That is why it is good to have access to a team of financial professionals. We are based in Louisville, Kentucky, and we formed to help people make informed decisions about their money. We proactively serve a select group of families by providing high-quality guidance, products, and services designed to help them pursue their unique financial goals. Your concerns may include managing investments,
funding an education, planning for retirement, potentially reducing your taxes, strategies for preserving your estate, or providing for long-term care. Our greatest achievement is the fact that, in many cases, we have four generations of a family as clients. This speaks to our ability to deliver quality strategies and personal service through all of the stages of our clients’ lives. If you have further questions, please contact us for a free consultation. We would love to get to know you. Stifel does not provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation. CA Insurance Lic. LHV
After hours by appointment only.
/*********/
Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.