Customized asset management in Lexington, Kentucky
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R.L. Brown Wealth Management
● ClosedR.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.
135 W Main St Suite 200, Lexington, KY 40507, United States -
Lexington Financial
● ClosedLexington Financial is a finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. At Lexington Financial, we abide by three simple rules: safety first, earning reasonable rates of return over time, and keeping everything simple. We believe in these principles because we understand the importance of learning from history and avoiding the mistakes of past financial disasters. If you have concerns about the market, it may be time to reassess your financial plan. Our page "Knowing Your Money" can help you navigate common retirement pitfalls and prepare for any potential challenges ahead. In a time where many well-known companies and banks are preparing for a potential market downturn, it's crucial to protect your assets and plan for the future.
1795 Alysheba Way UNIT 4204, Lexington, KY 40509, United States -
Wealth Management at Bank of the Bluegrass
● ClosedWealth Management at Bank of the Bluegrass is a premier financial institution located at 215 Southland Drive in Lexington, Kentucky, United States. Our experienced team of financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or growing your investments, we are here to provide expert guidance and support. Trust us to help you navigate the complex world of finance and secure your financial future. Visit us today and let us help you build and protect your wealth.
215 Southland Dr #200, Lexington, KY 40503, United States -
McFarland Wealth Management Group - UBS Financial Services Inc.
● OpenMcFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.
307 S Ashland Ave, Lexington, KY 40502, United States -
Oath - Lexington Estate Planning & Investment Attorneys
● ClosedOath - 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.
2333 Alexandria Dr Suite 131, Lexington, KY 40504, United States -
Private Client Services
● OpenPrivate Client Services is a finance institution located at 2225 Lexington Road in Louisville, Kentucky, United States. We specialize in providing personalized financial services to high-net-worth individuals and families. Our team of experienced financial advisors offers tailored solutions to help clients achieve their wealth management goals. Whether you are looking for investment advice, estate planning, or retirement planning, our experts are here to assist you every step of the way. Trust Private Client Services to provide top-notch financial guidance and support for all your wealth management needs.
2225 Lexington Rd, Louisville, KY 40206, United States -
Investment Services
● ClosedInvestment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1104 Tanbark Rd, Lexington, KY 40515, United States -
David Lovejoy - State Farm Insurance Agent
● ClosedDavid Lovejoy - State Farm Insurance Agent is a trusted insurance agency located at 125 Towne Center Drive in Lexington, Kentucky. With over 30 years of experience, we provide personalized risk management and financial solutions for individuals and businesses in the Bluegrass area. Our goal is to help our customers protect their assets, manage liabilities, and achieve their retirement dreams. We offer a range of insurance products, including life insurance, annuities, and pet insurance. Our team believes in honesty, respect, and thoughtful conversations to develop individualized plans tailored to each customer's needs. Visit us today to discuss your insurance needs and secure your financial future.
125 Towne Center Dr Suite 125, Lexington, KY 40511, United States -
Grant Rea - State Farm Insurance Agent
● ClosedGrant Rea - State Farm Insurance Agent is a reputable insurance agency located at 401 East Washington Street in Georgetown, Kentucky, United States. With over two decades of experience as a State Farm agent, Grant Rea is dedicated to providing personalized assistance and products tailored to meet the unique needs of each individual. Specializing in relocations to Georgetown and Lexington, KY, Grant holds a degree in Finance from Washington and Lee University and is actively involved in the local community through organizations such as the Georgetown Scott Co. Chamber of Commerce. As a second-generation State Farm Agent, Grant Rea is committed to continuing the legacy of exceptional service and professionalism. His office serves areas with zip codes 40324, 40511, 41010, 40359, 41031, and 40347. Grant's expertise includes educating clients on topics such as fixed rate mortgages vs adjustable rate mortgages, disability insurance, and DIY auto maintenance.
401 E Washington St C, Georgetown, KY 40324, United States -
Gina Hopper - State Farm Insurance Agent
● ClosedGina Hopper - State Farm Insurance Agent is located at 115 North Locust Hill Drive in Lexington, Kentucky, United States. As an insurance agency, we are dedicated to helping our customers protect their assets and loved ones. Our team members Teresa Kelley, Susan Blankenship, and Mel Fields have over 43 years of combined experience and are committed to providing a personal touch to all our clients. We understand the importance of child security and offer tips to improve child safety in today's digital age. Additionally, we provide valuable advice on driving safety, whether it's navigating rural roads or driving in the rain.
115 N Locust Hill Dr #107, Lexington, KY 40509, United States -
Andrew Barker - Raymond James
● OpenAndrew Barker - Raymond James is a reputable finance institution located at 489 East Main Street in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Andrew Barker - Raymond James is committed to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, this institution is dedicated to helping you secure your financial future.
489 E Main St, Lexington, KY 40507, United States -
PNC Private Bank
● ClosedPNC 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.
301 E Main St, Lexington, KY 40507, United States -
Edward Jones - Financial Advisor: Jonathan A Millay
● ClosedEdward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
220 Lexington Green Cir Suite 140, Lexington, KY 40503, United States -
Merrill Lynch Financial Advisor D Keith Key
● ClosedMerrill Lynch Financial Advisor D Keith Key, located at 4023 Finn Way in Lexington, Kentucky, is a premier Wealth Management team in Central Kentucky. The team at Key & Associates is dedicated to guiding clients through Wealth Accumulation, Wealth Distribution, and Wealth Transfer phases. They believe in empowering individuals to achieve their financial goals and dreams, providing personalized guidance, strategic planning, and professional advice. By understanding each client's unique goals and priorities, they create customized financial approaches to help clients pursue what matters most to them. Supported by the global resources of Merrill, the team offers personalized wealth management strategies tailored to each client's needs. Through the Merrill Personal Wealth Analysis™, they build and document personalized plans centered on individual goals. The team regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets. Certified by the CFP Board, the team at Merrill Lynch Wealth Management Advisors offers comprehensive financial solutions to help clients address their needs and pursue their goals. With a focus on personalized investment strategies and access to the resources of Bank of America, clients receive dedicated one-on-one relationships with their advisors to help them achieve their financial goals.
4023 Finn Wy, Lexington, KY 40517, United States -
RiskDesk
● ClosedRiskDesk is a reputable insurance agency located at 348 East Main Street in Lexington, Kentucky, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, RiskDesk offers a wide range of coverage options to protect against various risks and uncertainties. Our team of experienced insurance professionals is dedicated to helping clients navigate the complex world of insurance and find the best policies to suit their needs. Whether you are looking for personal insurance coverage or commercial insurance solutions, RiskDesk is here to help you safeguard your assets and achieve peace of mind. Contact us today to learn more about our services and how we can assist you in managing your risks effectively.
348 E Main St, Lexington, KY 40502, United States
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