Best Financial Advisors in Louisville, KY

“Throughout the process Dustin and the entire team have been responsive, professional and moved at a pace that allowed us to fully understand each step along the way.”

“Mom is working with this amazing team herself, to ensure her assets are secure and doing everything she can to stretch her finances to cover her senior years.”

“Trust is the first thing that comes to mind when it comes to knowing our finances are in the right hands during a time when the economy is at its shakiest!”

“I recommend Accredited Wealth Management to anyone looking for fiduciaries who will have a personal interest in you - you will not be kust a name in a database.”

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners and independent professionals. Our rates are affordable. We are experienced and we're friendly....”

“At Kentucky Planning Partners, we are dedicated to helping you pursue your financial goals, whether that's education savings, retirement savings, or diversifying your investment portfolio. Call us today to learn more- 502-394-0400.”

“As a business owner, it is essential to have dependable, professional partnerships in areas as important as financial record keeping, tax accounting and management.”

“I have received excellent service and guidance from multiple persons in this group for over 10 years.”

“We thought we were too young to have a financial "guy," but transitioning and trusting them with our investments has been a wonderful, life altering decision.”

“Even during busy tax season, they stop to answer your questions.”

“Very pleasant and friendly and knowledgeable.”

“Used Schultz & Associates to file my businesses corporate taxes as well as my personal taxes, They were prompt and professional, advised us of ways to help reduce costs and increase our returns.”

“We have had a working relationship with them for years and I highly recommend them.”

“Great 👍 …”

“I trust Dwight, he is always prepared, professional and willing to do additional research.”

“Great place to work with advisors who care about you as a person and not just your money.”

“I am in fact knocking at the door of retirement & thanks to Jon for meeting with me after the initial classroom experience & reviewing my financial portfolio, I am on track !”

“Amanda and Marie provide timely responses.”