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Closed today
9200 Shelbyville Rd Suite 103, HurstbourneClosed today
9850 Von Allmen Ct #201, Louisville“We met Dwight recently at a Social Security seminar where he taught the ins and outs of the SS system, and later met with him to explore our options. Dwight was thorough and professional and went above and beyond to get us answers. He even accompanied me to the local SS office to examine my file, an experience I didn't want to face alone. Highly recommend this gentleman; we look forward to consulting with him for our future financial plans.“
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8303 Shelbyville Rd, Louisville“I’ve been retired for two years and my wife is still working but still trying to decide her retirement date. I began talking to financial advisors around 2 years before I actually did retire. I had talked with three other companies besides TWF.I decided to go with TWF because I was more comfortable with the way they laid out our income plan and how our money would be distributed through retirement.My wife and I also liked the fact that even though Mr. walker is roughly our age, TWF seemed structured very well, and we have mainly been dealing with advisors he has in place that should be around throughout our retirement.they’ve been very flexible and receptive to us changing dates and information in our plan and them making adjustments, and have been very responsive to any questions that we have concerning our plan.So far we’ve been very happy with TWF.“
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9300 Shelbyville Rd #1204, Louisville“Knowledgeable, good at explaining, well organized, and friendly. Definitely very happy with their service.“
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3046 Breckenridge Ln # 104, Louisville“We have been working with the staff at Pillar since Dec 2019. We are very happy with the services and guidance they have provided us to date. If you are looking for a fiduciary and financial advisor who treats you like family, then I highly recommend Pillar Financial Advisors. Very professional, high quality advice and very responsive to every detail. They are good, trustworthy folks.“
Closed today
9300 Shelbyville Rd Ste 320, Louisville“Andrew and Austin were both great representatives of the company and had a lot of valuable information to offer me throughout my financial consultation, they were both very knowledgeable and professional while talking to me and made sure to simplify things I didn’t understand so that I could have better insight into my financial situation and overall understanding of different investment avenues. I left the meeting a lot more confident about myself when it came to investing and felt that I was in good hands with LFG.“
“These folks have been helping us with wealth planning and estate services for a number of years, they truly are Family and the returns have been nothing short of spectacular.“
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“"Absolutely impressed with the depth of knowledge and personalized attention I received from Chris at Family Wealth Planning. Not only did he provided me with detailed insights into various financial strategies, but he also took the time to ensure I fully understood each aspect of my plan. Their commitment to educating clients sets them apart, making the complex world of finance feel approachable and manageable. I feel empowered and confident moving forward with Family Wealth Planning by my side. Highly recommend Chris and his services for anyone seeking comprehensive financial guidance!"“