Customized investment services in Lexington, Kentucky
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Andrew Barker - Raymond James
Andrew 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.
Merrill Lynch Financial Advisor Raju Alluri
Merrill Lynch Financial Advisor Raju Alluri is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. As a Merrill financial advisor, Raju provides personalized financial advice and customized strategies tailored to each client's goals. With over 25 years of professional work experience, Raju and his team are committed to providing uncompromising service and helping clients achieve their long-term financial goals. They offer services such as planning for children's education, retirement, healthcare costs, and wealth preservation and transfer. Raju believes in placing the investor at the center of the planning process and maintaining a market focus to help clients navigate financial transitions and decisions. By developing a personalized financial strategy drawing upon the investment insights of Merrill and banking solutions from Bank of America, Raju works with clients to address their financial needs and stay on track to achieve their goals. The institution is involved in the community and volunteers as leadership and staff for organizations they are involved with. With a focus on understanding clients' goals and priorities, Raju ensures that every relationship begins with a conversation to identify and prioritize what matters most to each individual. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the power of the right advisor, offering personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. With a dedication to putting clients first, Merrill Lynch Financial Advisor Raju Alluri is committed to helping clients live their best financial lives and achieve their aspirations.
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.
Guardian Savings Bank
Guardian Savings Bank is a trusted financial institution located at 501 Southland Drive in Lexington, Kentucky, United States. As a full-service bank, Guardian Savings Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Conveniently located ATM services are also available for easy access to cash withdrawals and deposits. With a commitment to providing excellent customer service and competitive financial products, Guardian Savings Bank is dedicated to helping individuals and businesses achieve their financial goals.
Melanie Yarmy - Stock Yards Bank & Trust
Melanie Yarmy - Stock Yards Bank & Trust is a reputable financial institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. With a strong focus on customer service and personalized financial solutions, this bank offers a wide range of services including personal and business banking, wealth management, and investment services. Whether you are looking to open a checking account, secure a loan, or plan for your financial future, Melanie Yarmy - Stock Yards Bank & Trust is dedicated to helping you achieve your financial goals. Visit their branch today to experience top-notch banking services in a welcoming and professional environment.
Community Trust Bank
Community Trust Bank is a trusted financial institution located at 100 East Vine Street in Lexington, Kentucky, United States. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for all your banking needs. With a commitment to serving our community and providing personalized customer service, Community Trust Bank is here to help you achieve your financial goals.
Peoples Exchange Bank
Peoples Exchange Bank is a trusted financial institution located at 901 Richmond Road in Lexington, Kentucky. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing personalized service and competitive rates, Peoples Exchange Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with us.
Chase Bank
Chase Bank, located at 201 East Main Street in Lexington, Kentucky, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase is dedicated to helping businesses succeed. The bank also offers online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses. Chase is a subsidiary of JPMorgan Chase & Co., and offers investment products and services through J.P. Morgan Securities LLC. Customers can also access wealth management services through J.P. Morgan Wealth Management. With a focus on customer satisfaction and financial success, Chase Bank is a trusted partner for all your banking and investment needs.
Field and Main Bank
Field and Main Bank, located at 369 East Main Street in Lexington, Kentucky, offers ATM, banking, and finance services with a focus on convenience and flexibility. With ATM accessibility and mobile deposits available anytime, anywhere, managing your finances is made easy. Whether you're looking to grow your savings with competitive rates, monitor your money on any device, or make sound investments for your future, Field and Main Bank has you covered. With worry-free withdrawals, painless deposits, and top-notch safety and security measures, you can trust that your money is in good hands. At Field and Main Bank, they understand that everyone's financial needs are unique, which is why they offer personalized banking solutions tailored to your lifestyle. Whether you're a personal or business customer, their relationship bankers are dedicated to helping you achieve success. With a friendly and welcoming approach, Field and Main Bank aims to provide a different banking experience that puts your needs first. Please note that by visiting their website, you may be redirected to a third-party site, so be sure to review their privacy and security policies. Field and Main Bank is committed to providing exceptional service and support to help you reach your financial goals.
Bank of the Bluegrass & Trust Co.
Bank of the Bluegrass & Trust Co. is a leading financial institution located at 101 East High Street in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment opportunities. Our convenient ATM services make banking easy and accessible for our customers. With a strong commitment to customer service and community involvement, Bank of the Bluegrass & Trust Co. is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the personalized and reliable banking services that set us apart.
Central Bank & Trust Co.
Central Bank & Trust Co. is a trusted financial institution located at 100 East Reynolds Road in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and efficient. With a commitment to excellence and customer satisfaction, Central Bank & Trust Co. is dedicated to helping our clients achieve their financial goals.
Fifth Third Bank & ATM
Fifth Third Bank & ATM is a financial institution located at 2295 Nicholasville Road in Lexington, Kentucky, United States. As a full-service bank and ATM, Fifth Third offers a range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient hours and a commitment to customer service, Fifth Third Bank & ATM is a trusted and reliable option for all your banking needs in the Lexington area.
Wealth Management at Bank of the Bluegrass
Wealth 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.
Bank of the Bluegrass & Trust Co.
Bank of the Bluegrass & Trust Co. is a trusted financial institution located at 361 Romany Road in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. From checking and savings accounts to loans and investment options, our experienced team is dedicated to providing personalized solutions to help you achieve your financial goals. With a commitment to excellent customer service and a strong reputation for reliability, Bank of the Bluegrass & Trust Co. is the go-to bank for all your banking and financial needs.
Forcht Bank
Forcht Bank is a trusted financial institution located at 2404 Sir Barton Way in Lexington, Kentucky, United States. As a full-service bank, Forcht Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Whether you're looking to open a new account or secure a loan, Forcht Bank is committed to providing personalized service and expert financial guidance to help you achieve your goals.
CVNB Cumberland Valley National Bank and Trust
CVNB Cumberland Valley National Bank and Trust is a trusted financial institution located at 900 Beasley Street in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of banking services including ATM access, personal and business banking, loans, mortgages, and investment services. Our experienced team of professionals is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Visit us today to experience the convenience and reliability of CVNB Cumberland Valley National Bank and Trust.
Elkhorn Private Wealth
Elkhorn Private Wealth is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Our core operating principles are trust, integrity, and mutual respect. We prioritize developing personalized investment approaches to meet our clients' financial goals and objectives. Our client-first service commitment involves asking questions, listening to your responses, and understanding what is important to you. With over 23 years of experience, our financial advisor takes pride in being a resource to families facing both challenges and opportunities. We believe in getting to know our clients, understanding their financial goals, and working together to create a customized plan to meet their needs. Whether you are preparing for retirement, transitioning wealth, or facing other financial circumstances, we are here to help. Contact us at our Lexington office to experience our client-first service at Elkhorn Private Wealth.
Edward Jones - Financial Advisor: David Hofe
Edward Jones - Financial Advisor: David Hofe is a reputable finance institution located at 4071 Tates Creek Centre Drive in Lexington, Kentucky, United States. As a trusted financial advisor, David Hofe provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: David Hofe is dedicated to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Jonathan A Millay
Edward 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.
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."
ELKHORN CREEK FINANCIAL
Elkhorn Creek Financial is a reputable finance institution located at 3285 Blazer Parkway in Lexington, Kentucky, United States. We offer a wide range of financial services to meet the needs of our clients, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to providing personalized solutions and top-notch customer service. Trust Elkhorn Creek Financial to help you achieve your financial goals and secure your financial future.
Timothy Brown - Mutual of Omaha Advisor
Timothy Brown - Mutual of Omaha Advisor is an insurance agency located at 1792 Alysheba Way in Lexington, Kentucky, United States. As a trusted advisor with Mutual of Omaha, Timothy Brown provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to exceptional customer service and a wide range of insurance products, clients can rely on Timothy Brown to help protect their financial future.
Fifth Third Preferred - Adam McGrath
Fifth Third Preferred - Adam McGrath is a financial institution located at 2051 Pleasant Ridge Drive in Lexington, Kentucky, United States. Specializing in personalized financial services, Fifth Third Preferred offers a range of banking and investment options tailored to meet the unique needs of each client. With a focus on exceptional customer service and expert financial advice, Adam McGrath and his team strive to help individuals and businesses achieve their financial goals and secure their financial future. Visit Fifth Third Preferred - Adam McGrath today to experience top-notch financial services in a welcoming and professional environment.
First Southern National Bank
First Southern National Bank is a reputable financial institution located at 3060 Harrodsburg Road in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized and convenient banking solutions to help individuals and businesses achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment options, First Southern National Bank is here to help you every step of the way. Visit us today to experience the difference of banking with a trusted community partner.
Bank of the Bluegrass & Trust Co.
Bank of the Bluegrass & Trust Co. is a trusted financial institution located at 215 Southland Drive in the heart of Lexington, Kentucky. As a full-service bank, we offer a wide range of financial services to individuals and businesses, including checking and savings accounts, loans, mortgages, and investment opportunities. Our team of experienced professionals is committed to providing personalized service and helping our customers achieve their financial goals. Whether you're looking to open a new account, secure a loan, or plan for the future, Bank of the Bluegrass & Trust Co. is here to help. Visit us today to experience the difference of banking with a community-focused institution.
Peoples Exchange Bank
Peoples Exchange Bank is a trusted financial institution located at 3101 Clays Mill Road in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing exceptional customer service and innovative financial solutions, Peoples Exchange Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference that our personalized approach to banking can make in your life.
Fifth Third Bank & ATM
Fifth Third Bank & ATM is a trusted financial institution located at 3600 Walden Drive in Lexington, Kentucky. Offering a wide range of banking services including savings accounts, checking accounts, loans, and investment options, Fifth Third Bank is committed to helping individuals and businesses achieve their financial goals. With convenient ATM services available, customers can easily access their funds 24/7. Visit Fifth Third Bank & ATM today for all your banking needs in Lexington, Kentucky.
Own Restoration
Own Restoration, located at 215 Noel Avenue in Frankfort, Kentucky, is a reputable roofing contractor serving the Lexington Metro Area. With over 10 years of experience, our team of professional and trusted contractors is dedicated to providing top-tier residential and commercial roofing solutions. As GAF-certified and licensed contractors, we pride ourselves on offering only the highest quality materials and workmanship. Your home's roof is a crucial aspect of protecting your family and belongings, and we are here to ensure it remains secure and reliable.
Edward Jones - Financial Advisor: Allen E Dummitt
Edward Jones - Financial Advisor: Allen E Dummitt is a trusted financial institution located at 4071 Tates Creek Centre Drive in Lexington, Kentucky. As a reputable finance company, they provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Allen E Dummitt is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and take the first step towards financial stability and success.
Merrill Lynch Financial Advisor D Keith Key
Merrill 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.
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