Providing affordable solutions to businesses and individuals who find themselves at odds with the IRS or state taxing agencies.
Trusted money management & sophisticated financial planning for families & institutions.
Financial Advisor with Ameriprise Financial Services, LLC
David Gerace, CFP®, WMCP®, CLU®, ChFC®, RICP® ,ChSNC®, CAP® , CLTC®, CASL® Let me help you ensure your financial future is all you want it to be.
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Retirement Planning, 401(k) Specialists
Financial planning doesn't happen by chance; it is the product of sound decision-making. I can help
“Prosperity….Throughout Your Retirement and Beyond"
Investment & Insurance Broker
We provide financial planning and investment portfolio management as well as shop life, disability and long term care insurance.
Investment Advisory services offered through RPS Advisory Solutions LLC. Securities offered through Silver Oak Securities Inc Member FINRA/SIPC www.finra.org www.sipc.org
Financial Advisor, Ameriprise Financial Services, LLC
Comprehensive Wealth Management
Helping families pursue clarity and confidence through financial planning and prudent wealth manageme
A private wealth advisory practice of Ameriprise Financial Services, LLC
Fractional CFO, Business Coaching and Business Advisory
Empowering individuals to take the next step on their financial journey by offering extraordinary advice in a compassionate environment.
In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpret
The official NAIFA - Louisville Metro page: National Association of Insurance and Financial Advisors (NAIFA).
How would you respond if I asked you to tell me about your financial plan?
Our mission is to help our families invest for, transition into and strategically position their ret
Curing retirement anxiety in the Louisville area since 2010
Financial Advisor with a private wealth advisory practice of Ameriprise Financial Services, LLC