Abri

Abri

Investment-Management

Lexington, KY
United States
Company Tagline

A fee only, financial planning firm that provides strategic planning without stress.

Industry Category
Investment-Management
Company Description

Abri is a leading investment management firm dedicated to providing strategic financial planning solutions designed to help clients achieve their financial goals with confidence. Located at our primary address at 333 E Short St Ste 210, Lexington, KY 40507, US, with an additional location at 137 Oak Park Ave, Oak Park, IL 60301, US, Abri is committed to managing the intricacies of financial planning, allowing clients to focus on enjoying their financial journey.

Abri's mission is to serve successful individuals who recognize the value of expert financial guidance but may not have the time to manage every detail themselves. By entrusting their financial future to Abri, clients gain access to a team of nationally recognized experts who meticulously manage every aspect of their financial plan. This allows clients to be confident and well-prepared for their future.

With a strong focus on comprehensive financial planning, Abri offers a range of services including investment management, tax planning, estate planning, education planning, and insurance planning. Abri ensures that clients receive tailored solutions that align with their unique circumstances and aspirations. We invite the management team at Abri to create a customized and exclusive company showcase and product listing on our platform to further highlight your exceptional services.

Abri est une société de gestion de placements de premier plan dédiée à fournir des solutions de planification financière stratégiques conçues pour aider les clients à atteindre leurs objectifs financiers en toute confiance. Située à notre adresse principale au 333 E Short St Ste 210, Lexington, KY 40507, États-Unis, avec un emplacement supplémentaire au 137 Oak Park Ave, Oak Park, IL 60301, États-Unis, Abri s'engage à gérer les complexités de la planification financière, permettant aux clients de se concentrer sur le plaisir de leur parcours financier.

La mission d'Abri est de servir les personnes qui réussissent et qui reconnaissent la valeur d'une orientation financière experte, mais qui n'ont peut-être pas le temps de gérer tous les détails elles-mêmes. En confiant leur avenir financier à Abri, les clients ont accès à une équipe d'experts reconnus à l'échelle nationale qui gèrent méticuleusement tous les aspects de leur plan financier. Cela permet aux clients d'être confiants et bien préparés pour leur avenir.

En mettant fortement l'accent sur la planification financière complète, Abri offre une gamme de services, notamment la gestion des placements, la planification fiscale, la planification successorale, la planification de l'éducation et la planification de l'assurance. Abri veille à ce que les clients reçoivent des solutions sur mesure qui correspondent à leurs circonstances et aspirations uniques. Nous invitons l'équipe de direction d'Abri à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services exceptionnels.

Key Personnel / Employees
Zack Wallace CFP® CLU® RICP® Morgan Murray CFP® CDFA® Logan Johnson Victoria Watson CFP®

Compare Companies Side by Side

Compare Abri with 3 companies in Investment-Management

4 Companies
Comparison Field
Abri
Abri
Main Company
Confluence Financial Partners
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Calamita Wealth Management
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Apex Financial Advisors, Inc.
Apex Financial Advis...
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Founded Year
2010 2010
Company Size
51-200 2-10 2-10
City
Lexington, KY McMurray, PA Charlotte, NC Yardley, Pennsylvania
Country
United States United States United States
Skills & Keywords Comparing with main company
7 Total Skills
Investment Management Financial Planning Tax Planning Estate Planning Education Planning Insurance Planning Financial Solutions
9 Total 9 Unique
Unique Skills:
Business & Retirement Plans Business Consulting Cash Flow Analysis Corporate Cash Management Employee Benefit Review Non-Profit Consulting +3
2 Total 2 Unique
Unique Skills:
Retirement Planning Wealth Management
6 Total 6 Unique
Unique Skills:
Commercial Real Estate Income Tax Investments Real Estate Retirement Planning Tax Advice
4
Total Companies
2010
Oldest Founded
1
Countries
22
Unique Skills

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Alternative Company Names

This company is also known as

Abri 阿布里 अबरी أبري আবরি Абри