Fiduciary financial advisor louisville ky.

4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4072. Brett Mahle Inquire with Brett. 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502 …Our team of fiduciary financial planners and financial advisors in Louisville have. a process to guide you through it - Maximize Your Opportunity Zone. CLICK HERE TO DOWNLOAD YOUR FREE REPORT ON. “HOW TO PREPARE FOR A GREAT RETIREMENT”. SCHEDULE AN APPOINTMENT WITH PILLAR FINANCIAL ADVISORS. OR CALL 502.384.3890 IN LOUISVILLE.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.Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at Sapphire Fiduciary Advisors, LLC in Louisville, KY and has over 21 years of experience in the finance industry. Similar Advisors.Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. An Ameriprise Private Wealth Advisor.

Louisville, KY 40241. [email protected]. Quick Links. Retirement · Investment ... Baird and your Baird Financial Advisor do not act as fiduciaries nor is a ...In concert with this philosophy, Vanguard offers its robo advisor, Vanguard Digital Advisor, with a $3,000 minimum account, but lower AUM fees than Fidelity. 1. BlackRock Inc. ( BK) BlackRock is ...

We proudly serve individuals, families, and small businesses in the Oldham County and Eastern Louisville area in creating, implementing, and monitoring personalized financial solutions. You can think of us as map-makers, developing a plan that’s easy to understand and follow.Mary began her financial services career at Kentucky Financial Group in 1996 when she was recruited into the firm. ... Hill neighborhood of Louisville, Kentucky with their rescue cats and dogs. Contact Us 2225 Lexington Road Louisville, KY 40206. Phone: (502) 451-0600 Toll Free: (800) 966-9347. E-mail address: [email protected]; Securities and ...

PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. “PNC Private Bank," PNC Private Bank Hawthorn,” and “Hawthorn Institute for Family Success,” are registered marks of The PNC Financial Services Group, Inc. Investments: Not FDIC Insured. No Bank Guarantee. May Lose …Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. We at Fiducial Expertise Louisville understand the meaning of hard work. We’re an advisor and back-office service provider to your business. Our services include financial …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.

Dec 2, 2023 · ProActive Advisors, LLC is a Lexington-based financial advisory company that provides investment planning and long-term financial planning. ProActive Advisors, LLC was founded in 2006 by Lawrence S. York, who has more two decades of brokerage experience. Services include money management, comprehensive financial planning, retirement planning ...

4360 Brownsboro Rd Ste 115. Louisville, KY 40207. From Business: 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…. 2. First Command Financial Advisor - Sonya McNeil.

Stifel Financial Corp. Aug 2006 - Mar 2012 5 years 8 months. Louisville, KY. Financial Advisor to $40 million of client assets with a focus on appropriate asset allocation, strategic investment ...A familiar name in the Louisville wealth management space has started a new venture. After serving as advisor at Merrill Lynch for 23 years, Barry Barlow opened up a new practice in East ...Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. Dec 2, 2023 · ProActive Advisors, LLC is a Lexington-based financial advisory company that provides investment planning and long-term financial planning. ProActive Advisors, LLC was founded in 2006 by Lawrence S. York, who has more two decades of brokerage experience. Services include money management, comprehensive financial planning, retirement planning ... The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the ...

Our Firm. Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 ...Our female financial advisors specialize in a variety of areas, including retirement planning, estate and trust management, investment strategies, and tax management strategies. We want to help you create a financial plan that will provide for your future and make sure you’re on the right track. ... Fiduciary Commitment. Form CRS. Contact US ...Fee-only advisors do not sell financial products for a commission. They are ... Louisville, KY 40222 502.630.0707. ADV Brochure & Privacy Policy · Linkedin.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.Muhammad Ali attended Central High School in Louisville, Ky. A D student, Ali graduated 376th out of a class of 391 in 1960, the same year he won the light-heavyweight boxing gold medal at the Athens Olympic Games. He did not go to college.

Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at …

Get the Details. Taylor Advisors, Inc., a division of HUB International (Taylor), was founded in 2002 and joined HUB Retirement & Private Wealth in 2022. Taylor Advisors, Inc. is an SEC registered investment advisor and balance sheet consulting firm serving financial institutions. Our service is quite simple: we aim to help institutions improve ...4360 Brownsboro Rd Ste 115. Louisville, KY 40207. From Business: 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…. 2. First Command Financial Advisor - Sonya McNeil.Louisville, KY 40241. [email protected]. Quick Links. Retirement · Investment ... Baird and your Baird Financial Advisor do not act as fiduciaries nor is a ...Dec 2, 2023 · ProActive Advisors, LLC is a Lexington-based financial advisory company that provides investment planning and long-term financial planning. ProActive Advisors, LLC was founded in 2006 by Lawrence S. York, who has more two decades of brokerage experience. Services include money management, comprehensive financial planning, retirement planning ... Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.Richard Robinson is a financial advisor in Louisville, KY. He has been in practice for 15 years, the last 13 years at Private Client Services LLC. No Certifications. 15 Years Experience. 3 Fee ...BBB Directory of Fiduciary near Greenwood, IN. BBB Start with Trust ®. ... Fee Only Financial Advisor. Trust Company. Planning Consultants. ... Louisville, KY 40241-2855.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.502.489.5460. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 7 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.Visit our Office in Lexington, KY. 2716 Old Rosebud Rd, Suite 180 | Lexington, KY 40509. 859-207-1501. Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice.

Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. An Ameriprise Private Wealth Advisor. If you know someone who has financial questions, please let them know about my practice. Refer me.

Choosing a locally based advisor can be challenging, especially given the number of financial advisors in Kentucky. Finding the right advisor has a lot to do with figuring out the proper fit, especially if you live outside of major cities in the Bluegrass State, like Louisville and Lexington, or the capital, Frankfort.

Fee-only advisors do not sell financial products for a commission. They are ... Louisville, KY 40222 502.630.0707. ADV Brochure & Privacy Policy · Linkedin.Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a …WiserAdvisor provides a list of ranked financial advisors and advisory firms experienced in assisting clients in and around Kentucky that may be a good place for you …Friday 8:00 am - 5:00 pm. Credentials. Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. May 11, 2022 · This firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary. Advisor Name. Get a personalized match to a financial advisor. Learn more about the 493 financial advisors in Lexington, Kentucky with the US News Advisor Finder.1212 Bath Avenue, Suite 401 Ashland, KY 41101 Office: 606-325-0404 Fax: 866-571-8340 Email: [email protected] create financial strategies that allow clients to enjoy more of what they earn. Learn How. Get Started in 4 Easy Steps: ... KY: 859.309.0349. Georgetown, KY: 502.316.9152. London, KY: 606.864.0220 ... Neither FWG or any of its advisors, officers, directors, or affiliates represents that the information presented on this Website is accurate ...

Plan Administration What Is a 401(k) Fiduciary? 11/30/2023 12:00:00 AM Weekly Wrap-Up Fisher Investments Reviews: Last Week in Markets—November 20 – November 24financial, investments, planning, retirement, taxes, advisor. ... Louisville, KY. They enjoy spending time with family, including their dog ...David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 4.9 / 5 rating based on 25 reviews.Bluegrass Financial Planning · Centerline Wealth Advisors · Coats Financial Planning · Commonwealth Capital Management, LLC · J. Hagan Capital · Kentucky Planning ...Instagram:https://instagram. best screeners for day tradingrobinhood like appsstock price softbankcarvan stock Basic Benefit Plans: The Basic Benefit Plan is a for federal employees. It is calculated using the employee’s “high-3 average pay,” which is the average of their three highest-earning years. Generally, the formula is 1% of the average times their number of years of service. TSP Plans: Thrift Savings Plan is a tax-deferred saving and ...PHONE. 502.890.6066. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. 2009 penny rareoper stock Barry Barlow is a financial advisor in Louisville, KY. He has been in practice for 23 years, the last 7 months at Barlow Wealth Partners LLC. No Certifications. 23 Years Experience. 3 Fee ...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. best anuities Louisville , KY 40222 ... Financial Planning offered through Horizon Wealth Management, a registered investment advisor and separate entity from LPL Financial.Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.