Tailored financial planning in Shelbyville, Kentucky
23 results found
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Benefit Planning Inc
● ClosedBenefit Planning Inc is an insurance agency located at 227 Midland Park in Shelbyville, Kentucky, United States. We specialize in providing comprehensive insurance solutions to individuals and businesses, helping them protect their assets and plan for their future. Our experienced team of professionals is dedicated to helping our clients navigate the complexities of insurance, offering personalized advice and tailored plans to meet their unique needs. Whether you are looking for health, life, auto, or business insurance, Benefit Planning Inc is here to help you secure the coverage you need. Contact us today to learn more about how we can assist you with your insurance planning.
227 Midland Park, Shelbyville, KY 40065, United States -
Glenn Taylor - Prudential Financial
● OpenGlenn Taylor - Prudential Financial is a reputable finance and insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are dedicated to providing personalized services tailored to meet your specific needs. Trust Glenn Taylor - Prudential Financial to guide you towards a secure and prosperous financial future.
9300 Shelbyville Rd Suite 900, Louisville, KY 40222, United States -
Family Financial Services
● ClosedFamily Financial Services is a trusted finance institution located at 30 Stonecrest Court in Shelbyville, Kentucky, United States. We provide a wide range of financial services tailored to meet the needs of families, including budgeting, savings, loans, investments, and retirement planning. Our experienced team of financial advisors is dedicated to helping families achieve their financial goals and secure their future. Visit us today to learn more about how we can help you manage your finances effectively and build a stable financial foundation for your family.
30 Stonecrest Ct Suite 101, Shelbyville, KY 40065, United States -
Lifetime Financial Growth
● ClosedLifetime Financial Growth is a premier financial institution located at 9300 Shelbyville Road in Louisville, Kentucky. Our team of experienced professionals is dedicated to helping clients achieve their long-term financial goals and secure their financial future. We offer a wide range of financial services, including retirement planning, investment management, insurance solutions, and wealth preservation strategies. At Lifetime Financial Growth, we are committed to providing personalized guidance and tailored solutions to help our clients build wealth and achieve lifelong financial growth.
9300 Shelbyville Rd Ste 320, Louisville, KY 40222, United States -
Legato Financial Group
● ClosedLegato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.
10200 Forest Green Blvd Suite 600, Louisville, KY 40223, United States -
Legato Financial Group, Inc.
● ClosedLegato Financial Group, Inc. is a finance institution located at 2905 Ring Road in Elizabethtown, Kentucky, United States. We specialize in helping our clients design their retirement plans so they can pursue their goals with confidence. Whether you're in Louisville, Elizabethtown, Shelbyville, or St. Matthews, we can help you create a custom strategy tailored to your unique retirement needs. Our LFG Retirement Blueprint allows us to analyze your current financial situation and develop a plan that aligns with your retirement goals. We offer informational events on retirement income strategies and wealth management to help you make informed decisions about your financial future.
2905 Ring Rd, Elizabethtown, KY 42701, United States -
Family Wealth Planning Partners
● ClosedFamily Wealth Planning Partners is a finance institution located at 9200 Shelbyville Road in Hurstbourne, Kentucky, United States. Our team of experienced professionals is dedicated to helping families create comprehensive wealth management plans tailored to their unique needs and goals. Whether you are looking to grow your assets, protect your wealth, or plan for future generations, we are here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and start building a secure financial future for your family.
9200 Shelbyville Rd Suite 103, Hurstbourne, KY 40222, United States -
Thurston Springer Financial
● ClosedThurston Springer Financial is a finance institution located at 9300 Shelbyville Road, Louisville, Kentucky, United States. Our knowledgeable staff is dedicated to shaping a new future for wealth management, insurance, and retirement industries. We prioritize our clients and strive to provide ethical, open, and honest communication to safeguard their future. Our mission is to create and preserve wealth for our clients, guiding them at every stage of their financial journey. We offer a unique investing experience through personalized relationships and competitive financial planning. We believe in maximizing retirement and investment potential to secure a strong financial future.
9300 Shelbyville Rd suite 507 suite 507, Louisville, KY 40222, United States -
John Dicks - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Dicks - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 12910 Shelbyville Road in Louisville, Kentucky, United States. As a skilled and experienced financial advisor, John Dicks provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With Ameriprise Financial Services, LLC, clients can expect expert advice, tailored financial solutions, and a commitment to excellence in financial planning. Whether you are looking to invest, plan for retirement, or manage your wealth, John Dicks and his team are dedicated to providing top-notch financial services to help you navigate the complexities of the financial world with confidence.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
Paul Gus Pippin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Gus Pippin - Financial Advisor, Ameriprise Financial Services, LLC, located at 12910 Shelbyville Road in Louisville, Kentucky, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, we provide investment recommendations and portfolio analysis to help you track your progress towards financial success. Our services include regular meetings to review and update your approach as life changes, as well as secure online access to your accounts and investments. Schedule a complimentary initial consultation to learn more about how we can help you achieve a more confident financial future. As a member of FINRA and SIPC, we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to start the conversation about your financial goals.
12910 Shelbyville Rd #250, Louisville, KY 40243, United States -
Edward Jones - Financial Advisor: Ashley T Cassity
● ClosedEdward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.
60 Stonecrest Ct #120, Shelbyville, KY 40065, United States -
DeLorian D. Malone, MBA with New York Life
● ClosedDeLorian D. Malone, MBA with New York Life is a reputable insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky. With a focus on providing top-notch insurance solutions, DeLorian D. Malone, MBA offers a range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced professionals, they are committed to helping clients protect their assets and secure their futures. Whether you are looking for life insurance, retirement planning, or investment opportunities, DeLorian D. Malone, MBA with New York Life is dedicated to providing personalized and comprehensive insurance solutions.
9300 Shelbyville Rd Suite 1250, Louisville, KY 40241, United States -
Michael Lamsfuss, CFP, CLU, LUTCF
● ClosedMichael Lamsfuss, CFP, CLU, LUTCF is a reputable finance and insurance agency located at 9300 Shelbyville Road in Louisville, Kentucky. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Specializing in insurance products, they provide tailored solutions to protect their clients' assets and secure their financial future. With a commitment to excellence and personalized service, Michael Lamsfuss, CFP, CLU, LUTCF is a trusted partner for individuals and businesses seeking financial stability and peace of mind.
9300 Shelbyville Rd Suite 1250, Louisville, KY 40222, United States -
Fdm Services LLC
● ClosedFDM Services LLC is a well-established institution located at 9900 Shelbyville Road in Louisville, Kentucky. Specializing in accounting, finance, and travel agency services, FDM Services LLC offers a wide range of professional and reliable services to meet the needs of individuals and businesses alike. With a team of experienced professionals, FDM Services LLC is dedicated to providing top-notch solutions and assistance in all areas of financial management and travel planning. Whether you need help with tax preparation, investment strategies, or booking your next vacation, FDM Services LLC is your go-to destination for expert advice and support.
9900 Shelbyville Rd Suite 7A, Louisville, KY 40223, United States -
Stock Yards Bank & Trust
● ClosedStock Yards Bank & Trust is a trusted financial institution located at 11800 Shelbyville Road in Louisville, Kentucky, United States. As a full-service bank, they offer a wide range of financial services including personal and business banking, wealth management, and investment services. With a strong focus on customer service and community involvement, Stock Yards Bank & Trust is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for a simple checking account or need help with complex financial planning, their team of experienced professionals is ready to assist you. Visit Stock Yards Bank & Trust today to experience personalized banking solutions tailored to your needs.
11800 Shelbyville Rd, Louisville, KY 40243, United States -
Asset Preservation Group, LLC.
● ClosedAsset Preservation Group, LLC. is a comprehensive financial institution located at 12312-C Shelbyville Road in Louisville, Kentucky. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping clients preserve and grow their assets. Whether you are looking for tax planning, investment management, estate planning, or legal advice, our experts are here to provide personalized solutions tailored to your unique needs. Trust Asset Preservation Group, LLC. to safeguard your financial future and provide peace of mind for you and your loved ones.
12312-C Shelbyville Rd, Louisville, KY 40243, United States -
SunHarbor Wealth Advisors
● ClosedSunHarbor Wealth Advisors is a leading finance institution located at 9300 Shelbyville Road in Louisville, Kentucky, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our personalized approach and comprehensive services can help you navigate the complexities of the financial world with confidence. Trust SunHarbor Wealth Advisors to provide you with expert guidance and tailored solutions to meet your unique financial needs.
9300 Shelbyville Rd #915, Louisville, KY 40222, United States -
Mercurio Wealth Advisors
● ClosedMercurio 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.
9100 Shelbyville Rd # 150, Louisville, KY 40222, United States -
Crahan Wealth Management
● OpenCrahan Wealth Management is a reputable finance institution located at 416 Main Street in Shelbyville, Kentucky, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning services tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Crahan Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
416 Main St, Shelbyville, KY 40065, United States -
Healthcare Practice Consultants
● ClosedHealthcare Practice Consultants is a trusted institution located at 9300 Shelbyville Road in Hurstbourne, Kentucky, United States. Specializing in accounting and finance services, our team of experienced consultants are dedicated to helping healthcare professionals manage their practices efficiently and effectively. From financial planning to budgeting and forecasting, we provide tailored solutions to meet the unique needs of each client. Contact us today to learn more about how we can assist you in achieving your financial goals.
9300 Shelbyville Rd #1100, Hurstbourne, KY 40222, United States -
Berkley Oliver PLLC - Law Offices
● ClosedBerkley Oliver PLLC - Law Offices is a premier legal institution located at 77 Mack Walters Road in Shelbyville, Kentucky, United States. Specializing in estate planning, probate, elder law, family law, and criminal defense, our skilled attorneys provide top-notch representation to clients in Shelbyville, Shelby County, and throughout Central Kentucky. Whether you are looking to create a will, navigate the complexities of probate, plan for long-term care, or need assistance with family or criminal law matters, Berkley Oliver PLLC is here to help. Our team of experts offers personalized legal solutions tailored to each client's unique needs and objectives.
77 Mack Walters Rd STE 200, Shelbyville, KY 40065, United States -
Mathis Riggs Prather & Ratliff
● ClosedMathis Riggs Prather & Ratliff is a renowned institution located at 500 Main Street in Shelbyville, Kentucky, United States. Specializing in accounting, finance, and legal services, this institution offers expert advice and guidance to individuals and businesses alike. With a team of experienced professionals, Mathis Riggs Prather & Ratliff is dedicated to providing top-notch services to help clients navigate the complexities of the financial and legal world. Whether you need assistance with tax preparation, financial planning, or legal representation, you can trust this institution to deliver personalized solutions tailored to your specific needs.
500 Main St #5, Shelbyville, KY 40065, United States -
Becker Steve CPA
● OpenBecker Steve CPA is a reputable accounting and finance institution located at 906 Main Street in Shelbyville, Kentucky, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Becker Steve CPA is dedicated to providing top-notch service and helping clients achieve their financial goals. Whether you need help with bookkeeping, payroll, or investment strategies, you can trust Becker Steve CPA to provide expert advice and personalized solutions tailored to your specific needs. Contact them today to learn more about how they can assist you with your accounting and finance needs.
906 Main St, Shelbyville, KY 40065, United States
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