Closed today
9200 Shelbyville Rd Suite 103, HurstbourneClosed today
8303 Shelbyville Rd, Louisville“Seeing and hearing from Wes, Heather and, Trey on a recent Tony Walker Financial video was encouraging. It made me think, if something happens to Tony, this company is still in good hands.“
Closed today
9850 Von Allmen Ct #201, Louisville“Dwight Rich is a trusted advisor. His integrity and knowledge are exemplary! He listens, is compassionate and gives reliable advice. Look no further for dependable wealth management!“
“Townsend Financial Planning has been a godsend for us. They helped us plan for retirement while we were working and are helping us navigate our retirement years with confidence. Everyone on the team is professional and makes us feel like we are the best hands!!“
Closed today
9300 Shelbyville Rd #1204, Louisville“Knowledgeable, good at explaining, well organized, and friendly. Definitely very happy with their service.“
Closed today
9300 Shelbyville Rd Ste 320, Louisville“Ben at Lifetime Financial Group brought a balanced, practical view to life insurance and long-term planning. He clearly outlined the pros and cons of term vs. whole life and helped me understand how each fits different goals. Transparent, patient, and genuinely invested in helping me make a smart financial choice. A true professional!“
“These folks have been helping us with wealth planning and estate services for a number of years, they truly are Family and the returns have been nothing short of spectacular.“
Financial Planners
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“"Absolutely impressed with the depth of knowledge and personalized attention I received from Chris at Family Wealth Planning. Not only did he provided me with detailed insights into various financial strategies, but he also took the time to ensure I fully understood each aspect of my plan. Their commitment to educating clients sets them apart, making the complex world of finance feel approachable and manageable. I feel empowered and confident moving forward with Family Wealth Planning by my side. Highly recommend Chris and his services for anyone seeking comprehensive financial guidance!"“