Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Financial Consultants

          Showing: 138 results for Financial Consultants
          near USA

          Filter by

          Service Area

          Filter by

          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Best Match
          • Rating

          Duerr & Associates, ADVY, Ameriprise Financial Services, LLC

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (502) 890-6066

          9960 Corporate Campus Dr Five Corporate Center Ste 3500,
          Louisville, KY 40223-4085

          Get a Quote

          RMS Retirement Management Services, LLC

          Retirement Planning Services, Financial Consultants, Administrative Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • IN
          • KY
          Accredited BusinessAccredited Business
          (502) 429-0767

          905 Lily Creek Rd,
          Louisville, KY 40243-2808

          Get a Quote

          River City Bank

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (502) 585-4600

          500 South 6th Street,
          Louisville, KY 40202

          Get a Quote

          PricewaterhouseCoopers LLP

          CPA, Financial Services, Accounting ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          not BBB accredited
          (646) 471-3000

          500 W Main St Ste 1800,
          Louisville, KY 40202-2941

          Rich Wealth Management LLC

          Wealth Management, Financial Services, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • KY
          Accredited BusinessAccredited Business
          (502) 398-6850

          9850 Von Allmen Ct Ste 201,
          Louisville, KY 40241-2855

          Get a Quote

          Brent Stern - Morgan Stanley

          Investment Advisory Services, Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 394-4013

          4969 US Highway 42,
          Louisville, KY 40222

          Bob Phelps - Morgan Stanley

          Investment Advisory Services, Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 638-2927

          400 West Market St,
          Louisville, KY 40202

          Rob Schenkenfelder - Morgan Stanley

          Investment Advisory Services, Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 562-5159

          400 West Market St,
          Louisville, KY 40202

          Phil Hanna - Morgan Stanley

          Investment Advisory Services, Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 394-4013

          4969 US Highway 42,
          Louisville, KY 40222

          Matt Kuerzi - Morgan Stanley

          Investment Advisory Services, Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 394-4013

          4969 US Highway 42,
          Louisville, KY 40222

          Mike Scarafia - Morgan Stanley

          Investment Advisory Services, Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 562-5146

          400 West Market St,
          Louisville, KY 40202

          SkyBridge Financial Group LLC

          Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (502) 712-7794

          65 Jewell Valley Road,
          Taylorsville, KY 40071

          Conlee and Conlee Inc

          Financial Consultants

          BBB Rating: A
          not BBB accredited
          (859) 585-3344

          109 Fairfield Dr # 100,
          Mount Sterling, KY 40353-9385

          Duncan Smith & Stilz PSC CPA

          Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (859) 269-8619

          824 E Euclid Ave,
          Lexington, KY 40502

          Julie W. Holt CPA

          Financial Consultants

          BBB Rating: NR
          not BBB accredited
          (859) 319-6967

          650 Webster Rd,
          Danville, KY 40422

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.