The Wealth Planning Company
Financial ServicesFinancial AdvisorFinancial consultantFinancial Planner

The Wealth Planning Company

Louisville, Kentucky

Contact

Address2225 Lexington Road, Louisville, Kentucky, 40206
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About The Wealth Planning Company

The Wealth Planning Company in Louisville, KY, offers comprehensive financial planning and investment services tailored to your goals. As trusted financial advisors, we specialize in retirement plans including traditional IRA, Roth IRA, and 401(k) planning, along with estate plans, college savings, and tax strategies. Our services include brokerage accounts, bonds, government securities, and insurance solutions like life insurance and disability income insurance. Let us help secure your financial future with expert guidance.

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

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