5 Best Financial Services in Louisville, KY

Best Financial Services in Louisville, KY

Below is a list of the top and leading Financial Services in Louisville, KY. To help you find the best Financial Services located near you in Louisville, we put together our own list based on this rating points list.

Louisville’s Best Financial Services:

The top rated Financial Services in Louisville, KY are:

  • Encore Wealth Management Group – delivers personalized financial advice to help you achieve your goals, today and tomorrow
  • Jefferson Financial Services, Inc. – understands that unexpected hardships happen in peoples lives, this is why their loans are not based on credit score but by payment history.
  • Omega Financial Services Inc – was established in May 1996 and has served Kentucky and the Southern Indiana area for 20 years
  • Dan Hardt Financial Services – meets you right where you are in life, whether you are accumulating money for your future or you are now determining how to handle accumulated assets to provide for current and future needs
  • Revolutionary Financial Group – guides individuals and families toward their ideal retirements

Encore Wealth Management Group

Encore Wealth Management GroupEncore Wealth Management Group provides individualized financial advice to assist you in achieving your goals today and in the future. They start by talking about crucial financial themes including meeting demands, sustaining a lifestyle, preparing for the unexpected, and leaving a legacy. They may help you remove the uncertainty from financial planning by setting clear methods for achieving your goals. By working together, they can help you feel more confident, connected, and in control of your money.

Products/Services:

Wealth Preservation Strategies, Retirement Planning Strategies, Investments, Retirement Income Strategies, Retirement Plan Distribution, Small Business, Executive Compensation and Benefit, Strategies, Insurance, Tax Planning Strategies, Charitable Giving, Estate Planning Strategie

LOCATION:

Address: 9405 Mill Brook Rd Ste 101, Louisville, KY 40223
Phone: (502) 412 4050
Website: ameripriseadvisors.com/team/encore-wealth-management-group/

REVIEWS:

“We have mainly used Encore for many years now for our investment portfolio, and feel they are the best at sound financial advice, professional and knowledgeable about a broad spectrum of investment strategies, but by far accessible and responsive to our needs.” – Jerry Davis

Jefferson Financial Services, Inc.

Jefferson Financial Services, Inc.Jefferson Financial Services, Inc. recognizes that life throws unforeseen curveballs at people, which is why their loans are based on payment history rather than credit scores. Since 1998, Jefferson Financial Services has made it their aim to provide vehicle, vacation, hardship, and personal loans for whatever purpose. Their courteous, experienced, and professional team works to assist those who are unable to obtain a loan through a traditional lender.  Their success, they feel, is based on their hard work, good attitude, and confidence that all is achievable through Jesus Christ, our Lord, and Savior.

Products/Services:

Loans

LOCATION:

Address: 5618 Bardstown Rd, Louisville, KY 40291
Phone: (502) 426 1333
Website: jeffersonfinancialservices.com

REVIEWS:

“These people are the most caring people I have EVER had the pleasure of working with… They are more like family then a business… They really find ways of working with you and are down to earth but at the same time VERY professional! This place is the best place to come for loans. Gary and Ranita are there for you always. I wont ever go anywhere else…” – Robin Renee Lawhorn Shubert

Omega Financial Services Inc

Omega Financial Services IncOmega Financial Services Inc was founded in May 1996 and has been serving Kentucky and Southern Indiana for almost 20 years. Omega Financial Services, Inc.’s Owner/President, Michael E. Martin, has over 31 years of expertise in the consumer finance industry. Through its lending services, Omega Financial has spent millions of dollars in the local community. All they have to offer is personal service. They regard you as a person, not a number on a credit report. Moreover, they have loans ranging from $300 to $15,000, with periods ranging from 6 to 60 months, so they can work with your budget.

Products/Services:

Loans

LOCATION:

Address: 6439 Bardstown Rd, Louisville, KY 40291
Phone: (502) 231 5464
Website: omegaky.com

REVIEWS:

“This place is wonderful! Very friendly environment. Mr. Martin is awesome and very helpful! I definitely recommend this place for anyone searching for a loan.” – Tasia

Dan Hardt Financial Services

Dan Hardt Financial ServicesDan Hardt Financial Services assists clients in weighing the benefits and drawbacks of different options. This might include things like investment volatility, peace of mind, future flexibility, product prices, and conformity to Biblical ideals, among other things.  When they deal with customers, they always tell you the complete story. They are always honing our skills and expanding our understanding of the vast range of financial difficulties that affect our clients’ lives. Their duty is twofold: to assist customers to focus on the things that matter most to them, and to act as a “financial advisor” to help them identify the most effective paths forward.

Products/Services:

Financial Services

LOCATION:

Address: 4350 Brownsboro Rd #110, Louisville, KY 40207
Phone: (502) 893 4381
Website: hardtfinancial.com

REVIEWS:

“Wonderful staff and very detailed services.” – Rhonda Boyle

Revolutionary Financial Group

Revolutionary Financial GroupRevolutionary Financial Group designs individualized, comprehensive financial strategies that provide you the assurance you need to enjoy the retirement of your dreams They’re here to provide you the assurance you need about your financial future. Behind the scenes, there is a team of certified Financial Professionals dedicated to assisting retirees in achieving their ideal retirement objectives. Revolutionary Financial Group’s empathetic staff has been named one of the fastest-growing independent companies in the Hilton Head and Bluffton areas.

Products/Services:

Financial Services

LOCATION:

Address: 11803 Brinley Ave #101, Louisville, KY 40243
Phone: (502) 254 1030
Website: revolutionaryfinancial.com

REVIEWS:

“Started my family and I on great avenues for success personally and with business. Extremely professional and knowledgeable, very patient in explaining why they are the best at what they do and how they will take us thru the steps to achieve our goals. I recommend this financial group to all, you won’t be disappointed! Trust the process and let the guys do the work!” – Chris Landeros