Financial planner louisville ky.

Jon Lintner. Financial Advisor. Cardinal Pointe Financial Group. 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. Refer me. Oct 30, 2023 · Scott Richardson, CFP, AIFManaging Parter/[email protected] . Joe Norris. Financial Advisor. 502.420.9912. [email protected]. Commonwealth Capital Management is a financial service firm offering Financial Planner in Louisville and is focused on providing personal and comprehensive wealth management. Located in Louisville, PriceWeber is a full-service advertising and media planning agency serving clients throughout the metro area on local, regional, and national campaigns. The agency devises advertising services for a wide range of clients, including beverage companies, healthcare, financial services, and retail.Enjoy in-person learning and the opportunity to connect with the NAPFA community. NAPFA is celebrating its 40th anniversary in 2023. We hope you will join us as we celebrate in Louisville! The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors.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.

John Frymire. John Frymire (CRD# 3084350) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 17 years of experience in the finance industry. John Frymire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive ...

3C Strategies. Event Planner from Washington, DC (470 miles from Louisville, KY) Founded in 2017, 3C Strategies is a BIPOC owned Event Planning & Consulting firm. Our team's experience spans the breadth of events from VIP dinners for elected officials and business leaders to conventions with tens of... Learn More. Starting at.Kevin Metzler founded Family Wealth Group in 2007 after 40 plus successful years in the financial services industry because he believed people needed a holistic and balanced approach to retirement. His passionate commitment to a holistic approach, includes: wills and trusts to protect and enable a legacy; a focus on tax planning, prior to ...

Jun 21, 2023 · 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. Randy Deaton is a financial advisor operating out of Louisville, Kentucky with a total of 6 years of relevant experience. Deaton is currently employed by Usa Financial Securities Corporation. Throughout their career, Deaton has worked at Hillard Advisors, LLC, Commission Express, American Prosperity Group, United Planners' …Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. Certain representatives of Reliant are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA / SIPC . 100 Enterprise Dr., Suite 504, Rockaway, NJ 07866, (800)637-3211. John Frymire. John Frymire (CRD# 3084350) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 17 years of experience in the finance industry. John Frymire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive ...

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.

Search and apply for the latest Director of financial planning jobs in Louisville, KY. Verified employers. Competitive salary. Full-time, temporary, and part-time jobs. Job email alerts. Free, fast and easy way find a job of 633.000+ postings in Louisville, KY and other big cities in USA.

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 ...Hire as soon as you’re ready. 3. Collaborate easily. Use Upwork to chat or video call, share files, and track project progress right from the app. 4. Payment simplified. Receive invoices and make payments through Upwork. Only pay for work you authorize.Tretter Financial Planning, owned by Jessica Tretter, CFP® practitioner, is a female-owned firm located in Louisville, KY. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Louisville, KY. Anton Afanasyev ... Owner, Founder at Clark Financial Planning Louisville, KY. Ryan Manning, CPA Corporate Controller at Al J Schneider Company Louisville, KY. Pete Schroeder, CPA ...Nov 22, 2023 · 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. 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 ...

146 Financial Advisor jobs available in Kentucky on Indeed.com. Apply to Financial Advisor, Financial Planner, Customer Service Representative and more! ... Financial Planner & Analyst - Walton, KY. Zotefoams Inc. Walton, KY 41094. $75,000 - $85,000 a year. Full-time. ... Hybrid remote in Louisville, KY. Pay information not provided.Marcus Warren, MBA, Financial Planner and Investment Advisor | Tax Enrolled Agent. Ready to Take The Next Step? ... Request a Consultation. Or give us a call at (502) 339-8255 (Louisville) or ... Our Locations. 9300 Shelbyville Road Suite 1204 Louisville, Ky 40222 Phone: (502) 339-8255 Get Directions. 8888 Keystone Crossing Suite 1300 ...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. …R.L. Brown Wealth Management is a financial planning firm that is located in Lexington, Kentucky. Services include financial planning, estate planning, insurance, and business planning. ... McGinnis, Leslie & Kirkland, PLLC is a law firm with offices located in Lexington, KY, Louisville, KY, Frankfort, KY, Frankfort, KY, Greenup, KY, …Dr. Joern Soltau, MD. Ophthalmic Plastic & Reconstructive Surgery, Ophthalmology, Optometry. 16. 35 Years Experience. 6400 Dutchmans Parkway, Suite 310, Louisville, KY 40205 0.99 miles. Dr. Soltau graduated from the Ruprecht-Karl-Univ- Med Fak- Heidelberg- Germany in 1988. He works in Louisville, KY and specializes in Ophthalmic Plastic ...KFG Advisors are financial professionals dedicated to discovering your needs, wants, desires, concerns and dreams. Call or email KFG today to learn more about how to become a KFG client. 2225 Lexington Road Louisville, KY 40206. Phone: (502) 451-0600 Toll Free: (800) 966-9347. [email protected].

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

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.Get ratings and reviews for the top 10 gutter guard companies in Louisville, KY. Helping you find the best gutter guard companies for the job. Expert Advice On Improving Your Home All Projects Featured Content Media Find a Pro About Please ...Beau Handy, CFP®, CFS®. Beau Handy is a Certified Financial Planner™ professional and the Managing Partner at Guidance Capital, Inc., a comprehensive financial planning firm headquartered in Louisville Kentucky. Beau is also the founder, President and Senior Analyst at Dynamic Market Advantage, a separately managed account platform with the ...401 East Chestnut Street. Louisville, KY 40202. 502-588-6000. UofL Health – Medical Center East. 3920 Dutchmans Lane. Louisville, KY 40207. 502-259-6000. View All 9 Diagnostic Imaging & Radiology Locations.Louisville, KY. Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning. Fee …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.

Kevin Metzler founded Family Wealth Group in 2007 after 40 plus successful years in the financial services industry because he believed people needed a holistic and balanced approach to retirement. His passionate commitment to a holistic approach, includes: wills and trusts to protect and enable a legacy; a focus on tax planning, prior to ...

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 ...

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 ...Oct 29, 2023 · The estimated total pay for a Financial Planner is $93,348 per year in the Louisville, KY area, with an average salary of $76,413 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. 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. Townsend Financial Planning, LLC. Mount Sterling, KY. 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.Identify an LGBTQ+ financial ally. To find a financial counselor or financial planner near you, you can start by searching your local chamber of commerce or the National Gay and Lesbian Chamber of ...Top 10 Best Physical Therapy Near Louisville, Kentucky. 1. Bardstown Road Physical Therapy Group. “If you need a physical therapy place that actually listens to you this is place to go.” more. 2. Results Physiotherapy St. Matthews, Kentucky. “It was the very best physical therapy experience I have had.” more. 3.Owner. WealthCare Investments and Insurance. Nov 2011 - Present 12 years 1 month. 6603 River Road, Prospect, KY 40059. At WealthCare Investments & Insurance, our mission is to help you live your ... Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Louisville, KY area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.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 ...

Reviewed in: Oct. 2023. Period considered: Aug. - Oct. 2023. The bottom line: Facet's financial planning services start at $2,400 per year and include customized financial guidance and investment ...Apply for the Job in Financial Analyst - Conventional, Club and Specialty at Louisville, KY. View the job description, responsibilities and qualifications for this position. Research salary, company info, career paths, and top skills for Financial Analyst - Conventional, Club and Specialty ... Strong knowledge of financial planning and …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. Marcus Warren, MBA, Financial Planner and Investment Advisor | Tax Enrolled Agent ... Louisville, Ky 40222. Phone: (502) 339-8255. Get Directions. 8888 Keystone ...Instagram:https://instagram. best gmebest 3d printer under 200list of dow jones companiesbest scanners for stocks 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 ... 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. first republic.bank stockwhy is nvidia stock going down Kara Damon, RD. Dietetics. 4.8 (11 ratings) Patients Tell Us: Easy scheduling. Employs friendly staff. Explains conditions well. View Profile. 100 E Liberty St Ste 210 Louisville, KY 40202. stock analysts ratings J. Hagan Capital is a financial services firm in Louisville, Kentucky. We believe pre-retirees need positive outcomes for their futures, and our advisors can help you pursue the long-term retirement goals you’ve always imagined. Visit our Louisville office or call us at 502-690-5635 for a complimentary retirement review! 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.