Money Concepts - Jennifer Quillen
About the Business
Money Concepts - Jennifer Quillen is a finance institution located at 138 East Reynolds Road in Lexington, Kentucky, United States. With a focus on providing personalized financial solutions, Jennifer Quillen and her team offer a wide range of services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Money Concepts - Jennifer Quillen is dedicated to helping clients achieve their financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Photos
Location & Phone number
138 E Reynolds Rd UNIT 201, Lexington, KY 40517, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Couldn't ask for a better CPA and advisor. She has helped with my finances with running my insurance company from quickbooks to helping me set up payroll for my staff. She was also able to assist us with setting up my retirement account and children's college funds. She is very knowledgeable, easy to reach, punctual, and has been a pleasure to work with. Thanks Jennifer for all of your hard work and dedication to making my business run more efficiently."
"My husband and I work without Jennifer and couldn't be happier. She has helped us tremendously and we trust her to help us make wise decisions. I highly recommend her to anyone looking for a friend, relationship driven, trustworthy professional who brings tremendous value to you."
"Jennifer is a very thoughtful and caring advisor. She always has the client's best interests at heart. She provides great advice and strategies to help people build wealth and avoid unnecessary taxes. She works very hard to stay on the cutting edge of her industry in order to bring world class solutions to her clients."
"Jennifer offers personal service tailored to fit the individual needs of her clients. She is incredibly knowledgeable and makes financial decisions based on sound principles for long term gains and security. I highly recommend choosing Jennifer for peace of mind for your financial future."
"Jennifer is amazing! She helped us start up college funds for our 4 kids that doesn't limit them to using their money on a degree seeking school. Our kids can choose to use their money on other types of education if they choose (like a skilled trade). She didn't push us to put in more than we can afford right now. She also advised us on some other financial opportunities that our credit union was offering us. She genuinely cares about our current financial situation as well as looking out for our kids' futures."
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