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Financial Planners Certified in Louisville, Kentucky

Dean M Donohue - Ameriprise Financial Services, Inc. photos
Dean M Donohue - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Jonathan P Smith - Ameriprise Financial Services, Inc. photos
Jonathan P Smith - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Pete Smith - Ameriprise Financial Services, Inc. photos
Pete Smith - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Encore Wealth Management Group - Ameriprise Financial Services, Inc. photos
Encore Wealth Management Group - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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Encore Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, Inc. Why Encore? Because every great performance deserves an Encore. Excitement in helping our clients achieve their dreams and goals Navigating all lifes financial stages Core values drive our practice daily Our mission statement: helping to make a difference in the lives of clients. Referral based practice servicing generations of clients Excellence in client service At Encore Wealth Management Group, our primary focus is on your continued success in reaching your financial dreams and creating a more confident and fulfilling retirement. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Greg Mullaney - Ameriprise Financial Services, Inc. photos
Greg Mullaney - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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Owning a business can be a dream come true, but it can also create unique personal financial considerations. With my experience helping small business owners with ongoing advice, I help my clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement approach, we work together to put a plan in place to help them make more confident financial decisions for themselves and their business, today and for the future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Current Wealth Management at First Kentucky Securities photos
Current Wealth Management at First Kentucky Securities, Louisville
Louisville / Kentucky / United States
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Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector since 1977, serving clients in 47 states. Our office helps individuals, families, and institutions elevate their personal, professional, and financial lives with service founded in integrity and compassion. Led by Accredited Investment Fiduciary, Tyler Current, our team is committed to putting your best interest first—always and without exception.
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BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Beau Stone - Ameriprise Financial Services, Inc. photos
Beau Stone - Ameriprise Financial Services, Inc., Louisville
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.
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Todd Metcalf - Ameriprise Financial Services, Inc. photos
Todd Metcalf - Ameriprise Financial Services, Inc., Louisville
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.
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Martin Walters - Ameriprise Financial Services, Inc. photos
Martin Walters - Ameriprise Financial Services, Inc., Louisville
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.
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BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
Detail
BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Gilliam Mease Advisors LLC photos
Gilliam Mease Advisors LLC, Louisville
Louisville / Kentucky / United States
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Equipping people to lead better financial lives.
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BB&T photos
BB&T, Louisville
Louisville / Kentucky / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Shelby Gregory Fink - Ameriprise Financial Services, Inc. photos
Shelby Gregory Fink - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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At Triple Crown Advisors, weve got deep roots in Louisville and Lexington. We value family, friends and community. For us, financial planning means helping our neighbors retire without worry. It means local kids have every chance to reach their dreams. Building a stronger Kentucky is the thread that connects the work we do as advisors and the volunteer work we do with local groups like the Junior League of Lexington and FEAT of Louisville. Were proud of where were from and try to make it better everyday. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Scott Dingle - Ameriprise Financial Services, Inc. photos
Scott Dingle - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Michael P Saunders - Ameriprise Financial Services, Inc. photos
Michael P Saunders - Ameriprise Financial Services, Inc., Louisville
Louisville / Kentucky / United States
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The advisor listed is an Ameriprise financial advisor in Louisville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.
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