Client Resource Center



Green Street Capital
500 W. Jefferson Street
Suite 1600
Louisville, KY 40202-2826
View Map

502-584-1011
Fax: 502-584-4960

Marcia M. Lewis, CPA/PFS, CFP
mlewis
@greenstreetcapital.net
W. Thomas Cooper, CPA/ABV
tcooper
@greenstreetcapital.net
Melissa Marvel Buddeke, CPA/PFS
mbuddeke
@greenstreetcapital.net


Individual Client Services

Below is a list of our Individual Client Services. For more information, please call us at 502-584-1011 or complete the Request More Information Form.


Investment Advisory Services

  • Investment Advice and Asset Management
       - Non Qualified Accounts
       - Qualified Accounts
          IRAs: Traditional, Roth, Rollover
          Individual 401k
  • Investment Policy Statement Design
  • Planned Giving Strategies and Implementation
  • Investment Manager Search and Evaluation
  • Unbiased Access to:
       - Private Account Management
       - Mutual Funds
       - ETFs
       - Fixed and Variable Annuities
       - Certificates of Deposit with FDIC Insurance
    		•

    Insurance Advisory Services

  • Existing Life Insurance Review and Premium Savings Analysis
  • New Life Insurance Policy Design
  • Disability Policy Analysis
  • Immediate and Deferred Annuities
  • Annuities Used in Elder Care
  • Leveraged Wealth Transfer Strategies
    		•

    Financial Planning

  • Investment Planning and Analysis
  • Retirement Planning and Analysis
  • Life Insurance Needs Analysis
  • Disability Insurance Needs Analysis
  • Long Term Care Need Analysis
    		•

     

    Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser (www.csscias.com)
    Securities offered through CSSC Brokerage Services, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.org)
    Insurance Services offered through CSSC Insurance Services, Inc.

    Information related to securities and insurance is intended for residents of KY, FL, GA, IN, MI, NY,OH, WA and CA only. If you are not a resident of one of these states, please let us know, as state registration can be applied for, whereby, upon approval, we will be able to communicate directly with you.

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