There may be nothing more intimidating than managing your money for the future. That is why we formed The Kremer Group, a team of financial professionals who truly care about our clients’ lives. Based in Louisville, Kentucky, we want to help people make informed decisions about their money. We serve a select group of families with their financial needs by providing targeted guidance and high-quality services designed to help them pursue their unique financial goals.
Your concerns may include managing investments, funding an education, planning for retirement, managing your taxes, preserving your estate, protecting your family, or providing for long-term care, and you want to work with someone who can help pull this all together for you. Our greatest achievement is the fact that, in many cases, we have four generations of a family as clients. We believe this speaks to our ability to deliver relevant strategies and personal service through every phase of our clients’ lives.
We strive to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. If you have further questions, please contact us for a free consultation. We would love to get to know you.
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.