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Commonwealth Capital Management, LLC
Trusted, responsive financial guidance with a personal touch in Louisville.
5
Business
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Trusted, responsive financial guidance with a personal touch in Louisville.
Commonwealth Capital Management, LLC provides trusted financial guidance in Louisville, KY. Clients praise responsive, accessible service and thoughtful, easy-to-understand advice for retirement planning, 401(k) rollovers, life insurance, and LLC setups. Reviews describe a personal, family-like approach that makes clients feel at ease and confident in their financial decisions.
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Comprehensive investment strategies tailored to your financial goals and risk tolerance.
Expert guidance on 401k rollovers, IRAs, and long-term retirement savings to secure your future.
Assistance in selecting and setting up life insurance policies to protect your family's financial well-being.
Support in establishing LLCs and other business structures for entrepreneurs and small business owners.
Personalized advice and planning sessions to address all your financial questions and needs.
Overall rating
Fawn Ward
We couldn’t be happier with the guidance and support we’ve received from Scott and his staff. Their expertise, responsiveness, and genuine care for our financial well-being have given us confidence and peace of mind. We highly recommend Commonwealth Management and heir services to anyone seeking trusted financial advice.
Little Timmy
I consider the folks at Commonwealth Capital management Friends, who happen to manage my retirement account. Do you have your financial advisor‘s personal cell phone number? I think that says it all.
Megan Franzen
Our family has had a great experience with Commonwealth Capital Management over the past year. Both my husband and son are also clients, and we've all been impressed with the level of service. The team is incredibly responsive and always takes the time to answer our questions—no matter how big or small. We’ve seen positive financial results in just our first year, and we feel confident in the guidance we’re receiving. If you're looking for thoughtful, reliable wealth management support, I highly recommend Commonwealth. We look forward to continued success with them.
Penny Moore
I was intimidated initially to reach out to a financial advisor but Scott at CCM quickly put me at ease. He walked me through the process and patiently answered all my questions over a phone consultation. By the time we met in person a few days later I was completely comfortable and convinced I had the right company to handle my 401k rollover. It’s been a great experience and highly recommended Scott Richardson and Commonwealth Capital Management.
Alexandria Pruitt
Scott and his sons have always gone above and beyond for my family and our financial needs. They are responsive and easy to talk to and make you feel like a member of the family. We started out with small accounts but Scott never made us feel small. We always have gains with our investments and have been extremely pleased for the last five years. His other associates also have helped us secure life insurance and set up LLCs. I trust the other people Scott refers us to because he has worked with them for a long time and all have been extremely helpful with big life decisions. I highly recommend CCM.
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