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CHURCHILLFINANCIAL.COM

Churchill Financial : A Tradition of Trust

At Churchill Financial, our mission is simple and straightforward: to help you enjoy financial peace of mind, no matter what the markets or the economy may be doing. We accomplish this in three ways: By providing you with truly personalized investment management, By staying in touch with you on a regular basis and serving you well, By ignoring whats hot and focusing on what makes sense for you.

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Churchill Financial : A Tradition of Trust | churchillfinancial.com Reviews
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At Churchill Financial, our mission is simple and straightforward: to help you enjoy financial peace of mind, no matter what the markets or the economy may be doing. We accomplish this in three ways: By providing you with truly personalized investment management, By staying in touch with you on a regular basis and serving you well, By ignoring whats hot and focusing on what makes sense for you.
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Churchill Financial : A Tradition of Trust | churchillfinancial.com Reviews

https://churchillfinancial.com

At Churchill Financial, our mission is simple and straightforward: to help you enjoy financial peace of mind, no matter what the markets or the economy may be doing. We accomplish this in three ways: By providing you with truly personalized investment management, By staying in touch with you on a regular basis and serving you well, By ignoring whats hot and focusing on what makes sense for you.

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churchillfinancial.com churchillfinancial.com
1

Churchill Financial, LLC - A Tradition of Trust - Staff

http://www.churchillfinancial.com/staff.html

Check the background of these investment professionals on FINRA's BrokerCheck. Stacy Coartney is President and Managing Partner at Churchill Financial, LLC. He co-founded Churchill Financial in 1995 and has over 21 years experience in the investment services industry. Before joining Churchill Financial, Stacy was a securities trader at Stock Yards Bank and Trust in Louisville, KY. Contact Stacy at SCoartney@ChurchillFinancial.com. John Hunter, CFA, CPA, CFP. John is a Chartered Financial Analyst, a Gener...

2

Churchill Financial, LLC - A Tradition of Trust - Why Us?

http://www.churchillfinancial.com/whyus.html

Much of the economic adversity of the last few years can, in part, be traced back to investment vehicles better known for their risk and complexity than for their return to investors. At Churchill Financial, we believe in simplicity and transparency. Based on your needs, goals and feelings about risk, we develop a simple, common-sense plan to help you meet your objectives and enjoy peace of mind in the process. A Truly Individualized Approach. At Churchill Financial, we believe that planning and patience...

3

Churchill Financial, LLC - A Tradition of Trust - Disclosures

http://www.churchillfinancial.com/disclosures.html

For our Business Continuity Plan and emergency contact information in the event of a Significant Business Disruption. SEC Order Execution and Routing Disclosure. Has selected the execution venue on behalf of its customers. Sets forth the percentage of various types of orders routed to the venues, and discusses the material aspects of National Financial Services, LLC. Relationship with the venues.

4

Churchill Financial, LLC - A Tradition of Trust - Member FINRA, SIPC

http://www.churchillfinancial.com/index.html

Check the background of this firm on FINRA's BrokerCheck. Rarely has it been so clear to so many that your choice of an investment advisor matters. At Churchill Financial, our mission is simple and straightforward: to help you enjoy financial peace of mind. By keeping in constant contact with you and monitoring your investments, no matter what the markets or the economy may be doing, we will be there every step of the way. We accomplish this in three ways:.

5

Churchill Financial, LLC - A Tradition of Trust - Services

http://www.churchillfinancial.com/services.html

Think of the investment planning process as the way we get to know you. We explore and define your goals, your wishes and desires, and the level of risk with which you’re comfortable. We work hard to make sound choices that enable us to keep turnover in your account low, helping to minimize your taxes. This lets you keep more of what you earn and reach your goals in a more timely fashion. The hallmarks of our investment philosophy are consistency, a focus on the long term, risk management and diligent ov...

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Churchill Financial : A Tradition of Trust

Check the background of this firm on FINRA's BrokerCheck. When you look at what has taken place in the financial markets over the past twenty years, it’s abundantly clear that your choice of an investment advisor matters. At Churchill Financial, our mission is simple and straightforward: to help you enjoy financial peace of mind. By keeping in constant contact with you and monitoring your investments, no matter what the markets or the economy may be doing, we will be there every step of the way.

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