ARGI FINANCIAL GROUP
2201 High Wickham Place, Louisville, KY 40245 Directions
Since 1995
Business Exit, Succession, Multi-Generational and Investment Planning, Social Security, Tax Efficiency, Withdrawal Planning, Personal Tax, and Insurance Solutions, Long-Term Care, Annuity Options and Disability Insurance, Asset Allocation, Gifting/Charitable Contributions, Executive Stock Option Management & Retirement Plan Services
ARGI Financial Group was founded in 1995 and is one of the financial firms in Louisville. Their dedicated teams of professionals help their clients to adapt and prosper. ARGI works with many organizations big and small, including several fortune five-hundred companies, provides executive planning and employee education. They offer wealth preservation, corporate benefit services, compensation planning, and payroll coordination. The company strives to provide ongoing educational workshops as well as fun community events for their clients and their guests. The firm also serves in Grand Rapids, Cincinnati, Indianapolis, Elizabethtown, and Lexington.
TBR® Inspection Report
STRATEGIC WEALTH DESIGNERS
500 North Hurstbourne Parkway, Suite 120, Louisville, KY 40222 Directions
Since 2002
Retirement Income Strategies, Annuities, Wealth Accumulation, Asset Protection, IRA Legacy Planning, Life Insurance, Long-Term Care, Tax Minimization Strategies, Incorporate Tax Planning, IRA & 401K Rollovers
'Strategic Wealth Designers' was established in Louisville, KY, by Matt Dicken in 2002. 'SWD' is a financial services firm rooted in the community and have developed their business by creating close, personal relationships with their clients. Their goal is to distill complex financial concepts into simple ideas and language to help their clients make the best financial decisions for themselves and their families. The firm focuses on common financial concerns that individuals and families face in retirement. The firm has, over the years, given them the opportunity to assist over three-thousand five-hundred individuals and families with their retirement and financial planning needs. 'Strategic Wealth Designers' delivers their clients honest and ethical advice while maintaining the safety of their investments. They serve in Plainfield, Lexington, Indianapolis, and Mason.
TBR® Inspection Report
FIDELITY INVESTMENTS
10019 Forest Green Boulevard, Louisville, KY 40223 Directions
Since 1946
Wealth Management, 401K, IRAs and Other Retirement Accounts and Saving Strategies, Annuities, College, Estate Planning, Investment Guidance, Life Insurance, Tax-Efficient Investing, Charitable Giving, Term Life, Whole Life & Universal Life Insurance
Fidelity Investments is located between McAllister's Restaurant and El Rio Grande Mexican Restaurant facing Hurstbourne Parkway. The company specializes in income strategies as well as integrated employee benefits solutions. They create a plan to help you pass assets and helps you plan for your child's future educational costs. Fidelity Investments offers financial and investment guidance to its customers.