Best Financial Advisors in Louisville, KY

“We have some, what we felt, complicated tax issues like I have student loans on income based repayment, I own a small business, and a few other things.”

“He takes care of my financial assets like I was a member of his family.”

“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.”

“Service and attention to detail exceptional.”

“The blog helped me understand some of the terminology and ideas behind different investment opportunities, and helped clarify some information about fiduciaries.”

“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....”

“Our team is dedicated to providing investment management and strategic wealth planning that is personalized for you and your family. At AIM, we believe that a strong, personalized plan provides the firm foundation needed to build a healthy, prosperou...”

“As an independent firm, we are committed to offering independent advice.”

“Instead of just painting a picture of what I wanted to see, they showed me the risks and benefits of different portfolios and allowed me to make an informed decision on what was best for my situation.”

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

“Whether you're worried about market downturns, concerned about your tax exposure, or unsure about retirement income, you can be confident in our team's abilities to design a plan specifically for you.”

“He has done our taxes for 20 years and knows how to advise other professionals how to manage their financial affairs and avoid paying unnecessary taxes.”

“Very pleasant and friendly and knowledgeable.”

“They have been handling all my financial needs for over 25 years!”

“Besides the personalization of services provided, one of my favorite features of K+ Tax Services is the secured individual client portal that enables me to send and/or receive information when I'm unable to physically go into the office.”

“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.”

“Front desk lady is really nice and customer friendly!”

“Each specializing in their own specific areas of expertise to assure you the customer your investment is getting thorough and complete attention.”

“Excellent advisors for small and medium sized businesses.”

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

“Very easy to communicate with.”