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Financial Planners in Louisville, Kentucky

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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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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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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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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Edward Jones - Financial Advisor: Jason A Padget photos
Edward Jones - Financial Advisor: Jason A Padget, Louisville
Louisville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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Edward Jones - Financial Advisor: John Volpert photos
Edward Jones - Financial Advisor: John Volpert, Louisville
Louisville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Marcus E Folmar photos
Edward Jones - Financial Advisor: Marcus E Folmar, Louisville
Louisville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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Edward Jones - Financial Advisor: Josh Stewart photos
Edward Jones - Financial Advisor: Josh Stewart, Louisville
Louisville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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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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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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Blue & Co., LLC photos
Blue & Co., LLC, Louisville
Louisville / Kentucky / United States
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Blue & Co., LLC is an independent accounting and advisory firm with more than 400 people in 10 offices across Indiana, Ohio, and Kentucky. With over 45 years of experience, Blue & Co.’s public accounting expertise includes the practice areas of assurance, tax compliance and consulting, healthcare consulting, benefit plan services, valuation and litigation support, and business services. Its industry specializations include manufacturing & distribution, healthcare, construction, nonprofit, technology, financial services organizations, and agribusiness.
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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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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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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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Edward Jones - Financial Advisor: Porter Walker photos
Edward Jones - Financial Advisor: Porter Walker, Louisville
Louisville / Kentucky / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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