Prevett Financial - Louisville, Kentucky

Overview of Prevett Financial

Prevett Financial is a financial planning and consulting firm located in Louisville, Kentucky. Situated at 4500 Bowling Blvd, Louisville, KY 40207, United States, the company provides comprehensive financial solutions to individuals and families. Their primary focus is on helping clients achieve their financial goals through strategic planning and personalized advice. They operate with a commitment to building long-term relationships based on trust and integrity. The firm’s dedication to client success is evident in their proactive approach to financial management.

Phone: 5022055200

Website: prevettfinancial.com

Specialties: Financial planner, Consultant

Other points of interest: Prevett Financial prioritizes accessibility and convenience for its clients. They offer both online appointments and on-site services to cater to diverse needs and preferences. To ensure a smooth and comfortable experience, the office features a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to optimize the client’s time and ensure dedicated attention. Clients can expect a professional and attentive service experience.

Services Offered

Prevett Financial provides a range of services designed to address various aspects of a client’s financial life. These include:

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
• Investment Management: Creating and managing investment portfolios tailored to individual risk tolerance and financial goals.
• Estate Planning: Assisting clients in planning for the distribution of their assets and minimizing estate taxes.
• Financial Education: Providing clients with the knowledge and tools to make informed financial decisions.
• Tax Planning: Offering advice on tax-efficient strategies to minimize tax liabilities.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.

The firm’s team of experienced professionals works closely with each client to understand their unique circumstances and develop customized solutions. They pride themselves on their ability to translate complex financial concepts into clear and actionable advice.

Accessibility and Client Experience

Prevett Financial demonstrates a strong commitment to inclusivity and client comfort. The facility is designed to be wheelchair-accessible, with features such as ramps, accessible entrances, and a designated accessible restroom. This commitment extends beyond the physical space, with the firm’s operational procedures also designed to accommodate clients with diverse needs.

Opinions: This company has 0 reviews on Google My Business.

Average opinion: 0/5

It's important to note that the lack of recent reviews doesn't necessarily reflect the quality of service provided. However, the firm’s focus on accessibility and personalized attention suggests a dedication to client satisfaction. Potential clients are encouraged to contact the firm directly to discuss their specific financial needs.

Address: 4500 Bowling Blvd, Louisville, KY 40207, United States

Key Features & Benefits:

• Expert Financial Advice: Benefit from the knowledge and experience of seasoned financial professionals.
• Personalized Planning: Receive tailored strategies aligned with your specific goals.
• Comprehensive Services: Access a wide range of financial services under one roof.
• Accessible Environment: Enjoy a comfortable and inclusive experience.
• Dedicated Support: Receive attentive and responsive service from the Prevett Financial team.

Prevett Financial strives to be a trusted partner in helping clients navigate the complexities of the financial world. Their commitment to accessibility, combined with their expertise and personalized approach, makes them a valuable resource for individuals seeking sound financial guidance. The firm’s dedication to client well-being and long-term financial success is at the core of their business philosophy.