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“After starting my medical practice Michelle was there to explain and help me adjust to the new tax structure. She explicitly explains what I need to do and even goes above and beyond to help me meet my financial goals. I am so thankful to work with her and would recommend her to everyone.”
8:30AM - 6PM
620 S 3rd St #204, Louisville
Financial Advising
“Brian made the acquisition process very easy. He represented the seller and worked with me (buyer) during the entire process. Brian went above and beyond to make the process as smooth as possible. I trusted Brian and his advice, information and guidance throughout the acquisition process. Brian is an expert at what he does and look forward to doing business with him again in the future. I highly recommend Brian and American Fortune.”
“My husband and I were invited to an informational dinner by Phil and his team. We liked what we heard and decided we wanted to meet with them to learn more.Best investment/ retirement decision we’ve made!They are extremely professional, knowledgeable, think outside the box (unlike many financial groups), and definitely work to keep us on track with our retirement goals.They all are wonderful caring people. We love that.I recommend them to anyone that asks us what investment group we are with.”
“I’ve been working with Jon for three years, and he is hands down the best financial planner. He’s attentive, takes the time to educate his clients, and responds quickly to any needs. He’s even working with my teenage son, helping him get started with youth investment accounts. Alex is truly passionate about teaching young people the importance of financial planning and investing. I can’t recommend him enough”
“Daniel Hall had the greatest cuatomer service ive ever heard. HE WENT FAR AND BEYOND AND TAUGHT ME AOMW THINGS. HE SHOULD BE PAYED TO TEACH BEGINNERS IM SO THRILLED TO BE A MINORITY INVESTOR IN A MAJOR SPORTS FRANCHISE. IM LIVING A DREAM.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Seeing and hearing from Wes, Heather and, Trey on a recent Tony Walker Financial video was encouraging. It made me think, if something happens to Tony, this company is still in good hands.”