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Thomas D. Fischer LLC is a Louisville-based financial planning firm that assists clients in investments, insurance, tax, financial plans, and insurance. Its team provides advice on income tax returns, brokerage accounts, IRAs, 403(b) plans, and wealth preservation.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! Group Disability, Life, and Supplemental Health (Policies provided through an Employer) Disability–Claims or questions about your policy: 1-800-842-1718Schedule a meeting with one of our financial advisors, today. ... Louisville, KY 40223. Get Directions. Monday – Thursday: 9 a.m. – 4 p.m. Friday: 9 a.m. – Noon. ... Tax planning services referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Legato CPA's and Advisors PLLC ...Financial Planning; Investment Management; Retirement Planning; Tax, Estate, & Education Planning ... 9300 Shelbyville Road Suite 1310 Louisville, KY 40222. Phone ...

Financial planning is a dynamic – and highly personalized – process that adapts and adjusts with you. ... KY 41102 900 E Main St. Louisville, KY 40206. Do you ...

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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! 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.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.Retail Branch Manager at Monticello Bank offering loans, deposits, merchant solutions, and financial planning. Louisville, KY. Randel G. Morris, CFP® Complex Manager and Senior Vice President ...Louisville, Kentucky, United States. ... Retail Branch Manager at Monticello Bank offering loans, deposits, merchant solutions, and financial planning. Louisville, KY. Karen Miles ...

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.

Search our Louisville, Kentucky Finance database and connect with the best Financial Planners and other Finance Professionals in Louisville, Kentucky. ... Financial Planners - Louisville, Kentucky For consumer use only. Use for any other purpose is prohibited. Andrew T. Sloan, CFP®, EA, AIF®

Senior Finance Major, Accounting Minor at Bellarmine University ... Student at Spalding University - Business Administration/Financial Planning Louisville, KY. Connect Gavin V. ... Louisville, KY ...Financial Peace University (FPU) is a nine-week class that teaches the nuts and bolts of Dave Ramsey’s principles. Though financial coaching and FPU are different, they actually go hand-in-hand. In fact, many of our coaches will encourage you to take FPU before or during your sessions with them. Think of it this way: FPU lays the foundation ...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.Cross-Border Financial Planning >. Just because your professional life is spread across different regions of the world doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.You are busy with work and family and do not have time to add financial planning to your active life. You want to be sure that you keep your hard-earned wealth.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.

The Snyder Group. A financial advisory practice of Ameriprise Financial Services, LLC. 502.394.3950. [email protected]. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check. Crunch the numbers. Use these calculators to explore various saving, investing and tax scenarios.Search and apply for the latest Change healthcare project manager 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 879.000+ postings in Louisville, KY and other big cities in USA.Each year, horse enthusiasts hoof it to Louisville and Churchill Downs, the legendary home of the Kentucky Derby. In addition to equestrian activities and bluegrass roots, Louisville boasts a range of exciting attractions. Stroll through Central Park, in the historic district, to people-watch and get a real feel for the city.Estate Planning Lawyers at 12004 LaGrange Road, Louisville, KY 40223. Open for Business. Lawyers: Allen McKee Dodd Allen P. Dodd III Elizabeth Dodd Lococo. Louisville Family Law Attorneys. Contact. 502-909-0514. Reviews. 4.3 14 peer. 4.1 27 client.Share this event: Bourbon and Real Financial Advice for Dentists - Louisville Save this event: Bourbon and Real Financial Advice for Dentists - Louisville View 2 similar results Louisville Career FairMeet the J. Hagan Capital financial services team out of Louisville, Kentucky. Jon Hicks, Mathew Koole, and the rest of the team are ready to help start your financial planning today!Results 1 - 30 of 208 ... Financial advisors in Louisville, KY · 1.Commonwealth Financial Advisors · 2.Financial Advisors U.S. Bancorp Investments · 3.Financial ...

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.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 ...

WorK Architecture + Design Architecture and Planning Louisville, KY 655 followers Designing for the unique spirit of each project, creating environments that function and inspire.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.Limestone Wealth Advisors. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.894.9366. Email us. Client Satisfaction 5.0 / 5 rating based on 31 reviews.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.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 ...Financial Planner in Louisville on YP.com. See reviews, photos, directions, phone numbers and more for the best Financial Planners in Louisville, KY.Schedule a meeting with one of our financial advisors, today. ... Louisville, KY 40223. Get Directions. Monday – Thursday: 9 a.m. – 4 p.m. Friday: 9 a.m. – Noon. ... Tax planning services referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Legato CPA's and Advisors PLLC ...

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.

Jun 2000 - Oct 2007 7 years 5 months. Louisville, KY. I supported the Vice President of Operations and his department. I was also the manager of the annual conference, a complex event that had an ...

Visit Fidelity Investor Center at 10019 Forest Green Boulevard, Louisville, KY for financial planning, wealth management, retirement, investment and brokerage services.One of the best parts about this tool is the “Virtual Advisement” option. If there’s no Black financial advisor in your area, no problem. Check the Virtual Advisement box, and you’ll see a ...Financial Planner in Louisville on YP.com. See reviews, photos, directions, phone numbers and more for the best Financial Planners in Louisville, KY.A Destination Management and Event Planning Company. Phone: (502) 499-6478 Fax: (502) 491-1091 [email protected] Office: 10121 Bunsen Way, Louisville, KY 40299 – By Appt. Only. Site Info Photography CreditsOct 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. Find the best financial advisor in Kentucky. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management. ... Suite 102, Louisville, KY 40207. 5: 268: $979,438,333: A percentage of AUM, Fixed fees FIRST KENTUCKY SECURITIES …Louisville, KY. Connect Jim Slogar, CDMP, PCM Digital Marketing Manager ... Wealth Managers, RIA's, Financial Planners Louisville, KY. Connect Leslie Grant West Dundee, IL. Connect Zach Price, MBA ...Find the best Financial Planner in Louisville, KY. Search Louisville, KY Financial Planner to find the top rated Financial Planner.The firm’s principal owners remain its founders, Robert A. Davenport and Ken A. O’Neil. The company operates out of its headquarters in Louisville, Ky. Most of KPP Advisory Services’ clients are individual investors, some of whom are high net worth. The firm offers financial planning, portfolio management and pension consulting. 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 ...

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.Showing 1-30 of 208. Financial Planners in Louisville on YP.com. See reviews, photos, directions, phone numbers and more for the best Financial Planners in Louisville, KY.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 ... 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. Instagram:https://instagram. raytheon competitorsbest vps for forex tradingwebull buy cryptovertical farming stocks According to the Certified Financial Planner (CFP) Board, there are 879 certified financial planners in Kentucky, which accounts for 1% of CFPs nationwide. Kentucky lands right in the middle of the pack on the list of states with the most CFPs. At 26th, we know that there’s a demand for financial services in the Bluegrass State, yet the market will likely not be … smartasset financial advisor reviewscitizens wealth management Thompson Investment Advisors, Inc. (TIA) is a Registered Investment Advisor with its primary office in Louisville, Kentucky. TIA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the state does not imply a certain level of skill or training. good fidelity mutual funds 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.Chartered Federal Employee Benefits Consultants: ChFEBCs are trained in federal benefits and are available in all 50 states plus D.C., Puerto Rico and the U.S. Virgin Islands.; Certified Financial Planners: CFPs are certified by the CFP Board and usually in certain areas of financial planning.Some CFPs specialize in assistance for federal …