Kay McHone - Mutual of Omaha

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...

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

Parthenon LLC, founded in 1999, is a Louisville-based investment management firm dedicated to providing philosophically sound, reasoned investment guidance and exceptional personal service to high net worth families, trusts, individuals, and institutions. Their approach is rooted in identifying well-managed, high-return growing businesses and prioritizing individual relationships by limiting the number of clients accepted. With a seasoned team of investment professionals, Parthenon emphasizes diligent in-house research and solid financial management principles. The firm serves a diverse client base, including foundations and corporate relationships, ensuring personalized service complemented by strong collaboration with accounting and estate planning professionals. Generated from the website