Loeb and Associates Inc

Geer Financial Services, located in Northfield, KY, is a comprehensive financial planning firm that specializes in customized, collaborative strategies for individuals and businesses. With a focus on estate planning, charitable planning, and business owner planning, their team of experienced professionals works closely with clients to identify the perfect financial solutions to meet their unique objectives. As an ultra-high net worth life insurance boutique, Geer Financial Services understands the power and value of life insurance as an asset. Their goal is to secure the greatest benefits with the highest returns for their clients, while also helping to reduce tax liability and maximize income and assets. With a client base that extends both domestically and internationally, Geer Financial Services is dedicated to providing top-notch financial solutions through their industry partnerships and extensive market knowledge.Generated from the website

SCHANK FINANCIAL, led by Gail M. Schank, CLU, ChFC, is a financial advisory firm based in Louisville, KY, dedicated to helping clients navigate their personal finances. The agency focuses on a comprehensive approach to wealth protection and planning, tailoring solutions to meet individual needs in a changing economic landscape. As an agent of New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC, Gail Schank offers a range of insurance and investment products. The firm's emphasis on empowering clients through resources, articles, and tools reflects its commitment to fostering financial confidence and security. Generated from the website