Creative Capital Group at Money Concepts- James E Wright, Jr.

Creative Capital Group at Money Concepts- James E Wright, Jr. In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

Jim earned his Bachelor of Science in Accounting Degree from Eastern Kentucky University in 1973 and his Certified Public Accountant license not long after in 1977. He worked at several accounting firms before forming Rye, Wright & Hiegel in 1992. Jim became a financial planner with Money Concepts in 2001. He decided to expand the services he offered his tax clients when, after working with his cl

ients for 40 years, he saw that many of them didn’t have enough money saved to retire. He saw that he could benefit his clients by assisting them to better manage their resources to focus on wealth accumulation. As a financial planner, Jim has built relationships with his clients based on trust and friendship. As a result, he is now working to meet the financial needs of multiple generations within the same family for many of his clients. By being personally involved in all phases of the tax preparation process, Jim is in a unique position to make recommendations and answer questions when called upon to advise his clients how to pass a larger portion of their wealth to their beneficiaries.

First meeting a big success!
11/07/2014

First meeting a big success!

Check out this great, recently updated Property Solutions site.http://propertysolutionslouisville.info/our-members/
11/07/2014

Check out this great, recently updated Property Solutions site.http://propertysolutionslouisville.info/our-members/

Chris Whigham – President Derby City Social Media Derby City Social Media will manage social media for companies of ALL sizes…from 1 to 1000 employees. We post daily and monitor all platforms 24/7: Facebook, Twitter, LinkedIn, Pinterest, Instagram, blogs and more! And we also build awesome websites…

11/07/2014

Financial advisers say social media not quite ready to usurp traditional sources for news and information

11/07/2014

Kentucky Lt. Gov. and former Louisville mayor Jerry Abramson is resigning from office to take a position with the Obama administration.

Address

331 Townepark Cir, Ste 101
Louisville, KY
40243

Telephone

+15024585393

Website

Alerts

Be the first to know and let us send you an email when Creative Capital Group at Money Concepts- James E Wright, Jr. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Creative Capital Group at Money Concepts- James E Wright, Jr.:

Shortcuts

Share

Category