Kim is fantastic! She looks out for the best interest of her clients and knows her stuff! She is…read moreable to advise on what works the best and is the most beneficial. Very professional and down to earth. Very relatable and kind!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We are Stock Yards Bank & Trust customers but had never visited their downtown location located on…read more5th Street. Wow is all I can say. The building's architecture blew my mind! It is a wonderful Art Deco structure with more marble and wrought iron than I have seen in one place in a long time. The building is multi-floored and features an amazing interior multi-floored atrium with water features and tables for relaxing. Back to banking, Stock Yards Bank & Trust offers all of the banking services you might need. They have checking, saving and investment options for all.

From the owner: In 1904, Stock Yards Bank & Trust started as a small bank in Louisville, working with businesses…read morethat supported the livestock industry. Today, we help individuals, families, and businesses with a complete line of financial services with our unique focus on personal banking. It's not new--in fact, we call it "banking, the way it used to be."

My regular tax pro raised her rates yet another $100 this year. I searched online and located Mr…read more Healey. First off, he charged me 1/3 of what my ex-tax pro wanted. Second, Mr. Healey was out of town but filed my taxes while he was waiting for an appointment, literally was done about one hour after I contacted him. His online portal is very convenient. He was quite cordial and professional on the phone, too. I am very satisfied with his performance! Highly recommended!

I hired Dennis Healy to handle my tax filings and S-Corp election. Errors in the filing process…read moreresulted in IRS penalties and interest for 2021 and 2022. To correct the issue, I had to hire another professional to file appeals and work directly with the IRS. Dennis paid the invoice for that corrective work, which ultimately resulted in the IRS granting a one-time penalty abatement for 2021. However, when the IRS declined to waive the 2022 penalties (because a prior abatement had already been granted), Dennis refused to reimburse the second round of penalties and related costs. Resolving this matter has taken years of additional correspondence, expense, and stress. I would strongly recommend ensuring clear follow-through and accountability when working with any tax professional. it's still ongoing to this day and I'm stuck with disputing close to $5000 on penalties due to his negligence.

My dad began working with Tony Walker 15+ years ago and has continued to be complimentary of the…read morepartnership. As other family members needed guidance with their retirement, especially after the loss of a spouse, dad has introduced them to Tony. My dad has great integrity and a high respect for managing money - I know he wouldn't bring people to a company he didn't believe had the same values. While I am not at retirement age, I've had a great first experience speaking with their team on how to begin outlining our finances and assets. I now have a few support materials to with and research to do. Tony had a robust team to support their growth and clients. Finding the right financial planner is an important personal choice, and dialing this group is worth the call to learn if you're in alignment.

Tony Walker and his staff are incredibly customer focused. I especially appreciate that AFTER our…read moreinitial consultation and investment was complete I continue being treated with great courtesy and respect as tho they are still trying to win my business. For example: I can get answers to questions about my investments and schedule appointments for performance reviews (which are paced to fully address my questions - not rushing me thru like many firms would do in the name if time is money and they don't want to waste any time with resolving their clients concern). I always enjoy the same genuine DESIRE TO HELP as before I was a locked in customer! My only regret is not having found Tony Walker years earlier! I recommend Tony and all of his impressive staff members without hesitation! Debbie Strange

I phoned both a branch and their main telephone number and spoke with customer service person to…read moreinquire about currency exchange. Both failed to mention that there was a minimum amount of money that the bank will exchange. I wasted my lunch hour and gas to find that out. **PNC - Poor non-thinking company. ...or in mortgage terms.....probably never close

I used to primarily bank at PBI, but after moving downtown, I'm so glad I decided to make the…read morechange to PNC. This one in particuler probably has the friendliest staff I have ever encountered at any bank! When I first came in to open an account, The manager (I forgot what his name was,) was great and instantly came to my rescue when I was needing to open a student account. He helped me out without forcing me to get any credit cards, loans, etc. I also had another instance when I lost my debit card and desperately needed a new one, since all of my money is on one account. The teller was instantly able to print me off a new card, and it took no longer than 5 minutes. Before at PBI, I would ALWAYS have to wait at least 2 weeks, and that was just horrible and inconvenient. On the plus side, it's right on U of L's campus and is so close by for whenever I need to come in!

Had a chance to meet with Jim Jones at Strategic Wealth Designers on Monday. First time with this…read moreadvisor and I am very impressed. With a background that includes a CPA, MBA, and CFP, he was able to answer questions ranging from tax implications of my various retirement accounts (including the ones not with SWD, and detailed analysis of the best date to take the RMD from particular accounts to maximize the earnings before the withdrawal. He is easy to work with but very detailed in his thinking.

I rolled my IRA when I retired into an index annunity. i did this after watching his show and…read moremeeting with Matt Dickens. I had a positive return on my investment for one year, I didn't lose money but made nothing for 10 years. I think it was a scam, period!

Michelle is fantastic! She is ALL the things you want your realtor to be. For starters, she was…read moreso friendly and welcoming at our first meeting. She knows a ton about houses and is good at noticing things that you likely would not and knowing some of that stuff up front is helpful. She is respectful of what you're looking for and takes it into consideration on any houses she suggests to you (which she does a solid job of sending your way so you don't have to worry about missing a good one as soon as it pops up). She gives you honest feedback that really does help with the hard part...making a decision. She was always quick to respond and communicated very clearly. I honestly enjoyed looking at houses with Michelle; she definitely made the stressful process of home hunting/buying way better!

Beware of this realtor. She lies and will tell you anything just to sell you a house. She will lie…read moreto you and your realtor. If you are looking at a house that she has listed, don't say anything about the house inside... We found a Canary (recording device) inside an EMPTY HOME. Which is totally legal, but a very sneaky and unprofessional way to find out what people might offer for a house and how high in price they are willing to go.

Wonderful management company who truly cares about the customer--both tenant and owner! They…read moremanage our property and we can be assured that our tenants are always taken care of!

From the owner: Professional Property Leasing, Advertising, and Tenant Selection service providers for investment…read moreproperty Owners and Managers alike. We also serve individual homeowners who would rather rent their home than sell. 4 Rent Louisville offers comprehensive property management services partnering with Bill Stout Properties using powerful cloud based property management software.

I've rented in Louisville for 13 years now, and Heather and her company are easily the best,…read morenicest, most responsive and professional group I've encountered. She is always checking on tenants, properties, and following up promptly even for silly things. She treats the property she manages as if it was her own, and the tenants as family. The property of hers I am in is clean, secure, maintained impeccably, and issues, though few, are immediately and thoughtfully taken care of. She has come by to bring me items and even allowed me to have packages to be sent to her directly, then she brought them to me asap. What more could a property owner or tenant ask for? If I owned rentals in Louisville, as I have in other states, I wouldn't bother looking at anyone else if I could use her. I was fortunate enough as a tenant to find All Property Management and Heather in a city chock full of lesser property managers who I've had experience with. She knows what owners and tenants want, and quickly delivers positive results. The value is great, because you not only get a great place to live but well-vetted neighbors, and a seriously responsive property management company. As an owner or tenant, she is here to help you immediately.

I found Heather after four property managers, including a few large well-known property management…read morecompanies and small ones to say say they were all a disappointment is an understatement of the century! Heather currently manages four doors for me. I would describe her property management firm as a medium size firm and she excels in communication and honesty. I trust her 1000% handling everything and she has been such a godsend. Her team is such an amazing property management firm that I wish I could duplicate her to use in my other states. If you're looking for personal and professional service stop searching, you have found her!

Brian Mazar worked with me on the potential purchase of a business. While we did not complete the…read moretransaction due to a change in direction from the seller, Brian was terrific in every aspect of the opportunity. He worked well with both me and the seller, he asked the right questions to get the right information on the table, and he has kept in touch with both parties in case the opportunity rises again. I reached out to Brian because I have no expertise in business purchasing. Brian protected my interests and gave me confidence that I would not make a major mistake.

Brian Mazar has helped two of my clients with business transactions. He is a consummate…read moreprofessional and it's always my pleasure to refer him to business owners. Since my first few interactions with Brian I have been impressed with his expertise in dealing with the sale of a business. There's a lot more to it than I thought.