TOP 30 Wealth transfer strategies in Louisville, Kentucky

6 results found

Mariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.

Greg Mullaney - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 421 Benjamin Lane in Louisville, Kentucky. As a finance institution, they provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Greg Mullaney offers expert advice and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Greg Mullaney and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Susan S Sadr, located at 101 Bullitt Lane, Louisville, Kentucky, United States, is a finance institution focused on helping highly educated professionals and business owners manage their financial tasks efficiently. With extensive experience in wealth management, Susan offers personalized service to address the individual needs of her clients. She provides a range of services including retirement income planning strategies, wealth transfer services, and strategies for business owners. Susan holds various registrations and certifications in the field of finance and is committed to becoming the single source for all wealth management needs. Fluent in multiple languages, Susan enjoys traveling and supporting organizations involved in cancer research and children's causes. She is dedicated to building strong client relationships based on trust and personalized service, helping clients achieve their financial goals and priorities. With access to the global resources of Merrill Lynch, Susan and her team work to design customized investment approaches tailored to each client's unique needs and financial situation.

Merrill 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.

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.

Rada Halaseh - Morgan Stanley is a reputable finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. With a strong presence in the financial industry, this institution offers a wide range of financial services and solutions to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Rada Halaseh - Morgan Stanley is committed to delivering personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.