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Christmas without Cash Crestwood KY

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Crestwood, KY. We have compiled a list of businesses and services around Crestwood, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Stuart Coats
Coats Financial Planning
(502) 426-0300
804 Stone Creek Parkway, Suite 7
Louisville, KY
Expertises
Middle Income Client Needs, Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Gregory Curry
Pillar Financial Advisors, LLC
(502) 384-3890
3046 Breckenridge Lane
Louisville, KY
Expertises
Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CPA/PFS

Scott Neal
D. Scott Neal, Inc.
(502) 459-7199
950 Breckenridge Lane, Suite 115
Louisville, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, M.Div., MBA

Ms. Erica J. Porter, CFP®
7604 Park Place Circle
Crestwood, KY
Firm
Porter & Associates
Areas of Specialization
Accounting, Budget Development, Charitable Giving, Estate Planning, Tax Preparation

Data Provided By:
Mr. Kenneth J. Mcfarland, CFP®
(502) 303-0807
5015 Hickory Hill Dr.
LaGrange, KY
Firm
Modern Portfolio Management
Areas of Specialization
Budget Development, Debt Management, General Financial Planning, Investment Management

Data Provided By:
Lisa Archer
Archer Financial Planning, LLC
(502) 403-1085
8401 Shelbyville Road, Suite 108
Louisville, KY
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, College/Education Planning, Insurance Related Issues, including Annuities, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jerome Zimmerer
D. Scott Neal, Inc.
(502) 459-7199
950 Breckenridge Lane, Suite 115
Louisville, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Mr. Ron C. Ashley, CFP®
(502) 241-6756
2617 Worth Rd
Crestwood, KY
Firm
United Planners Financial Services
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Service Professionals

Data Provided By:
Mr. Mark C. Frey, CFP®
(502) 252-6090
14009 Crossbranch Ct
Louisville, KY
Firm
Frey Wealth Preservation Group L.L.C.
Areas of Specialization
Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Zachary C. Clark, CFP®
(502) 426-0300
4300 Juniper Forest Pl
Louisville, KY
Firm
Coats Financial Planning

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