(502) 245-0404 llwmcc1@bellsouth.net

Financial Services

Commonwealth Bank & Trust Company
12906 Shelbyville Road
Louisville, KY
40243
Like Having a Banker in the Family

Here, you’ll experience the commitment, convenience and care you would expect from a trusted member of your family. We take pride in your success. And our people are dedicated to providing the highest level of customer service and financial guidance to ensure a bright future for you and your loved ones. Plus, as a Kentucky bank, all decisions are made locally – and quickly – within your community.

Thank you for considering Commonwealth Bank & Trust Company as your banking partner.

Our philosophy is to build a team of bankers around your relationship to provide the highest level of service. We will give you the same advice, service and attention we would give our own families. Our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success.

We take pride in being a locally-owned, private bank. Our roots are in Kentucky, and we plan to keep it that way. Our decisions are made locally by people who know you, your family and your business.

Today, Commonwealth Bank & Trust Company has over $900 million in Bank assets, along with $1.5 billion in Trust assets. We are headquartered in Louisville, Kentucky and currently operate 14 retail branches in Jefferson and Shelby counties and two branches in Northern Kentucky.

Commonwealth Bank & Trust Company
502-259-2475
5022592475
Retirement Management Services, LLC
905 Lily Creek Road
40243
Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky. We provide design, administration and consulting services for many types of retirement plans, from Cash Balance plans to 401(k). We work with plan sponsors and financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers.

Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky. We provide design, administration and consulting services for many types of retirement plans, from Cash Balance plans to 401(k). We work with plan sponsors and financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers.

We are approved by many national vendors and our client base is throughout the United States. Our clients range in size from one participant plans to companies with over 50,000 employees and they operate in a variety of industries.

*Our highly trained staff and superior customer service has been the basis for our success for over 19 years.

* All of our clients are serviced by a dedicated retirement plan service team that provides excellent service to the client and the financial advisor.

* Our pension consultants answer technical questions, monitor the retirement plan, make recommendations based on the company’s needs and present alternatives when tax laws change or company demographics shift.

* We offer a customized, Volume Submitter document.

As an industry-leading retirement plan administration firm, RMS assists plan advisors and plan sponsors in meeting their unique plan design goals. Give us a call at 502-429-0767 if we can assist you with your retirement plan needs.

http://www.consultRMS.com
(502)429-0767
(502)423-7672
Stock Yards Bank & Trust Co
11800 Shelbyville Rd, Louisville, KY
40243
A locally owned bank, offering full service to all customers.

A locally owned, full service bank offering financial services to meet all your lending, deposit and financial needs for both businesses and consumers.

http://www.syb.com
502-625-2409
502-244-5216
Reliant Wealth Planning
301 Townepark Cir
40243
Our practice is built around helping business executives and other successful individuals prepare for and enjoy a comfortable retirement. We focus on the important transition from accumulating wealth to its efficient preservation, distribution and ultimate transfer to their heirs and philanthropic interests.

Services we provide include:
Retirement planning
Retirement income strategies
Investment management
Wealth transfer
Legacy/estate planning
Charitable giving strategies
Risk management
Cash flow management

http://www.reliantwealthplanning.com
5023985052
5023985018
Park Community Credit Union
P.O.Box 18630 Louisville, KY
40261-0630
Park Community Federal Credit Union is a full-service financial institution dedicated to helping our members fulfill all their financial goals. As a member of Park Community, you don’t have to shop around because we always offer the most competitive deals. You won’t find a better combination of service, rates, and resources anywhere. Everything you need to live your life your way is right here at Park Community.
 
Whether you’re looking for a savings account for your little one, a mortgage for your growing family, or free checking, visit Park Community’s Richmond Branch or go to parkcommunity.com for more information.

Park Community Federal Credit Union is a full-service financial institution dedicated to helping our members fulfill all their financial goals. As a member of Park Community, you don’t have to shop around because we always offer the most competitive deals. You won’t find a better combination of service, rates, and resources anywhere. Everything you need to live your life your way is right here at Park Community.
 
Whether you’re looking for a savings account for your little one, a mortgage for your growing family, or free checking, visit Park Community’s Richmond Branch.  We’re located at 1300 Gibson Bay Drive and open Monday through Thursday 9-5, Friday 9-6, and our drive through is open on Saturdays from 9-Noon.  You can also visit us online at parkcommunity.com and follow us on Facebook at facebook.com/parkcommunityfcu.  We look forward to serving you.

https://www.parkcommunity.com
502.968.3681
502.964.6704