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Recent Finance Advising Reviews in Louisville

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    Vacation Ownership Consultants
    As you know the timeshare industry can be incredibly shady and manipulative and that is what we found out after purchasing our Westgate Timeshare in August 2017. The maintenance fees went up immediately after we purchased and we found it incredibly difficult to trade in our week for another week that we could actually use. After falling for a resale scam, that never worked, we were reluctant to give anyone else any money in the hopes of getting out of our timeshare. My husband and I chose to work with VOC after doing a lot of research and several phone interviews. We signed an agreement with VOC at the end August of 2018 and were anticipating it to take a while for them to get us out of our timeshare, as they had informed us that it could take up to a year. You only took them 3 months to release us completely. We got notification today that our Mortgage Cancellation has been completed, closed and that we won. Working with VOC and especially Wendy, their customer relations specialist, has been a pleasure. She walked us through every step a long the way and not only emailed but personally called to keep us informed. We could not have been more pleased with how this all turned out. It was a pretty large investment, that we were nervous to pay upfront, but completely worth every penny. We would 100% recommend going through them to get out of your timeshare. We thank you guys at VOC!!
    - Jamie K.
  • A
    Jay is brilliant. Had I hired him to review my CSS/FAFSA rather than visiting after I submitted, my kids would've gotten more financial aid. He was easily worth the hourly fee and saved me many times that amount in college tuition for my twins. With one child at Whitman and one at Smith, Jay was able to provide me direction, explained an error from when I filled out and submitted the FAFSA/CSS, and gave me terrific advice for how to handle the error with each school. He even knew the difference between how the two schools view my assets so I could make better financial decisions without adversely impacting my kids' financial aid. As a single mom getting the kids through school, his help was invaluable. He has mastered the insanely complex world of financial aid. I cannot recommend Jay enough.
    - Erin C.
  • A
    Pacific Crest-Global Wealth Management
    Our experience could not have been better as Robert has helped us grow our savings and investments in a very steady and successful manner. Robert takes each of his clients preferences and taste for risk or conservatism into the joint strategy that you will formulate together. I could not give anyone an higher recommendation than I give for Mr Chapman.
    - John S.
  • A
    The name of the person who does my financial planning at the company is named Duane. I would rate them highly across the board. The only problem would be the punctuality as I think it all depends on the amount of money they would have to be managing. They are located in Greenwich Village in Colorado. I would use them again in the future.
    - Robert D.
  • A
    Aspen Wealth Planners LLC
    I've been working with Ross for over 3 years during this time my net worth has increased each year even though the markets were down. I contributed this success to Ross individualizing a financial plan that is obtainable and realistic. Ross and I have deep discussions surrounding the "why's" behind what he does and how each decision is going to impact my ability to retire in the future. Three times a year my wife and I meet with Ross to review and make any necessary changes that we mutually feel will be a benefit to achieving our financial goals. Before meeting Ross I was very skeptical and cautious about who I trusted when it came to finances however my wife and I needed someone who was committed and held the same values that we do. I'm not meaning this to be a commercial and I'm not the type of person who typically gives this sort of praise however if you're wanting to get on track and take a proactive approach to getting out of debt and building a future I would highly recommend Ross Schmidt. Regards Danny & Treva Thornton
    - Danny & Treva T.
  • A
    I didn't know what other category to put this in: Jon did collections rights and debt settlement, as well as some legitimate credit repair for us. We were applying for a mortgage with a bad score and bad debts. Blessings helped us remove negative information from our file, and boost our scores. We are currently saving for a down payment. They provided a budget for us, as well as payment schedule to handle our debts. Most debts were so old, they went away (permanently?) or the creditor gave up. Great job!
    - Jon H.
  • A
    Ameriprise Financial Stephen Aaron
    The guy that I use is really good. They plan everything. They do complete research of your finances. They lay everything out and recommend what you could afford and then put together a program or plan based on your desired risk level. They have a nice office.
    - David E.
  • A
    They gave fantastic advice and help since we really had no idea how our investments were doing. He advised us on the best way to plan for retirement, taking into account our age and goals. Chris is very informative and even gave me free advice for my 82 year old mom. I met Chris at a monthly coffee meeting that he has in Arvada.
    - DOROTHY T.
  • A
    It went very well. Chris is enjoyable to work with and really took the time to help us understand what we needed to do and why we needed to do it. He was also very patient and we did not feel any pressure to buy.
    - Patty W.
  • A
    The Mutual Fund Store
    Charles is great and I have been using him for 15 years and then he joined The Mutual Fund Store.  The pricing is good.  We have a phone or written contract with him every month because I would like to watch my investment.  He explains everything until he is pretty sure that I am sure.  He recommends things that I wouldn’t think about; probably they are instruments of the company.  He sits down with me until I am done asking questions.  He is a very nice man.  He is kind of trust worthy and is quite when I talk.  He talks to me rather than ranting to me.  He makes me comfortable.
    - Jerold K.
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Financial Advisors in Louisville

Companies below are listed in alphabetical order.

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