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Jimmie McCoy, CFP®

Financial Services Center

1700 UPS Dr
Ste 101
Louisville, KY 40223
Phone: (502) 724-5857
Fax: (502) 426-6577

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.