Financial consultant louisville.

Assess company’s financial status. Analyze investment plans. Source and evaluate capital expansion options, including loans and funding. Advise on selling and buying stocks and bonds. Forecast revenues and costs and report any discrepancies. Analyze market trends and identify risks and opportunities. Manage current and future tax payments.

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John P. Schmidt CPA, PSC is a full-service accountancy firm that offers personal financial planning, estate planning, and social security planning for people in Louisville. It also provides tax services and accountancy services, including audit assistance, business valuation, QuickBooks consulting, and representation before the Internal Revenue ...Financial Consultant Oct 2018 - Present 5 years 2 months Louisville, Kentucky Investment Consultant Jan 2017 - Oct 2018 1 year 10 months Louisville, Kentucky Area …Our clients are active across the spectrum of defense domains. Through our work, we have built expertise related to all major categories of platforms and associated equipment, including military aerospace, land systems, naval systems, space-based systems, as well as sensors and electronics. We also work with defense ministries, national ...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 familiesVisit ameriprise.com. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. 4.9 / 5 rating based on 26 reviews. Start preparing for a more confident future. View more markets and economic insights. Client Satisfaction Rating: Each client has the opportunity to rate an advisor based on the ...

Financial consultants may be regular financial advisors or certified professionals who hold the chartered financial consultant designation. They work …In this digital age, technology plays a crucial role in the success of any business. From streamlining operations to improving customer experience, staying up-to-date with the latest technological advancements is essential.

Top 10 Financial Advisor Firms in Kentucky | SmartAsset.com. $4,832,854,403. Louisville, KY 40245. The fee-only firm has a $100,000 minimum asset requirement. The firm offers investment management services for a fee based on a percentage of client assets and through a wrap fee program, where management and brokerage costs are bundled into one ...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.

Managers working in specialized fields can benefit enormously from consultative management. Consultative management can create an attitude of involved pro-activity within a workplace.Todd Metcalf. , ChSNC, APMA. ACCREDITED 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. Stay on track with your financial goals during changing market ...Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4152 | 800-998-7686 Fax: 502-561-5097Financial Professional. New York Life Insurance. Louisville, KY. $50K - $250K / yr. Vision, Medical, Life Insurance, 401k, Dental Full-Time. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management ...

The average salary for a Financial Consultant is $75,869 per year in Louisville, KY. Click here to see the total pay, recent salaries shared and more!

The first step is to figure out what kind of financial advice you need–whether that be estate planning, saving for retirement, or simply seeking the best way to invest your savings. This will ...

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Financial Consultants in Louisville, KY. About Search Results. Sort:Default. Default; Distance; Rating; Name (A - Z) View all businesses that are OPEN 24 Hours. 1. Amick And Company. Financial Planning Consultants Financial Services Tax Return Preparation. BBB Rating: A+. Website Directions Services More Info. 60. YEARS IN BUSINESS. 7.Title: Assistant Football Coach, Offensive Coordinator Location: Pennsylvania-Pittsburgh Posted Date: Nov 27, 2023 Organization: Athletics Administration Description: Assists the Head Coach with all aspects of a sports program. Recruits athletes, mentors athletes, fosters athletic, emotional, and academic group of student athletes.Title: Assistant Football Coach, Offensive Coordinator Location: Pennsylvania-Pittsburgh Posted Date: Nov 27, 2023 Organization: Athletics Administration Description: Assists the Head Coach with all aspects of a sports program. Recruits athletes, mentors athletes, fosters athletic, emotional, and academic group of student athletes.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!Guidehouse was created to be a different kind of consultancy. One fueled by a workforce with a passion for making a difference. We’re distinguished by our unique integrated model of commercial and public sector work that empowers consultants to design, build and operate solutions, working across sectors and industries to develop original and inventive …4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Richard Wilson, a financial advisor in Louisville, KY with the US News Advisor ...Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner. 5 3 reviews. Lizzie Metzger, a registered representative for NYLIFE Securities LLC*. Additionally, she is a member The Nautilus Group (r), which is a New York Life Insurance Company service. New York Life has awarded her numerous times.

Vice President Finance in Boydton, VA Expand search. ... VP, Financial Consultant - Louisville, KY. Charles Schwab Louisville, KY. ApplyJ & J Insurance and Financial Consultants Limited is an independent intermediary which is authorised and regulated by the Financial Conduct Authority (FCA) You can check these details on the Financial Services Register by visiting the FCA's Website (www.fca.org.uk) or by contacting the FCA on 0800 111 6768. Our FCA register number is 311187.

LHH helps individuals, teams, and organizations find and prepare for what's next in the world of work. We support clients needs throughout the talent journey, from recruitment to career transitions and leadership development. We empower organizations to expand their capabilities and workers to build brighter futures.Louisville, KY. USD 87,852.00 - 154,125.00 per year. Full Time. Skills. ... Risk and Financial Advisory - Hybrid Operate Lead QA Automation Engineer - PDM Senior Consultant Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? Are you passionate about leveraging next generation …Louisville has a cost of living that is approximately 8% lower than the national average; financial advisors in Louisville may be able to advise you on how to stretch the dollar and make prudent investments that would enable you to reach your financial goals.Aug 17, 2023 · Providing not only a full service and partial service package but also complimentary consultations, A Thorough Fare is an ideal choice for Louisville-based wedding celebrations. Portfolio: Checkout their portfolio. Address: Louisville, KY 40202. Phone: 502-228-8817. Profile: A Thorough Fare. Facebook: A Thorough Fare. Instagram: A Thorough Fare If you’re on the market for a new home, there’s plenty of resources available to help you find the right fit. From consulting with a realtor to conducting your own search, here are some options available to you.Amy Wiitala, Financial Advisor in Louisville, KY Amy Wiitala CFP ® Financial Advisor Chief Operating Officer of Align Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC 502.423.7073 [email protected] An Ameriprise Platinum Financial Services ® Advisor Start preparing for a more confident future.Posted 12:00:00 AM. DescriptionThe Financial Consultant is responsible for reviewing and preparing interpretation of…See this and similar jobs on LinkedIn.Job Search | IndeedLouisville, KY Financial Consultant LIST. MAP ( 5 Reviews ) Marcelo Dozzi Nov 30th, 2020. Mary Penta - Old National Bank Financial Consultant 333 E Main St, Suite 100 ...The number of years we've been there for our clients – through depressions, downturns, and two World Wars. Here's where you. can find us. 400 W Market St Ste 2250. Louisville, KY 40202.

Financial Consultant Near Me in Louisville, KY. Edward Jones - Financial Advisor: Tracy G Cooper. 3513 Poplar Level Rd Louisville, Kentucky 40213 502-459-2905

The financial consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns. You should also be able to maintain solid relationships with clients.

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Manta has 51 businesses under Financial Consultants in Louisville, KY. Featured Company Listings. Bravafi. 222 E Witherspoon St. Louisville, KY (502) 305-7258. Visit ...Following his time at Deloitte & Touche, Stephen moved back to his life-long home in Louisville, KY, to become a financial planner with Hilliard Lyons. In 2017, Stephen joined Guidance Capital as a Senior Partner alongside Beau Handy and Jim Szeszulski, citing this change as the best possible career decision he could have made for himself, his ... Apply for a Charles Schwab VP, Financial Consultant - Louisville, KY job in Borden, IN. Apply online instantly. View this and more full-time & part-time jobs in Borden, IN on Snagajob. Posting id: 881616064.Instagram:https://instagram. t rowe price stockskimberly clark corp. stockdavid einhorndoes jepi pay monthly dividends BOK Financial Advisors is a subsidiary of BOK Financial (NASDAQ: BOKF), a diversified regional financial services company with a geographical focus in the Southwest, Midwest and the Rockies. BOK Financial Advisors offers comprehensive investment services with convenient locations at our affiliated BOK Financial* bank branches. Learn more about us home depot on oracleday trade futures strategies PHONE. 502.894.9366. Ext. 130. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. gls600 maybach price 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4072. Brett Mahle Inquire with Brett. 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4006. Select other cities around. Find the best financial advisors in Louisville, Kentucky for your financial planning needs. We round up the top financial advisors in the Louisville ...For 20 years, we’ve been matching people with tax pros who serve with excellence. By partnering with a RamseyTrusted tax advisor, you can build a trusting relationship with a pro who is ready to teach and serve you and your business. Ask your advisor questions—even after tax season. Get your documents organized with our free tax prep …