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Sample Listing of Kentucky, KY Finance Professionals
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Family Financial Partners
401 Lewis Hargett Circle Suite 210 Lexington, KY
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Years ago, in small towns across the country; when a person needed any type of help, from a doctor to a banker- they typically knew that they had at least one family member in town they could rely on. In today's world the family nucleus has stretched to include the left and right coasts. When a person needs financial help, they often times have to call upon a professional who they don't know. Subsequently, they entrust the care of assets, built over generations; to this individual. Oftentimes these assets are managed for current goals without any regard for future generations. At Family Financial Partners we understand that each of "Our Families" (our clients) are more than just account numbers. Our commitment to meet your unique needs will allow you the time to focus more on what matters most, your family. Family Financial: Growing Wealth, For Generations. Call us today to let us introduce our family to yours.
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Ameriprise Financial Services, Inc.
2000 Grasmere Dr. Louisville, KY
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Putting your financial needs first is my job. Many of my clients are serious about managing their money responsibly in order to achieve their financial goals. That's where I come in. Working together, we design a sound, disciplined plan to help meet your financial needs.
My mission is to help my clients achieve their financial objectives -- prudently and thoughtfully -- through a long term relationship based on trusted and knowledgeable advice.
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Williams Tax & Financial Services
2150 Lexington Rd. Ste D-2 Richmond, KY
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Williams Tax & Financial Services is a tax and financial services company mainly serving the Central Kentucky area, but also has clients in several other states. They offer full service tax preparation, (including Instant Refunds and e-filing), they also provide clients with professional insurance, investment, retirement, and financial planning services. They feel this allows them to develop a much closer relationship with clients and understand their needs more thoroughly. Williams Tax & Financial Services goal is to help clients with all their financial needs, and to provide them with the resources to reach their goals.
*Be sure and ask about fee based advisory services that can eliminate expensive sales charges and commissions.*
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