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Contact us. Shareholder Services: (800) 421-4225. Call us from 8:00 a.m. to 7:00 p.m. Eastern time, Monday through Friday. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses.

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First Kentucky Securities. 4360 Brownsboro Rd, Ste 300. Louisville, KY 40207-1642. (502) 814-9638. PlannerSearch is a directory of financial service professionals in The Financial Planning Association. Find a financial planner in Louisville, Kentucky today!

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Top 10 Financial Advisors in Louisiana | SmartAsset.com. $2,593,356,993. New Orleans, LA 70130. With the most assets under management on our list, Waters, Parkerson & Co., LLC is the state’s highest-rated firm according to our metrics. The firm mainly works with individual investors, both with and without high net worths, but its clients also ...Financial consultants may be regular financial advisors or certified professionals who hold the chartered financial consultant designation. They work …

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Financial Aid Advisor, Sr. [email protected]. Phone: 502.852.8346. Schedule an Appointment. Counsels new students and families on all financial aid processes for federal, state, and institutional aid to assist with getting them to apply and matriculate to the university; Provides Financial Planning information to new students and families Stephen Gibson, CPA®, NSSA® Stephen Gibson is a Senior Partner and Wealth Manager for Guidance Capital, an independent wealth management practice headquartered in Louisville, KY. Stephen graduated from …Louisville Metropolitan Area. 452 followers 452 connections. ... Financial Consultant at Fidelity Investments Louisville Metropolitan Area. Connect Frank Hilvers, CFP® ...Elevance Health Louisville, KY. Financial Consultant. Elevance Health Louisville, KY 1 week ago Be among the first 25 applicants See who Elevance Health has hired for this role ...Local presence. Accessing the extensive resources and expertise of UBS, one of the world's leading wealth managers, our team brings sophisticated global resources, in-depth knowledge and exceptional understanding to your complex financial world. Whether it's helping you exit your business, evolve your career or manage through loss of a loved ... Best Financial Services in Louisville, KY - American Fortune, Restarting Futures, Dennis C Healey, EA, Highlands Tax & Accounting, CheckSmart, Edward Jones - Financial Advisor: Marcus E Folmar, L&N Federal Credit Union, McCarty Jack, CPA EA, Carroll R Goslee - Edward Jones, Multiple Option Mortgage Services.9400 Williamsburg Plaza STE 220, Louisville KY 40222. Phone: 502-225-3444. Contact Us. Financial Planning For All Stages Of Life Welcome to Lifetime Financial Solutions Financial Service Firm That Puts You First.As a First Command Financial Advisor, Michael is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Married with two children, Michael is a member of the Louisville Suburban Rotary Club. Financial Consultant Near Me in Louisville, KY. Edward Jones - Financial Advisor: Tracy G Cooper. 3513 Poplar Level Rd Louisville, Kentucky 40213 502-459-2905ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™. Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. [email protected]. Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023.

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