30 Local Investment Advisors
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Sample Listing of Kentucky, KY Financial Advisor
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Highland Financial Management, Inc.
2500 Bardstown Road, Ste 7 Louisville, KY
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We provide Comprehensive Financial Planning and Portfolio Management to both businesses and individuals.
To the individual we provide Comprehensive Financial Planning; Portfolio Management; Life, Medical, and Disability Insurance; Fixed, Equity Indexed, and Variable Annuities; Mutual Funds; and Stock Brokerage Services.
To the business owner we can provide Employee Benefits such as Section 125 Cafeteria Plans; Major Medical; Group Life and Health Insurance; Supplemental Benefits such as Cancer, Dental, Disability, and Personal Accident. We also have Business Continuation Insurance, Buy/Sell Agreement Funding; Business Overhead Expense Protection, and Discriminatory Retirement Funding.
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Waddell & Reed
Cov, KY
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I Design, Monitor and Implement Life Plans for individuals and businesses. This includes saving for retirement, college education and evaluating your risk tolerances.
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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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