Feri185, 4700 Poplar Level Rd, Louisville, KY 40213, US

D. Scott Neal, Inc. is a Louisville-based financial planning and investment management firm founded by Scott Neal in 1995. With a team of 12 professionals, including certified financial planners and CPAs, the firm is dedicated to helping clients achieve greater financial security and well-being. They offer personalized strategies that reflect each individual client's unique goals, dreams, fears, and future financial needs, with a focus on transition periods such as retirement, higher education expenses, career changes, and legacy planning. Committed to acting as fiduciaries, D. Scott Neal, Inc. always puts their clients' interests first, providing full and fair disclosure of important facts and avoiding conflicts of interest. With over three decades of financial expertise, the team at D. Scott Neal, Inc. is passionate about empowering clients to make better decisions for their financial future. Led by Scott Neal, a CPA and Certified Financial Planner, the firm specializes in estate, retirement, and investment planning, with a particular focus on housing seniors, financing advanced age, coordinating healthcare, and leaving a legacy. Jerry Zimmer, also a CPA and Certified Financial Planner, chairs the investment committee and brings extensive experience in tax and financial planning issues for small business owners and executives. Together, the team at D. Scott Neal, Inc. is dedicated to providing comprehensive financial planning and investment management services that prioritize their clients' best interests.Generated from the website