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.

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.

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.

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.

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

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

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

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.

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

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

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!

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.

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 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'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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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 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.

Wealth Management
Identify
Plan
Implement

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

Comprehensive wealth planning strategies for your life and legacy

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

Customized investment and financial strategies for clients like you

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

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

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

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

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