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Commonwealth Capital Management, LLC
Des conseils financiers fiables et réactifs, avec une touche personnelle à Louisville.
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Business
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Des conseils financiers fiables et réactifs, avec une touche personnelle à Louisville.
Commonwealth Capital Management, LLC offre des conseils financiers de confiance à Louisville, KY. Les clients louent un service réactif et accessible, ainsi que des conseils réfléchis et faciles à comprendre pour la planification de la retraite, les transferts de 401(k), l'assurance-vie et la création d'une LLC. Les avis décrivent une approche personnelle, quasi familiale qui met les clients à l'aise et leur donne confiance dans leurs décisions financières.
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Stratégies d’investissement complètes adaptées à vos objectifs financiers et à votre tolérance au risque.
Conseils d’expert sur les transferts de 401(k), les IRA et l’épargne-retraite à long terme pour sécuriser votre avenir.
Aide à choisir et à mettre en place des polices d’assurance vie pour protéger le bien-être financier de votre famille.
Soutien à la création de LLC et à d’autres structures d’entreprise pour les entrepreneurs et les petites entreprises.
Conseils personnalisés et sessions de planification pour répondre à toutes vos questions et besoins financiers.
Note globale
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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