Stifel | Mark F. Kregor

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OPEN NOW

Today: 8:00 am - 5:00 pm

134 Years

in Business

Accredited

Business

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Tax Planning
Our team of estate planning professionals will guide the client through the intricacies and complexities of the estate planning process. By providing the client with an in-depth analysis of his or her existing estate plan, we will identify strategies for the client to discuss with a local estate planning attorney. Our team of tax planning professionals will help the client navigate federal and state income tax laws. By analyzing the client’s tax returns from the last two years, we will identify proactive tax planning ideas for the client to discuss with a local tax advisor.

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Places Near Louisville with Investment Securities

General Info: We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Annuities Cash Management Insurance Mutual Funds Tax Planning
Location: Starks Bldg
Neighborhood: East Louisville
Other Link: website
Categories: Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

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Phone: (502) 420-3251

Address: 600 N Hurstbourne Pkwy Ste 100, Louisville, KY 40222

Website: website