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Financial Planning in Louisville

Bluegrass Financial Planning

Bluegrass Financial Planning

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4350 Brownsboro Road Suite 110, Louisville, KY

502-873-7526

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Bluegrass Financial Planning

Bluegrass Financial Planning

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4350 Brownsboro Road Suite 110, Louisville, KY

Fiduciary Financial Advisor Serving Louisville, Bowling Green, Lexington, and Florence, KY. Bluegrass Financial Planning is a fee-only, Registered Investment Advisory firm providing objective financial planning services, regardless of net worth or income. Address & Contact Info: *** Louisville Office: 4350 Brownsboro Road Suite 110, Louisville, KY 40207 📞 502.873.PLAN *** Bowling Green Office: 1011 Lehman Ave Suite 103, Bowling Green,... Read More about Bluegrass Financial Planning

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Kelly Marie Duerr - Financial Advisor, Ameriprise Financial Services, LLC

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9960 Corporate Campus Dr, Five Corporate Center Ste 3500, Louisville, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Kelly Marie Duerr will take the time to understand you and your goals, as well as those... Read More about Kelly Marie Duerr - Financial Advisor, Ameriprise Financial Services, LLC

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Katheryn Higgins - Thrivent

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9420 Bunsen Parkway, Suite 110, Louisville, KY

502-895-6387

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Katheryn Higgins - Thrivent

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9420 Bunsen Parkway, Suite 110, Louisville, KY

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Katheryn Higgins is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Louisville, KY make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Katheryn Higgins - Thrivent

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Mallory-Hunter Financial Group - Ameriprise Financial Services, LLC

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805 N Whittington Pkwy, Ste 100, Louisville, KY

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At Mallory-Hunter Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Louisville, KY area to help... Read More about Mallory-Hunter Financial Group - Ameriprise Financial Services, LLC

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Kevin Black - Financial Advisor, Ameriprise Financial Services, LLC

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408 Blankenbaker Pkwy, Suite 100, Louisville, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Kevin Black will take the time to understand you and your goals, as well as those changing... Read More about Kevin Black - Financial Advisor, Ameriprise Financial Services, LLC

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Ashley J Ellett - Financial Advisor, Ameriprise Financial Services, LLC

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12700 Townepark Way, Ste 100, Louisville, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Ashley J Ellett will take the time to understand you and your goals, as well as those... Read More about Ashley J Ellett - Financial Advisor, Ameriprise Financial Services, LLC

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Fifth Third Private Bank - Cary Hearn

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750 E. Jefferson St., Louisville, KY

502-727-8173

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Fifth Third Private Bank - Cary Hearn

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750 E. Jefferson St., Louisville, KY

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Private Bank - Cary Hearn

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Mercer Advisors - Louisville

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6440 Dutchmans Parkway, Suite 201, Louisville, KY

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For over 35 years, the Louisville team has been helping our clients to make effective decisions at every stage of their lives.  We do this by providing comprehensive financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests,... Read More about Mercer Advisors - Louisville

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Andrew Thomas - Edelman Financial Engines

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9960 Corporate Campus Drive, Suite 1200, Louisville, KY

502-379-4639

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Andrew Thomas - Edelman Financial Engines

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9960 Corporate Campus Drive, Suite 1200, Louisville, KY

I want to help people take care of their family the way I take care of mine. That’s why I give clients the same financial guidance I’d give my own parents. In my career, I've worked for places that pushed us to hit sales numbers. But at Edelman Financial Engines, I have the freedom – the responsibility – to actually... Read More about Andrew Thomas - Edelman Financial Engines

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Savant Wealth Management

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9510 Ormsby Station Road, Suite 101, Louisville, KY

502-371-9850

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Savant Wealth Management

Savant Wealth Management Verified by Yext

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9510 Ormsby Station Road, Suite 101, Louisville, KY

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Savant Wealth Management’s Louisville team provides fiduciary, fee-only financial guidance to individuals, families, and business owners. Our advisors offer objective perspective across financial planning, investment strategy, and retirement considerations, with a focus on long-term financial priorities. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types... Read More about Savant Wealth Management

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David Bates - Financial Advisor, Ameriprise Financial Services, LLC

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806 Stone Creek Pkwy, Ste 5, Louisville, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, David Bates will take the time to understand you and your goals, as well as those changing... Read More about David Bates - Financial Advisor, Ameriprise Financial Services, LLC

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Tanner Bates - Financial Advisor, Ameriprise Financial Services, LLC

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806 Stone Creek Pkwy, Ste 5, Louisville, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Tanner Bates will take the time to understand you and your goals, as well as those changing... Read More about Tanner Bates - Financial Advisor, Ameriprise Financial Services, LLC

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Jeff Burnett - Financial Advisor, Ameriprise Financial Services, LLC

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806 Stone Creek Pkwy, Ste 5, Louisville, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Jeff Burnett will take the time to understand you and your goals, as well as those changing... Read More about Jeff Burnett - Financial Advisor, Ameriprise Financial Services, LLC

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John Dicks - Financial Advisor, Ameriprise Financial Services, LLC

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806 Stone Creek Pkwy, Ste 5, Louisville, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, John Dicks will take the time to understand you and your goals, as well as those changing... Read More about John Dicks - Financial Advisor, Ameriprise Financial Services, LLC

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Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC

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806 Stone Creek Pkwy, Ste 5, Louisville, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Jodi Seddon will take the time to understand you and your goals, as well as those changing... Read More about Jodi Seddon - Financial Advisor, Ameriprise Financial Services, LLC

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Eric W Heick - Financial Advisor, Ameriprise Financial Services, LLC

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408 Blankenbaker Pkwy, Suite 100, Louisville, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Eric W Heick will take the time to understand you and your goals, as well as those... Read More about Eric W Heick - Financial Advisor, Ameriprise Financial Services, LLC

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Robert Douglas Walsh - Financial Advisor, Ameriprise Financial Services, LLC

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805 N Whittington Pkwy, Ste 100, Louisville, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Robert Douglas Walsh will take the time to understand you and your goals, as well as those... Read More about Robert Douglas Walsh - Financial Advisor, Ameriprise Financial Services, LLC

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Matt Ricke - Financial Advisor, Ameriprise Financial Services, LLC

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425 Bank St, New Albany, IN

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New Albany, IN area, Matt Ricke will take the time to understand you and your goals, as well as those... Read More about Matt Ricke - Financial Advisor, Ameriprise Financial Services, LLC

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Clayton Turnbo - Paducah Bank

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9200 Shelbyville Rd, STE 101, Louisville, KY

Let us make you say, "WOW!"

Private Wealth Relationship Manager NMLS #2607493

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John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

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4104 Charlestown Rd, New Albany, IN

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New Albany, IN area, John W Smith will take the time to understand you and your goals, as well as... Read More about John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Patrick Ritter - Private Wealth Advisor, Ameriprise Financial Services, LLC

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9405 Mill Brook Rd, Ste 101, Louisville, KY

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, Patrick Ritter will take the time to understand you and your goals, as well as those changing... Read More about Patrick Ritter - Private Wealth Advisor, Ameriprise Financial Services, LLC

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First Savings Bank

First Savings Bank Verified by Yext

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501 E Lewis And Clark Pkwy, Clarksville, IN

812-283-0724

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First Savings Bank Verified by Yext

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501 E Lewis And Clark Pkwy, Clarksville, IN

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Established in 1937 in Jeffersonville Indiana, First Savings Bank is a community bank that is customer relationship focused. First Savings Bank offers a full suite of both personal services from checking and savings accounts to mortgage loans, and business banking from treasury management services to commercial equipment and real estate loans. You will be provided robust electronic banking features that... Read More about First Savings Bank

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Fifth Third Private Bank - Nicholas Phelps

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750 E. Jefferson St., Louisville, KY

502-387-1291

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Fifth Third Private Bank - Nicholas Phelps

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750 E. Jefferson St., Louisville, KY

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Private Bank - Nicholas Phelps

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