Financial Advising in Louisville, KY | Commonwealth Capital Management, LLC

Commonwealth Capital Management, LLCVerified

10503 Timberwood Cir #205, Louisville, KY 40223

Opens 8:30 AM — 4 PM
A+ Grade
M

Always greeting their customers when they come to visit. Feel like I’m welcomed home. Jose... Always greeting their customers when they come to visit. Feel like I’m welcomed home. Joseph Richardson is so friendly on the phone when I have any questions about my portfolio. Read more

Mitchell Kelley

5
B

Commonwealth Capital Management really helped me prioritize my finances so I can start pre... Commonwealth Capital Management really helped me prioritize my finances so I can start preparing for retirement early on. Instead of just painting a picture of what I wanted to see, they showed me the risks and benefits of different portfolios and allowed me to make an informed decision on what was best for my situation. I’d highly recommend them and I know I can call my advisor whenever I have a question about anything! Read more

Brett Sills

5
N

We switched to Scott at CCM coming from a financial advisor that was lackadaisical about u... We switched to Scott at CCM coming from a financial advisor that was lackadaisical about us and our acts. Was no customer service. Looking for someone new give CCM a try. You won’t be disappointed. Read more

Nancy Gray

5
M

CCM has aided my family and I in building generational wealth. I am very thankful I found... CCM has aided my family and I in building generational wealth. I am very thankful I found this place. Their family first culture expressed to me a sense of tranquility and reliance. I would highly endorse CCM for assistance with any of your financial needs... Especially if your needs are to assemble great wealth! Read more

Matt Mee

5
B

I have known Scott Sr for about 35 years or so. I started investing in my late twenties ba... I have known Scott Sr for about 35 years or so. I started investing in my late twenties back in the 1980’s. After going to five other banks and Financial Planning Companies seeking information about investing (which I knew nothing about) before I chose a firm, I quickly learned that advisors did not give the same information for the same question asked. Some were too technical; some answers vague, some outright not true while some gave concise accurate information. Then by God’s intervention I stumble onto Scott. After talking for a while and unbeknownst to Scott and myself, he had actually managed investments at the company I was then working. He was so gracious in educating me on the ins and outs of investing. Then just to illustrate to you his honesty, he told me, and I will never forget this, he said; “while I would love to have your business, you can actually get the same financial advising and services at your employer free of charge. “Well that truly says volumes about his Read more

biscuit biscuit

5

About Commonwealth Capital Management, LLC

Commonwealth Capital Management, LLC specializes in providing tailored financial advisory and investment management services to individuals and businesses in the Louisville area. By focusing on custom...

Read more

About Commonwealth Capital Management, LLC

Commonwealth Capital Management, LLC specializes in providing tailored financial advisory and investment management services to individuals and businesses in the Louisville area. By focusing on custom...

Read more

Reviews

(20) Reviews for this company

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(20)
M
Mitchell Kelley
5

Always greeting their customers when they come to visit. Feel like I’m welcomed home. Joseph Richardson is so friendly on the phone when I have any questions about my portfolio. Read more

N
Nancy Gray
5

We switched to Scott at CCM coming from a financial advisor that was lackadaisical about us and our acts. Was no customer service. Looking for someone new give CCM a try. You won’t be disappointed. Read more

B
Brett Sills
5

Commonwealth Capital Management really helped me prioritize my finances so I can start preparing for retirement early on. Instead of just painting a picture of what I wanted to see, they showed me the risks and benefits of different portfolios and allowed me to make an informed decision on what was best for my situation. I’d highly recommend them and I know I can call my advisor whenever I have a question about anything! Read more

Reviews

(20) Reviews for this company

1 Stars
0%
(0)
2 Stars
0%
(0)
3 Stars
0%
(0)
4 Stars
0%
(0)
5 Stars
100%
(20)

M
Mitchell Kelley
5

Always greeting their customers when they come to visit. Feel like I’m welcomed home. Joseph Richardson is so friendly on the phone when I have any questions about my portfolio. Read more

B
Brett Sills
5

Commonwealth Capital Management really helped me prioritize my finances so I can start preparing for retirement early on. Instead of just painting a picture of what I wanted to see, they showed me the risks and benefits of different portfolios and allowed me to make an informed decision on what was best for my situation. I’d highly recommend them and I know I can call my advisor whenever I have a question about anything! Read more

N
Nancy Gray
5

We switched to Scott at CCM coming from a financial advisor that was lackadaisical about us and our acts. Was no customer service. Looking for someone new give CCM a try. You won’t be disappointed. Read more

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