Prevett Financial - Louisville, Kentucky

Prevett Financial: A Comprehensive Overview

For individuals and families seeking expert financial planning and consulting services, Prevett Financial stands as a reliable resource. Located at 4500 Bowling Blvd, Louisville, KY 40207, United States, this firm offers a dedicated approach to helping clients achieve their long-term financial goals. With a commitment to personalized service and a team of experienced professionals, Prevett Financial provides comprehensive support across a range of financial needs. The firm operates with a philosophy that emphasizes building strong, trusting relationships with its clients, fostering a collaborative environment where financial strategies are tailored to unique circumstances.

Contact Information:

Phone: 5022055200

Website: prevettfinancial.com

Specialties: Financial planner, Consultant

Other Points of Interest: Prevett Financial prioritizes accessibility and convenience for its clients. They offer both online appointments and on-site services, catering to diverse preferences and schedules. Furthermore, the facility is fully wheelchair-accessible, boasting a wheelchair-accessible car park and wheelchair-accessible entrance. Restroom facilities, including a wheelchair-accessible toilet, are also available. Appointments are highly recommended to ensure dedicated attention and effective planning sessions.

Services Offered:

• Financial Planning: Prevett Financial’s core service is comprehensive financial planning. This includes retirement planning, investment management, estate planning, education funding, and insurance analysis. They work with clients to develop a roadmap for achieving their goals, considering factors such as risk tolerance, time horizon, and financial objectives.
• Consulting: Beyond planning, Prevett Financial offers expert consulting services. This can encompass tax planning strategies, business financial advice (potentially for small businesses), and guidance on complex financial decisions.
• Investment Management: The firm provides investment management services designed to align with clients' portfolios and risk profiles.
• Retirement Planning: They assist clients in planning for a comfortable retirement, evaluating current savings, and projecting future income needs.
• Estate Planning: Prevett Financial offers guidance on estate planning, including wills, trusts, and power of attorney.

Accessibility and Convenience:

Prevett Financial demonstrates a strong commitment to inclusivity by ensuring its services are accessible to all clients. The wheelchair-accessible features – including the car park, entrance, and restrooms – are a testament to this dedication. The availability of both online appointments and on-site services further enhances convenience and flexibility. Clients can choose the method that best suits their needs and preferences. It is recommended to schedule an appointment to maximize the value of the consultation and ensure personalized attention.

Client Feedback and Reputation:

Currently, Prevett Financial has 0 reviews on Google My Business. This indicates a relatively new or developing online presence, suggesting that the firm is focused on building its reputation through direct client satisfaction. However, this lack of reviews also presents an opportunity for the firm to actively encourage clients to share their experiences. Positive testimonials and feedback would significantly bolster the firm’s credibility and attract new clients.

Overall Assessment:

Based on the available information, Prevett Financial appears to be a professional and client-focused firm offering comprehensive financial services. The emphasis on accessibility and the provision of both online and on-site options are noteworthy. While the current lack of online reviews is a consideration, the firm’s dedication to personalized service and its commitment to catering to diverse needs suggest a solid foundation for success. Potential clients are encouraged to schedule an appointment to discuss their specific financial goals and explore how Prevett Financial can assist them in achieving those goals. The firm's location in Louisville, Kentucky, provides access to a diverse client base within the region.

Key Features Summary: