Joseph Clay - TIAA Wealth Management Advisor

Our wealth management advisors in TIAA’s Louisville, KY office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Louisville, KY office is a smaller satellite office, so please call today to schedule an appointment (888) 200-4075.

Hardt Dan Financial Services, based in Louisville, specializes in creating Christ-centered and Biblically sound financial plans for clients. Their services include Biblically responsible investing, ensuring that clients' financial goals align with their faith-based values. Generated from their website's infomation

ACCESS WEALTH MANAGEMENT ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world. Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09. We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed. We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.