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

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

The Abney Financial Group, associated with Ameriprise Financial Services, LLC, is a distinguished financial advisory firm located at 805 N Whittington Pkwy Ste 100, Louisville, KY 40222. The group, led by Kevin Abney, a Certified Financial Planner (CFP), is committed to helping clients achieve their financial goals through comprehensive and personalized financial planning and investment services.

Main Services

• Financial Planning: The core of The Abney Financial Group's services lies in financial planning. They help clients navigate their financial journey by addressing key areas such as retirement planning, investment management, tax planning, estate planning, and risk management.
• Investment Services: The group offers a range of investment services tailored to each client's risk tolerance, goals, and time horizon. They provide access to a wide array of investment products, including mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds.
• Retirement Planning: They specialize in helping clients prepare for retirement. This includes strategies for saving, investing, and distributing retirement assets, as well as planning for income needs in retirement.
• Estate Planning: The Abney Financial Group works with clients to develop strategies for efficiently transferring their wealth to future generations, including wills, trusts, and other estate planning documents.
• Tax Planning: They help clients minimize their tax liabilities through strategic planning and investment strategies.

Location and Access

The Abney Financial Group's office is situated in the heart of Louisville, Kentucky, in the Norbourne Estates neighborhood. The location offers easy access to major roads such as I-65 and I-264, making it convenient for clients coming from various parts of the city.

• Address: 805 N Whittington Pkwy Ste 100, Louisville, KY 40222, United States
• Phone: 502-394-3968
• Website: ameripriseadvisors.com

There is a dedicated visitor parking area with wheelchair-accessible spots. The building is also wheelchair-accessible, with a ramp at the entrance and an elevator for easy access to the second floor where the office is located. Restrooms are wheelchair-accessible as well.

Featured Characteristics

• Complimentary Initial Consultation: The Abney Financial Group offers a complimentary initial consultation to potential clients. This meeting provides an opportunity to discuss financial goals, ask questions, and understand the group's approach to financial planning.
• Online Appointments: For the convenience of their clients, the group offers online appointments. This allows clients to meet with their advisor from the comfort of their own home or office.
• Ameriprise Client Access: As part of the Ameriprise family, clients have access to the Ameriprise Client Access platform. This digital tool provides clients with a secure, personalized view of their financial lives, allowing them to stay informed and engaged in their financial planning process.

Practical Information

The Abney Financial Group's office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, they encourage clients to schedule appointments at times that are convenient for them, including evenings and weekends. Appointments are recommended, but walk-ins are welcome as well.

When you refer someone to The Abney Financial Group, they will receive an email with a link to the group's website. From there, they can learn more about the group's services and reach out for a complimentary initial consultation if they choose. The group will also receive the referral's information and may reach out to them directly.

Positive Aspects from Reviews

Although The Abney Financial Group currently has no reviews on Google My Business, their association with Ameriprise Financial Services, LLC, a well-established and reputable financial services company, speaks volumes about their commitment to professionalism and quality service. Ameriprise, as a whole, has a high rating on various review platforms, indicating client satisfaction with their services and advisors.

Clients of The Abney Financial Group can expect a high level of personal attention, comprehensive financial planning, and a commitment to helping them achieve their financial goals. Their accessibility, both physically and digitally, along with their flexible scheduling, demonstrates their client-focused approach.