CC
Commonwealth Capital Management, LLC
Asesoramiento financiero fiable y ágil, con un toque personal en Louisville.
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Business
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Asesoramiento financiero fiable y ágil, con un toque personal en Louisville.
Commonwealth Capital Management, LLC ofrece asesoramiento financiero fiable en Louisville, KY. Los clientes elogian un servicio receptivo y accesible, así como asesoramiento atento y fácil de entender para la planificación de la jubilación, los traspasos de 401(k), los seguros de vida y la constitución de LLC. Las reseñas describen un enfoque personal, casi familiar, que hace que los clientes se sientan cómodos y confiados al tomar decisiones financieras.
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Estrategias de inversión integrales adaptadas a sus metas financieras y a su tolerancia al riesgo.
Orientación experta sobre traspasos de 401(k), IRAs y ahorros para la jubilación a largo plazo para asegurar su futuro.
Asistencia para seleccionar y contratar pólizas de seguro de vida para proteger el bienestar financiero de su familia.
Apoyo para la creación de LLC y otras estructuras empresariales para emprendedores y pequeños empresarios.
Asesoría personalizada y sesiones de planificación para abordar todas sus preguntas y necesidades financieras.
Calificación general
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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