Top financial advisors louisville ky.

Louisville, KY 40207; Contact Information (502) 308-4270; [email protected]; 3700 Brownsboro Road Louisville, KY 40207; Our Services. Retirement Planning; ... (March 2023) Top 1,200 Financial Advisors: State-by-State as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 ...Usa Financial Securities Corporation 119 S. Sherrin Ave. #110 Louisville, KY 40207 See more firms in Kentucky Financial Advisors at Usa Financial Securities Corporation4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Thomas Barnes, a financial advisor in Louisville, KY with the US News Advisor Finder.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.

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.My financial advisory services and costs. Visit ameriprise.com. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. 4.9 / 5 rating based on 26 reviews. Start preparing for a more confident future. View more markets and economic insights.

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... 2020-2021 RANKING & REVIEWS BEST FINANCIAL ADVISORS IN BOSTON, MASSACHUSETTS. AdvisoryHQ 2020-2021 Ranking: Best Financial Advisors in Boston, Massachusetts ... Related: Best Financial Advisors in Lexington & Louisville, Kentucky. Free Money Management Tool (Personal & Business) Sign-up Today - Free. …

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 ServicesOHM Advisors, founded in 1962, has opened a 2,400-square-foot office at 400 Missouri Avenue in Jeffersonville that will serve both Kentucky and Indiana communities, according to a news release ...Steven J. Giacobbe. CFP®, CFA. Founder & Chief Investment Officer 6.77 Miles · Accredited Wealth Mangement ; Clifford G. Canavera. CFP®,CLU,ChFC,CLTC. 9.83 Miles.The average Financial Advisor Assistant salary in Louisville, KY is $56,908 as of July 25, 2023, but the salary range typically falls between $49,210 and $65,752. Salary ranges can vary widely depending on many important factors, including education , certifications, additional skills, the number of years you have spent in your profession.

100 Mallard Creek Road, Suite 402 Louisville, KY 40207 T: 502.873.0521. ... You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. ... Advisory services are offered through Legacy Financial Independent ...

Bluegrass Financial Planning · Centerline Wealth Advisors · Coats Financial Planning · Commonwealth Capital Management, LLC · J. Hagan Capital · Kentucky Planning ...

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.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 Services. Pursuing your goals together. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.ARGI Investment Services. ARGI Investment Services leads the way, managing billions in …Today’s top 140 Financial Advisor jobs in Louisville, Kentucky, United States. Leverage your professional network, and get hired. New Financial Advisor jobs added daily.Samuel Weining. Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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!Finding the Top Financial Advisor in Louisville, Kentucky Last Updated - November 13, 2023. WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels.PHONE. 502.894.9366. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Daniel Davis is a financial advisor operating out of Louisville, Kentucky who has 14 years of relevant experience. Davis is currently employed by Ausdal Financial Partners, Inc. During their career, Davis has held roles at Ausdal Financial Partners, Inc and Wealth Advisors Financial Group, Inc. Davis holds Series 63 and Series 65 licenses ...Joyce A Meyer is a financial advisor in Louisville, KY. They have been in practice for 10 years, the last 10 years at UBS Financial Services Inc. No Certifications. 10 Years Experience. 4 Fee ...

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 …Jeremy Atkinson is a private wealth advisor in the Private Wealth division of Ronald Blue Trust and serves clients out of the Louisville, Kentucky office. As a CERTIFIED FINANCIAL PLANNER TM certificant and an experienced wealth advisor to individuals, families, and businesses, Jeremy uses his objective perspective to help clients make wise ...

The estimated total pay for a Financial Advisor is $108,745 per year in the Louisville, KY area, with an average salary of $68,197 per year. These numbers represent the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated additional pay is $40,548 ...Apr 25, 2002 · Cambridge Investment Research Advisors is a financial advisory firm with an office in Louisville, KY. The advisory team at Cambridge Investment Research Advisors includes 3,313 advisor(s). The average advisor to client ratio is 1 advisor per 108 clients, but advisors may work with a higher or lower number of clients based on firm practices. Forbes "America's Top Women Wealth Advisors Best-in State" 2022 Published on February 4, 2022. Rankings based on data as of September 30, 2021. Forbes "Top Women Wealth Advisors Best-in-State” 2023 Published annually in February. Rankings based on data as of Sept 30 of prior year.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.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 ...Our Mission: To honor your journey toward a financial future filled with confidence and security. Our Vision: To be your most trusted financial advisors building on our relationship through our financial experience, disciplined approach and compassion. Our Values: Integrity. Wellbeing. Meaningful relationships. Excellence.Franchise Owner. 502.653.6815. [email protected]. Client Satisfaction 5.0 / 5 rating based on 23 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.502.326.3926. [email protected]. 4.8 / 5 rating based on 19 reviews. Start preparing for a more confident future. 3-Minute Confident Retirement ® check. We are committed to helping our clients achieve their financial goals. Learn about our team. Meet the team. 3-Minute Confident Retirement. Take the check.

THE BEST 10 Financial Advising in Louisville, KY - Last Updated December 2022 - Yelp “Brian Mazar worked with me on the potential purchase of a business. While we did not …

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Bluegrass Financial Planning · Centerline Wealth Advisors · Coats Financial Planning · Commonwealth Capital Management, LLC · J. Hagan Capital · Kentucky Planning ...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 ...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!Top 10 Financial Advisor Firms in Kentucky | SmartAsset.com. $4,832,854,403. Louisville, KY 40245. The fee-only firm has a $100,000 minimum asset requirement. The firm offers investment management services for a fee based on a percentage of client assets and through a wrap fee program, where management and brokerage costs are bundled into one ... employees dedicated to your financial goals Best Financial Advisory Firms USA Today 2023 Top US-Based Fee-Only Registered Investment Adviser InvestmentNews 2016 - 2023Finding the Top Financial Advisor in Louisville, Kentucky Last Updated - November 13, 2023. WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels.We round up the top financial advisors in the Kentucky, along with their fees, services, investment strategies and more. DIRECTORY OF REGISTERED ADVISORS. National Coverage Local Professionals. ... Ste 101-A Louisville, KY 40223 502-423-7073: Bob Schneider Inquire with Bob: 4969 US Highway 42, Suite 1200 …1. Adam - Retirement & Financial Planning. Top Pro. Exceptional 5.0. (190) In high demand. 317 hires on Thumbtack. Serves Louisville, KY. Erin E. says, "He was professional, informative and answered all my questions.Learn more about Louisville, KY Branch Office in Louisville, KY. Providing wealth management services. ... Best. Global private bank services, 2016-2022 Euromoney Private Banking and Wealth Management Survey, 2022. ... Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you ...First Kentucky Securities. 4360 Brownsboro Rd, Ste 300. Louisville, KY 40207-1642. (502) 814-9638. PlannerSearch is a directory of financial service professionals in The Financial Planning Association. Find a financial planner in Louisville, Kentucky today! Search 3271 in Kentucky and find an advisor near you with the US News Advisor ... Financial Advisors in Kentucky. ... Louisville, KY Lexington, KY Covington, KY. 3,271 matches. 1 Filter Sort ...Looking for a financial advisor in a nearby city? Here are some other lists of top financial advisors in the area: The Top Financial Advisors in Louisville, KY; The Top …

Valbridge Property Advisors | Louisville. ... Suite 204 Louisville, KY 40222 Phone: (502) 585-3651 | Fax: (502) 585 ... Valuations of property for financial reporting ...27 Aug 2021 ... Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment ...Strategic Wealth Investment Group is a financial advisory firm that is based in Louisville, Kentucky and provides financial planning and portfolio management services to a diverse group of clients. Its team of financial advisors and retirement planners work out of offices in Kentucky, Ohio, Indiana, North Carolina, Texas, Colorado, Georgia ... Instagram:https://instagram. ambetter of oklahoma reviewsmoomoo technologieswhat are good forex brokerswhich 529 plan is best Don’t simply rely on a Google search to find a financial advisor. First seek to determine your unique financial needs, then consider the fee structure for your fiduciary and write down any questions you may want to ask an advisor. Muhammad Ali attended Central High School in Louisville, Ky. A D student, Ali graduated 376th out of a class of 391 in 1960, the same year he won the light-heavyweight boxing gold medal at the Athens Olympic Games. He did not go to college. qqqj holdingspersonal loan for doctors The average age of a financial advisor is 55, and 20% of financial advisors are 65 or older, according to a 2019 study by J.D. Power. Of the 96,479 certified financial planner (CFP) professionals ...The top companies hiring now for financial advisor jobs in Kentucky are KY Higher Education Student Loan Corporation, PONTEMLA.COM, Edward Jones, Crossmark Global Investments, Northwestern Mutual, Thrivent, Bankers Life, Magellan Health, PNC Financial Services Group, Intesa Sanpaolo insuring watches 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. 502.329.5008About this Advisor. Justin Beavers is a financial advisor working in Louisville, Kentucky, who has 6 years of industry experience. Beavers is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Edward Jones, Raymond James & Associates Inc, Metlife Securities, Commonwealth Bank & …