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

Introduction

The Abney Financial Group, situated at 805 N Whittington Pkwy Ste 100, Louisville, KY 40222, is a prominent financial advisory firm associated with Ameriprise Financial Services, LLC. Led by Financial Advisor Michael Abney, this professional team is dedicated to helping clients achieve their financial goals through personalized, comprehensive planning and investment strategies.

Main Services

• Financial Planning: The Abney Financial Group offers holistic financial planning services, designed to help individuals and families navigate their financial journey. This includes assessing clients' financial situations, setting short-term and long-term goals, and creating tailored strategies to work towards these goals.
• Investment Services: With access to a wide range of investment products and services, the team helps clients build and manage investment portfolios aligned with their risk tolerance, time horizon, and financial objectives. They provide ongoing monitoring and adjustment to these portfolios to help clients stay on track to meet their goals.
• Retirement Planning: The firm assists clients in planning for retirement, from determining the right time to retire to creating income streams to last throughout retirement. This includes strategies for managing retirement savings, Social Security benefits, and pension distributions.
• Estate Planning: The team works with clients to develop estate plans that protect their assets and ensure they are distributed according to their wishes. This includes strategies for minimizing estate taxes and providing for loved ones.
• Insurance Planning: The Abney Financial Group helps clients identify potential financial risks and implements insurance solutions to mitigate these risks. This includes life, disability, and long-term care insurance.
• Tax Planning: The team collaborates with clients' tax professionals to develop strategies that minimize tax liabilities and optimize after-tax returns on investments.

Location and Access

The Abney Financial Group's office is located in the heart of Louisville, Kentucky, in the historic Hurstbourne neighborhood. The office is easily accessible from major highways, including I-64 and I-264. Free parking is available on-site for clients, with both regular and wheelchair-accessible spaces.

Public transportation options include the Transit Authority of River City (TARC) bus service, with several bus stops within walking distance of the office. The Louisville International Airport (SDF) is approximately 15 miles away, making it convenient for clients traveling from out of town.

Featured Characteristics

• Client-Centered Approach: The Abney Financial Group prioritizes understanding each client's unique financial situation, goals, and concerns. They use this understanding to create personalized strategies that address clients' specific needs.
• Comprehensive Financial Planning: The team takes a holistic approach to financial planning, considering all aspects of a client's financial life when developing strategies. This includes investments, insurance, tax planning, retirement planning, and estate planning.
• Access to Ameriprise Resources: As an Ameriprise-affiliated firm, The Abney Financial Group has access to the extensive resources and expertise of one of the nation's leading financial institutions. This includes advanced planning and investment tools, as well as a team of specialists in areas such as tax planning, estate planning, and insurance.
• Community Involvement: The Abney Financial Group is committed to giving back to the Louisville community. The team is involved in various local charitable organizations and events, demonstrating their commitment to making a positive impact in the area they serve.

Practical Information

• Office Hours: The Abney Financial Group's office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, the team may be available outside of these hours by appointment.
• Appointments: The firm recommends scheduling appointments in advance. This can be done by phone at 502-394-3968 or online through their website at ameripriseadvisors.com.
• Accessibility: The office is wheelchair-accessible, with a ramp at the entrance and a wheelchair-accessible restroom. There is also a designated wheelchair-accessible parking space.

Currently, there are no reviews for The Abney Financial Group on Google My Business. However, clients can expect a professional, personalized, and client-centered experience when working with this team. The firm's commitment to comprehensive financial planning, access to Ameriprise resources, and community involvement set it apart in the Louisville financial services landscape.