TOP 10 Personalized financial advice in Louisville, KY
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Edward Jones - Financial Advisor: Ben Stocksdale
● OpenEdward Jones - Financial Advisor: Ben Stocksdale is a reputable finance institution located at 9837 3rd Street Road in Louisville, Kentucky, United States. As a trusted financial advisor, Ben Stocksdale provides personalized investment advice and financial planning 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: Ben Stocksdale is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Ben Stocksdale is committed to providing expert guidance and support every step of the way.
9837 3rd Street Rd Ste 101, Louisville, KY 40272, United States -
Edward Jones - Financial Advisor: Hilary Spencer Persley
● OpenEdward Jones - Financial Advisor: Hilary Spencer Persley is a reputable finance institution located at 4412 Dixie Highway in Louisville, Kentucky, United States. With a focus on providing personalized financial advice and services, Hilary Spencer Persley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, this institution offers expert guidance and support to help you make informed decisions. Trust in Edward Jones - Financial Advisor: Hilary Spencer Persley for all your financial needs.
4412 Dixie Hwy, Louisville, KY 40216, United States -
Lavera Financial Group of Raymond James
● OpenLavera Financial Group of Raymond James is a renowned finance institution located at 400 West Market Street in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, our experienced team of professionals offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Lavera Financial Group is dedicated to helping you secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
400 W Market St # 2100, Louisville, KY 40202, United States -
Unified Financial Planners - Ameriprise Financial Services, LLC
● OpenUnified Financial Planners - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. Our financial advisors are registered to do business in certain U.S. states and can provide personalized advice tailored to your needs. We offer the Confident Retirement® approach to help you plan for a secure financial future. Our team of professionals can discuss what's most important to you and provide an overview of financial planning concepts during the initial consultation. Please note that Ameriprise Financial cannot guarantee future financial results.
1349 Bardstown Rd, Louisville, KY 40204, United States -
Childress & Associates - Ameriprise Financial Services, LLC
● OpenChildress & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. The institution has been recognized as the 2023 Recipients of the Client Experience Award, showcasing their dedication to providing excellent service to their clients. Their team of financial advisors is committed to helping clients reach their financial goals through personalized advice and expert guidance. At Childress & Associates, clients can expect a positive backdrop for stock prices and valuable insights on the current bull market rally. The institution is proud to have received the Ameriprise Client Experience Award, highlighting their commitment to client satisfaction. They offer initial consultations to provide an overview of financial planning concepts and help clients understand how personalized advice can benefit them.
1349 Bardstown Rd, Louisville, KY 40204, United States -
Edward Jones - Financial Advisor: Hal L White Jr
● OpenEdward Jones - Financial Advisor: Hal L White Jr is a reputable finance institution located at 3513 Poplar Level Road in Louisville, Kentucky, United States. As a trusted financial advisor, Hal L White Jr provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Hal L White Jr offers expert advice on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your assets or plan for the future, Edward Jones - Financial Advisor: Hal L White Jr is dedicated to providing top-notch financial guidance and support.
3513 Poplar Level Rd, Louisville, KY 40213, United States -
Glenn Taylor - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGlenn 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.
1349 Bardstown Rd, Louisville, KY 40204, United States -
Edward Jones - Financial Advisor: John Volpert
● OpenAt Edward Jones - Financial Advisor: John Volpert, located at 3113 South 2nd Street in Louisville, Kentucky, you can expect personalized financial advice and guidance from a dedicated professional. John Volpert is a knowledgeable and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, John Volpert can provide tailored solutions to meet your individual needs. Trust in Edward Jones for expert financial advice and a personalized approach to wealth management.
3113 S 2nd St, Louisville, KY 40208, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 4537 Outer Loop in Louisville, Kentucky, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment advice, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized solutions tailored to your individual needs.
4537 Outer Loop, Louisville, KY 40219, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 321 West Main Street in Louisville, Kentucky, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services provides personalized financial planning, investment management, retirement planning, and wealth management services. Clients can expect top-notch customer service and expert advice to help them navigate the complexities of the financial world.
321 W Main St, Louisville, KY 40202, United States -
Kevin Childress - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin Childress - Financial Advisor, Ameriprise Financial Services, LLC, located at 1349 Bardstown Road in Louisville, Kentucky, offers a wide range of financial services to help individuals navigate their financial goals. Kevin Childress holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Kevin Childress aims to provide personalized financial advice to clients, ensuring they make informed decisions for their financial future. Whether you are a retiree, small business owner, or high net worth individual, Kevin Childress can assist you in achieving your financial objectives.
1349 Bardstown Rd, Louisville, KY 40204, United States -
Edward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS™ is a reputable finance institution located at 11809 Standiford Plaza Drive in Louisville, Kentucky, United States. With a focus on providing comprehensive financial planning services, Caleb E Vogelsang, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS™ is dedicated to helping you make informed decisions and secure your financial future.
11809 Standiford Plaza Dr Suite 102, Louisville, KY 40229, United States -
Edward Jones - Financial Advisor: Porter Walker
● OpenEdward Jones - Financial Advisor: Porter Walker is a trusted institution located at 2114 Bardstown Road in Louisville, Kentucky, United States. As a finance-focused establishment, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones - Financial Advisor: Porter Walker is dedicated to serving the needs of their clients and helping them navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, their team of experienced advisors is ready to provide you with the support and guidance you need to make informed decisions and secure your financial future.
2114 Bardstown Rd, Louisville, KY 40205, United States -
Belinda Gantz - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenBelinda Gantz is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 295 North Hubbards Lane in Louisville, Kentucky, United States. Belinda is registered to conduct securities business in certain states and offers consultations on financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Clients can expect to receive personalized recommendations and advice tailored to their individual needs. The institution follows strict rules and regulations to ensure the privacy and security of their clients' information. Referrals are welcome, and Belinda will reach out to them promptly to discuss their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing additional protection for clients' investments.
295 N Hubbards Ln #204, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Dave Watkins Jr
● OpenEdward Jones - Financial Advisor: Dave Watkins Jr is a reputable financial institution located at 7204 Fegenbush Lane in Louisville, Kentucky. As a dedicated financial advisor, Dave Watkins Jr provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Dave Watkins Jr is committed to helping clients secure their financial future. Visit their office in Louisville or contact them for expert financial advice and guidance.
7204 Fegenbush Ln, Louisville, KY 40228, United States -
Edward Jones - Financial Advisor: J Todd Hall, AAMS™
● OpenEdward Jones - Financial Advisor: J Todd Hall, AAMS™ is a reputable financial institution located at 2944 Yorkshire Boulevard in Louisville, Kentucky, United States. Specializing in finance, J Todd Hall, AAMS™ offers expert advice and personalized financial solutions to help clients achieve their wealth management goals. With a commitment to integrity and professionalism, this institution provides top-notch services to individuals and businesses seeking financial guidance. Contact J Todd Hall, AAMS™ at Edward Jones for reliable and trustworthy financial advice.
2944 Yorkshire Blvd, Louisville, KY 40220, United States -
Lach Financial
● OpenLach Financial is a reputable finance institution located at 3046 Breckenridge Lane in Louisville, Kentucky, United States. Specializing in financial services, Lach Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Lach Financial is dedicated to providing personalized and reliable financial advice to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Lach Financial is here to assist you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
3046 Breckenridge Ln Suite 202, Louisville, KY 40220, United States -
Edward Jones - Financial Advisor: Patrick D Shellenberg, AAMS™
● OpenEdward Jones - Financial Advisor: Patrick D Shellenberg, AAMS™ is a reputable financial institution located at 950 Breckenridge Lane in Louisville, Kentucky, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With Patrick D Shellenberg, AAMS™ at the helm, clients can trust in his expertise and dedication to providing personalized and tailored financial solutions. Whether clients are planning for retirement, saving for college, or investing for the future, they can rely on the knowledgeable team at Edward Jones to guide them every step of the way.
950 Breckenridge Ln #235, Louisville, KY 40207, United States -
Matthew Craig Lively - Ameriprise Financial Services, LLC
● OpenMatthew Craig Lively - Ameriprise Financial Services, LLC is a finance institution located at 161 Saint Matthews Avenue in Louisville, Kentucky, United States. This institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Matthew Craig Lively - Ameriprise Financial Services, LLC provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth or protect your assets, this institution can help you navigate the complexities of the financial world with confidence.
161 St Matthews Ave STE 7, Louisville, KY 40207, United States -
Neil Abney - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNeil Abney - Financial Advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers a wide range of financial services. Neil Abney holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Neil Abney is trained in behavioral finance, philanthropy, annuities, and divorce financial analysis. He is dedicated to helping clients make informed financial decisions and achieve their long-term goals. With his extensive knowledge and experience, Neil Abney is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located on South 5th Street in Louisville, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the expert team at Raymond James is dedicated to providing personalized and comprehensive financial solutions tailored to your individual needs. With a commitment to excellence and a track record of success, Raymond James Financial Services is a trusted partner in helping clients secure their financial future.
100 NorthTrust Centre200, S 5th St, Louisville, KY 40202, United States -
Edward Jones - Financial Advisor: Rich Sandman
● OpenEdward Jones - Financial Advisor: Rich Sandman is a reputable finance institution located at 120 Sears Avenue in Louisville, Kentucky, United States. Rich Sandman is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Rich Sandman can provide personalized and expert advice to help you make informed decisions. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Rich Sandman is a trusted partner in navigating the complexities of the financial world.
120 Sears Ave Suite 128, Louisville, KY 40207, United States -
Credent Wealth Management - Louisville Fee-Only Financial Planner
● OpenCredent Wealth Management is a fee-only financial planning firm located in Louisville, Kentucky. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized, comprehensive wealth management services. We prioritize transparency and integrity in our approach, ensuring that our clients receive unbiased advice and guidance tailored to their unique needs. At Credent Wealth Management, we believe in building long-term relationships based on trust and accountability, and we are committed to helping our clients secure their financial future. Visit us at 4350 Brownsboro Road to learn more about how we can help you reach your financial goals.
4350 Brownsboro Rd #110, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Roger Cox, AAMS™
● OpenEdward Jones - Financial Advisor: Roger Cox, AAMS™ is a trusted institution located at 100 Mallard Creek Road in Louisville, Kentucky, United States. Specializing in finance, Roger Cox, AAMS™ offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones - Financial Advisor: Roger Cox, AAMS™ is dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind.
100 Mallard Creek Rd Suite 121, Louisville, KY 40207, United States -
Merrill Lynch Financial Advisor Marguerite Travis Rowland
● OpenMerrill Lynch Financial Advisor Marguerite Travis Rowland, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution dedicated to helping individuals achieve their financial goals. As part of the MVHBR Wealth Management Group, the team provides personalized service and care to each client, placing them at the center of the wealth management process. With the global resources of Merrill, they work collaboratively with clients to design goals-based financial approaches tailored to their unique concerns and objectives. The experienced team at Merrill Lynch takes a disciplined planning approach to understand each client's investing preferences and financial resources necessary to pursue specific goals such as retirement income planning, education funding, and wealth transfer. By asking the right questions and offering access to a global network of research and specialists, they create customized frameworks to optimize short- and long-term financial goals.
101 Bullitt Ln Suite 400, Louisville, KY 40222, United States -
Merrill Lynch Financial Advisor Scott A Kelly
● OpenMerrill 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.
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States -
John Daly - UBS Financial Services
● OpenJohn Daly - UBS Financial Services is a reputable financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in finance, this institution offers a wide range of services to help clients manage and grow their wealth. With a team of experienced professionals, John Daly - UBS Financial Services is dedicated to providing personalized financial solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment opportunities, retirement planning, or wealth management, this institution is committed to helping you achieve your financial goals.
4801 Olympia Park Plaza #4000, Louisville, KY 40241, United States -
Switow Hall Group - UBS Financial Services Inc.
● OpenSwitow Hall Group - UBS Financial Services Inc. is a leading financial institution located at 500 North Hurstbourne Parkway in Louisville, Kentucky, United States. Specializing in finance, the institution offers a wide range of services including wealth management, investment advice, and financial planning. With a team of experienced professionals, Switow Hall Group - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to providing personalized solutions tailored to your specific needs. Visit Switow Hall Group - UBS Financial Services Inc. today to learn more about how they can help you achieve financial success.
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222, United States -
Edward Jones - Financial Advisor: Jason A Padget
● OpenEdward Jones - Financial Advisor: Jason A Padget is a reputable financial institution located at 10025 Forest Green Boulevard in Louisville, Kentucky, United States. As a trusted financial advisor, Jason A Padget provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Jason A Padget is committed to helping clients secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Jason A Padget and his team are dedicated to providing expert financial advice and guidance.
10025 Forest Green Blvd, Louisville, KY 40223, United States -
Shaleen Newton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenShaleen Newton, a Financial Advisor at Ameriprise Financial Services, LLC in Louisville, Kentucky, offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Shaleen takes the time to understand what is truly important to each individual. By providing guidance on navigating the expected and unexpected challenges in life, clients can feel more confident and in control of their financial well-being. Through Ameriprise Financial, clients can access a range of investment products and services to help them achieve their financial goals. Shaleen is a registered investment adviser and can conduct securities business with residents of states where she is properly registered. Potential clients can schedule a complimentary initial consultation to discuss their financial needs and goals.
805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States
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