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William L. Ralston, III

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Kentucky Planning Partners

9300 Shelbyville Rd, Ste 1310
Louisville, KY 40222-5170
(502) 394-0400 Contact Me

Joanna Veirs

CPA, CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Kentucky and the surrounding communities.

The Glenview Trust Co

4969 US Highway 42, Ste 2000
Louisville, KY 40222-6391
(866) 671-7067
(502) 212-7800
Contact Me

Robert J. Cole, Jr.

CFP®, CLU, ChFC,CASL

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset...More

Financial Advisor serving Kentucky and the surrounding communities.

Financial Architects, Inc.

4350 Brownsboro Rd, Ste 110
Louisville, KY 40207
(502) 589-1772 Contact Me

Josh Ackerman

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Context Financial LLC

120 Kentucky Ave, Ste 120
Lexington, KY 40502
(859) 514-1999 Contact Me

Mark Charles Frey

CFP®, CPA

Manager

Specialties: Business Taxes, Estate Planning, Investment Management, Retirement, Personal Taxes

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Mark C. Frey and Associates L.L.C.

14009 Crossbranch Court
Louisville, KY 40245
Contact Me

Bruce J. Roth

CPA, CFP®, PFS

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Mutual...More

Financial Advisor serving Kentucky and the surrounding communities.

Louis T. Roth & Co. PLLC

2100 Gardiner Ln, Suite 207
Louisville, KY 40205
(502) 315-7130 Contact Me

David A. Thomas

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Ameriprise Financial Services, Inc.

17 S Main St
Madisonville, KY 42431-2553
(270) 821-2044 Contact Me

Tracy M. Redmon

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Walters, Walters, Redmon & Assoc/AnAdvisor Branch of Ameriprise Financial

161 St. Matthews Ave, Suite 7
Louisville, KY 40207
(502) 894-9366 x*813 Contact Me

A. David Holland

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Optimum Investment Advisors

110 Bash Ave
Somerset, KY 42501
(877) 625-0005
(312) 371-6143
Contact Me

Patrick Lach

Ph.D., CFA, CFP®

Registered Investment Adviser

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Lach Financial, LLC

3046 Breckenridge Ln, Ste 202
Louisville, KY 40220
(502) 295-7887 Contact Me

Steven J. Giacobbe

CFP®, CFA

Founder & Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Accredited Wealth Mangement

6010 Brownsboro Park Blvd, Ste F
Louisville, KY 40207
(502) 290-1905
(502) 290-1905
CONNECT WITH Steven
  • facebook link
Contact Me

Randy Thetford

CFP®, CPA, CRPC

Financial Advisor, Franchise Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Ameriprise Financial

123 W. Broadway
Mayfield, KY 42066

Ameriprise Financial

227 S First St
Union City, TN 38261
Contact Me

Donald E. Lewis

CFP®, EA

Owner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Asset Allocation,...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Lewis Financial LLC

1048 Eagle Lake Dr
Lawrenceburg, KY 40342
(800) 222-9286
(502) 839-9286
CONNECT WITH Donald
  • facebook link
Contact Me

Robert A. Davenport

CFP®, CLTC

Senior Managing Associate

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving Kentucky and the surrounding communities.

Kentucky Planning Partners

9300 Shelbyville Rd, Ste 1310
Louisville, KY 40222-5170
(502) 394-0400 Contact Me

Lawrence J. Botzman

CFP®, CRPC

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving Kentucky and the surrounding communities.

Lawrence J. Botzman, CFP

PO Box 1421
Somerset, KY 42502-1421
(606) 677-9164 Contact Me

Johanna Fox Turner

CPA, CFP®, RLP®

Senior Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Fox & Company Wealth Management

907 Paris Rd, Ste B
Mayfield, KY 42066
(270) 247-0555 Contact Me

Donald L. Garton

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Advantage Investment Management

2319 Lime Kiln Ln
Louisville, KY 40222
(877) 212-3002
(502) 212-3000
Contact Me

Ron A. Rhoades

JD, CFP®

Program Director, Financial Planning Program

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Western Kentucky University

1441 Riva Ridge Ave
Bowling Green, KY 42104
(352) 228-1672 Contact Me

Gregory W. Kasten

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

Financial Advisor serving Kentucky and the surrounding communities.

Unified Trust Company, N.A.

2353 Alexandria Dr, Ste 100
Lexington, KY 40504-3208
(859) 296-4407 x202 Contact Me

Patricia Breeze

CLU, CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Kentucky and the surrounding communities.

Patty M. Breeze & Associates

219 E High St
Lexington, KY 40507
(859) 252-0225 X406 Contact Me

Robin H. Lawson

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Financial Solutions Inc

309 W Jefferson St
La Grange, KY 40031-1111
(502) 225-9900 Contact Me

Ron R. Beaton

CFP®

Specialties: Attending College, Buying a Home, Career Change, Asset Allocation, Investment Management,...More

Financial Advisor serving Kentucky and the surrounding communities.

Ron Beaton's Money Matters

630 Whitney Dr
Paducah, KY 42001-5394
(877) 204-2598
(270) 443-8711
Contact Me

David S. Neal, Sr.

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

D. Scott Neal, Inc.

3292 Eagle View Lane, Suite 290
Lexington, KY 40509
(800) 344-9098
(859) 254-3036
CONNECT WITH David
  • facebook link
Contact Me

Glenn E. Levine

CFP®

Specialties: Banking, Estate Planning, Investment Management, Retirement

Financial Advisor serving Kentucky and the surrounding communities.

US Bank Private Client Reserve

1 Financial Square
Louisville, KY 40202
(502) 562-6205 Contact Me

Aaron W. Seyfried

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Kentucky and the surrounding communities.

Waddell & Reed

12 Orphanage Rd, Suite 200
Ft. Mitchell, KY 41017
(859) 331-1915 Contact Me

Paul L. Corley

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Kentucky and the surrounding communities.

Financial Services Center

1700 UPS Dr, Ste 101
Louisville, KY 40223-4026
(502) 426-6577 Contact Me

Jerome G. Zimmerer

CFP®

Senior Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

D. Scott Neal, Inc.

6440 Dutchman's Parkway, Suite #201
Louisville, KY 40205
(800) 344-9098
(800) 344-9098
Contact Me

James A. Smith

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Kentucky and the surrounding communities.

Pierce Financial Planning Inc

182 North Mill St
Lexington, KY 40507
(859) 224-4790 Contact Me

Clifford G. Canavera

CFP®,CLU,ChFC,CLTC

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Kentucky and the surrounding communities.

Canavera Financial Group, LLC

9300 Shelbyville Rd, Ste 1250
Louisville, KY 40222
(502) 420-2083 Contact Me

David L. Anneken

CFP®

Associate

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Kentucky and the surrounding communities.

Cardinal Pointe Financial Group

909 Wright's Summit Pkwy, Ste 130
Fort Wright, KY 41011
(859) 344-7460 Contact Me