Louisville, KY Financial Planner

Sam has been handling my taxes for 20 plus years and I have always been totally satisfied with his expertise and professionalism. He is responsive and I have absolute tr ... more

Sonya is genuine, honest, and truly cares about clients and their well-being. With every interaction, Sonya validates her professionalism, communication skills, and resou ... more

You know. I wanted to cry of joy of this team, Not only Johnathan Murphy is the BEST of Both worlds. But he fixed my case and helped me thru I thought was never going to ... more

This guy's a crook keep your hand on your wallet. This guy cost us a lot of money and made a lot of poor decisions with our investments.

Too many cameras and guards. Do not attempt to rob ok guys.

Always treated with respect . Always helps me out when needed . Always takes care of my needs and goes the extra mile to help me

Tristan, Sierra, Kim, and Dennis are AWESOME! Love, love, love this bank. Doesn't matter which branch you go to they are always friendly & helpful.

John has been super helpful. He is very driven to find what works best for your situation whether life insurance or retirement related. He knows his stuff and goes the ex ... more

Courtney is smart, professional, and honest. His attention to detail is second to none. He's smart and has a clear direction. I highly recommended Mr. Yartz.

Great firm! Superb advisors.

Pete does a fantastic job in answering any questions and helping us reach our financial goals. SO glad to be working with him.

Awesome team that truly cares for their clients. Would recommend to anyone!

Have always had a good experience here.

Don't ever get insurance from this company! You need to be careful who u hire to work for your company Ferris Palmer will explain good luck! This is supposed to be a fami ... more

My representative Jake Johnson was awesome. He answered all the questions I had about my policy and was very informative. Would recommend to family and friends

My representative Jake Johnson was awesome. He answered all the questions I had about my policy and was very informative. Would recommend to family and friends

Don't ever get insurance from this company! You need to be careful who u hire to work for your company Ferris Palmer will explain good luck! This is supposed to be a fami ... more

Don't ever get insurance from this company! You need to be careful who u hire to work for your company Ferris Palmer will explain good luck! This is supposed to be a fami ... more

Don't ever get insurance from this company! You need to be careful who u hire to work for your company Ferris Palmer will explain good luck! This is supposed to be a fami ... more

Don't ever get insurance from this company! You need to be careful who u hire to work for your company Ferris Palmer will explain good luck! This is supposed to be a fami ... more

Awesome team that truly cares for their clients. Would recommend to anyone!

John Cahill and his team are amazing! They are trustworthy and knowledgeable. John is so friendly and explained things to me in a way that I understood.

So happy with German American Bank. Joey Dreschel is absolutely AMAZING! Courteous, prompt and very professional! I will highly recommend him to help any customers I have ... more

Haven't used yet but looks like a good card

Don't ever get insurance from this company! You need to be careful who u hire to work for your company Ferris Palmer will explain good luck! This is supposed to be a fami ... more

Love working with Debbie and Tom.

RFG has been such a standout, in my opinion. Very professional, knowledgeable, and willing to do what it takes to maximize MY money. These people make you feel like you ... more

Brian has been handling my Financial Plans for many years, he always keeps my up to date on all my assets and how they are performing at all times. I highly recommend Bri ... more

We have been clients with 1st Command for over 30 years. We PCS'd to Ft. Knox, KY in 1994, at which time we were assigned Michael Parker as our financial advisor. Micha ... more

The specialist was compassionately assisted me with finding the extra security cover I really wanted while purchasing life insurance and could never have made the cycle m ... more

Very professional, knowledgeable and friendly

I've worked with Oxinas for years, they always seem to be thinking at least one step ahead. Super easy to work with, always available and open with communication. Highly ... more

Ive worked with John and Jenny for several years. Both are knowledgeable and explain my plan in terms that are easy to understand. I highly recommend them.

Most knowledgeable FA out there!

These folks have been helping us with wealth planning and estate services for a number of years, they truly are Family and the returns have been nothing short of spectacu ... more