Jason Middleton American Exprs

For over 35 years, the Louisville team has been helping our clients to make effective decisions at every stage of their lives. We do this by providing comprehensive financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it. Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.

D. Scott Neal Inc., founded by Scott Neal in 1995, offers comprehensive financial planning and investment management services designed for families at various stages of life. With a team of skilled professionals, the firm focuses on helping clients navigate key transition periods, ensuring that every strategy reflects the unique hopes and challenges of each individual client. Generated from the website

First Commonwealth Capital Mana is a financial services firm based in Louisville, KY, specializing in investment management and wealth advisory services. With a focus on personalized financial planning and strategic investment solutions, the company aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information