3 Best Financial Services in Louisville, KY

ARGI FINANCIAL GROUP

2110 High Wickham Place, Louisville, KY 40245

Since 1995

Wealth Management, Business Planning, Financial Planning, Investment Management, Retirement Plan Services, Tax Planning & Estate Planning

With offices in Cincinnati, Bowling Green, Indianapolis, Grand Rapids, Norwalk & Elizabethtown - Free Portfolio Risk Analysis

info@argi.net

argifinancialgroup.com

(502) 753-0609

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

After years of trying to find the right financial planner we came across ARGI and feel so happy that we did! My husband works for a large engineering company and I am a small business owner so we come to the table with two totally different backgrounds. Yesterday was our second meeting with Joe Tichenor and Austin Jones and we couldn't be more impressed by our experience. They found a way to take our two different personality types and create a plan that felt right for where we are now and for where we plan to be in the future. We walked out feeling educated and confident in our financial path. We trust and admire the folks at ARGI and would recommend them to all of our friends.

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They help provide financial clarity through integrated, comprehensive financial services. Advisors work on a team of specialists designed to serve the needs of each of our personal and business clients.

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LAMKIN WEALTH MANAGEMENT

901 Lily Creek Road, Unit 102, Louisville, KY 40243

Since 2001

Wealth Planning, Trust Services, Revocable Trusts, Charitable Reminder Trusts, Irrevocable Life Insurance Trusts, Tax Impacts/Reporting, Estate Planning, Risk Management Planning, Employee Retirement Plans, Executive Compensation, Business Buy-Sell & Continuity Strategies

Offers Proprietary Investment Products or Engage in Investment Banking Activities

lamkinwealth.com

(502) 690-6764

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

They work with clients to develop and manage a financial plan and investment strategy tailored to clients lifestyle goals and objectives.

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Locally owned investment group. Royal treatment with personal note, Dependable, Hard working and honest, free consultation!

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KENTUCKY PLANNING PARTNERS

9300 Shelbyville Road, Suite 1310, Louisville, KY 40222

Since 2005

Financial Planning, Risk Management, Savings, Investment Management, WealthVision, Retirement Planning, Education Planning, Insurance, Estate Planning, 401 (K) & Business Retirement Services

Offers a Wide Range of Financial Services

miriam.arnspiger@lpl.com

kpp-lpl.com

(502) 394-0400

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

They have knowledge of options and alternatives tailored to clients specific financial situation.

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The Best Financial Services in Louisville

Handpicked Top 3 Financial Services in Louisville, Kentucky. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

ARGI FINANCIAL GROUP

LAMKIN WEALTH MANAGEMENT

KENTUCKY PLANNING PARTNERS