KY Yellow Pages > Louisville
3046 Breckenridge Lane
Louisville, KY (Kentucky) 40220-2190
(502) 499-1474 (Primary Phone)



Business Details
21 years
Since 1994
Daniel Davis (Owner)
Product Features: Accounting
Services: Cash Management, Accounting, Online Services, Employee Benefit Plans, Institutional Services, Brokerage Services, Individual Services, Asset Management, Commissions, Estate Planning, Wealth Management
Specialties: Accountants, Asset Management, Estate Planning
Programs Offered: Accounting
Professionals on Staff: Accountants
Certifications: Registered Investment Advisor, Certified
Credit Rating: Very Good
Sales Volume: 500K
Employee Size Range: 1-4
Franchise/Chain: Standalone
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Wealth Advisors Financial Group is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning Consultants & Services
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Financial Planning & Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Financial Planning & Services

Related Categories in Louisville, KY

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