Alexander Investment Services

Alexander Investment Services (AIS) was founded in Louisville by Roy Alexander in 1965. His success benefited in part from the 1962 establishment and growth of Keogh retirement plans for small businesses and professionals. Today, 65% of the firm’s clients are medical and dental practices followed by independent businesses. Although Roy passed away in 1996, his legacy of providing quality financial advice and investment success lives on. Roy’s emphasis on client relationships and customized support continues to inspire and guide us in providing service excellence.

AIS has grown into one of the largest independent broker-dealer and investment advisory firms in the Kentuckiana area and is licensed to conduct business in nine States. As a client, you will benefit from over 125 years of investment experience through our four managing partners who have guided three generations of client investments.

AIS provides a full menu of financial products and services including any mutual or exchange-traded fund, stocks, bonds, annuities and life insurance. We offer all types of retirement plans and specialize in their design, benefit analyses and administration as well as wealth management, college funding and estate planning solutions.

We are not limited to any financial provider’s proprietary products or investments. This enhances our independence and enables us to obtain the best investment values for our clients including discount brokerage trading and institutional mutual fund shares. Our investment advisory and retirement plan administration fees are positioned to enhance client investment returns, and our clients enjoy on-site office and home visits and may access and trade their accounts online, 24/7 (markets permitting).

Categories: Financial ServicesInvestments

909 Lily Creek Rd #101
Louisville, KY 40243 


(502) 573-1374 (Main)

United Mortgage

Making your dream home a reality.

We enjoy helping people accomplish their financial goals. Whether it’s buying your first home or dream home we’re here to help. United Mortgage also knows how to put the equity in your home to work for you. There is nothing better than watching someone get a new kitchen, take a dream vacation, or eliminate debt with some of their hard earned equity.

Categories: Mortgage Company

9300 Shelbyville Rd Suite 1010
Louisville, KY 40222 


(502) 931-9851 (Office)

Fit Money CPA

Michelle Musacchio, CPA, MT

As the Principal and Founder of Fit Money CPA, Michelle’s passion is to guide business owners through the complex financial, strategic, and organizational thinking that is required for those owners to operate a wildly successful business.

As a CPA with a Master’s in Taxation from the University of Denver, Michelle has helped clients realize significant tax savings through her diligent research and effective negotiating.

She has helped clients successfully reorganize corporate buy-outs, restructure pay scales, select the most effective business entity to maximize profits, and more closely align business activities with the owner’s values.

A member of the American American Institute of Certified Public Accountants and the Kentucky Society of CPAs, she had extensive public accounting and tax experience at the firms of Deloitte and Touche and Cotton and Allen before opening Fit Money CPA in 2008.

Michelle is a native Louisvillian and is an active volunteer throughout the community. She is a cat enthusiast and enjoys bicycling and cooking in her spare time.

Categories: Accounting & BookkeepingConsultingFinancial ServicesProfessional Business Services

1448 Gardiner Lane Suite 202
Louisville, KY 40213 US


(502) 454-2755 (Main)

First Kentucky Securities, Bruce Corwin, Wealth Advisor

First Kentucky Securities is a full-service wealth management firm established & owned by Kentuckians. Our team works on wealth management strategies, but more importantly, we truly know our clients and work closely with them.

Our clients enjoy one-on-one personalized strategic planning, pertinent education and direct participation in setting goals for their financial futures.

With offices in Lexington and Louisville, in-home & virtual appointments available, we’re here to best serve you.

Categories: Financial ServicesInvestments

4360 Brownsboro Rd, Suite 300
Louisville, Kentucky 40207 


502-708-3307 (Office)