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Louisville / Kentucky / United States
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My practice provides ongoing comprehensive financial planning services to busy professionals, business owners and retirees. I assist my clients in developing customized strategies to help address their unique financial planning goals and concerns. Whether its implementing appropriate cash/liability management, estate/protection planning or investment/tax planning strategies, I will work with my clients to help them get to where they want to be. My investment planning process entails gaining a complete understanding of my clients investment goals, risk tolerance, investment time horizon, security preferences and tax status. Based on each clients unique situation, we will implement a strategic asset allocation strategy and periodically adjust the investment plan as personal financial goals, resources and market conditions change. My client relationships are built on integrity and outstanding client service. Advising and providing guidance to my clients with financial strategies, including wealth accumulation, wealth protection, income planning and wealth transfer is something that I am passionate about and incredibly fortunate to do. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Louisville / Kentucky / United States
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I believe it is never too early to start thinking about the future-, recognizing that decisions made today may have a profound effect later in life. Whether its retirement planning and income strategies, risk management, portfolio design, or financial planning strategies for families with special needs, having a roadmap can make the difference in being unsure or feeling more secure. I work with individuals and families in the Louisville and Lexington area. I help clients evaluate and understand their current financial situation so they can begin to look forward, and work toward their future needs and goals. For families of children with special needs, it is important to plan with a consideration for benefits they may receive now and later. So what do you say? Lets sit down and make a plan. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Louisville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Barbourville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Louisville / Kentucky / United States
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Encore Financial Services Inc. provides Final Expense, Universal Life, and Medicare insurance to the Louisville, KY, area.
Munfordville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Crestwood / Kentucky / United States
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At PNC, we believe you can handle your finances better by taking small steps today, and we’re right here ready to help make it easier for you. No matter how simple or complex your everyday needs may be, our range of products, services, and digital solutions can help you better manage them.
Louisville / Kentucky / United States
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I have lived in Kentucky for more than half of my life. I moved down from Southern Illinois to attend college at Murray State University (Go Racers!) then moved up to Louisville to start my career, all of which I’ve spent in the insurance and financial service industries. I’m a proud husband and even prouder father of two amazing girls. We share our home with our dog Obi, our cat Meowberta, and our rabbit Dennis Hopper. I love spending free time with family and friends, traveling, watching movies & sports, and binging on cartoons with my kids. Helping our local community is very important to me. We’ve sponsored area athletic teams, donated to and worked with veterans’ groups & literacy programs, and we make time to assist with other community events. Taking care of our neighbors in Middletown (and Lyndon, St. Matthews, J Town, etc.) is something we do in the office but also outside as well. Being an Allstate agent allows me to help people protect what they have worked their whole lives for. That is my passion and mission as your local Allstate agent. My team of fully licensed agents are ready to serve you in both Kentucky and Indiana. If you ever need anything, please do not hesitate to reach out to me or my team members. We can help with your auto insurance, home insurance, renter’s insurance, motorcycle insurance, boat insurance, condo insurance, and even life insurance. Our customer service and attention to detail will help you choose the proper protection but also get the most savings available to you. Our office is located on right on the S curve on Main Street in Middletown, across from the First Baptist Church’s parking lot. Stop by and see us or reach out by phone at 502-254-3611 if you prefer. You can also connect with us on Facebook. We are open 8:30 to 5:30 Monday through Thursday and from 9 to 5 on Friday. We are also available both in-person and over-the-phone on the weekends, by appointment only.
Ft Mitchell / Kentucky / United States
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What you can expect when you work with usAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings “ both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Feel confident about your financial future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Owensboro / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Somerset / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Lexington / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Louisville / Kentucky / United States
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At PNC, we believe you can handle your finances better by taking small steps today, and we’re right here ready to help make it easier for you. No matter how simple or complex your everyday needs may be, our range of products, services, and digital solutions can help you better manage them.
Lexington / Kentucky / United States
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With all the challenges facing organizations and families today, no one has time to become an insurance expert.Instead, you need an experienced team who can analyze the various options open to you -- both insurance and non-insurance options -- and suggest the best alternatives for your needs. Then youre in a position to make a knowledge-based decision.
Ft Mitchell / Kentucky / United States
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Nathan Key founded KMK Financial Group in 2012 after working in the financial services industry for 6 years. His vision for his firm is to provide clients with the experience, resources, and personalized attention required to help families and small business owners build and transfer wealth. By all accounts, he believes that vision has been achieved.
Bardstown / Kentucky / United States
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Mike Brooks and Valerie Downs are financial advisors with Mike Brooks and Associates located in Bardstown, Kentucky. Whether you are interested in life insurance protection for your family, education and college funding for your children, saving and planning for your retirement, or the growth of your business, we want to help you achieve your goals by designing a financial strategy specific to your needs based on what is important to you. If we can be of assistance to you, your family or your business in helping to make your financial goals a reality, please contact either Mike or Val for a no-cost consultation.
Louisville / Kentucky / United States
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At PNC, we believe you can handle your finances better by taking small steps today, and we’re right here ready to help make it easier for you. No matter how simple or complex your everyday needs may be, our range of products, services, and digital solutions can help you better manage them.
Louisville / Kentucky / United States
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The advisor listed in an Ameriprise financial advisor in Louisville, KY. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients. Ill help you prepare for the expected - and the unexpectedThe future looks brighter when youre more prepared. Ill help you plan for what you and your family expect to achieve in life and any changes you may encounter along the way through our exclusive Confident Retirement approach.With the right advisor, life can be brilliant.
Nicholasville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Cadiz / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.