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Allstate Personal Financial Representative: Thomas Neathamer Website Image
6608 Bardstown Rd Louisville, KY

As a Personal Financial Representative in Louisville, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Louisville office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Allstate Personal Financial Representative: Daniel Shuck Website Image
11712 Main St Louisville, KY

As a Personal Financial Representative in Louisville, I've gotten to know many local families. I understand that When it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Louisville office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Allstate Personal Financial Representative: Richard King Website Image
3030 Hunsinger Ln Louisville, KY

As a Personal Financial Representative in Louisville, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Louisville office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Allstate Personal Financial Representative: Steve Miller Website Image
406 Blankenbaker Pkwy Louisville, KY

When it comes to preparing for your financial future, I understand that each person's needs are unique. That's why when you contact me at my Louisville office, you'll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial strategy to achieve the peace of mind you deserve.

Jacqueline Hamblin - Prudential Financial Website Image
9300 Shelbyville Rd Louisville, KY

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Denise Peskar - Prudential Financial Website Image
9300 Shelbyville Rd Louisville, KY

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Nancy Ary - Prudential Financial Website Image
9300 Shelbyville Rd Louisville, KY

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Wisdom Financial Management, LLC Website Image
101 Bullitt Lane Louisville, KY

Making the right decisions along life's journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop long-term relationships with our clients. Whether it's estimating the cost of a college education, determining how much you'll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.

Morgan Stanley Financial Advisors Website Image
400 West Market St Louisville, KY

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Morgan Stanley Financial Advisors Website Image
4969 US Highway 42 Louisville, KY

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Kentucky Medicare Plans Website Image
12700 Townepark Way Louisville, KY

For over 29 years, we have been offering exceptional insurance coverage for Medicare Supplements and Medicare Advantage Plans to our community.

We are locally owned, operated and trusted agency who brings years of experience to make the process easy for you. No-one's situation is exactly the same as another's, so that is why we customize plans for every client after getting to know them and understanding their specific needs.

Servicing Louisville, Lexington, Crestwood, and the whole of Kentucky, don't hesitate to give us a call.

Remember: working with us adds NO direct cost to you for our services.

Call (502) 727-1939 today or visit our website to schedule an appointment!

Fidelity Investments Website Image
10019 Forest Green Blvd Louisville, KY

Updated guidelines designed for everyone's safety

We are resuming planning appointments in our Investor Centers on a localized basis as conditions allow. Please call your advisor or your local Investor Center prior to your visit to check the status. For help with all other transactions, we continue to be available to support you virtually - please visit our Customer Service Center or call 800-343-3548.

Investor Centers maintain secure, self-service drop boxes for checks, applications and completed paperwork. Masks are required to enter.

Fidelity Investments Website Image
500 North Hurstbourne Louisville, KY

Updated guidelines designed for everyone's safety

We are resuming planning appointments in our Investor Centers on a localized basis as conditions allow. Please call your advisor or your local Investor Center prior to your visit to check the status. For help with all other transactions, we continue to be available to support you virtually - please visit our Customer Service Center or call 800-343-3548.

Investor Centers maintain secure, self-service drop boxes for checks, applications and completed paperwork. Masks are required to enter.

Current Wealth Management at First Kentucky Securities Website Image
4360 Brownsboro Road Louisville, KY

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.

TIAA Financial Services Website Image
4350 Brownsboro Road Louisville, KY

TIAA's Louisville, KY location is a satellite office staffed with a team of wealth management advisors who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office or mailing documents, please call us at (901) 498-6170.

Jeff Burnett - Ameriprise Financial Services, LLC Website Image
421 Benjamin Ln Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Jeffrey Bellucci - Ameriprise Financial Services, LLC Website Image
408 Blankenbaker Pkwy Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Limestone Wealth Advisors - Ameriprise Financial Services, LLC Website Image
161 St Matthews Ave Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Scott Dingle - Ameriprise Financial Services, LLC Website Image
161 St Matthews Ave Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Trisha Abney - Ameriprise Financial Services, LLC Website Image
805 N Whittington Pkwy Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Dean M Donohue - Ameriprise Financial Services, LLC Website Image
9405 Mill Brook Rd Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Pete Smith - Ameriprise Financial Services, LLC Website Image
12700 Townepark Way Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Family Wealth Planning Partners Website Image
4500 Bowling Blvd Louisville, KY

Planning for your financial future has never been simpler than working with Family Wealth Planning Partners. We're a financial institution helping people create personalized financial plans to leave a lasting legacy. Whether you need assistance with retirement planning, wealth management, or estate planning, we have you covered. We founded the firm based on the belief that the more informed and educated a client is about all financial matters the more likely the client is to make better financial decisions, better financial decisions lead to better results. Contact us today so we can get started!

Gallagher Insurance, Risk Management & Consulting - Closed Website Image
9300 Shelbyville Road Louisville, KY

Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.

Encore Wealth Management Group - Ameriprise Financial Services, LLC Website Image
9405 Mill Brook Rd Louisville, KY

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let's talk. Together we can determine what, if any actions, you can take. We're available to connect with you as is most convenient during this time, including by phone or online. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Tax Defense Network Website Image
312 S. Fourth Street Louisville, KY

Tax Defense Network is a national tax debt resolution company that assists individuals and small business owners by providing affordable solutions for their tax problems. Since 2007, we've consulted on more than $18 billion in tax debt and have earned an A+ rating from the Better Business Bureau. We employ hundreds of licensed tax professionals across the United States, so we can provide assistance no matter where you live. If you need help with a tax issue (federal or state), call us today for a free consultation.

The Herrington Group - Morgan Stanley Website Image
400 West Market St Louisville, KY

Wealth Management
Identify
Plan
Implement

The Derby City Group - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

We share the common goal of providing outstanding advice and service, while helping you achieve your specific wealth management goals

The Riverside Group - Morgan Stanley Website Image
400 West Market Street Louisville, KY

Comprehensive wealth planning strategies for your life and legacy

Paul Simmons - Morgan Stanley Website Image
400 West Market St Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Chris Hudson - Morgan Stanley Website Image
400 West Market St Louisville, KY

I inspire my clients to invest with a purpose; while delivering a client experience worthy of their trust.

Mark Krebs - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

Helping to preserve and grow what clients have worked hard to create

The Waterfront Group - Morgan Stanley Website Image
400 West Market St Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Gary Grigg - Morgan Stanley Website Image
400 West Market St Louisville, KY

We are commited to help guide our clients with care so they may focus on areas of their lives that bring them joy, meaning, and purpose

Rachel Smith - Morgan Stanley Website Image
400 West Market St Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The Mitchell-Schenkenfelder Group - Morgan Stanley Website Image
400 West Market St Louisville, KY

Helping you in family wealth planning for your family's unique goals

Mark A Sandbach - Morgan Stanley Website Image
400 West Market St Louisville, KY

Providing highly personalized service and advice by intimately knowing our clients and their families

Ken Herrington - Morgan Stanley Website Image
400 West Market St Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals. Identify - Plan - Implement

The Liberty Group - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

To enhance the lives of our clients through personal service, trustworthy advice and quality investment management

The Trident Group - Morgan Stanley Website Image
400 West Market St Louisville, KY

Understanding your values, investing for the lifestyle you want, and building a legacy to stand the test of time.

We look beyond today's financial picture.

We care about helping you reach your financial goals through personalized and detailed wealth planning.

Lawrence Pusateri - Morgan Stanley Website Image
400 West Market St Louisville, KY

Helping you achieve and preserve financial independence through goals-based planning and dedicated personal service tailored to meet your needs.

Brandon L. Luttrell - Morgan Stanley Website Image
400 West Market St Louisville, KY

Working to ensure that your life aspirations are the focus of any investment strategy that we pursue together.

Schneider Peden Wealth Management Group - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

We strive to thoroughly understand our clients' financial needs and aspirations, so that we may help them make informed decisions and invest with purpose.

Rick Crabtree - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The Scheid Group - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

Customized investment and financial strategies for clients like you

Alyce W Weixler - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The Madison Group - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

Our mission is to enhance the lives of our clients through personal service, trustworthy advice and quality investment management

Jackson Simon - Morgan Stanley Website Image
400 West Market St Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The Hanna/Stern Group - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

We provide thoughtful and intelligent financial planning thats rooted in experience and tailored to fit your needs.

Carey E Wilcox - Morgan Stanley Website Image
4969 US Highway 42 Louisville, KY

Experience, intellectual capital and dedicated personal service to help you meet your life goals

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Denny Kayrouz - State Farm Insurance Agent Website Image
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GEICO Insurance Agent Website Image
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Allstate Insurance: Todd Altman Website Image
6608 Bardstown Rd, Ste C Louisville, KY

As a Personal Financial Representative in Louisville, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

James Dumke, Bankers Life Agent Website Image
101 Bullitt Ln Louisville, KY

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

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