Louisville, KY
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Louisville Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Louisville.

  • 5 years in business
  • 2 hires on Thumbtack
Barbara H.
Verified review

Very helpful with sorting out my self employed taxes, and Ben is helping me get money that was owed to me last year!

  • New on Thumbtack
Kelley C.
Verified review

So glad I used LP Management! Trustworthy, reliable, accurate, and friendly. I know I can count on them!

  • New on Thumbtack
Jennifer E.
Verified review

It was been a pleasure working with Mr. Nazario. He is very professional, knowledge about the market and up to speed on the investment options available to me at my stage in life. Investing can be scary and confusing but working with a professional can make the whole experience much easier. Highly recommend.

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Serving Louisville, KY and outlying areas, Jeff Shekell of Mainstreet Financial Group, LLC is offering the following services, but not limited to: * Financial Advisor * Investment Advisor * Retirement Planner * Estate Taxes

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Michael Murray established Foundry Financial Services, LLC in 2005 to help investors pursue their financial objectives. We spend the time to understand our clients' goals, dreams and personalities. Through the financial planning process, we can custom-tailor a holistic planning approach to construct a unique foundation that focuses on the individual financial needs of a client.

  • New on Thumbtack
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I offer great rates on life insurance, medicare supplements, investments, and dental plans. Please contact me for a free quote.

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The mission of Revolutionary Financial Group is to be a reliable, professional resource for all individuals at or near retirement. We strive to provide education and extend our knowledge of all financial matters to you; we serve the public, our community, our family, and our friends with the highest integrity.

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We provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection, and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.

  • 2 years in business
  • New on Thumbtack
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Working with Mass Mutual means that your advisor has your long term best interest in mind.

  • 10 years in business
  • 1 hire on Thumbtack
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Are you happy with the level of service your CPA brings to the table ? Do you feel like you're being put off or bothering your accountant? Has your CPA "Ghosted" at critical periods? We are the A team of Fit Money CPA, providing the level of experience that you need. Let us help you grow personally and in your business. We are a boutique CPA firm that provides community centric service. We always respond in a prompt and professional manner. Fit Money CPA wants to partner with you and bring you the service you’ve earned.We keep your finances in top shape. Most small business owners and individuals know that accounting, taxes and business management issues can be complex; especially if they've been neglected for a time. Just as it is with keeping in physical shape, keeping your finances in top shape is much easier when you have a trainer. At Fit Money CPA, we are dedicated to helping you, your family and/or your business develop a sound financial strategy that will take the pain out of tax and accounting, and help you build a strong financial future. We offer many services and use the latest technology so that we can partner to help you take a more strategic and proactive approach to achieving your financial goals. Consider our full line of services that include the following: * Tax planning, tax preparation, and IRS representation * Accounting and bookkeeping services * Full-service payroll * Virtual CFO * Strategic business consulting * Individual financial services Are you happy with the level of service your CPA brings to the table ? Do you feel like your being put off or bothering your accountant? Has your CPA "Ghosted" at critical periods? We are the A team of Fit Money CPA, providing the level of experience that you need. Let us help you grow personally and in your business. We are a boutique CPA firm that provides community centric service. We always respond in a prompt and professional manner. Fit Money CPA wants to partner with you and bring you the service you’ve earned. Our Principal Michelle a MT, CPA has completed a study in accounting at Bellarmine University and received A Masters in taxation from the University of Denver. She is a hands on, tireless performer in her field. Michelle tempers her business demands by serving on the board of Assumption High School. Michelle has helmed Fit Money CPA since 2008. Our Director of Accounting Tim Wallen earned a Bachelor's Degree from Northwood University, a Master's Degree from Webster University, and completed Doctoral Hours at Argosy University and California Intercontinental University. Tim oversees all of our state and commonwealth Payroll contracts. Tim has brought his decades of experience and his serious passion for business accounting to Fit Money CPA since 2010 Our Office and Project Manager Corrie Barkman earned a degree from the University of Louisville and brings over 20 years of project management across a range of industries. Corrie is driven to keep your projects moving, she provides status updates to our clients. Corrie’s attention to detail, organization skills and quick friendly customer interactions remind us what service should be. Corrie joined Fit money CPA in 2013. Our Bookkeeping Specialist Renee Wipperman a member of the National Association of Certified Public Bookkeepers and is QuickBooks Certified. Renee has been an accounting, bookkeeping and data entry professional since 1993. Renee is great at multitasking and jumps into new projects with a fervor. Her charitable, caring nature mirrors our mission to be of service. Renee joined Fit Money CPA in 2014 as a full time Bookkeeper Our Staff Accountant Gerald Lanham earned a Bachelors in Accounting and a MBA from McKendree University. He is sitting for the CPA exam in 2016. Gerald’s hands on background in manufacturing and intuitive nature gives him a special insight to the needs of small business. Gerald joined Fit Money CPA as a full time accountant in 2014. Our Accounting Manager Rob Diluca earned a Bachelors in Accounting from Canisius College. He has substantial experience as a CFO, Director of Accounting and Tax Accounting from various manufacturing and service related industries. Rob brings to Fit Money CPA a unique combination of both public and private Corporate Accounting knowledge. In addition, Rob has significant Operations experience as well as payroll, regulatory, State and other governmental reporting requirement knowledge. Rob joined Fit Money CPA in 2015 as a full time accountant. Michelle M. Musacchio, MT, CPA 1448 Gardiner Lane, Suite 202 Louisville, KY 40213 P.S. If you or someone you know has an IRS Problem and needs immediate help call to schedule a Free Consultation. Call now, the IRS acts fast when they think you have their money!

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Hire the professional financial planners of this enterprise to provide the reliable services that you need. Visit their Thumbtack profile for more details.

  • New on Thumbtack
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In need of reliable financial advisers? Choose the pros of Scott Haggard Insurance. For more information, visit their Thumbtack page today.

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Do you need professional personal financial planning services? Check out this business. Their financial budget planners are competent and experienced.

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