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Financial Planning Consultants in Louisville, KY

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1. Monroe Shine & Co., Inc.

Monroe Shine & Co., Inc.

500 N Hurstbourne Pkwy Ste 150, Louisville, KY, 40222

CLOSED NOW
YP
9 Years
in Business

2. Amick And Company

Amick And Company

410 W CHESTNUT St, Louisville, KY, 40202

CLOSED NOW

From Business: CPA's / Consultants -Individual & Business Tax Returns - Payroll Tax Returns - Auditing & Accounting Services Small Business Consulting Estate Planning & Tax Returns Audits,ā€¦

YP
61 Years
in Business

3. Brian Diehlman Financial Advisor

Brian Diehlman Financial Advisor

6510 Glenridge Park Pl, Louisville, KY, 40222

CLOSED NOW

"I'm very happy that Brian informed me about the MAP option and kept a discussion going until I felt comfortable with the process. Moving my accounts into the MAP model hasā€¦"

4. Kevin Duffy - Raymond James

Kevin Duffy - Raymond James

400 W Market St, Louisville, KY, 40202

CLOSED NOW

From Business: We offer asset allocation, asset management, estate planning, financial planning, retirement planning, insurance & annuities, 401K's, college planning & mutual funds.

YP
19 Years
in Business

5. Breidenbach Capital Consulting

Breidenbach Capital Consulting

101 N 7th St, Louisville, KY, 40202

CLOSED NOW

From Business: Breidenbach Capital Consulting, LLC, (BCAP) was founded to provide comprehensive wealth management services to individuals and institutional investors. Unlike other "adviceā€¦

YP
21 Years
in Business

6. Patricia Ann Denny: Primerica - Financial Services

Patricia Ann Denny: Primerica - Financial Services

2900 W Broadway Ste 233, Louisville, KY, 40211

From Business: Patricia Ann Denny is a Licensed Financial Representative with Primerica serving LOUISVILLE and its surrounding areas.

7. Everest Retirement Planners

Everest Retirement Planners

119 S Sherrin Ave Ste 110, Louisville, KY, 40207

CLOSED NOW

From Business: We think of our financial lives as climbing a mountain. The ascent up the mountain can be compared to the accumulation phase of our investable assets and reaching the summitā€¦

YP
15 Years
in Business

9. Wisdom Financial Management

Wisdom Financial Management

101 Bullitt Ln Ste G-5, Louisville, KY, 40222

CLOSED NOW

From Business: Making the right decisions along lifeĆ¢??s journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Managementā€¦

10. Dixie Branch

Dixie Branch

7521 Dixie Hwy, Louisville, KY, 40258

From Business: Our History and Mission Park Community was established in 1965 to serve the employees of General ElectricĆ¢??s Appliance Park in Louisville, Kentucky, hence the name Ć¢??ParkĆ¢??ā€¦

11. Retirement Planning Solutions

Retirement Planning Solutions

3432 Stony Spring Cir, Louisville, KY, 40220

CLOSED NOW

From Business: Retirement Planning Solutions was founded on the values of hard work, trust, and personal service. We begin by helping you pinpoint what is truly important to you and yourā€¦

YP
22 Years
in Business

12. Jimmy Ray-Thrivent

Jimmy Ray-Thrivent

9420 Bunsen Pkwy, Louisville, KY, 40220

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jimmy Ray is committed to providing financial advice,ā€¦

13. Kentucky Planning Partners

Kentucky Planning Partners

9300 Shelbyville Rd Ste 1310, Louisville, KY, 40222

CLOSED NOW

From Business: In an age when many individuals and couples find it too difficult to successfully navigate their own wealth accumulation planning, not to mention knowing how to write aā€¦

YP
19 Years
in Business

14. Lifetime Financial Growth

Lifetime Financial Growth

9300 Shelbyville Rd Ste 320, Louisville, KY, 40222

CLOSED NOW

From Business: Lifetime Financial Growth LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with theā€¦

YP
19 Years
in Business

15. Axa Equitable

Axa Equitable

2610 Gleeson Way, Louisville, KY, 40299

YP
25 Years
in Business

16. Axa Equitable

Axa Equitable

10200 Forest Green Blvd Ste 111, Louisville, KY, 40223

17. Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management

10200 Forest Green Blvd, Louisville, KY, 40223

CLOSED NOW

From Business: Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the centerbacked by the power of Goldman Sachs.

18. Monticello Banking Company

Monticello Banking Company

9900 Ormsby Station Rd, Louisville, KY, 40223

CLOSED NOW

From Business: For over 125 years, we have been committed to providing our customers with great service and powerful financial expertise to help them meet their financial goals. We are proudā€¦

19. Duerr & Associates - Ameriprise Financial Services

Duerr & Associates - Ameriprise Financial Services

9960 Corporate Campus Dr Five Corporate Center Ste 3500, Louisville, KY, 40223

From Business: At Duerr & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Ofā€¦

YP
48 Years
in Business

20. Brian Lykins, Branch Manager NMLS#7659 - AnnieMac Home Mortgage

Brian Lykins, Branch Manager NMLS#7659 - AnnieMac Home Mortgage

114140 Main St Ste 102, Louisville, KY, 40243

CLOSED NOW

From Business: Brian knows that buying a home is the biggest financial decision of his client's lives. That's why he makes a point of consulting with his clients throughout the loan processā€¦

21. DICKS & ASSOCIATES - Ameriprise Financial Services

DICKS & ASSOCIATES - Ameriprise Financial Services

12910 Shelbyville Rd Ste 250, Louisville, KY, 40243

From Business: At DICKS & ASSOCIATES, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course,ā€¦

22. Theodore Paul Schmuckie: Primerica-Financial Services

Theodore Paul Schmuckie: Primerica-Financial Services

13279 Obannon Station Way, Louisville, KY, 40223

From Business: Theodore Paul Schmuckie is a Licensed Financial Representative with Primerica serving LOUISVILLE and its surrounding areas.

23. Cam Howell: Primerica - Financial Services

Cam Howell: Primerica - Financial Services

13279 Obannon Station Way, Louisville, KY, 40223

From Business: Cam Howell is a Licensed Financial Representative with Primerica serving LOUSIVILLE and its surrounding areas.

24. Argi Financial

Argi Financial

2110 High Wickham Pl, Louisville, KY, 40245

CLOSED NOW

From Business: ARGI Financial Group's Mission is to provide excellent service and advice, so as to improve the life of every person affiliated with our firm. Our company is based on theā€¦

YP
29 Years
in Business

27. Securities

Securities

401 S 4th St, Louisville, KY, 40202

29. Freedom Financial Corp

Freedom Financial Corp

429 W Muhammad Ali Blvd, Louisville, KY, 40202

30. Securities America Inc

Securities America Inc

429 W Muhammad Ali Blvd Ste 900, Louisville, KY, 40202

CLOSED NOW
YP
23 Years
in Business