide range of services to meet the needs of their clients. Whether you are looking for financial advice, insurance options, or investment opportunities, the experienced team at Pat Mattingly Inc is dedicated to providing top-notch service and personalized solutions. Visit their office today to see how they can help you achieve your financial goals.

Edward Jones - Financial Advisor: Josh Stewart is a trusted finance institution located at 6846 Bardstown Road in Louisville, Kentucky, United States. Josh Stewart is a dedicated financial advisor who provides personalized financial planning services to help clients achieve their goals. With a focus on building long-term relationships, Josh Stewart offers expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Edward Jones - Financial Advisor: Josh Stewart is committed to helping you reach your financial goals.

Edward Jones - Financial Advisor: Jennifer Newton, AAMS™ is a reputable finance institution located at 202 West Stephen Foster Avenue in Bardstown, Kentucky, United States. As a dedicated financial advisor, Jennifer Newton, who holds the Accredited Asset Management Specialist (AAMS™) designation, provides personalized financial planning and investment 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: Jennifer Newton, AAMS™ is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Sarah B Hite, AAMS™ is a reputable financial institution located at 988 Chambers Boulevard in Bardstown, Kentucky, United States. Sarah B Hite, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to providing top-notch financial planning and investment strategies to individuals and families in the Bardstown area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Sarah B Hite and the team at Edward Jones are here to help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Travis Kuntz is a reputable financial institution located at 102 Manor Drive in Bardstown, Kentucky. As a dedicated finance professional, Travis Kuntz provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Travis Kuntz is committed to helping you make informed decisions about your finances. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Travis Kuntz is a reliable partner in your financial journey.

Edward Jones - Financial Advisor: Nat Jordan, CFP® is a trusted finance institution located at 1002 Granite Drive in Bardstown, Kentucky, United States. As a Certified Financial Planner, Nat Jordan offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and excellence, Nat Jordan and the team at Edward Jones provide expert guidance on investments, retirement planning, insurance, and more. Whether you are planning for the future or seeking to maximize your current financial situation, Edward Jones - Financial Advisor: Nat Jordan, CFP® is dedicated to helping you secure a stable and prosperous financial future.

Fifth Third Preferred - Jessica Travelstead is a financial institution located at 2000 Bardstown Road in Louisville, Kentucky, United States. As a preferred banking service, they offer personalized financial solutions tailored to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or loan options, the experienced professionals at Fifth Third Preferred - Jessica Travelstead are committed to helping you achieve your financial goals. With a focus on building long-term relationships and providing exceptional customer service, this institution is dedicated to helping individuals and businesses thrive financially.

David Holton Law is a reputable law institution located at 5226 Bardstown Road in Louisville, Kentucky, United States. Specializing in estate planning, probate law, trusts, and wills, David Holton offers expert legal counsel to help individuals and families protect their assets and plan for the future. With a focus on avoiding the probate process and ensuring that assets are distributed according to your wishes, David Holton Law provides personalized guidance and support to clients. Whether you need assistance with setting up a trust, creating a will, or navigating the complexities of bankruptcy, David Holton Law is here to help. With years of experience as a legal counselor, prosecutor, and judge, David Holton brings a wealth of knowledge and expertise to every case. By working closely with clients and exploring all available options, David Holton Law strives to find solutions that best serve the interests of each individual.

Edward Jones - Financial Advisor: Rob Smotherman, AAMS™ is a leading financial institution located at 130 North 3rd Street in Bardstown, Kentucky, United States. As a trusted financial advisor, Rob Smotherman offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Rob Smotherman, AAMS™ is dedicated to helping you make informed financial decisions and achieve financial success.

Town & Country Asset Management is a leading finance institution located at 201 North 3rd Street in Bardstown, Kentucky, United States. With a focus on providing expert asset management services, 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 protect your investments, Town & Country Asset Management is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

J. Richard Hill & Co. is a reputable institution located at 110 Christine Court in Bardstown, Kentucky, United States. With a commitment to providing exceptional financial services, J. Richard Hill & Co. offers a wide range of investment options and financial planning solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, J. Richard Hill & Co. is the trusted partner you can rely on for expert advice and personalized service.

Edward Jones - Financial Advisor: Kristen L Hammack is a trusted financial institution located at 1200 North Bardstown Road in Mount Washington, Kentucky, United States. Specializing in finance, Kristen L Hammack provides expert advice and personalized financial planning services to help individuals and families achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kristen L Hammack is dedicated to helping clients make informed decisions and secure their financial future.

Glenn Taylor is a financial advisor at Ameriprise Financial Services, LLC located at 1349 Bardstown Road in Louisville, Kentucky. As a finance institution, Ameriprise offers a range of financial services to help individuals achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" which allows clients to choose an advisor whose approach aligns best with their financial objectives. Clients can review the backgrounds, credentials, and experience of the advisors to make an informed decision. By filling out the "Request consultation" form, clients can connect with their desired advisor who will schedule a complimentary initial consultation to discuss their financial needs and goals. Visit Glenn Taylor at Ameriprise Financial Services for personalized financial advice and guidance.

Edward Jones - Financial Advisor: Thomas N Rogers is a reputable finance institution located at 988 Chambers Boulevard in Bardstown, Kentucky, United States. Led by experienced financial advisor Thomas N Rogers, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized service and tailored financial planning, Edward Jones is dedicated to providing top-quality guidance and support to individuals and families seeking to secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Thomas N Rogers is committed to helping you make informed financial decisions.

Edward Jones - Financial Advisor: Susan S Rapier is a trusted financial institution located at 130 North 3rd Street in Bardstown, Kentucky, United States. As a dedicated finance professional, Susan S Rapier provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Susan S Rapier is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Susan S Rapier is the go-to destination for all your financial needs.

Your Best Move, Inc. is a finance institution located at 798 Portland Avenue in Bardstown, Kentucky, United States. We specialize in providing personalized financial solutions to help our clients make the best moves for their financial futures. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through expert advice and tailored strategies. Whether you are looking to invest, save for the future, or plan for retirement, Your Best Move, Inc. is here to guide you every step of the way.

Edward Jones - Financial Advisor: Darren Royal, CFP®|AAMS™ is a well-established finance institution located at 229 North 3rd Street in Bardstown, Kentucky, United States. With a focus on providing personalized financial planning services, Darren Royal, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.

J & E Investments is a reputable finance institution located at 624 North 3rd Street in Bardstown, Kentucky, United States. With a strong commitment to providing top-notch financial services, J & E Investments specializes in helping clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, the dedicated team at J & E Investments is here to assist you every step of the way. Trustworthy, reliable, and experienced, J & E Investments is your go-to destination for all your financial needs.