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Financial Planning in Louisville

Andrew Thomas - Edelman Financial Engines

Andrew Thomas - Edelman Financial Engines Verified by Yext

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(0 Reviews)

9960 Corporate Campus Drive, Louisville, KY

502-379-4639

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Andrew Thomas - Edelman Financial Engines

Andrew Thomas - Edelman Financial Engines Verified by Yext

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(0 Reviews)

9960 Corporate Campus Drive, 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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Dark Horse CPAs

Dark Horse CPAs Verified by Uberall

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(0 Reviews)

133 Evergreen Road, Louisville, KY

502-317-2585

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Dark Horse CPAs

Dark Horse CPAs Verified by Uberall

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(0 Reviews)

133 Evergreen Road, Louisville, KY

Dark Horse CPAs is a top small business accounting firm and tax CPA. Our full-service firm provides integrated tax and accounting services including strategic tax planning, filing, and preparation, customized bookkeeping, and fractional CFO services. Our CPAs work directly with you to create winning tax strategies and custom financial reporting, whether it's at the corporate or individual level. Ready to... Read More about Dark Horse CPAs

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Edelman Financial Engines

Edelman Financial Engines Verified by Yext

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9960 Corporate Campus Drive, Louisville, KY

Connect with a Financial Planner

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Louisville is here for you, serving both Indiana and Kentucky, including Crestwood, Elizabethtown and Prospect. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial... Read More about Edelman Financial Engines

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Mercer Advisors - Louisville

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6440 Dutchmans Parkway, 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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TAN Financial Services

TAN Financial Services Verified by Yext

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435 N Whittington Pkwy, Louisville, KY

859-484-8313

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TAN Financial Services

TAN Financial Services Verified by Yext

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435 N Whittington Pkwy, Louisville, KY

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We believe everyone deserves true wealth instead of simply chasing a rate of return. By utilizing the tax code and all of the resources at our disposal, we have helped our clients achieve financial security and retire, on average, with an additional $50,000 a year in annual income. If we could help you find even $15,000 of additional income per... Read More about TAN Financial Services

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Mariner

Mariner Verified by Yext

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(0 Reviews)

4801 Olympia Park Plaza, Louisville, KY

502-233-1970

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Mariner

Mariner Verified by Yext

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(0 Reviews)

4801 Olympia Park Plaza, Louisville, KY

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

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9960 Corporate Campus Dr, 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, 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, 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, Louisville, KY

More info available at FINRA's BrokerCheck website

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, 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, 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, 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, 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

Fifth Third Private Bank - Cary Hearn Verified by Yext

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750 E. Jefferson St., Louisville, KY

502-727-8173

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Fifth Third Private Bank - Cary Hearn

Fifth Third Private Bank - Cary Hearn Verified by Yext

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(0 Reviews)

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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Savant Wealth Management

Savant Wealth Management Verified by Yext

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9510 Ormsby Station Road, Louisville, KY

502-371-9850

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Schedule a Call!

Savant Wealth Management

Savant Wealth Management Verified by Yext

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(0 Reviews)

9510 Ormsby Station Road, Louisville, KY

Schedule a Call!

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, 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, 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, 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, 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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(0 Reviews)

806 Stone Creek Pkwy, 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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(0 Reviews)

806 Stone Creek Pkwy, 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, 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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(0 Reviews)

805 N Whittington Pkwy, 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, 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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Bechtler Parker & Watts

Bechtler Parker & Watts Verified by Yext

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(0 Reviews)

9750 Ormsby Station Rd #300, Louisville, KY

502-425-6002

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Bechtler Parker & Watts

Bechtler Parker & Watts Verified by Yext

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9750 Ormsby Station Rd #300, Louisville, KY

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Financial Services Center

Financial Services Center Verified by Yext

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(0 Reviews)

1700 UPS Drive, Louisville, KY

502-426-6577

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Call Today

Financial Services Center Verified by Yext

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(0 Reviews)

1700 UPS Drive, Louisville, KY

Call Today

Financial Services Center is a financial services firm that specializes in working with professionals and families who want to make smart, educated decisions in their financial lives. We believe that you should have trusted, knowledgeable people guiding you on your path to financial success. We aim to do that by finding out what you want for you and your family... Read More about Financial Services Center

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Fifth Third Private Bank - Nicholas Phelps

Fifth Third Private Bank - Nicholas Phelps Verified by Yext

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(0 Reviews)

750 E. Jefferson St., Louisville, KY

502-387-1291

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Fifth Third Private Bank - Nicholas Phelps

Fifth Third Private Bank - Nicholas Phelps Verified by Yext

0.0

(0 Reviews)

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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TAN Financial Services
435 N Whittington Pkwy, Louisville, KY 859-484-8313
Mariner
Mariner
0 reviews
Mariner
4801 Olympia Park Plaza, Louisville, KY 502-233-1970
9510 Ormsby Station Road, Louisville, KY 502-371-9850