Physician Financial Services

Accredited Wealth Management is an independent Registered Investment Advisor (RIA) based in Louisville, KY. They offer comprehensive wealth management services, including financial planning, investment management, retirement income planning, insurance planning, tax strategies, estate planning, and gifting strategies. Their highly-experienced team of financial professionals works closely with clients to build customized wealth plans and provide carefully researched, custom-designed, and proactively-delivered investment and planning solutions. As a fee-only firm, Accredited Wealth Management puts their clients' interests first and avoids proprietary products, commissions, soft dollars, and revenue sharing to limit potential conflicts. They provide integrated wealth planning that encompasses more than just managing money, and they are committed to delivering the highest level of professionalism and personal service. Accredited Wealth Management is dedicated to acting as a fiduciary, always putting their clients' best interests at the forefront of their services.Generated from the website

LPL Financial, nestled in Louisville, KY, operates as a prominent independent broker-dealer, boasting a wide range of investment options, advisory services, and holistic wealth management strategies. Catering predominantly to financial advisors, institutions, and registered investment advisors (RIAs), they furnish the essential resources and cutting-edge technology platforms essential for dispensing tailored financial counsel. By providing guidance in compliance monitoring, practice enhancement, and advanced technological solutions, LPL Financial endeavors to equip advisors for successful client interactions. At the heart of their mission lies a commitment to boosting the efficiency, precision, and autonomy of financial advisors navigating the intricate terrain of financial services. With a focus on enhancing advisors' operational effectiveness, LPL Financial stands out as a beacon of support in fostering advisors' independence and facilitating seamless engagement with clients. Located in the vibrant city of Louisville, LPL Financial stands as a cornerstone in the realm of financial guidance and wealth management solutions. Generated using this brand's available information

Welcome to Fifth Third Bank Prospect Bank Mart – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and more at Fifth Third Bank in Louisville, KY. Visit us at the Prospect Bank Mart location today, or contact us at (502) 909-3329.