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TOP 30 Business succession planning in Lexington, KY
37 results found
Search for local businesses, places and services near you
Pinnacle Planning Group Inc
Pinnacle Planning Group Inc is a reputable finance institution located at 121 Prosperous Place in Lexington, Kentucky, United States. With a focus on providing top-notch financial planning services, Pinnacle Planning Group Inc is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized financial advice and solutions to help clients navigate the complexities of wealth management and investment strategies. Whether you are looking to plan for retirement, save for your child's education, or grow your business, Pinnacle Planning Group Inc is committed to helping you reach your pinnacle of financial success.
Oath - Lexington Estate Planning & Investment Attorneys
Oath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.
John D Meyers Jr - Business & Probate Estate Lawyer
John D Meyers Jr is a highly reputable business and probate estate lawyer located at 4896 Pleasant Grove Road in Lexington, Kentucky. With years of experience and a proven track record of success, John D Meyers Jr provides expert legal services for businesses and individuals navigating complex legal matters related to probate estate and business law. Whether you are in need of assistance with estate planning, probate administration, business contracts, or any other legal issue, John D Meyers Jr is dedicated to providing personalized and professional representation to help you achieve your legal goals. Contact John D Meyers Jr today to schedule a consultation and learn how he can assist you with your legal needs.
In-Balance Accounting Services, Inc.
In-Balance Accounting Services, Inc. is a trusted accounting and finance institution located at 153 Patchen Drive in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with bookkeeping, tax preparation, or financial planning, In-Balance Accounting Services, Inc. is dedicated to providing personalized and reliable solutions to meet your needs. Contact them today to learn more about how they can help you achieve financial balance and success.
ABRI | Financial Planner
ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.
Bunch, Matthew - Attorney
Matthew Bunch is a reputable attorney specializing in finance law, located at 126 West Maxwell Street in Lexington, Kentucky. With a strong track record of success in representing clients in various financial matters, Matthew Bunch is known for his dedication, expertise, and commitment to achieving the best possible outcomes for his clients. Whether you are in need of legal advice for a business transaction, estate planning, or any other financial issue, Matthew Bunch is the attorney you can trust to provide expert guidance and representation. Contact Matthew Bunch today to schedule a consultation and discuss your legal needs.
McBrayer PLLC
McBrayer PLLC is a reputable law firm located at 201 East Main Street in Lexington, Kentucky, United States. Specializing in various legal services, the firm is known for its experienced attorneys who provide top-notch representation and counsel to clients. Whether you are in need of assistance with business law, estate planning, real estate transactions, or litigation, McBrayer PLLC is dedicated to achieving the best possible outcome for its clients. With a commitment to excellence and a track record of success, McBrayer PLLC is a trusted institution in the legal community.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is an insurance agency located at 2285 Executive Drive, Lexington, Kentucky, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and tailored solutions can help you navigate through the many options available. Feel more confident about your personal finances with our financial tools, educational articles, and interactive calculators. We are committed to providing you with the highest quality products and services to meet your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our commitment to your personal success. Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. Always consult an attorney or tax advisor regarding your specific legal or tax situation. Each company affiliated with Western & Southern is financially responsible for its own products and services. Credit ratings are subject to change. By clicking on external links, you are subject to the privacy, copyright, security, and information quality policies of those websites. Let Western & Southern Life Insurance Company help you plan for a secure financial future.
Levi Monk - State Farm Insurance Agent
Welcome to Levi Monk - State Farm Insurance Agent, located at 820 Lane Allen Road in Lexington, Kentucky. Our insurance agency is dedicated to serving the insurance needs of individuals and businesses in Fayette County and the surrounding areas. With a focus on Property & Casualty and Life & Health insurance, we offer a range of coverage options including auto, home, property, business, life, and pet insurance. Our team is led by Levi Monk, a dedicated State Farm agent who is committed to providing personalized advice to ensure that your specific insurance needs are met. Levi's background in insurance and his passion for helping others make him a valuable resource for protecting what matters most to you.
R.L. Brown Wealth Management
R.L. Brown Wealth Management is a finance and insurance agency located at 135 West Main Street in Lexington, Kentucky, United States. At our institution, we specialize in creating fully customized WealthPrint® Financial Plans to help our clients achieve their financial goals. We offer personalized retirement strategies, estate planning solutions, insurance planning, and business planning analysis to ensure that our clients' financial futures are secure. Our team of experienced financial advisors will work with you to address important questions such as how inflation and taxes may impact your investments, how to protect your assets from probate expenses and estate taxes, and how to plan for unexpected events such as disability or business succession. Contact us today for a no-obligation consultation to start building a comprehensive wealth management strategy tailored to your unique needs.
Aaron Barcelo
Aaron Barcelo is a reputable health institution located at 260 East New Circle Road in Lexington, Kentucky, United States. Specializing in pharmacy services, this store offers a wide range of medical products and supplies to meet the needs of its customers. With a dedicated team of professionals, Aaron Barcelo is committed to providing top-quality healthcare services and ensuring the well-being of its clients. Whether you are in need of prescription medications, over-the-counter remedies, or medical advice, you can rely on Aaron Barcelo to deliver exceptional care and support.
Kentucky Services, LLC
Kentucky Services, LLC is a reputable health institution located at 3150 Custer Drive in Lexington, Kentucky, United States. We are dedicated to providing top-quality healthcare services to our community. Our team of experienced professionals is committed to ensuring the well-being and satisfaction of our patients. Visit us today to experience the exceptional care and services that Kentucky Services, LLC has to offer.
Department of Finance and Quantitative Methods
The Department of Finance and Quantitative Methods is a distinguished academic institution located in Lexington, Kentucky, United States. As part of a leading university, this department offers a comprehensive curriculum focusing on finance, mathematics, statistics, and other quantitative methods. Students have the opportunity to learn from renowned faculty members and engage in cutting-edge research in the field. With a strong emphasis on practical skills and real-world applications, graduates from this department are well-equipped to excel in the competitive world of finance and quantitative analysis. Join us at the Department of Finance and Quantitative Methods and embark on a rewarding academic journey towards a successful career in the financial industry.
David Rudy
David Rudy is a leading doctor and health institution located at 2400 Greatstone Point in Lexington, Kentucky, United States. With a reputation for providing top-quality care and personalized treatment plans, David Rudy offers a wide range of medical services to meet the needs of patients of all ages. The institution is staffed by a team of experienced healthcare professionals who are dedicated to ensuring the well-being and health of their patients. From routine check-ups to specialized treatments, David Rudy is committed to providing exceptional medical care in a comfortable and welcoming environment.
Sarah Swauger
Sarah Swauger is a renowned doctor located at 2195 Harrodsburg Road in Lexington, Kentucky, United States. Specializing in health and wellness, Dr. Swauger provides expert medical care and personalized treatment plans for her patients. With a commitment to excellence and a compassionate approach to healthcare, patients can trust in the expertise and dedication of Sarah Swauger for all their medical needs.
David Shraberg
David Shraberg is a reputable doctor's office located at 2400 Greatstone Point in Lexington, Kentucky, United States. Specializing in health and wellness, Dr. Shraberg and his team provide top-notch medical care and personalized treatment plans for patients of all ages. With a focus on preventive care and patient education, David Shraberg is committed to helping individuals achieve and maintain optimal health. Schedule an appointment today to experience the compassionate and expert care provided by the professionals at David Shraberg.
Dean Dorton
Located in Lexington, Kentucky, Dean Dorton is a leading professional services firm specializing in accounting, finance, and technology solutions. Our team of experienced business advisors offers expertise across all business functions and industries, providing innovative and data-driven strategies to redefine success for our clients. From tax planning to technology implementation, we are committed to transforming businesses for the better and helping them navigate growth and profitability. With a proactive approach and a range of services, we empower our clients to make informed decisions and achieve their long-term goals. Dean Dorton has been recognized as a top accounting firm in the U.S., showcasing our commitment to excellence and client success. Trust Dean Dorton to be your partners in achieving sustainable growth and financial success.
Ring Financial
Ring Financial is a leading finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At Ring Financial, we strive to provide personalized solutions tailored to each client's unique needs and objectives. Contact us today to learn more about how we can help you achieve financial success.
PNC Private Bank
PNC Private Bank, located at 301 East Main Street in Lexington, Kentucky, is a prestigious finance institution offering personalized wealth management services to high-net-worth individuals, families, and businesses. With a team of experienced financial advisors, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment advice, estate planning, or retirement planning, PNC Private Bank has the expertise and resources to help you navigate the complexities of wealth management. Trust PNC Private Bank to be your partner in financial success.
Quality Tax (now Optimum Financial Services)
Quality Tax, now known as Optimum Financial Services, is a reputable accounting and finance institution located at 996 East New Circle Road in Lexington, Kentucky, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Optimum Financial Services is dedicated to providing quality service and helping you achieve your financial goals. Trustworthy and reliable, they are committed to ensuring their clients' financial success.
GreenBridge CFO Resources
GreenBridge CFO Resources is a leading finance institution located at 2372 The Woods Lane in Lexington, Kentucky, United States. We specialize in providing top-notch financial services to businesses of all sizes, helping them manage their finances and achieve their goals. Our team of experienced CFOs are dedicated to ensuring our clients' financial success through strategic planning, analysis, and guidance. Whether you need help with budgeting, forecasting, or financial reporting, GreenBridge CFO Resources is here to support you every step of the way. Trust us to be your partner in financial excellence.
Ol Bluegrass Tax
Ol Bluegrass Tax is a reputable accounting and finance institution located at 2339 Harrodsburg Road in Lexington, Kentucky. With a team of experienced professionals, we specialize in providing top-notch tax preparation and financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for all your financial needs. Whether you need help with tax planning, bookkeeping, or financial consulting, Ol Bluegrass Tax is here to help you achieve your goals. Visit us today to experience the difference our expertise can make for your financial success.
Merrill Lynch Financial Advisor Mollie L. H. Brennan
investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 2022 Bank of America Corporation. All rights reserved. Merrill Lynch Financial Advisor Mollie L. H. Brennan, located at 300 West Vine Street, Lexington, Kentucky, is dedicated to providing personalized financial strategies tailored to help you pursue meaningful goals. With a team of experienced advisors, we work closely with affluent households and small business owners to understand their unique financial situations and develop customized plans to help them achieve their objectives. Our commitment to building strong client relationships based on trust and personalized service sets us apart in the finance industry. Let us help you navigate the complexities of your financial life and work towards a secure future. Contact us today to begin your journey towards financial success."
Dunlap Law Firm
Dunlap Law Firm, located at 102 North Main Street in Versailles, Kentucky, is a reputable law firm led by Kentucky attorney Whitney Dunlap III. With over 30 years of experience, the firm specializes in using litigation, arbitration, and mediation to help businesses, families, and individuals resolve disputes. Whether you need assistance with estate planning, probate, or civil litigation, Dunlap Law Firm is dedicated to protecting your financial security and well-being. The firm offers comprehensive estate planning services, including drafting wills, powers of attorney, and trusts to ensure your assets are distributed according to your wishes. When it comes to probate, Dunlap Law Firm can guide you through the process and help distribute assets as planned by your loved one.
Barnard Law Office PLLC
Barnard Law Office PLLC, located at 310 East Main Street in Wilmore, Kentucky, is a trusted law firm specializing in real estate, estate planning, and business law. Led by experienced attorney Kimberly Barnard Ostroske, the firm offers personalized services to clients in the Jessamine County and Lexington-Fayette metropolitan area. Whether you are buying or selling a home, creating an estate plan, or starting a new business, Attorney Kimberly Barnard Ostroske can provide expert legal guidance. With a background in business ownership and extensive experience in real estate and estate law, Kimberly is dedicated to helping clients navigate complex legal matters with ease.
Herren · Adams
Herren · Adams is a prestigious law firm located at 148 North Broadway in Lexington, Kentucky. Specializing in a wide range of legal services, our team of experienced attorneys are dedicated to providing top-notch representation for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance for a business matter, Herren · Adams is here to help. With a commitment to excellence and a track record of success, you can trust our firm to handle your legal needs with professionalism and care. Contact us today to schedule a consultation and see how we can assist you.
Law Offices of Lisa J. Oeltgen, PLLC
The Law Offices of Lisa J. Oeltgen, PLLC is a reputable legal institution located at 120 North Mill Street in Lexington, Kentucky, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, attorney Lisa J. Oeltgen and her team are dedicated to providing personalized and effective legal representation to their clients. With a commitment to excellence and a track record of success, the Law Offices of Lisa J. Oeltgen, PLLC is a trusted choice for those seeking expert legal counsel in the Lexington area.
Gilbert Law Group PLLC
Gilbert Law Group PLLC is a prestigious law firm located in Lexington, Kentucky. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our attorneys are here to help. With a strong track record of success and a commitment to client satisfaction, Gilbert Law Group PLLC is the trusted choice for all your legal needs. Visit us at 2808 Palumbo Drive to learn more about how we can assist you.
Raytech Services, LLC
Raytech Services, LLC is a trusted IT institution located at 500 Main Street, Shelbyville, Kentucky. Serving businesses between the Louisville and Lexington areas, Raytech is the go-to for challenging tech issues in Kentucky. With over a decade of experience, founder Adam has honed his skills through "trial by fire" and established Raytech in 2009. Specializing in planning, designing, and implementing technology infrastructures, Raytech provides installation, troubleshooting, and implementation services with a focus on value for clients. Adam prides himself on clear communication and strategic thinking to help businesses succeed and grow. Contact Raytech Services for world-class IT solutions tailored to your specific business goals. Trust Raytech to equip your business with the tools needed for success in today's ever-evolving industry. Contact us today for any inquiries or professional assistance.
JQ Financial Solutions
JQ Financial Solutions, located at 138 East Reynolds Road in Lexington, Kentucky, is a trusted institution specializing in accounting and finance. Our dedicated team is here to handle all of your financial needs so you can concentrate on running your business. We offer services to help you plan, track, and monitor your monthly cash flow and financial reporting, allowing you to focus on building and growing your business. With our expert advice, coaching, and coordination, we will help you exceed your expectations and achieve financial success. Trust JQ Financial Solutions to take care of the numbers while you focus on what you do best.
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