Goldman Sachs Personal Financial Management

For over 45 years, Welch & Company, CPAs, PSC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Welch & Company, CPAs, PSC is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Investment Planning Stocks & Bonds, Annuities, Mutual Funds Financial & Estate Planning College Planning

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Monticello Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Louisville, KY area, Kezia Ramsey will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.