Directory for financial advisors and representatives

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Showing 110 advisors and reps

Matthew Allen

WMCP®, RICP®, CLTC®

We help you organize your financial life and create simplicity from the chaos. An easy to understand, written plan that addresses each of your financial goals and the tools needed to obtain them. Matthew has been helping families, executives and medical professionals create financial security for over 10 years.Visit my website

Expertise: Business Succession Planning, Financial Planning, Estate Planning, Retirement Planning, Employee and Executive Benefits Planning

Languages: English

Location: Louisville KY, 40222

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Mack BakerVisit my website

Expertise: Financial Planning

Languages: English

Location: Frankfort KY, 40601

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Mitch Barnes

CLU®, ChFC®, CAP®, MSFS

Throughout his 30 years of experience in the financial services industry, with Northwestern Mutual, Mitch’s philosophy has stayed consistent: He will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.Visit my website

Expertise: Fee-Based Financial Planning, Wealth Management, Private Client Services, Trust Services, Special Needs Planning, Estate Planning

Languages: English

Location: Louisville KY, 40222

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Ralph Barringer

CFP®, CLU®, ChFC®, RICP®

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Expertise: Business Succession Planning, Financial Planning, Business Continuation Planning, Business Risk Management, Retirement Planning, Retirement Income Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Louisville KY, 40222

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James Bennett

CLU®, ChFC®, CFP®

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Expertise: Retirement Planning, Retirement Income Planning, Investment Strategies, Wealth Management

Languages: English

Location: Evansville IN, 47715

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Proctor BlairVisit my website

Expertise: Retirement Planning

Languages: English

Location: Paris KY, 40361

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Matthew Blandford

CFP®, ChFC®, RICP®, MBA, WMCP®

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Expertise: Wealth Management, Trust Services, Financial Planning, Investment Strategies, Retirement Planning, Retirement Income Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding

Languages: English

Location: Louisville KY, 40243

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Jordan BlannVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Bowling Green KY, 42101

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Jeffrey BrentVisit my website

Languages: English

Location: Bowling Green KY, 42101

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Chase Burchett

CFP®, CLU®, ChFC®, CASL®, RICP®

As a holistic financial planner, my main priority is providing my clients clarity. I work with families, business owners, and retirees to make sure they know exactly where they stand financially. This allows them to spend and enjoy the money they work so hard to earn. I provide clarity in areas of wealth accumulation, risk management, family/charitable giving, and estate planning to name a few!Visit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Retirement Income Planning, Business Continuation Planning, Investment Strategies, Disability Income Planning, Life Insurance Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Estate Planning, Trust Services

Languages: English

Location: Lexington KY, 40507

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