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.

 

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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.
Categories
Employee Benefit Consulting Services, Financial Planning Consultants, Investment Advisory Service, Mutual Funds, Retirement Planning Services
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