Shapero, David

With more than 40 years of experience in wealth management and life insurance, Robert H. Quaife understands how to help you plan for the future. Whether you are looking for advice on retirement, investment assistance or a life insurance plan, Bob offers a comprehensive process to planning for the...

Located in Louisville, KY, Middleton Wealth Management of Raymond James offers tailored wealth management services, investment banking, asset management, and capital market solutions to a diverse clientele. Catering to individuals, businesses, and municipalities, they specialize in comprehensive financial planning, portfolio advisory strategies, and investment research to assist clients in achieving their unique financial objectives. With a foundation built on decades of expertise, Middleton Wealth Management provides personalized attention and detailed analysis to guide clients through intricate financial landscapes, emphasizing prudent risk management while presenting opportunities for financial growth, protection, and efficient resource transfer. Operating with a global perspective and a community-centric ethos, Middleton Wealth Management of Raymond James distinguishes itself by delivering attentive, meaningful, and objective-based solutions to address the individualized needs of each client. Their commitment to excellence is evident in their dedication to offering specialized assistance based on client-specific goals, ensuring that every financial decision is guided by a deep understanding of the client's circumstances and aspirations. Whether navigating complex financial scenarios or exploring growth opportunities, Middleton Wealth Management remains steadfast in its mission to empower clients with the tools and insights necessary to achieve their financial aspirations. Generated using this brand's available information

Commonwealth Financial is a financial services firm based in Louisville, KY, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning and advisory services, Commonwealth Financial strives to help clients achieve their long-term financial goals through strategic investment strategies and tailored financial solutions. Generated from their business information