Wisdom Financial Management, LLC

(on bullitt lane)
Financial and Investment Services in Louisville, KY
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

101 Bullitt Lane
Louisville, KY
40222

About

Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop long-term relationships with our clients. Whether it’s estimating the cost of a college education, determining how much you’ll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.

Photos

Wisdom Financial Management, LLC Photo Wisdom Financial Management, LLC Photo

Services

  • Implement investment strategies and solutions
  • Minimize taxes and maximize the money you save and invest for your future
  • Make wise decisions about your retirement accounts and plan your distribution strategy
  • Preserve, protect, and continue to grow your assets after retirement
  • Comprehensive Financial Planning
  • Investment planning
  • Education planning
  • Income tax planning
  • Retirement planning
  • Long-term care planning
  • Estate planning
  • Insurance planning and Risk management
  • Employee retirement benefits planning
  • Nontraditional families
  • Terminal illness
  • Divorce
  • Dependents with special needs
  • Job change and job loss, including severance packages

Information

Company name
Wisdom Financial Management, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Wisdom Financial Management, LLC in Louisville KY?
    You can reach them at: 502-425-4000. It’s best to call Wisdom Financial Management, LLC during business hours.
  • What is the address for Wisdom Financial Management, LLC on bullitt lane in Louisville?
    Wisdom Financial Management, LLC is located at this address: 101 Bullitt Lane Louisville, KY 40222.
  • What are Wisdom Financial Management, LLC(Louisville, KY) store hours?
    Wisdom Financial Management, LLC store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.