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Physicians Financial Services II, LLC

Your choice for Financial Services

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About Us

For over 25 years Physicians Financial Services has been working with the medical community in an around the Louisville, Kentucky area. We now proudly offer our services in 42 of the 50 states. With no specific ties to any one insurance company, mutual funds company, or bank, we are able to offer the most personalized services possible. Together, with our team of CPA.'s, Attorneys, Investment Specialists, and Benefit Specialists we work towards a common goal: to provide you and your family with financial success.

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Menu of Services

Accumulate * Grow and Protect * Enjoy and TransferAccumulate- We suggest investments that match your investment philosophy and risk tolerance. We monitor the results to help better reach your goals. Your investments are protected by some of best local and national money managers. For over 25 years we have been helping Physicians and their families plan for the future. Let us help you navigate IRS rules and regulations, devise a plan that helps you maximize your income's growth.

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Contact Us

Physicians Financial Services, II, LLC

6006 Brownsboro Park Blvd. 

Louisville, KY  40207

Phone: (502) 893-7001, 1 (800) 928-8834

Fax: (502)893-1969

E-mail: [email protected]

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Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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