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Nov 16, 2023 · About FPA Kentuckiana. Since the year 2000, the FPA™ Kentuckiana has sought to foster the value of financial planning and advance the financial planning profession in the Kentucky and Southern Indiana area. Our 135 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a ... 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. SoFi Invest: Best for low fees. Betterment Investing: Best for diversified investing. Wealthfront Investing: Best for 529 plans. Ellevest: Best for financial planning and personal development ...Louisville, KY. Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning. Fee …As a Certified Financial Planner®, a Registered Social Security Analyst®, and ... Louisville, KY 40241. [email protected] · Rich Wealth Management LLC BBB Business ...

At Kentucky Planning Partners, we are dedicated to helping you pursue your financial goals, whether that's education savings, retirement savings, or diversifying your investment portfolio. Call us today to learn more- 502-394-0400.Jun 27, 2023 · Quick Look at the Best Financial Advisors in Louisville, Kentucky: Best for High-Net-Worth Professionals: ACCESS Wealth Management. Best Robo-Advisor: M1 Finance. Best for Full Suite of Family ... Find the best financial advisor in Louisville, KY. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

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financial planning and investment management Clarity for Your Financial Future. Schedule an Appointment ... and small businesses in the Oldham County and Eastern Louisville area in creating, implementing, and monitoring personalized financial solutions. ... KY, 40031, United States. 5022259900 [email protected]. Hours. Mon …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.Protecting your future, fueling your dreams. Townsend Financial Planning’s higher purpose is to help you prepare for life’s transitions, plan for curveballs, and celebrate your successes. Whether it be retirement preparedness, education savings, or investment strategies, we deliver transparency and personalized guidance to put your goals first.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. As a whole, financial advisors aren’t a diverse group of people. 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.

Apr 16, 2023 · Usa Financial Securities Corporation 119 S. Sherrin Ave. #110 Louisville, KY 40207 See more firms in Kentucky Financial Advisors at Usa Financial Securities Corporation

PHONE. 502.894.9366. Ext. 130. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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297 N Hubbards Ln. Louisville, KY 40207. From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…. 4. Stone & Kicklighter Planning Partners - Ameriprise Financial Services.The average salary for a Financial Advisor is $85551 per year in Louisville, KY. Learn about salaries, benefits, salary satisfaction and where you could ...Address. 1031 Wellington Way Suite 210. Lexington, KY 40513. Inspired Wealth Advisors is your Thrivent financial office helping people in the Lexington, KY area to achieve financial clarity, enabling lives full of meaning and gratitude.924 Exmoor Avenue, Louisville, KY 40223. Why choose this provider? Larry W. Riley CPA is a full-service accounting firm based in Louisville, Kentucky. Services offered by the Larry W. Riley CPA firm include tax preparation, estate planning, computer systems consultation, and much more.Get in Touch! Have a financial professional contact you. Schedule an appointment. Financial planning and investment advisory services and programs offered through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Insurance and securities products and ...If you know what to do, you can get free stuff in Louisville, KY. For starters, you could check out the Louisville Craigslist free stuff link under the For Sale section. You could also join upcyling groups, enjoy free samples of products an...

Find a caring and credentialed financial advisor serving the Louisville, Kentucky area. Financial planners offer a wide range of services including: tax planning, retirement …

With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it's this nuanced and proactive approach of handling ...2451 Industrial Dr, Bowling Green, KY 42101-4082. Email this Business. BBB File Opened: 12/3/2004. Years in Business: 27. Business Started: 8/2/1996. Business Started Locally:297 N Hubbards Ln. Louisville, KY 40207. From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…. 4. Stone & Kicklighter Planning Partners - Ameriprise Financial Services.Shaun Chelf (CRD# 4168723) is an Investment Advisor Representative working at Reliant Wealth Planning, LLC in Louisville, KY and has over 23 years of experience in the finance industry. Shaun Chelf has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification Examination, …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.Nov 14, 2023 · 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

Financial Planning; Investment Management; Retirement Planning; Tax, Estate, & Education Planning ... 9300 Shelbyville Road Suite 1310 Louisville, KY 40222. Phone ...

Wealth Management & Trust Services. Wealth Management. &. Trust Services. With over $14.5 billion of assets under advisement**, Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.

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As a whole, financial advisors aren’t a diverse group of people. 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.Financial planning; Pension consulting; Minimum Assets $50,000 Financial Services. Portfolio management; Financial planning; Pension consulting; 10: Paragon Private Wealth Management, LLC Find an Advisor. Read Review. $184,757,737: No set account minimum: Financial planning; Portfolio management; Selection of other advisors; Minimum Assets No ...Kentucky Planning Partners 9300 Shelbyville Road Suite 1310 Louisville, KY 40222 Phone: (502) 394-0400 Mon-Thurs: 8:00 AM-5:00 PM Fri: 8:00 AM-4:30 PM Bradley G. …"I know of no other financial planning organization that comes close to the level of integrity, knowledge, and scope of services that I currently receive from Ballast, Inc. ... "I met Ballast in 2015 at a continuing education symposium in Louisville, Kentucky. I was undergoing the sale of my dental practice at that time and in search of estate ...Instagram:https://instagram. automated forex trading softwarelightspeed broker reviewtop regulated forex brokersare goldbacks worth buying May 11, 2022 · Founded in 2006, Townsend Financial Planning is a financial advisory services firm with three offices in Kentucky: Mt. Sterling, Lexington, and Louisville. With a mission to serve its clients throughout all stages of life, TFP genuinely seeks to make a difference. cryptocurrency portfolio trackerbttc Posted 12:00:00 AM. Production Coordinator/Scheduler and PlannerLocation: Louisville, KYAbout the Position: We are…See this and similar jobs on LinkedIn. cmandf malpractice insurance reviews The firm has several other offices throughout Kentucky, in Louisville, Somerset, Ashland, Leitchfield and Mt. Sterling. ... Ballast offers financial planning, investment management, pension and retirement consulting and more. Ballast Background. John Boardman founded the firm’s predecessor, Boardman Wealth Planning, in 2005. He co-owns ...Get directions to First Command Financial Advisor - Michael Parker at 300 High Rise Drive Louisville, KY About Michael Michael Parker joined First Command Financial Services as a Financial Advisor in January 1992, following a 20-year career in the United States Army.