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

Introduction to The Abney Financial Group - Ameriprise Financial Services, LLC

The Abney Financial Group, in association with Ameriprise Financial Services, LLC, is a distinguished financial planning and investment services provider located at 805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States. Led by Financial Advisor Jason Abney, the group is committed to providing personalized financial strategies and solutions tailored to each client's unique needs and goals.

Main Services

• Comprehensive Financial Planning: The Abney Financial Group offers holistic financial planning services, including retirement planning, investment management, tax planning, and estate planning. Their goal is to help clients make smart decisions about their money and achieve their financial objectives.
• Investment Services: With a focus on long-term growth and protection, the group provides investment strategies that align with clients' goals, risk tolerance, and time horizon. They offer a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
• Retirement Planning: The Abney Financial Group helps clients prepare for retirement by creating personalized retirement plans. They address key aspects such as saving, investing, and distributing assets during retirement.
• Estate Planning: The group assists clients in creating estate plans that protect their assets and ensure they are distributed according to their wishes. They work closely with clients' attorneys and accountants to coordinate these plans.
• Tax Planning: The Abney Financial Group helps clients minimize their tax liabilities and maximize their after-tax returns. They stay updated on tax laws and work closely with clients' tax professionals to optimize their financial situations.

Location and Access

The Abney Financial Group's office is conveniently situated in the heart of Louisville, KY, at 805 N Whittington Pkwy Ste 100. The office is easily accessible from major thoroughfares such as I-64 and I-264. Complimentary parking is available on-site, with wheelchair-accessible spaces reserved for clients with special needs.

Public transportation is also an option, with the Louishome bus route serving the area. The office is located near several notable landmarks, including the Jefferson Memorial Forest and the Jefferson Mall. The neighborhood offers a mix of residential and commercial properties, providing a pleasant environment for clients to visit the office.

Featured Characteristics

• Complimentary Initial Consultation: The Abney Financial Group offers a complimentary initial consultation to new clients. This meeting provides an opportunity for clients to learn about the group's services and determine if they are a good fit for their financial needs.
• Personalized Financial Strategies: The group takes a personalized approach to financial planning, tailoring their strategies to each client's unique situation, goals, and priorities. They strive to build long-term relationships with their clients and help them navigate their financial journeys.
• Digital Tools and Collaboration: The Abney Financial Group leverages digital tools and platforms to enhance the client experience. They offer secure, convenient online access to clients' accounts and provide regular updates on market and economic insights.
• Wheelchair Accessibility: The group's office is wheelchair-accessible, ensuring that clients with special needs can visit the office and receive the financial services they require. Wheelchair-accessible parking, entrance, seating, and toilet facilities are available on-site.

Practical Information

• Address: 805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States
• Phone: 502-394-3968
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 9:00 AM - 5:00 PM (EST)
• Appointments: Recommended; online appointments are available

Client Reviews and Opinions

As of now, The Abney Financial Group - Ameriprise Financial Services, LLC does not have any reviews on Google My Business. This provides an opportunity for clients to share their experiences and offer insights into the services they received. Potential clients are encouraged to consider the following aspects when evaluating the group:

• Personalized financial strategies tailored to their unique needs and goals
• Comprehensive financial planning and investment services
• Conveniently located office with wheelchair accessibility
• Complimentary initial consultation and digital tools for enhanced client experience