The Abney Financial Group - Ameriprise Financial Services, LLC - Louisville, Kentucky

Introduction

The Abney Financial Group, in collaboration with Ameriprise Financial Services, LLC, is a distinguished entity in the realm of financial planning and investment services, strategically situated at 805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States. This professional firm, guided by the principles of integrity, trust, and personalized service, is dedicated to empowering clients to achieve their financial objectives and secure their futures.

Main Services

• Financial Planning: The Abney Financial Group offers comprehensive financial planning services, tailored to each client's unique circumstances and goals. This holistic approach encompasses retirement planning, wealth management, education savings, and tax strategies.
• Investment Services: The team specializes in investment management, aiming to grow and preserve clients' wealth. They provide a range of investment options, including stocks, bonds, mutual funds, and alternative investments, always aligned with clients' risk tolerance and objectives.
• Retirement Planning: The firm provides expert guidance in retirement planning, helping clients prepare for and navigate their post-career lives. This includes 401(k) rollovers, IRA management, and strategies to optimize retirement income.
• Estate Planning: The Abney Financial Group assists clients in protecting their assets and ensuring a smooth transfer to their heirs through strategic estate planning, including wills, trusts, and beneficiary designations.

Location and Access

The Abney Financial Group's office is located in the heart of Louisville, Kentucky, in the Prospect area. The office is easily accessible via Interstates 65 and 264. For those using public transportation, the Jefferson Transit bus service has a stop nearby at the intersection of N Whittington Pkwy and Stringer Ave.

Parking is convenient, with ample spaces available in the office complex's lot. The building is wheelchair-accessible, with a ramp leading to the entrance and an elevator for accessing higher floors. Additionally, there are accessible restrooms on-site.

Featured Characteristics

• Experienced Team: The Abney Financial Group comprises a team of seasoned financial advisors who bring a wealth of knowledge and expertise to the table. They are committed to ongoing professional development to stay current with industry trends and regulations.
• Personalized Service: The firm prides itself on providing personalized service. They take the time to understand each client's unique situation, goals, and dreams before crafting tailored financial strategies.
• Transparent Communication: The Abney Financial Group believes in keeping clients informed and involved in the financial planning process. They provide clear, concise, and timely communication, ensuring clients always understand their financial picture.

Practical Information

• Office Hours: Monday through Friday, 8:30 AM to 5:00 PM. However, the firm also offers flexibility for client meetings, including evenings and weekends by appointment.
• Initial Consultation: The Abney Financial Group offers a complimentary initial consultation to potential clients. This meeting provides an opportunity to discuss your financial goals and determine if the firm is the right fit for your needs.
• Online Access: Clients have secure online access to their accounts, allowing them to monitor their portfolios, update personal information, and communicate with their advisors. The firm also offers digital tools for financial planning and collaboration.

While there are no current reviews on Google My Business, it is evident from the firm's commitment to personalized service, transparency, and expertise that The Abney Financial Group strives to provide a valuable and positive experience for its clients. Their focus on building long-term relationships and helping clients achieve their financial goals sets them apart in the competitive financial services landscape.