Top financial advisors louisville ky.

Aug 5, 2013 · Edward Bernard Seay Registered Representative CCF Investments, Inc. Dave Ramsey Endorsed Local Provider Phone: 502-208-9928 Fax: 877-247-5445. See all responses 10. 4. Financial advisor referral in Louisville, KY. Referral from July 11, 2014. 5.0. Learn more about Joyce Meyer Wealth Management Group in Louisville, KY. Providing wealth management services. ... Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. ... Best Execution Statement. Loan Disclosure Statement ...Equitable Advisors is a financial advisory firm with an office in Louisville, KY. The advisory team at Equitable Advisors includes 3,678 advisor(s). The average advisor to client ratio is 1 advisor per 52 clients, but advisors may work with a higher or lower number of clients based on firm practices.500 N Hurstbourne Pkwy, Suite 120 | Louisville, KY 40222. 502-412-3354. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management.

Townsend Financial Planning, LLC. Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning. Fee-Only financial planner located in Mount Sterling, Lexington and Louisville, KY, serving clients locally and across the country. I can work with clients anywhere!

Best Financial Advisors in Jefferson County, KY. We did the hard work of finding trustworthy partners in Jefferson County, KY. Fill out the form to get connected. Scroll to List of Firms. Connect With a Financial Planner . Contact Us. ... Louisville, KY 40222, USA (502) 326-3926

The Louisville office was established to better serve the growing client base in the Kentucky area. The Louisville office opened in 2019 as an expansion of Ronald Blue Trust’s Indianapolis office, which is one of the larger wealth management practices in the Midwest and operates under the leadership of Aaron Klopfenstein , managing director ... Here are some of the top financial advisors in Louisville, KY, and what sets them apart: h3. 1. Legacy Wealth Management. Legacy Wealth Management is a fee-only financial advisory firm that specializes in retirement planning, portfolio management, and estate planning.Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Heil & Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222. 502.329.5008Farnsley Advisors Review. Written by investor.com. November 17, 2023. Farnsley Advisors, registered in 2017, serves 4 state (s) with a licensed staff of 2 advisors. Farnsley Advisors manages $49.4 million and provides investment advisory services for 207 clients (1:104 advisor/client ratio).Browse the top companies hiring for Financial Advisor jobs in Louisville, KY. Salaries, reviews, and more - all posted by employees working at the top companies hiring for Financial Advisor jobs in Louisville, KY. Apply to jobs near you.

Specialties: Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Established in 2002. Founded in 2002 by Matt Dicken, …

If you’re a beginning investor, there’s a lot you can do on your own to get started building your portfolio. But as you advance, you’ll probably notice that investing can get complex and decisions can get more involved than you anticipated.

A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. If you know someone who has financial questions, please let them know about my practice. Review tax planning strategies throughout the entire year, not just during tax season. Explore tax insights. 500 N Hurstbourne Pkwy, Suite 120 | Louisville, KY 40222. 502-412-3354. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management.We proudly serve individuals, families, and small businesses in the Oldham County and Eastern Louisville area in creating, implementing, and monitoring personalized financial solutions. You can think of us as map-makers, developing …Here are some of the top financial advisors in Louisville, KY, and what sets them apart: h3. 1. Legacy Wealth Management. Legacy Wealth Management is a fee-only financial advisory firm that specializes in retirement planning, portfolio management, and estate planning.Jonathan P Smith with Encore Wealth Management Group in Louisville, KY is here to help you with all of your financial planning needs. ... A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning …Louisville, KY. Summary: As a Merrill Financial Advisor based in Louisville, KY., I focus on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter ...Browse the top Financial Services companies in Louisville, KY. Salaries, reviews, and more - all posted by employees working at the top Financial Services companies in Louisville, KY. ... 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and ...

Nov 24, 2023 · Office Location 3008 Lindsey Drive, Edgewood, KY 41017 Phone Number 513-278-5045. Brent brings 15+ years of financial planning, investment and insurance experience to Savvy. He is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and remove financial ... Jason Stuber is a chartered financial analyst based out of Louisville, Kentucky with 7 years of relevant experience. Stuber currently works for Saling Wealth Advisors. Their career trajectory has included roles at J.J.B. Hilliard W.L. Lyons, LLC and Saling Wealth Advisors. Stuber has a Series 66 license, which qualifies them as both a ...Financial advisors in Louisville have an average of 16 years of experience and the largest firms in the area include Taylor Advisors Inc, A Hub International Company, River Road Asset...Keith Norris is a financial advisor operating in Louisville, Kentucky with a total of 14 years of industry experience. Norris works at Morgan Stanley. Throughout their career, Norris has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Norris holds a Series 63 license, which qualifies them as a ...Richard Wilson is a financial advisor working in Louisville, Kentucky who has 9 years of industry experience. Wilson currently works for Morgan Stanley. Throughout their career, Wilson has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wilson has Series 63 and Series 65 licenses ...

Richard Robinson is a financial advisor in Louisville, KY. He has been in practice for 15 years, the last 13 years at Private Client Services LLC. No Certifications. 15 Years Experience. 3 Fee ...Paul Cook is a financial advisor based out of Louisville, Kentucky who has 11 years of industry experience. ... Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor ...

Equitable Advisors is a financial advisory firm with an office in Louisville, KY. The advisory team at Equitable Advisors includes 3,678 advisor(s). The average advisor to client ratio is 1 advisor per 52 clients, but advisors may work with a higher or lower number of clients based on firm practices. The fees charged by financial advisory firms ... 12 hires on Thumbtack Serves Louisville, KY Andrew J. says, "Rating Scott Monk’s financial planning services with five stars doesn’t fully capture the brilliance he brings to …Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY ... Our Financial Planners have achieved the highest level of ...10. American Fortune. 5.0 (2 reviews) Financial Advising. Business Consulting. $425 for $500 Deal. “Brian Mazar worked with me on the potential purchase of a business. While we did not complete the transaction due to a change in direction from the seller, Brian was terrific in…” more. 1.With over 5 decades of service in Louisville, Audubon Animal Medical Center ranks among the highest-rated veterinarians in the area. They offer experience and expertise in all things pet-related for animals of all shapes and sizes, including rabbits, rodents, reptiles, and birds.8 Aug 2023 ... 379. Ryan Hall, UBS Private Wealth Management, Louisville KY, $ 10-25mm, $ 2mm, $ 515M. 380. Bob Bishop, Wells Fargo Advisors, Holland MI, $ ...Nov 14, 2023 · Low $49,258. High $148,583. Commission. $17,800 per year. Non-cash benefit. 401 (k) View more benefits. The average salary for a financial advisor is $85,551 per year in Louisville, KY and $17,800 commission per year. 48 salaries reported, updated at November 14, 2023. Is this useful?

Richard Wilson is a financial advisor working in Louisville, Kentucky who has 9 years of industry experience. Wilson currently works for Morgan Stanley. Throughout their career, Wilson has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wilson has Series 63 and Series 65 licenses ...

Financial Advisor. Chief Operating Officer of. Align Wealth Management. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.423.7073. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.

Dennis C Healey, EA 4.9 (31 reviews) Tax Services Accountants “We sold two properties and bought one and have several investment accounts.” more You can request virtual …4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4072. Brett Mahle Inquire with Brett. 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4006. Select other cities around. Find the best financial advisors in Louisville, Kentucky for your financial planning needs. We round up the top financial advisors in the Louisville ...David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 4.9 / 5 rating based on 25 reviews.4.6 (111) 901 Lily Creek Road, Unit 102, Louisville, KY 40243. Lamkin Wealth Management stands out as a premier financial services provider Located in Louisville. Their team comprises highly skilled professionals boasting extensive experience in the field; they are dedicated to addressing both your current needs and future requirements.For Kentucky residents, we’ve compiled a list of the best investment firms and top financial planners in Lexington, KY, and Louisville, KY to help put you on the right path toward finding that …Indyfin matches you with well-suited fiduciary financial advisors in or nearby Louisville based on your specific situation. Our matchmaking algorithm also searches for fiduciary financial advisors for you on a nationwide basis, in case there is a better suited match based on your needs. Author: Akshay Singh, CPWA ® Title: Indyfin President ...Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY. Our certified financial advisors offer fiduciary Louisville, Kentucky, 40222 , United StatesJun 13, 2023 · 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4072. Brett Mahle Inquire with Brett. 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4006. Select other cities around. Find the best financial advisors in Louisville, Kentucky for your financial planning needs. We round up the top financial advisors in the Louisville ... 100 Mallard Creek Rd, Suite 402, Louisville, KY 40207. Thomas Falkner (CRD# 6962277) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 3 years of experience in the finance industry. Thomas Falkner has taken additional exams to become a Certified Financial Planner …Office Location 3008 Lindsey Drive, Edgewood, KY 41017 Phone Number 513-278-5045. Brent brings 15+ years of financial planning, investment and insurance experience to Savvy. He is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and remove financial ...

Best Financial Services in Louisville, KY - American Fortune, Restarting Futures, Dennis C Healey, EA, Highlands Tax & Accounting, CheckSmart, Edward Jones - Financial Advisor: Marcus E Folmar, L&N Federal Credit Union, McCarty Jack, CPA EA, Carroll R Goslee - Edward Jones, Multiple Option Mortgage ServicesOur strength and the reason people do business with us is because we are always looking out for our clients' best interests. ... Raymond James financial advisors ...Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. Client Satisfaction 4.9 / 5 rating based on 59 reviews.Instagram:https://instagram. ji cramerugl etfus treasury 7 year ratetrading practice software Contact Us. (502) 547-9164. If you need help making assisted living arrangements for your loved one, we can help! Oasis Senior Advisors offers free senior housing placement services in Louisville! tsla forecastfederated hermes stock As of Oct 31, 2023, the average annual pay for a Financial Advisor in Louisville is $88,893 a year. Just in case you need a simple salary calculator, that works out to be approximately $42.74 an hour. This is the equivalent of $1,709/week or $7,407/month.Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals. tlh etf Richard Wilson is a financial advisor working in Louisville, Kentucky who has 9 years of industry experience. Wilson currently works for Morgan Stanley. Throughout their career, Wilson has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wilson has Series 63 and Series 65 licenses ...Learn more about Joyce Meyer Wealth Management Group in Louisville, KY. Providing wealth management services. ... Forbes America’s Top Women Wealth Advisors, 2020, ... Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. ...Jan 12, 2023 · Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Heil & Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222. 502.329.5008