Accredited Wealth Management - Louisville, Kentucky

Accredited Wealth Management: Un Proveedor de Servicios de Gestión de Patrimonio Calificado

Con sede en 4938 Brownsboro Rd Suite 201, Louisville, KY 40222, Estados Unidos, Accredited Wealth Management es una empresa que ofrece servicios de planificación financiera y asesoramiento de inversión a individuos y familias.

Esta empresa ha demostrado ser una opción confiable para aquellos que buscan asesoramiento experto en gestión de patrimonio. Su equipo de profesionales está capacitado para ofrecer soluciones personalizadas que se adaptan a las necesidades únicas de cada cliente.

Características y Servicios

Entre las características y servicios que ofrece Accredited Wealth Management se encuentran:

• Planificación financiera personalizada
• Asesoramiento de inversión
• Análisis de cartera y recomendaciones
• Asesoramiento de retiro
• Creación de planes de ahorro

Ubicación y Accesibilidad

La oficina de Accredited Wealth Management se encuentra ubicada en 4938 Brownsboro Rd Suite 201, Louisville, KY 40222, Estados Unidos. Esta oficina es accesible para personas con discapacidad, con estacionamiento gratuito y una entrada y baño accesibles.

Información de Contacto

Para obtener más información o programar una cita, puede contactar a Accredited Wealth Management a través de su teléfono 5022901905 o visitar su sitio web en accreditedwm.com.

Opiniones y Calificación

Según las opiniones de sus clientes, Accredited Wealth Management ha demostrado ser una empresa de confianza. Sus clientes han elogiado a su equipo por su profesionalismo, su capacidad para entender sus necesidades y su capacidad para ofrecer soluciones personalizadas.

En Google My Business, esta empresa tiene 36 reseñas con una calificación promedio de 5/5. Esto sugiere que sus clientes están satisfechos con los servicios que ofrece.

En resumen, Accredited Wealth Management es una empresa que ofrece servicios de planificación financiera y asesoramiento de inversión de alta calidad. Su equipo de profesionales está capacitado para ofrecer soluciones personalizadas y su oficina es accesible para personas con discapacidad.

👍 Reviews of Accredited Wealth Management

greg W.

5/5

Brad and Steve did an excellent job helping us plan for retirement. Their expertise in financial planning paid for the fee after the first visit! They were very easy to talk to and were able to give us sound financial advice while taking into account our specific retirement goals. I highly recommend them!

Dustin M.

5/5

I definitely will recommend using Accredited Wealth Management. I've been extremely pleased with their services. Steve and Shawn have catered to all of my needs and have always been available when I've needed anything. I always receive individual attention and they set up a plan based on my unique needs. They always have my best interest in mind and give me a comprehensive review. I have received great advice for matters outside of investment assets.

Liam M.

5/5

As a practicing attorney in Louisville, I know that Shawn and the team at AWM will take great care of my clients who need the services of a financial advisor. Shawn and Steve are very knowledgeable fiduciaries. They provide the utmost care in managing assets and responding to each client's individual needs.

Thomas M.

5/5

I have worked with Shawn and Steve for many years. I am not just a client with Accredited, they treat me and my family as friends and I think of them as the same. I know that AWM has my best interest in mind with any decision that they make regarding my investments. They are constantly striving to manage my long term financial wealth, not just their immediate profit or commission. Very highly recommended for anybody who wants to grow wealth and ensure long term success in all financial aspects of their life, not just investments.

waldeane G.

5/5

Accredited Wealth Management has done a stellar job of managing my portfolio since 2008
During this time AWM has kept me abreast of the market tribulations and has been diligent in getting back to me with answers to any questions.
The team at AWM is extremely knowledgeable, excellent fiduciaries, true professionals and very caring.
I feel AWM has my best interest at heart. I am in very good hands and highly recommend AWM.

Lance G.

5/5

The team at AWM sets the standard for what great advising services should be like. I came to them after working with an unresponsive, opaque advisor, and they have done nothing but take good care of me since. Even though I'm younger and don't yet have as big of a portfolio size as some investors, they treat me just the same and make me a priority. I can always expect a quick response from someone on the team. They're never too busy to help. They're also just good people who are easy to talk to, no matter your level of experience with investments or finance. They always act with integrity, and it says a lot about their character that they hold themselves to a fiduciary standard. Happy to be working with AWM.

Sherry L.

5/5

The professionals at Accredited Wealth Management have given us the personal financial experience we have been looking for. They were able to provide customized meetings (both online and in person) to work into our busy schedules. When reviewing our retirement options, they allowed plenty of time to answer all of our questions. We highly recommend this firm.

Tony W.

5/5

Would highly recommend the entire team at Accredited Wealth Management, first meeting with them was over a year ago I was introduced to the entire staff. The information and explanations they gave me was invaluable. After reviewing other companies, I decided to become a customer, that has been over 6 months ago, no regrets!