Personalized financial advising in Kentucky

ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.

Jeff Hemsath - Ameriprise Financial Services, LLC, located at 647 Monmouth Street in Newport, Kentucky, offers personalized financial advice to help clients achieve their goals. With a focus on providing a positive backdrop for stock prices and insights into the current bull market rally, Jeff Hemsath aims to guide clients towards a more confident financial future. Background and qualification information about Jeff Hemsath can be found on FINRA's BrokerCheck website. The institution offers an initial consultation to discuss financial planning concepts, although written analysis and recommendations are not provided during this meeting.

Blue Trust is a trusted financial advising institution located in Louisville, Kentucky. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest, our experts are here to guide you every step of the way. Visit us at 11829 Ransum Drive to start building a secure financial future with Blue Trust.

Mike Snyder - Financial Advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized financial planning services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Mike Snyder's expertise. The institution provides a complimentary initial consultation to discuss financial planning concepts and determine the best path forward. Investment products are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Clients can rest assured knowing that their financial future is in good hands with Mike Snyder and Ameriprise Financial Services, LLC.

Kathy Kicklighter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway, Louisville, Kentucky, United States. As part of Stone & Kicklighter Planning Partners, they have been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular reviews and updates to track progress towards financial objectives. With secure online access, clients can monitor investments and communicate with advisors at any time. Complimentary initial consultations are available to new clients seeking to enhance their financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Kathy Kicklighter is registered to conduct securities business in certain states. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family to the institution for assistance in achieving their financial goals.

Shaleen 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.

Daniel Ryan Allen, a financial advisor at Ameriprise Financial Services, LLC, located at 805 North Whittington Parkway in Louisville, Kentucky, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Daniel works closely with clients to track progress, adjust strategies as needed, and provide ongoing support. By accessing investments and accounts from any device, clients can stay informed and track their financial goals securely. Schedule a complimentary initial consultation to learn more about how Daniel can help you achieve a more confident financial future. As a member of Ameriprise Financial Services, LLC, Daniel is supported by the Ameriprise Investment Research Group, ensuring clients receive expert guidance and market insights. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. For residents of states where Daniel is properly registered, he can conduct securities business in compliance with FINRA regulations. Reach out to Daniel Ryan Allen for a consultation and take the first step toward achieving your financial goals.

Merrill Lynch Financial Advisor Drew Almy, located at 300 West Vine Street in Lexington, Kentucky, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, clients can rely on the expertise and guidance provided by professionals like Drew Almy. Specializing in asset allocation, diversification, and financial planning, Merrill Lynch helps clients achieve their desired financial goals while navigating potential risks associated with investing in securities. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are advised to consult with their own professionals before making any financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch is committed to helping clients make informed decisions about their financial future. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Drew Almy is dedicated to helping clients in Lexington, Kentucky, and beyond.

Williams, Faughn & Associates, PLLC is a reputable firm of Certified Public Accountants and Business Advisers located at 205 West Washington Street in Princeton, Kentucky, United States. Specializing in accounting and finance, our experienced team offers a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, auditing, financial planning, or business consulting, our professionals are dedicated to providing personalized solutions tailored to meet your specific needs. Trust Williams, Faughn & Associates, PLLC to deliver reliable and expert financial guidance to help you achieve your goals.

Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Scott Custis - Financial Advisor, a trusted partner in financial planning and wealth management, located at 740 Centre View Boulevard, Crestview Hills, Kentucky. With a commitment to delivering personalized financial strategies, Scott Custis offers a comprehensive suite of services to meet the diverse needs of individuals, retirees, and small business owners.

Welcome to Crystal Griggs - Associate Financial Advisor at Ameriprise Financial Services, LLC, located in Crestview Hills, Kentucky. We are dedicated to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making a significant purchase like a second home. Our personalized approach begins with understanding what matters most to you and tailoring investment strategies to match your individual goals and risk tolerance. At Crystal Griggs' office, we believe in the importance of regular communication. We document your goals and meet with you regularly to review your progress, adjusting your financial plan as life evolves. With secure online access, you can track your investments and share information with us anytime, from any device.

Welcome 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.

Bellarmine University, located at 2001 Newburg Road in Louisville, Kentucky, is a prestigious school offering a unique liberal arts education. With world-class faculty and a wide range of undergraduate and graduate programs, Bellarmine provides students with ample opportunities to get involved and excel. The institution boasts impressive post-graduation statistics, with 98% of graduates employed or in graduate school within 6 months, and 97% working in their chosen field. Rooted in the Catholic tradition of educational excellence, Bellarmine offers over 50 majors, minors, and dual degree programs in liberal arts and sciences. The university also provides programs for personal and career advancement in areas such as Business, Education, Nursing, and Health Professions.

The College Plan is a comprehensive educational institution located at 1536 Winchester Avenue in Ashland, Kentucky, United States. Our institution offers a wide range of programs and services to help students plan and prepare for their college journey. From academic advising and financial aid assistance to test preparation and career counseling, we are dedicated to helping students achieve their academic and professional goals. With a team of experienced educators and counselors, The College Plan is committed to providing personalized guidance and support to every student. Visit us today and let us help you create a successful college plan for your future.

Western Kentucky University Owensboro Campus is a branch of WKU located at 4821 New Hartford Road in Owensboro, Kentucky, United States. As a university institution, we offer a wide range of academic programs, resources, and student support to help individuals reach their educational goals. Our Regional Degree Programs are tailored to meet the workforce needs of the region, and we also provide online degree options for added convenience. At WKU Owensboro, we offer personalized support, academic advising, financial aid counseling, and on-site resources to ensure student success. Additionally, we offer real-time video streaming between campus locations and various services to help students excel in their studies. Visit us today to learn more about the opportunities available at WKU Owensboro Campus.

Kelley Adams - State Farm Insurance Agent is a trusted insurance agency located at 215 La Grange Road in Pewee Valley, Kentucky. Conveniently situated across from the Little Colonel Playhouse near Ash Avenue and St. Aloysius Church, our team is dedicated to helping you with all your insurance needs. We offer a range of services, including car insurance, life insurance, and financial wellness tips to help you secure your future. Our knowledgeable team can assist you with understanding the basics of insurance, as well as provide guidance on budgeting and saving money.

Adam Waldner - State Farm Insurance Agent is a reputable insurance agency located at 10517 Fischer Park Drive in Louisville, Kentucky, United States. Conveniently situated directly behind Chick-Fil-A on Westport Road, our office is in close proximity to Office Max and Target. Our agent, Adam Waldner, is a proud University of Louisville Alumni and former Grand Knight of the Knights of Columbus. He is also a member of various organizations such as St. Margaret Mary Parish, Cedar Lake Young Professional Board, and the St. Matthews Chamber. At our agency, we strive to help our clients manage the risks of everyday life, recover from the unexpected, and achieve their financial goals. Whether you are in need of auto insurance, homeowners insurance, life insurance, small business insurance, boat insurance, or motorcycle insurance, our dedicated team is here to assist you. We serve clients in Kentucky, Indiana, Ohio, and Virginia.

Alan Walters - State Farm Insurance Agent is a reputable insurance agency located at 1320 West Lexington Avenue in Winchester, Kentucky, United States. The agency has been serving the community since 2013, with Alan Walters becoming an agent in 2017. Whether you are new to the area or a long-time resident, Alan and his team are committed to helping you review your coverage and make informed decisions. The office is conveniently located with parking right by the door, making it easy for clients to visit in person. However, they also offer assistance via text, email, and phone for added convenience. The team at Alan Walters - State Farm Agent is dedicated to making a difference in the lives of their clients and the community, with a focus on providing excellent service and personalized solutions.

Naomi Stevens - State Farm Insurance Agent is a reputable insurance agency located at 8811 Old 3rd Street Road in Louisville, Kentucky, United States. As the month of April brings new beginnings and a sense of renewal, our agency is here to help you review and update your insurance coverage. With a focus on building relationships with our clients, we strive to provide personalized service and support to help you manage the risks of everyday life and realize your dreams. Our team of licensed agents can assist you with a variety of insurance needs, including Auto, Home, Renters, Boat, Life, Health, Business, Flood Insurance, and Financial Services. With over 30 years of combined experience, we are dedicated to serving the Louisville community and helping our clients protect what matters most. Whether you are looking for a free quote or need assistance with a claim, we are here to provide you with the support and guidance you need. Give us a call today to experience the difference that our agency can make in your life.

Sha Tichenor - State Farm Insurance Agent is a reputable insurance agency located at 4917 Dixie Highway in Louisville, Kentucky. With 17 years of experience in the insurance industry, Sha Tichenor is dedicated to educating and advising the community on the importance of insurance. The agency offers a wide range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Boat Insurance, Life Insurance, Health Insurance, and Business Insurance. Sha Tichenor and her team are committed to helping customers properly protect their assets and be financially prepared for the future. Whether you need personal or business insurance, they are licensed, ready, and equipped to assist you. Additionally, they offer tips and advice on various topics such as lowering insurance premiums for college students, avoiding drunk driving, and ensuring food safety during outdoor activities.

Mayrene McPherson - State Farm Insurance Agent is a trusted insurance agency located at 10214 Westport Road in Louisville, Kentucky. With over 20 years of experience as a State Farm Agent, our focus is always on our customers. We prioritize our customers' needs and strive to provide the right products to protect their possessions. Our services include auto, home, renters, condo, boat, life, and health insurance, as well as coverage for motor homes, recreational vehicles, motorcycles, and more. We understand the importance of being available to assist our customers, which is why we are committed to providing outstanding customer service. Our goal is to establish long-lasting relationships with our customers and be a reliable resource for their insurance and financial needs. Whether you need insurance for your home-based business or protection from lightning strikes, we are here to help.

Brittany Smith - State Farm Insurance Agent is a family-oriented insurance agency located at 4015 Old Owingsville Road in Mount Sterling, Kentucky. As a dedicated team, we prioritize building strong relationships with our customers and providing them with personalized insurance solutions. We believe in empowering our customers with confidence by ensuring they are well-prepared for any unexpected events that may arise. Our services extend to residents of central and eastern Kentucky, as well as Ohio. In addition to offering insurance products, we also provide valuable information on topics such as boat safety, rural road driving, and financial planning. Our goal is to deliver exceptional customer service and safeguard the financial future of your family. Meet Michael, our Small Business Insurance Representative, who is eager to assist you with all your personal and business insurance needs.

Thomas Baker - State Farm Insurance Agent is a reputable insurance agency located at 709 South 4th Street in Louisville, Kentucky. Situated on the ground floor of the Heyburn Building at the intersection of 4th & Broadway, this office is conveniently located across from the historic Camberley Brown Hotel. Thomas Baker has been a State Farm Agent since 1985 and is a proud business owner in downtown Louisville. The office is known for welcoming out-of-state transfers to the Louisville area and provides insurance services to individuals, families, and small businesses. Thomas Baker is a community leader, longtime downtown resident, and a former State Record Holder for the SF Fall Life Campaign. He is a member of Alpha Phi Alpha Fraternity, Inc., Agents Training Seminar Study Group, NAACP, and is a repeat National Convention Qualifier.

Kelly Heavrin, Bankers Life Agent in Louisville, Kentucky, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through the complexities of Medicare Advantage plans to find the best coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare with the added benefit of prescription drug coverage and annual maximum out-of-pocket limits. Planning for long-term care is crucial as healthcare costs rise and life expectancy increases. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 101 Bullitt Lane in Louisville to learn more about how we can assist you with your insurance needs.

Bob Savko - State Farm Insurance Agent is an insurance agency located at 10839 Bluegrass Parkway in Louisville, Kentucky, United States. Situated at the intersection of Bluegrass Parkway and Watterson Trail, near Southeast Christian Church, this institution offers valuable tips on financial goals and budgeting to help clients gain better control of their business and personal budgets. Driving on rural roads may seem safe and relaxing, but they come with risks such as sharing the road with farm vehicles. The agency provides tips to help individuals stay safe while driving in the countryside. It is also recommended to make financial resolutions for the new year to stay on top of finances.

WKU Fort Knox is a branch of Western Kentucky University located at 229 Dixie Street in Fort Knox, Kentucky. As a university institution, WKU Fort Knox offers a wide variety of academic programs, resources, and student support to help individuals reach their educational goals. With Regional Degree Programs tailored to meet the workforce needs of the region, as well as online degree options, students have the flexibility to pursue their education in a way that fits their needs. At WKU Fort Knox, personalized support and a range of services are available to help students succeed. From academic advising and financial aid counseling to on-site resources, the institution is dedicated to helping students achieve their academic aspirations. Additionally, real-time video streaming between campus locations allows for seamless communication and collaboration.

Located at 610 College Street Road in Elizabethtown, Kentucky, the Western Kentucky University - Elizabethtown - Fort Knox Campus offers a wide variety of academic programs, resources, and student support to help individuals reach higher education goals. With Regional Degree Programs tailored to meet the workforce needs of the region, as well as online degree options, students can access quality education both on campus and remotely. The institution provides personalized support services such as academic advising, financial aid counseling, and on-site resources to ensure student success. Additionally, real-time video streaming between campus locations enhances the learning experience. Recognized by U.S. News & World Report for its top-ranked Online Bachelor's Programs, Western Kentucky University is committed to providing accessible and high-quality education. Through a partnership with the University Center of Southern Kentucky, the institution offers a 2 2 program for further academic opportunities. Whether on campus or online, WKU in Elizabethtown is dedicated to helping students achieve their academic goals.

Murray State University - Hopkinsville Regional Campus is a branch of the renowned Murray State University located in Hopkinsville, Kentucky. Situated at 5305 Fort Campbell Boulevard, this campus offers a wide range of undergraduate and graduate programs to students in the western Kentucky region. With a focus on providing quality education and personalized attention, the university aims to prepare students for successful careers in their chosen fields. The campus features state-of-the-art facilities, dedicated faculty members, and a vibrant community of learners. Whether you are a recent high school graduate or a working professional looking to further your education, Murray State University - Hopkinsville Regional Campus provides a supportive and enriching environment for all students.

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 Group (FWG) Investments is a finance and legal institution located at 2704 Old Rosebud Road in Lexington, Kentucky, United States. With additional offices in Georgetown, London, Harrodsburg, and Hurricane, we offer personalized financial planning services to help you achieve your ideal retirement goals. Our team of experts will assess your current financial situation, create a custom strategy tailored to your unique needs, and provide ongoing support to ensure your retirement plan remains on track. Schedule a meeting with us today to learn more about our services and how we can help you secure a comfortable retirement. FWG Investments, LLC is a registered investment adviser, while insurance products and services are offered through Family Wealth Group, LLC. Please review our Terms and Conditions before using our website for more information.