Connor Carroll - Mutual of Omaha Advisor

Parthenon LLC is an investment management firm based in Louisville, KY, that offers philosophically sound and reasoned investment guidance to high net worth families, trusts, individuals, and institutions. Founded in 1999, the company focuses on identifying well-managed, high return, growing businesses whose stocks are priced significantly below their estimated intrinsic values. With a team of experienced investment professionals, Parthenon LLC provides logical and rational investment management through diligent in-house research. By limiting the number of client relationships they accept, Parthenon LLC aims to provide the highest level of client service possible. They serve a diverse range of clients, including foundations, ERISA plans, family foundations, and other corporate relationships. With a commitment to fundamental investing, the company strives to deliver financial guidance and personal service to meet the unique needs of each client.Generated from the website

Simon CPA & Company PSC, located in Lyndon, KY, is a trusted accounting firm that specializes in providing comprehensive accounting services, federal, state, and local tax preparation, as well as valuable tax advice. With a passion for what they do and a commitment to excellence, they take care of the paperwork so that businesses can focus on what they love and do best. With their expertise and proficiency in the field, Simon CPA & Company PSC ensures that clients receive top-notch financial services, allowing them to navigate the complexities of accounting and taxation with ease and confidence. Their dedication to delivering exceptional results makes them a reliable partner for businesses seeking professional assistance in managing their financial affairs.Generated from the website

At SunHarbor Wealth Management, we focus on what is important to you. We truly believe that life is meant to be enjoyed, and it is this reason that we build your financial plan not only around your financial goals, but on your life goals as well. Your money should work for you...