Complete the form below to find Financial Planning Services in your area.
Start your Search for: Financial Planning Services
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Sample Listing of Kentucky, KY Financial Planners
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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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