Best financial advisors louisville ky.

Steven J. Giacobbe. CFP®, CFA. Founder & Chief Investment Officer 6.77 Miles · Accredited Wealth Mangement ; Clifford G. Canavera. CFP®,CLU,ChFC,CLTC. 9.83 Miles.100 Executive Park, Ste 103, Louisville, KY 40207. Jonathan Dee Hernandez, LPCC Jonathan Dee Hernandez is a Licensed Professional Clinical Counselor who has been practicing since 2016. Jonathan utilizes his knowledge in Art therapy in combination with other modalities to assist clients and families with identifying and …The Chartered SRI Counselor ™ (CSRIC ®) designation provides financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing.Keystone Financial Group manages, which manages over $1 billion in client assets, is the No. 1 firm on our list of the top financial advisors in Lexington. The firm has several other offices throughout Kentucky, in Louisville, Somerset, Ashland, Leitchfield and Mt. Sterling.

Specialties: Mercurio Wealth Advisors' mission is to create and grow your wealth, protect and preserve your savings and plan for the distribution of your retirement savings in the most tax advantageous way for you while living and for your family when you walk out on life. Our primary focus is retirement income planning so that you can enjoy a more stress-free retirement lifestyle the way it ... Generally, financial advisors in Louisville, KY charge a flat fee of $1,500 to $2,500 for the one-time financial plan, or 1% to 2% of assets under management. Find suitable financial advisors in sulekha.

Mark Thompson is a financial advisor in Louisville, KY. ... U.S. News' 10 best stocks to buy for 2023 list is up 12.6% so far this year. John Divine Nov. 16, 2023. Tax Breaks for Investors With CFPs.Oct 29, 2023 · The estimated total pay for a Financial Advisor is $108,745 per year in the Louisville, KY area, with an average salary of $68,197 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. The estimated additional pay is $40,548 ...

Bruce was born and raised in Louisville, Kentucky, where he lives today with his wife, Shaun. They have two sons, Chris and Bryan, who work with him as financial advisors. Bruce owns racehorses and is an avid college basketball fan who enjoys watching games with his sons. Bruce can be reached at (502) 873-0522.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Brian Haehl with Limestone Wealth Advisors in Louisville, KY is here to help you with all of your ...Every financial advisor will be best suited for software that meshes well with their client's needs. Some advisors are better suited with more simple, less ...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.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. Of the 96,479 certified financial planner (CFP) professionals ...

We always do what’s best for you by concentrating on wealth planning. We draw from UBS’s comprehensive planning, investing and research resources. Our first priority is to help protect and preserve your prosperity. Our investment strategies center on diversified asset allocation and risk management. Our compassion, discretion and shared ...

The estimated total pay for a Financial Advisor is $108,745 per year in the Louisville, KY area, with an average salary of $68,197 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. The estimated additional pay is $40,548 ...

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 ...Retirement & Income Planning. Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.Specialties: 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. Established in 2002. Founded in 2002 by Matt Dicken, Strategic Wealth Designers is an independent ...Top 10 Best Financial Advisor in Lexington, KY - November 2023 - Yelp - Wrenne Financial Planning, ABRI, JT Davis Asset Management, Legacy Consulting Group, Dupree Financial Group, Family Financial Partners, ProActive Advisors, Keystone Financial Group, Charles Schwab, Wealth Management of KentuckyFinancial Advisor. Chief Operating Officer of. Align Wealth Management. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.423.7073. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.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.

Generally, financial advisors in Louisville, KY charge a flat fee of $1,500 to $2,500 for the one-time financial plan, or 1% to 2% of assets under management. Find suitable financial advisors in sulekha.500 N. Hurstbourne Pkwy, Suite 300, Louisville, KY 40222. Learn more about Angela Lanning, a financial advisor in Louisville, KY with the US News Advisor Finder.First Kentucky Securities. 4360 Brownsboro Rd, Ste 300. Louisville, KY 40207-1642. (502) 814-9638. PlannerSearch is a directory of financial service professionals in The Financial Planning Association. Find a financial planner in Louisville, Kentucky today!Keystone Financial Group manages, which manages over $1 billion in client assets, is the No. 1 firm on our list of the top financial advisors in Lexington. The firm has several other offices throughout Kentucky, in Louisville, Somerset, Ashland, Leitchfield and Mt. Sterling.Bruce was born and raised in Louisville, Kentucky, where he lives today with his wife, Shaun. They have two sons, Chris and Bryan, who work with him as financial advisors. Bruce owns racehorses and is an avid college basketball fan who enjoys watching games with his sons. Bruce can be reached at (502) 873-0522.

Kezia Ramsey is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve your goals. ... A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial ...

Keith Norris is a financial advisor operating in Louisville, Kentucky with a total of 14 years of industry experience. Norris works at Morgan Stanley. Throughout their career, Norris has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Norris holds a Series 63 license, which qualifies them as a ...Marcus Warren, MBA, Financial Planner and Investment Advisor | Tax Enrolled Agent ... Louisville, Ky 40222. Phone: (502) 339-8255. Get Directions. 8888 Keystone ...Find a Financial Advisor; Market Insights; Baird Funds; Corporations & Institutions. Asset Management. ... With global resources and an unwavering commitment to your best interests, we're focused on helping you make smart decisions in all areas of your life. ... 500 West Jefferson Street, Suite 700, Louisville, KY 40202 +1-502-588-8400 ...12 Apr 2021 ... 2. MCF Advisors, LLC. Minimum assets required: None; AUM: $2,168,282,120; Individual investor to advisor ratio: 189:1 ...We can work closely with your existing tax and legal advisors or introduce you to those we routinely work with. If you would like to discuss your situation, we are delighted to help. CALL (800) 763-7930. Robo-advisors are great tools to help you manage other aspects of your financial picture, too, with several offering more traditional banking services like cash management accounts and savings ...We did the research for you! · Financial Advisors FAQs · SmartAdvisor by SmartAsset · Expertise.com Concierge Service · Townsend Financial Planning, LLC · ProActive ...1 Ameriprise Financial Q1 2023 Earnings Release.; 2 The Most Trusted Financial Companies Survey is conducted by Investor’s Business Daily and TechnoMetrica Market Intelligence, ranking financial companies based on consumer trust. The study was conducted in two phases, with 691 individuals responding to Phase 1 in June and July …If you own a small business, our business planning professionals offer a complimentary consultation with you and the key members of your organization to explore how we can best meet your needs. Read More. 901 Lily Creek Road Unit 102 Louisville, KY …

How much is a financial planner? On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per ...

Limestone Wealth Advisors, Ameriprise Financial, Louisville, Kentucky. 314 likes · 1 was here. Limestone Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

As of Oct 31, 2023, the average annual pay for a Financial Advisor in Louisville is $88,893 a year. Just in case you need a simple salary calculator, that works out to be approximately $42.74 an hour. This is the equivalent of $1,709/week or $7,407/month.Visit our Office in Louisville, KY. 500 N Hurstbourne Pkwy, Suite 120 | Louisville, KY 40222. 502-412-3354. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management.Police deploy at the scene of a mass shooting near Slugger Field baseball stadium in downtown Louisville, Kentucky, U.S. April, 10, 2023. REUTERS/Jeffrey Dean Jeffrey Dean/ReutersThe Financial Advisors at our Louisville, KY office are a team of highly-knowledgeable professionals - many of whom are veterans or military spouses themselves. Visit us today to get started. Find An Advisor. Michael Parker. 300 High Rise Drive. Suite 102. Louisville, Kentucky (502) 632-2400 (502) 632-2400.Franchise Owner. 502.653.6815. [email protected]. Client Satisfaction 5.0 / 5 rating based on 23 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.Deep resources, global access. As UBS Private Wealth Advisors, we can work with you to address your most sophisticated wealth challenges. With access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks, you’ll have opportunities to find solutions to your most complex financial needs. PHONE. 502.894.9366. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Kezia Ramsey is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve your goals. ... A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial ...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.Farnsley Advisors Review. Written by investor.com. November 17, 2023. Farnsley Advisors, registered in 2017, serves 4 state (s) with a licensed staff of 2 advisors. Farnsley Advisors manages $49.4 million and provides investment advisory services for 207 clients (1:104 advisor/client ratio).Top financial advisor firms. Vanguard; Charles Schwab; Fidelity Investments; Facet; J.P. Morgan Private Client Advisor; Edward Jones.In 2015, Kevin was recognized by Business First as one of the “20 People to Know in Wealth Management.”. Kevin grew up near Boston, Massachusetts, and his wife, Sunny, grew up in South Korea ...

Nov 24, 2023 · Office Location 3008 Lindsey Drive, Edgewood, KY 41017 Phone Number 513-278-5045. Brent brings 15+ years of financial planning, investment and insurance experience to Savvy. He is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and remove financial ... Jeremy Atkinson is a private wealth advisor in the Private Wealth division of Ronald Blue Trust and serves clients out of the Louisville, Kentucky office. As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Jeremy uses his objective perspective to help clients make …Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. Client Satisfaction 4.9 / 5 rating based on 59 reviews.Police deploy at the scene of a mass shooting near Slugger Field baseball stadium in downtown Louisville, Kentucky, U.S. April, 10, 2023. REUTERS/Jeffrey Dean Jeffrey Dean/ReutersInstagram:https://instagram. how to start day trading step by stepbest micro investing appssocial security increases for 2024fasting app elon musk A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.423.7073. [email protected]. Client Satisfaction 5.0 / 5 rating based on 5 reviews. 1921 silver morgan dollar valuedaytrading options Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio … ford motor company dividend 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.The number of years we've been there for our clients – through depressions, downturns, and two World Wars. Here's where you. can find us. 400 W Market St Ste 2250. Louisville, KY 40202.