Dedicated financial planning services in Lexington, Kentucky
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Switzer McGaughey & King, Psc
● OpenSwitzer McGaughey & King, Psc is a reputable accounting and finance institution located at 811 Corporate Drive in Lexington, Kentucky, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and dedication to serving their clients' needs make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or require assistance with complex financial matters, Switzer McGaughey & King, Psc is here to help.
811 Corporate Dr # 303, Lexington, KY 40503, United States -
Psimer & Associates, Inc
● OpenPsimer & Associates, Inc is a reputable accounting and finance institution located at 2533 Larkin Road in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business owner, Psimer & Associates, Inc is dedicated to helping you achieve your financial goals.
2533 Larkin Rd # 200, Lexington, KY 40503, United States -
The Livesay Group PLLC
● OpenThe Livesay Group PLLC is a leading accounting and finance institution located at 185 Pasadena Drive in Lexington, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business, The Livesay Group PLLC is dedicated to helping you achieve your financial goals.
185 Pasadena Dr, Lexington, KY 40503, United States -
iVisonary
● OpeniVisonary is a cutting-edge finance institution located at 810 Bull Lea Run in Lexington, Kentucky, United States. We specialize in providing innovative financial solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch service and personalized financial advice to each and every client. Whether you're looking to invest, save for the future, or plan for retirement, iVisonary is here to help you every step of the way. Visit us today to see how we can help you secure your financial future.
810 Bull Lea Run Suite 300, Lexington, KY 40511, United States -
Addington & Mills Psc
● OpenAddington & Mills Psc is a leading accounting and finance institution located at 3292 Eagle View Lane in Lexington, Kentucky, United States. Our team of experienced professionals are dedicated to providing high-quality financial services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how Addington & Mills Psc can assist you with all of your accounting and finance needs.
3292 Eagle View Ln STE 340, Lexington, KY 40509, United States -
Allan Watts
● ClosedAllan Watts is a reputable finance institution located at 527 Wellington Way in Lexington, Kentucky, United States. With a strong focus on providing exceptional financial services to individuals and businesses, Allan Watts is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its dedicated team of professionals who are committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with retirement planning, investment advice, or estate planning, Allan Watts is the trusted partner you can rely on for sound financial guidance.
527 Wellington Way #225, Lexington, KY 40503, United States -
Christopher Perry - TIAA Wealth Management Advisor
● OpenChristopher Perry - TIAA Wealth Management Advisor is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Christopher Perry offers personalized wealth management services to help clients achieve their financial goals. With a focus on integrity and expertise, Christopher Perry provides comprehensive financial planning, investment management, and retirement solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Christopher Perry - TIAA Wealth Management Advisor is dedicated to helping you make informed financial decisions for a secure future.
2365 Harrodsburg Rd Suite B 250, Lexington, KY 40504, United States -
Dermann & Smith Personal Wlth
● OpenDermann & Smith Personal Wealth is a financial institution located at 535 Wellington Way in Lexington, Kentucky, United States. Specializing in personal wealth management, they offer a range of financial services including investment advice, retirement planning, and asset management. With a focus on providing personalized solutions to meet each client's unique financial goals, Dermann & Smith is dedicated to helping individuals build and protect their wealth. Additionally, the institution also provides ATM services for convenient access to cash.
535 Wellington Way STE 260, Lexington, KY 40503, United States -
Larry E Botts, Ceo - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates
● OpenLarry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.
444 Lewis Hargett Cir #115, Lexington, KY 40503, United States -
Apprisen
● OpenApprisen, located at 2265 Harrodsburg Road in Lexington, Kentucky, is a finance institution dedicated to helping individuals manage debt, decrease financial stress, and achieve financial freedom. Through services such as Credit Health Education sessions, Debt Management Plans (DMP), and Financial Health Plans, Apprisen assists clients in understanding and improving their credit reports, lowering interest rates and monthly payments, and overall financial wellness. Testimonials from satisfied clients highlight the invaluable assistance provided by the knowledgeable and professional team at Apprisen. Whether you are looking to tackle debt, improve your credit, or simply build a solid financial foundation, Apprisen is here to help you on your journey towards financial health and stability. Visit their blog, Money Minute, for the latest news, tips, and advice to guide you towards a brighter financial future.
2265 Harrodsburg Rd suite 303, Lexington, KY 40504, United States -
Hartford Wealth Management
● OpenHartford Wealth Management is a leading finance institution located at 745 West New Circle Road in Lexington, Kentucky, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how Hartford Wealth Management can help secure your financial future.
745 W New Cir Rd, Lexington, KY 40511, United States -
The Fister Group - Morgan Stanley
● OpenThe Fister Group - Morgan Stanley is a prestigious finance institution located at 444 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, The Fister Group offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Fister Group - Morgan Stanley is here to help.
444 E Main St Ste 111, Lexington, KY 40507, United States -
ProActive Advisors
● OpenProActive Advisors is a premier finance institution located at 836 Euclid Avenue in Lexington, Kentucky, United States. We specialize in guiding individuals, families, small business owners, and private trusts through their financial journey. Our team of Five Star Advisors is dedicated to understanding your unique financial situation and enhancing your financial well-being. We offer a comprehensive Wealth Management approach that goes beyond just investing. Our team of specialists can help you manage legal and tax exposures in a cost-effective manner. We believe in proactive planning to minimize risks and maximize financial outcomes.
836 Euclid Ave #306, Lexington, KY 40502, United States -
O'Bryan Law Offices
● OpenLocated at 1717 Alliant Avenue in Louisville, Kentucky, O'Bryan Law Offices is a trusted institution specializing in various legal services. Whether you are facing financial struggles and need assistance with bankruptcy, navigating through a divorce, planning your estate, or seeking representation for personal injury cases, our experienced lawyers are here to help you regain control of your life. We understand that legal issues can be overwhelming, which is why we strive to provide personalized and effective solutions for our clients. Contact us at 502-339-0222 to schedule a free consultation. With additional locations in Frankfort, Bowling Green, Covington, and Lexington, we are dedicated to serving clients throughout Kentucky. Please note that contacting us through this form does not establish an attorney-client relationship, and confidential information should not be shared.
1717 Alliant Ave STE 17, Louisville, KY 40299, United States -
Baird Private Wealth Management
● OpenBaird Private Wealth Management is a prestigious finance institution located at 100 West Main Street in Lexington, Kentucky, United States. With a focus on providing personalized wealth management services, Baird is dedicated to helping clients achieve their financial goals through expert advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Baird's team of experienced professionals is committed to delivering exceptional service and tailored solutions to meet your individual needs. Trust Baird Private Wealth Management to guide you towards a secure and prosperous financial future.
100 W Main St Ste 500, Lexington, KY 40507, United States -
Fifth Third Securities - Eric Warren
● OpenFifth Third Securities - Eric Warren is a finance institution located at 2051 Pleasant Ridge Drive in Lexington, Kentucky, United States. With a focus on providing top-tier financial services, Eric Warren and his team offer a wide range of investment options and personalized financial planning solutions to help clients reach their goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Eric Warren is dedicated to providing expert guidance and exceptional service to meet your financial needs.
2051 Pleasant Ridge Dr, Lexington, KY 40509, United States -
Fifth Third Private Bank - James Baldridge
● OpenFifth Third Private Bank - James Baldridge is a prestigious financial institution located at 2559 Eastpoint Drive in Lexington, Kentucky, United States. As a leading private bank, they offer personalized financial services and expertise to high-net-worth individuals and families. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank - James Baldridge is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals provides tailored solutions and exceptional service to ensure the utmost satisfaction of their clients.
2559 Eastpoint Dr, Lexington, KY 40516, United States -
Five Star Life and Wealth
● OpenFive Star Life and Wealth is a premier finance institution located in Lexington, Kentucky. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their wealth for the future. Whether you are looking for investment advice, retirement planning, or estate management, Five Star Life and Wealth is committed to delivering five-star service and results. Visit us at 80 Codell Drive to start your journey towards financial success today.
80 Codell Dr UNIT 160, Lexington, KY 40509, United States -
Q2 Wealth Management
● OpenQ2 Wealth Management is a premier financial institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Q2 Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to learn how we can help you secure your financial future.
1792 Alysheba Way # 150, Lexington, KY 40509, United States -
D Scott Neal Inc
● OpenD Scott Neal Inc is a finance institution located at 3292 Eagle View Lane in Lexington, Kentucky, United States. With a focus on providing personalized financial services, D Scott Neal Inc offers a range of investment, retirement planning, and wealth management solutions tailored to meet the unique needs and goals of each client. Their team of experienced financial advisors is dedicated to helping individuals and families achieve their financial objectives and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, D Scott Neal Inc is committed to providing expert guidance and support every step of the way.
3292 Eagle View Ln STE 290, Lexington, KY 40509, United States -
Nate Collier - Thrivent
● OpenNate Collier - Thrivent is a finance institution located at 501 Darby Creek Road in Lexington, Kentucky, United States. They are licensed in multiple states including AL, FL, GA, IN, KY, MI, NC, OH, TN, TX, and VA. Thrivent offers financial advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
501 Darby Creek Rd Ste 35, Lexington, KY 40509, United States -
Wallace Hart Capital Management
● OpenWallace Hart Capital Management is a prestigious finance institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. With a reputation for excellence in investment management and financial advisory services, Wallace Hart Capital Management is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs, ensuring a high level of client satisfaction and success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Wallace Hart Capital Management is committed to delivering top-notch service and results.
1792 Alysheba Way #390, Lexington, KY 40509, United States -
Timothy Brown - Mutual of Omaha Advisor
● OpenTimothy 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.
1792 Alysheba Way Ste 180, Lexington, KY 40509, United States -
O'Bryan Law Offices
● OpenO'Bryan Law Offices, located at 110 Saint James Court in Frankfort, Kentucky, is a trusted institution specializing in finance and legal services. Dealing with legal issues can be overwhelming, but our experienced lawyers are here to help you regain control and financial independence. Whether you need assistance with bankruptcy, uncontested divorce, estate planning, or personal injury representation, we are dedicated to providing you with expert guidance and support. Contact us at 502-339-0222 to schedule a free consultation. With locations in Louisville, Frankfort, Bowling Green, Covington, and Lexington, we are here to serve you. Please note that using this form does not establish an attorney-client relationship, so please refrain from sending confidential or time-sensitive information through this platform.
110 St James Ct Suite D, Frankfort, KY 40601, United States -
Central Investment Center
● OpenCentral Investment Center is a finance institution located at 2424 Harrodsburg Road in Lexington, Kentucky. We specialize in providing expert financial advice and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses make sound financial decisions and maximize their investments. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Central Investment Center is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
2424 Harrodsburg Rd STE 101, Lexington, KY 40503, United States -
Dunlap Law Firm
● OpenDunlap 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.
102 N Main St, Versailles, KY 40383, United States -
Atkinson Simms & Kermode
● OpenAtkinson Simms & Kermode is a reputable finance and law institution located at 1608 Harrodsburg Road in Lexington, Kentucky. With a team of experienced lawyers and financial experts, they provide top-notch services to clients in need of legal and financial guidance. Whether you're looking for assistance with estate planning, business law, or investment management, Atkinson Simms & Kermode is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and professionalism for all your legal and financial matters.
1608 Harrodsburg Rd, Lexington, KY 40504, United States -
Stromatt & Associates
● OpenStromatt & Associates is a reputable institution located at 1500 Leestown Road in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their commitment to providing personalized and comprehensive solutions sets them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Stromatt & Associates is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
1500 Leestown Rd #140, Lexington, KY 40511, United States -
Bunch and Brock, Attorneys at Law
● OpenBunch and Brock, Attorneys at Law is a reputable legal institution located in Lexington, Kentucky. Specializing in finance and legal matters, the experienced team at Bunch and Brock provides expert advice and representation for a wide range of legal issues. Conveniently situated at 126 West Maxwell Street, clients can trust in the professionalism and dedication of the attorneys at this esteemed firm. Whether you are seeking assistance with financial planning, estate management, or legal disputes, Bunch and Brock is committed to providing top-notch legal services to clients in the Lexington area.
126 W Maxwell St #200, Lexington, KY 40508, United States -
Hurt, Deckard & May, PLLC
● OpenHurt, Deckard & May, PLLC is a reputable institution located at 106 West Vine Street in Lexington, Kentucky, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in need of expert advice and guidance. Whether you require assistance with tax preparation, financial planning, or legal representation, our firm is committed to delivering personalized solutions tailored to your specific needs. Trust Hurt, Deckard & May, PLLC for all your accounting, finance, and legal needs.
106 W Vine St Suite 401, Lexington, KY 40507, United States
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