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TOP 30 Personalized banking solutions in Louisville, KY
65 results found
Search for local businesses, places and services near you
State Farm: Dave Goodman
State 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.
McGriff Insurance Services
McGriff Insurance Services, located at 2600 Eastpoint Parkway in Louisville, Kentucky, is a trusted insurance agency that offers a wide range of insurance products and services for both businesses and individuals. Whether you need help with claims for commercial auto, property, general liability, or personal insurance like property or vehicle insurance, McGriff is here to assist you. With McGriff, you can now get instant insurance quotes for your small business, making business insurance easy and hassle-free. We believe in providing the best protection for your most valuable assets, and our experienced team is dedicated to serving you with passion and expertise.
Glenn Gilbert - State Farm Insurance Agent
Glenn Gilbert - State Farm Insurance Agent is a trusted insurance agency located at 8321 Preston Highway in Louisville, Kentucky, United States. Our experienced team offers a range of insurance services including auto, home, renters, condo, life, and health insurance. As a State Farm Agent since January 1978, Glenn Gilbert is dedicated to helping clients manage risks, recover from the unexpected, and achieve their dreams. Located between Southern High School and Blue Lick Road on Preston Highway, our agency is committed to providing exceptional customer service and personalized insurance solutions. Glenn Gilbert, a proud graduate of Southern High School and Murray State University, is a member of the Okolon Business & Professional Association and the Louisville Suburban Rotary Club.
Joe Gottbrath - State Farm Insurance Agent
Joe Gottbrath - State Farm Insurance Agent is a reputable insurance agency located at 157 Thierman Lane in Louisville, Kentucky, United States. As a third generation State Farm Agent with over 50 years of experience, Joe Gottbrath is dedicated to providing excellent customer service and helping clients find the right auto insurance coverage. He is a University of Dayton Graduate, Army Veteran, and recipient of various awards for his outstanding service. In addition to offering auto insurance, Joe Gottbrath - State Farm Insurance Agent also provides valuable tips on how to save on energy bills and perform DIY auto maintenance to reduce repair costs. Customers can trust that their personal information will be handled with care and security.
Mark Cumella - State Farm Insurance Agent
Mark Cumella - State Farm Insurance Agent is a trusted insurance agency located at 225 South Hurstbourne Parkway in Louisville, Kentucky. Situated next to Macaroni Grill and behind Gumer & Co. Jewelry, our agency is dedicated to providing the community with quality insurance solutions. As we welcome the month of April, we remind you of the importance of protecting yourself and your loved ones with State Farm Life Insurance. Our team is here to assist you in any way we can, and we are grateful for your continued support. At Mark Cumella - State Farm Insurance Agent, we understand the risks associated with drunk driving and child identity theft. We offer valuable tips and resources to help you avoid these dangers and improve your overall security. Additionally, we provide guidance on budgeting for pet care expenses, ensuring that you can meet your financial goals while caring for your furry friends.
Ing
Ing University is a prestigious institution located at 462 South 4th Street in Louisville, Kentucky, United States. As a leading university, Ing offers a wide range of academic programs and research opportunities to students seeking a high-quality education. Known for its innovative teaching methods and experienced faculty, Ing University is dedicated to providing students with the knowledge and skills needed to succeed in their chosen fields. With a strong commitment to academic excellence and student success, Ing University is a top choice for those looking to further their education in a dynamic and supportive environment.
CareATC
CareATC is a leading healthcare institution located in Louisville, Kentucky, United States. Specializing in providing comprehensive health services, CareATC is committed to helping individuals and families achieve optimal wellness through personalized care and innovative medical solutions. With a team of highly skilled healthcare professionals, CareATC offers a wide range of services including preventive care, chronic disease management, and wellness programs. Patients can expect compassionate and individualized care at CareATC, where their health and well-being are the top priority.
Ben Rigor
Ben Rigor is a leading finance institution located at 3827 Shelbyville Road in Louisville, Kentucky. With a strong reputation for excellence in financial services, Ben Rigor offers a wide range of products and solutions to meet the needs of individuals, businesses, and organizations. Their team of experienced professionals provides personalized advice and support to help clients achieve their financial goals. Whether you are looking for investment opportunities, insurance services, or retirement planning, Ben Rigor is dedicated to helping you secure a stable financial future. Visit their office today to learn more about the services they offer and how they can assist you in managing your finances effectively.
LendNation
LendNation is a trusted bank and finance institution located at 7230 Preston Highway in Louisville, Kentucky, United States. With a commitment to providing reliable financial services, LendNation offers a range of loan options and banking solutions to meet the needs of individuals and businesses. Whether you are looking for a personal loan, payday advance, or other financial assistance, LendNation is here to help. Visit us today to learn more about our services and how we can support your financial goals.
TIAA Financial Services
TIAA Financial Services is a reputable institution located at 4350 Brownsboro Road in Louisville, Kentucky, United States. As a full-service bank, finance, and insurance agency, TIAA offers a wide range of financial products and services to meet the diverse needs of their clients. With a focus on providing personalized solutions and exceptional customer service, TIAA Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Visit their location in Louisville to learn more about their offerings and how they can assist you with your financial needs.
Liberty Federal Credit Union | Hurstbourne
Liberty Federal Credit Union | Hurstbourne is a trusted financial institution located at 1200 Forest Bridge Road in Louisville, Kentucky. As a credit union, we prioritize our members' financial well-being and offer a wide range of banking and financial services. Our friendly and knowledgeable staff are dedicated to helping you achieve your financial goals and providing personalized solutions to meet your needs. Whether you're looking for a savings account, loan, or investment options, Liberty Federal Credit Union | Hurstbourne is here to serve you with integrity and professionalism. Join us today and experience the difference of banking with a credit union that truly cares about its members.
The Riverside Group - Morgan Stanley
The Riverside Group - Morgan Stanley is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including investment banking, wealth management, and asset management. With a focus on providing personalized financial solutions to their clients, The Riverside Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals are committed to delivering top-notch service and expertise in the ever-changing world of finance.
Merrill Lynch Financial Advisor Robert B. Clements
Merrill Lynch Financial Advisor Robert B. Clements, located at 101 Bullitt Lane, Louisville, Kentucky, United States, offers personalized wealth management and financial services to clients. With a background as a Marine Corps Officer, Robert is well-equipped to guide clients through the complexities of the financial markets. By leveraging the investment insights of Merrill and the banking services of Bank of America, Robert provides clients with a wide range of opportunities and solutions in today's fast-paced economy. The Merrill Personal Wealth Analysis™ helps clients create a personalized financial plan centered on their goals and aspirations. Robert's mission is to help clients achieve a sense of peace within their financial lives by placing them at the center of the wealth management process. By starting with a conversation to understand clients' risk tolerance, goals, and unique financial concerns, Robert customizes a disciplined wealth management strategy tailored to each individual.
Charles Schwab
Charles Schwab is a renowned financial institution located at 295 North Hubbards Lane in Louisville, Kentucky, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, banking services, and wealth management solutions to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, Charles Schwab is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are looking to grow your investments, save for retirement, or manage your wealth, Charles Schwab is committed to providing personalized solutions to meet your unique needs.
The 502 Group - Morgan Stanley
The 502 Group - Morgan Stanley is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky. As a branch of the renowned Morgan Stanley financial services firm, The 502 Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The 502 Group is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The 502 Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world.
LendNation
LendNation is a trusted bank and financial institution located at 934 Louisville Road in Frankfort, Kentucky, United States. We offer a range of financial services to help individuals and businesses manage their money effectively. Our experienced team is dedicated to providing personalized solutions and excellent customer service. Whether you need a loan, financial advice, or assistance with banking services, LendNation is here to help you achieve your financial goals. Visit us today to learn more about how we can support your financial needs.
BAIRD
BAIRD is a leading financial institution located at 320 South 4th Street in Louisville, Kentucky, United States. With a strong reputation for excellence in finance, Baird offers a wide range of services including investment banking, wealth management, asset management, and equity research. Clients can trust Baird's experienced team of professionals to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual investor or a corporate client, Baird is committed to delivering top-quality service and innovative financial strategies.
First Command
First Command is a leading financial institution located at 300 High Rise Drive in Louisville, Kentucky, United States. As a bank, finance, and insurance agency, we are dedicated to providing our clients with personalized and comprehensive financial solutions to help them achieve their goals. With a team of experienced professionals, we offer a wide range of services including banking, investment planning, insurance coverage, and more. At First Command, we prioritize the financial well-being of our clients and strive to build long-lasting relationships based on trust and integrity. Visit us today to see how we can help you secure your financial future.
Bluegrass International Fund
Bluegrass International Fund is a prestigious financial institution located in Louisville, Kentucky, United States. As a bank specializing in international finance, they provide a wide range of services including investment management, foreign exchange, and trade finance. Additionally, Bluegrass International Fund operates as a travel agency, offering personalized travel packages and assistance for clients looking to explore the world. With a reputation for excellence and expertise in global financial markets, Bluegrass International Fund is a trusted partner for individuals and businesses seeking innovative financial solutions.
Abound Credit Union
Abound Credit Union, located at 713 West Lincoln Trail Boulevard in Radcliff, Kentucky, is a full-service financial institution dedicated to creating possibilities for your financial future. With services ranging from Free Checking with no fees to Certificate Accounts offering competitive interest rates, Abound Credit Union helps individuals and businesses in Kentucky and beyond achieve their financial goals. In addition to traditional banking services such as checking and savings accounts, credit cards, loans, and online banking, Abound Credit Union also focuses on community education, helping individuals learn financial responsibility and make informed decisions about their money. With branches conveniently located throughout Kentucky, including in cities like Louisville, Bowling Green, and Elizabethtown, Abound Credit Union is committed to providing personalized financial solutions to its members.
Abound Credit Union
Abound Credit Union, located on Dixie Highway in Louisville, Kentucky, is a full-service financial institution that creates possibilities for your financial future. With services such as Free Checking, Certificate Accounts, and a variety of personal and business banking solutions, Abound Credit Union helps its members achieve their financial goals. The institution also offers online and mobile banking options for convenience, and strives to educate and support its communities in financial responsibility. Your savings with Abound Credit Union are federally insured, providing peace of mind as you navigate your financial journey. Explore the many financial solutions Abound has to offer and let us support you every step of the way.
Merrill Lynch Financial Advisor David Very
Merrill 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.
Merrill Lynch Financial Advisor Erskine Howard Courtenay
Merrill 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.
Merrill Lynch Financial Advisor Steven L Holley
Merrill 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.
Russell Louis Ferreri - UBS Financial Services Inc.
Russell Louis Ferreri - UBS Financial Services Inc. is a renowned financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in wealth management, investment banking, and asset management services, our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to deliver exceptional service and expertise to our clients. Contact us today to learn more about how we can help you secure your financial future.
Fifth Third Preferred - Jessica Travelstead
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.
Merrill Lynch Financial Advisor Chad W McCauley
Merrill 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.
Merrill Lynch Financial Advisor Brian L Marcukaitis
Merrill 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.
Merrill Lynch Financial Advisor Rebecca T Thomas
Merrill Lynch Financial Advisor Rebecca T Thomas is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Rebecca follows the deep-seated Merrill tradition of community involvement and volunteering. She offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By getting to know you and your family, Rebecca helps create a customized financial approach to help you achieve your aspirations. She believes in understanding your investment preferences through the Investment Personality Assessment to tailor a plan that aligns with your values. With access to Merrill's investment insights and Bank of America's banking solutions, Rebecca aims to address your financial needs and help you pursue your goals. As a Certified Financial Planner, Rebecca is dedicated to helping you navigate the complexities of your financial life and create a plan that reflects your unique needs. Contact Rebecca Thomas for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.
Merrill Lynch Financial Advisor Scott A Kelly
Merrill Lynch Financial Advisor Scott A Kelly, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution specializing in Private Wealth & Global Institutional Consulting. Our team of qualified and credentialed consultants aims to alleviate the stress of managing significant wealth by addressing critical questions and providing personalized service to institutional investors. We offer in-depth knowledge, customized solutions, and assistance in navigating the complex financial landscape. With a prudent management approach, we help institutions seize opportunities, adapt to market trends, and enhance their mission with reliable support. Our team collaborates with Bank of America to meet the diverse needs of clients who demand more from their Advisors. We prioritize building strong client relationships based on trust and personalized service, ensuring that each client receives tailored advice and access to a global enterprise with unparalleled resources. Whether you are a Founder, C Suite Executive, multigenerational family, Mission Based organization, Endowment, or Pension, our services are centered on your fiduciary needs. *Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Visit us today to learn more about how we can help you achieve your financial goals.
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