Warren Wealth & Tax

Name: Warren Wealth & Tax
Address: 9300 Shelbyville Road, Louisville, KY, 40222, US
Telephone: (502) 339-8255
Price range: $$$
Rating: 5

Warren Wealth & Tax: Tax relief, smart investments, and retirement clarity.

5(5 reviews)

financial-advising

$$$

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About

Located in Louisville, Warren Wealth & Tax helps clients with tax preparation, investment planning, and retirement guidance. Clients praise Marcus and Adisa for knowledge, approachability, and responsive service, noting tax insights on 401(k) withdrawals and clear, visual investment plans shown on an electronic whiteboard. The firm aims to ease tax stress and support personal financial goals.

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Location

9300 Shelbyville Rd #1204, Louisville, KY 40222, USA

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Information

9300 Shelbyville Road

Louisville, KY, 40222

(502) 339-8255 www.warren-wealth.com/

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Services

Wealth Management

Personalized investment planning and retirement strategies tailored to your financial goals, with visual presentations for clarity.

Tax Preparation

Expert tax filing services to minimize liabilities and handle complexities, ensuring accuracy and peace of mind.

Retirement Planning

Comprehensive guidance on 401K withdrawals, retirement transitions, and long-term financial security.

Financial Advisory

Professional investment advice and portfolio management with a focus on personal client relationships.

Tax Optimization

Strategies to reduce tax burdens through careful planning and informed withdrawal decisions.

Client Seminars

Educational workshops and advisory board sessions to share insights and enhance financial knowledge.

5.00 · 5 reviews

Overall rating

emily sweeney

via Google

· 1 year ago

Adisa has been wonderful. We have trusted her and the company with our taxes for years now. I highly recommend. They take the stress and headache out of everything!

Tim Greener

via Google

· 1 year ago

Adisa has been preparing our taxes for 6 years and always does an excellent job! I would highly recommend her.

Kathy Benford

via Google

· 2 years ago

Happy New Year! Thank you for including me for the advisory board. I have learned so much through Warren Management and met several people who also shared insightful information. I am reaching very soon the big day called retirement and it eases my mind to know I have a firm who will walk me through the process. Marcus and Adisa are so knowledgeable and approachable-no question goes unanswered; I feel they both genuinely care about me and every client they have! I am so impressed with all they have to offer and bring to the table. You will be amazed!!

Peter Graham

via Google

· 2 years ago

There is a lot of good things to say about Marcus and Adisa but with limited space I’ll say how nice it is to sit down with Marcus and his electronic white board. He can present the investment plan he developed for you so you can visually see how it all lays out and if you need to make adjustments he can make changes with a few clicks. Both Marcus and Adisa are very welcoming and approachable with questions you may have. Marcus also has a Tax Preparation business so both he and Adisa are very conscientious about how withdrawals from your 401K accounts will affect your taxes. They will advise you to help you pay the minimal amount possible. I would highly recommend them if you are wanting to get professional investment advise.

Bettye Page

via Google

· 2 years ago

I have enjoyed being a client of Warren Wealth Management (WWM) for about four years when I made the change from another financial provider I was looking for someone with a more personal concern for my financial retirement needs, where I was not just another number. Not only has WWM shown a personal interest in my needs, I've witnessed that for other of his clients. Marcus listens and attempts to incorporate client suggestions in his overall approach to meeting our financial needs. I was also impressed when I attended the first of his seminars he presented information never explained in seminars by other advisors. Warren and Adisa are always available and respond promptly when you have questions. I have nothing but positive things vto say about my experience with them.

BHG CPAs & Advisors, PLLC delivers professional accounting and finance consulting from 331 Townepark Cir #101, Louisville, KY 40243. The firm provides reliable accounting and advisory services, helping individuals and businesses manage their financial needs with a client-focused approach in a welcoming local setting.

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