3 Best Financial Services in Louisville, KY

“Strategic Wealth Designers have been putting their experience to work for people like you for over two decades, guiding thousands to their ideal retirements. Matthew Dicken is the founder of Strategic Wealth Designers. He has made appearances on NBC, ABC, CBS, and FOX newscasts as a financial expert. Matthew also serves as a board member for Spesana, Healthbucks, Pneuma IP Holdings, Total Return Capital Management, and Nexosome Oncology. Strategic Wealth Designers form unique relationships and provide distinctive financial planning services because you deserve a retirement that is unique. They implement your plan, discussing investments and answering questions. They present strategies to address your specific needs and issues.”

“Tony Walker Financial helps identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey. They will answer questions, work through any misconceptions, and assist you in developing a custom-written GamePlan that fits your specific goals, objectives, and unique risk profile. With over 40 years of experience, Tony Walker Financial specializes in providing Savers confidence entering into retirement and the ability to monitor their progress throughout retirement. Their simple, straightforward process ensures you are on track to use and enjoy your money without the fear of running out.”

“Accredited Wealth Management is an independent Registered Investment Advisor. Steve Giacobbe is a Founding Partner of Accredited Wealth Management. He is a Chartered Financial Analyst (CFA®) and Certified Financial Planner™ professional (CFP®). Steve is a member of the Financial Planning Association® (FPA®) of Kentuckiana and the CFA Society of Louisville. He has served on the board of the St. John Center, the Woods of St. Thomas, and as an adjunct faculty member at Guilford College, teaching certified financial planner courses to students sitting for the CFP® exam. Accredited Wealth Management's highly experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed, and proactively delivered investment and planning solutions.”