Portman Wealth
Finance · Kentucky, United States · 11-50 Employees
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Overview
Headquarters
227 W John Rowan Blvd, Bardstown, Kentuc...Phone Number
(502) 331-8370Website
www.retirewithpwm.comRevenue
$6 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Portman Wealth
Portman Wealth Management specializes in providing financial, investment, and retirement planning services primarily to retirees, individuals within 15 years of retirement, and small business owners. Located in Bardstown, Kentucky, the firm focuses on understanding clients' personal situations, dreams, and risk tolerances to create tailored financial plans. The company is committed to helping clients secure their financial futures and achieve their goals. Patrick Portman, a CERTIFIED FINANCIAL PLANNER professional, leads the firm with a dedication to client care and education.Explore more
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Portman Wealth Management specializes in providing financial, investment, and retirement planning services primarily to retirees, individuals within 15 years of retirement, and small business owners. Located in Bardstown, Kentucky, the firm focuses on understanding clients' personal situations, dreams, and risk tolerances to create tailored financi... Read More
