Top Financial Services Firms in Kentucky
72 Companies
List of the Top Kentucky Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves KentuckyServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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This provider is fluent in 2 languages:
- English
- Spanish
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$25,000+Undisclosed250 - 999Serves KentuckyServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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Dark Horse CPAs
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$1,000+$300+ / hr50 - 249Louisville, KYServices provided
50% Accounting40% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningDark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
Read moreSee All Locations (7)Louisville, KY
133 Evergreen Road
Louisville, KY 402432 - 5
6197361404
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UndisclosedUndisclosed2 - 9Louisville, KY
Services provided
75% Accounting25% HR ConsultingSee all 1 projectsADP is a comprehensive HR management service provider offering payroll, employee documentation, recruitment, talent management, and benefits administration solutions. With an overwhelmingly positive client response, their platform is praised for cutting recruitment time by 40% and serving as an all-in-one HR solution, though slight improvements in customization are suggested.
Industry Experience
ADP has received positive feedback particularly within the IT Services sector, where clients appreciate the platform's comprehensive HR management capabilities, including payroll, recruitment, and benefits administration. The solution has notably reduced recruitment time by 40%. Users highlight ADP's proactive support and unified system approach as significant strengths. However, there are suggestions for increased platform customization. Overall, ADP's expertise and effective solutions make it a strong choice for IT Services clients seeking streamlined HR management.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive ADP's services as a valuable investment, with one HR generalist noting an expenditure exceeding $100,000 and a significant 40% reduction in recruitment time. The all-in-one platform is appreciated for its efficiency, though some feedback suggests a desire for greater customization. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, highlighting ADP's proactive support and comprehensive solutions for HR management.Was this helpful?
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UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Services provided
35% Financial Advising & Planning35% Insurance Services & Brokers20% Financial Consulting +1 service10% Business ConsultingSee all 1 projectsHORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor
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$1,000+$25 - $49 / hr250 - 999Louisville, KY
Services provided
70% Accounting30% Business ConsultingDean Dorton is a Louisville, Kentucky-based Accounting company. Launched in 1921, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Louisville, KY
Services provided
100% Insurance Services & BrokersHyland Insurance, an Insurance Services & Brokers company, was launched in 1983. The company offers Insurance Services & Brokers.
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$1,000+$200 - $300 / hr2 - 9Versailles, KY
Services provided
20% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +3 services20% Tax Law10% Business Consulting10% Financial ConsultingWoodford Financial PLLC, a Finance & Accounting Outsourcing (FAO) company, is located in Versailles, Kentucky. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr2 - 9Ashland, KY
Services provided
100% Insurance Services & BrokersInsurance Services & Brokers company Ian Phillips - State Farm Insurance Agent was launched in 2021. The team provides Insurance Services & Brokers and is based in Ashland, Kentucky.
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UndisclosedUndisclosed2 - 9La Grange, KY
Services provided
100% Insurance Services & BrokersInsurance Services & Brokers company Travis Peters - State Farm Insurance Agent was launched in 2018. The team offers Insurance Services & Brokers and is in La Grange, Kentucky.
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UndisclosedUndisclosed50 - 249Richmond, KY
Services provided
20% Accounting30% Back Office Outsourcing30% Sales Outsourcing +1 service20% Financial ConsultingBack Office Outsourcing company USMedBill was founded in 2023. The team provides Back Office Outsourcing and Sales Outsourcing and is in Richmond, Kentucky.
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Undisclosed$100 - $149 / hr2 - 9Louisville, KY
Services provided
50% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +1 service10% Financial Advising & PlanningGorman Hardin CPA & Consulting is an Accounting company in Louisville, Kentucky. They provide Accounting and Business Consulting and were founded in 2023.
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$1,000+Undisclosed10 - 49Lexington, KY
Services provided
50% Accounting30% Engineering20% Financial ConsultingCost Segregation Savings is an Accounting company. The company is based in Lexington, Kentucky. Their team specializes in Accounting and Engineering.
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$5,000+$200 - $300 / hrFreelancerLouisville, KY
Services provided
50% Accounting10% Digital Asset Management10% Finance & Accounting Outsourcing (FAO) +3 services10% Financial Consulting10% Fractional CFO Services10% Generative AIAccounting company TechAccountingPro is in Louisville, Kentucky. Established in 2022, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999Bowling Green, KY
Services provided
50% Accounting25% Business Consulting15% Finance & Accounting Outsourcing (FAO) +1 service10% CybersecurityFORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
Read moreSee All Locations (73)Bowling Green, KY
1818 Wallace Ct, #3
Bowling Green, KY 4210321 - 30
270-781-0111
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UndisclosedUndisclosed2 - 9Louisville, KY
Services provided
70% Accounting30% Business ConsultingBased in Louisville, Kentucky, Bennett & Company, CPAs is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Louisville, KY
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75% Accounting25% Business ConsultingMonroe Shine & Co., Inc. Is a Louisville, Kentucky-based Accounting company. Established in 1925, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louisville, KY
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80% Accounting20% Business ConsultingAmick & Company is an Accounting company. Their small team is in Louisville, Kentucky. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Louisville, KY
Services provided
70% Accounting30% Business ConsultingDMLO CPAs is an Accounting company founded in 1975. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Louisville, KY
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100% AccountingMCM CPAs & Advisors is an Accounting company. Based in Louisville, Kentucky, the agency offers Accounting.
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UndisclosedUndisclosed50 - 249Louisville, KY
Services provided
80% Accounting20% Business ConsultingStrothman and Company is an Accounting company. Their midsize team of employees is headquartered in Louisville, Kentucky. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Louisville, KY
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70% Accounting30% Business ConsultingIn Louisville, Kentucky, Jones, Nale & Mattingly PLC is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louisville, KY
Services provided
75% Accounting25% Business ConsultingKelly M. Cappy, CPA, PSC is an Accounting company. They were launched in 1978 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louisville, KY
Services provided
100% AccountingBowden & Wood is an Accounting company. Their small team is located in Louisville, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Louisville, KY
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80% Accounting20% Business ConsultingFounded in 1945, Welenken CPAs is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louisville, KY
Services provided
80% Accounting20% Business ConsultingNeikirk, Mahoney & Smith, PLLC is an Accounting company. They are located in Louisville, Kentucky and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lexington, KY
Services provided
100% AccountingIn Lexington, Kentucky, Payroll Solutions, Inc. Is an Accounting company. They focus on Accounting and were established in 1995.
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UndisclosedUndisclosed10 - 49Louisville, KY
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80% Accounting20% Business ConsultingPatterson & Company CPAs is an Accounting company. In Louisville, Kentucky, their small team focuses on Accounting and Business Consulting. The firm was established in 2011.
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UndisclosedUndisclosed2 - 9Louisville, KY
Services provided
100% AccountingACCOUNTING CONCEPTS, INC. Is a Louisville, Kentucky-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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100% AccountingSmall Accounting company FK Perkins & Co. PLLC, is based in Lexington, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Elizabethtown, KY
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100% AccountingBurba & Company, PSC is a small Accounting company. They offer Accounting and were launched in 1997.
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UndisclosedUndisclosed2 - 9Bardstown, KY
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100% AccountingBrown & Cheek, Inc. Is a small Bardstown, Kentucky-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Covington, KY
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100% AccountingMunninghoff, Lange & Co. Is an Accounting company headquartered in Covington, Kentucky. Founded in 1983, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Paducah, KY
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100% AccountingBlythe CPAs & Advisors is a Paducah, Kentucky-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
Services provided
100% AccountingAllen CPAs & Advisors is an Accounting company. They are in Lexington, Kentucky and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Edgewood, KY
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100% AccountingHannegan & Associates is a small Accounting company headquartered in Edgewood, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
Services provided
100% AccountingInnovative Accounting is an Accounting company. Their small team is located in Lexington, Kentucky. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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100% AccountingAffordable Accounting & Tax Service LLC is an Accounting company. Their small team is located in Lexington, Kentucky. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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100% AccountingSmall Accounting company Enderle & Romans, PLLC, is based in Lexington, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Mitchell, KY
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100% AccountingErigo Employer Solutions is an Accounting company founded in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Louisville, KY
Services provided
100% AccountingHarding, Shymanski & Company, P.S.C., an Accounting company, is based in Evansville, Indiana and Louisville, Kentucky. They specialize in Accounting and were launched in 1975.
Read moreSee All Locations (2)Louisville, KY
545 S Third Street, Suite 102
Louisville, KY 4020221 - 30
502.584.4142
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UndisclosedUndisclosed50 - 249Fort Wright, KY
Services provided
100% AccountingVonLehman is an Accounting company. They are based in Indianapolis, Indiana and Cincinnati, Ohio and have midsize team. They specialize in Accounting.
Read moreSee All Locations (3)Fort Wright, KY
810 Wright's Summit Parkway Suite 300
Fort Wright, KY 4101150 - 75
859.331.3300
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UndisclosedUndisclosed10 - 49Lexington, KY
Services provided
70% Accounting15% Business Consulting15% RecruitingRadwan, Brown & Company, PSC is an Accounting company. The company is based in Lexington, Kentucky. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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100% AccountingLaunched in 1978, Duncan, Smith & Stilz, PSC is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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100% AccountingRFH, PLLC is a small Lexington, Kentucky-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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100% AccountingFister, Williams, & Oberlander PLLC is an Accounting company headquartered in Lexington, Kentucky. Established in 2000, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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80% Accounting10% Business Consulting10% Financial ConsultingHeadquartered in Lexington, Kentucky, Hicks & Associates CPAs is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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100% AccountingThe Livesay Group, PLLC, an Accounting company, was established in 2005. Located in Lexington, Kentucky, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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100% AccountingLaunched in 1965, Summers, McCrary & Sparks, PSC is an Accounting company. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Lexington, KY
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70% Accounting20% Business Consulting10% Financial ConsultingEstablished in 2011, Besten & Dieruf, PLLC is an Accounting company. The team focuses on Accounting and Business Consulting and is headquartered in Lexington, Kentucky.
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UndisclosedUndisclosed2 - 9Lexington, KY
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85% Accounting15% Business ConsultingHisle and Company is an Accounting company. Located in Lexington, Kentucky, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
Services provided
80% Accounting20% Business ConsultingSKW CPAs & Advisors, PLLC is an Accounting company. The team offers Accounting and Business Consulting, and the company is headquartered in Lexington, Kentucky.
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List of the Top 2 Kentucky Financial Services Companies
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UndisclosedUndisclosed2 - 9Louisville, KY
Ability to deliver
17.4/40.011.4/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Financial Advising & Planning35% Insurance Services & Brokers30% Other -
$1,000+$25 - $49 / hr250 - 999Louisville, KY
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
70% Accounting30% Other -
UndisclosedUndisclosed10 - 49Louisville, KY
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$200 - $300 / hr2 - 9Versailles, KY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+< $25 / hr2 - 9Ashland, KY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed2 - 9La Grange, KY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Richmond, KY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$100 - $149 / hr2 - 9Louisville, KY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Accounting10% Financial Advising & Planning40% Other -
$1,000+Undisclosed10 - 49Lexington, KY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr50 - 249Louisville, KY
Ability to deliver
8.7/40.00/20 Reviews3.7/10 Clients & Experience5/10 Market PresenceService focus
50% Accounting10% Financial Advising & Planning40% Other -
$5,000+$200 - $300 / hrFreelancerLouisville, KY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed1,000 - 9,999Bowling Green, KY
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Louisville, KY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Accounting30% Other -
UndisclosedUndisclosed50 - 249Louisville, KY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9Louisville, KY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Louisville, KY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% Accounting30% Other
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