Money Concepts - Matt Frey
323 Townepark Cir, Louisville, KY 40243
Matt Frey has been providing financial planning services in the Louisville area since 2002.He is a licensed Registered Representative and Certified Financial Planner CFP.Matt works with families to help them make sound financial decisions in many areas including Retirement Planning, Estate Planning, Investment Management and Tax Planning.Matt works with his clients to build relationships that last.He becomes a trusted advisor for his clients with the many financial decisions that occur throughout a lifetime from purchasing a car, financing a mortgage, college funding, through retirement and beyond.
All securities through Money Concepts Capital Corp. Member FINRA/SIPC.
More Business Info
- Hours
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- Extra Phones
Fax: 502-429-5283
TollFree: 888-621-5589
- Services/Products
- Asset Management/Protection, Education Funding -529 Plan, Employee Benefits, Estate Planning, Financial Planning, Investment Management, Mutual Funds, Retirement Planning, Tax Planning.
- Other Link
- Categories
- Employee Benefit Consulting Services, Financial Planning Consultants, Investment Advisory Service, Mutual Funds, Retirement Planning Services
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