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Financial Planners in Kentucky

BB&T photos
BB&T, Winchester
Winchester / 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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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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Edward Jones - Financial Advisor: R Chandler Shepherd, AAMS® photos
Edward Jones - Financial Advisor: R Chandler Shepherd, AAMS®, Russellville
Russellville / 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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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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BB&T photos
BB&T, Fort Thomas
Fort Thomas / 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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WealthCare Investments & Insurance, LLC photos
WealthCare Investments & Insurance, LLC, Prospect
Prospect / Kentucky / United States
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Our job is to help you make the best decision possible for your family and to meet your needs, not just to sell you something that may or may not be suitable. We do this through a process of asking questions, finding out what type of problem we are trying to solve and then identify money that will solve that problem. Helping our clients to know what their expenses are is the first part of putting together your Retirement Profile. We will look at your income needs, social security, pensions, investments and other assets to see if you will have enough money to retire comfortably. That is our goal. We want to know how much liquidity you feel comfortable with, in other words how much cash you want on hand for emergencies. We will look at your risk tolerances, which is the amount of risk you are willing to take with your investable assets. Each investment product has a specific place and a specific purpose that can fit properly into your retirement planning but without a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs, and estate and charitable desires, no one can or should have an opinion on whether a specific product is right for You.
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Life Plan Investments photos
Life Plan Investments, Henderson
Henderson / Kentucky / United States
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Life Plan Investments was established in order to better serve individuals, families, and businesses in their financial endeavors. Founder Elizabeth Goeltz created her own planning firm, after realizing how difficult it can be for women and small business owners to navigate through complex financial matters. Taking her life experience and using it to benefit her clients, Elizabeth leads a team of fiduciaries with a strong set of values and guiding principles.
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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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Prosperity Financial Group photos
Prosperity Financial Group, Ft Mitchell
Ft Mitchell / Kentucky / United States
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Prosperity Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to potentially provide financial independence. Our staff consists of experienced professionals with “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment send us an email or give us a call at (859) 341-8184.
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BB&T photos
BB&T, Somerset
Somerset / 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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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, Hopkinsville
Hopkinsville / 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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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: Jordan T Coomes photos
Edward Jones - Financial Advisor: Jordan T Coomes, Madisonville
Madisonville / 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, Hopkinsville
Hopkinsville / 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: Dwight D McMullin photos
Edward Jones - Financial Advisor: Dwight D McMullin, Richmond
Richmond / 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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Guard Your Groceries photos
Guard Your Groceries, Paducah
Paducah / Kentucky / United States
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Dont Outlive Your Money! Welcome to Guard Your Groceries We know that many folk think managing money is complicated. So, they may seek an easy route, squirreling it away where they think they can earn the most interest. Sometimes, this means they lose out. Our goal is to try to reduce the stress this causes by simplifying the whole process of protecting and strengthening your savings and income. You may not want all the details. Thats fine with us. Well do the work, drawing on our expertise and experience, and our understanding of your goals and priorities. Well explain your options in easy-to-understand words. Then well strive to make it happen. Well discuss strategies that can help reduce concerns regarding market fluctuations or outliving your money. Its as simple as this: Stress levels go down when financial security goes up. Theres a retirement crisis in the US, with an estimated 74% of the population saying theyre unprepared for their later years. Theres no reason to believe things are any different around Western Kentucky. Were here to change that.
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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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BB&T photos
BB&T, Somerset
Somerset / 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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