Dedicated financial planning services in Lexington, Kentucky

J. Scott Dick, CPA, PLLC is a reputable accounting and finance institution located at 710 East Main Street in Lexington, Kentucky, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and dedication to providing top-notch financial services tailored to meet individual needs. Whether you are a small business owner or an individual looking for financial guidance, J. Scott Dick, CPA, PLLC is the perfect institution to turn to for all your accounting and finance needs.

James R. Whitten, CPA PLLC is a reputable accounting and finance institution located at 230 Plaza Drive in Lexington, Kentucky, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. The team of professionals at James R. Whitten, CPA PLLC is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with personal finances or complex corporate accounting, this institution is committed to helping you achieve your financial goals.

Doug Martin Law Office, located at 1031 Wellington Way in Lexington, Kentucky, is led by R. Douglas Martin, a seasoned business and commercial real estate attorney with over 33 years of experience. With a background in both state and local government, as well as working for some of Kentucky's largest law firms, Doug brings a wealth of knowledge and expertise to his practice. At Doug Martin Law Office, PLLC, clients can expect top-notch legal representation and personalized service in a variety of business, real estate, and estate planning matters. Doug is dedicated to providing his clients with the highest level of expertise and guidance to help them navigate complex legal issues and achieve their goals. Whether you are starting a new business, buying or selling real estate, or planning for the future, Doug Martin Law Office is committed to helping you every step of the way.

W.R. Ramsey & Associates Inc. is a reputable accounting and finance institution located at 3201 Summit Square Place in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, W.R. Ramsey & Associates Inc. is dedicated to providing top-notch services tailored to meet the unique needs of each client. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals and secure their financial future.

James Meek - TIAA Wealth Management Advisor is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, James Meek provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term success and financial security, James Meek offers expert guidance and strategic planning to help clients navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or managing your assets, James Meek - TIAA Wealth Management Advisor is dedicated to helping you build and preserve your wealth.

Joshua Arthur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. We specialize in providing financial planning and investment services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help our clients make informed decisions about their finances. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Joshua Arthur - Thrivent is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Robert Lawson - Thrivent is a finance institution located at 1031 Wellington Way, Lexington, Kentucky, United States. They are licensed in multiple states including AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NV, NY, OH, SC, SD, TN, TX, VA, WA, WV. Their goal is to help individuals pursue their lifelong dreams while also supporting the people and causes they care about. With industry expertise, they provide guidance to help clients map out a path to a more secure financial future.

Emmanuel Washington - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. The institution is licensed in several states including AL, FL, GA, IL, KY, NC, NY, and TX. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are qualified to provide investment advisory services. For more information on professional designations and requirements, visit their website at thrivent.com/designations.

Merrill Lynch Wealth Management, located at 4023 Finn Way in Lexington, Kentucky, offers personalized financial planning services to clients of all sizes. Our experienced financial advisors utilize a strategic planning system tailored to each individual's unique objectives. We provide guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our advisors are dedicated to understanding your personal and professional goals, collaborating with you to create long-term financial strategies. We prioritize client service and satisfaction, aiming to help you achieve your financial and life goals. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights and global financial resources.

Gil Brandon IV - Raymond James is a trusted financial institution located at 489 East Main Street in Lexington, Kentucky, United States. With a focus on providing top-notch financial services, our team of experts are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust Gil Brandon IV - Raymond James for all your financial needs.

Jonathan Grasch - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Thrivent provides financial advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through their Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Jordan Dongell - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. Specializing in individualized financial planning, Jordan Dongell aims to help individuals, families, and businesses identify and achieve their key financial goals. With a focus on eliminating anxiety and ambiguity surrounding finances, Jordan Dongell helps clients navigate life changes such as new jobs, marriages, and moving homes. By building a strong foundation for financial strategies, Jordan Dongell helps clients work towards savings for retirement, education, and other important purchases. Thrivent provides advice and guidance through its Financial Planning Framework, offering dedicated planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.

American Trust Wealth is a premier financial institution located at 2525 Harrodsburg Road in Lexington, Kentucky. As a trusted provider of wealth management services, we offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, American Trust Wealth is here to help you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

Robert Lawson - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. With licensing available in multiple states including AL, AZ, CA, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, NC, NV, NY, OH, SC, SD, TN, TX, VA, WA, and WV, our team of financial professionals is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. We offer guidance and expertise to help clients map out a path to a more secure financial future. Thrivent does not provide legal, accounting, or tax advice, but we offer a Financial Planning Framework to review and analyze a client's financial situation. Clients can also engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information on our financial advisors and professional designations.

Mark Mansur - Thrivent is a finance institution located at 771 Corporate Drive in Lexington, Kentucky. We specialize in providing personalized financial services to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mark Mansur - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Fifth Third Securities - Jay Doster is a reputable finance institution located at 3061 Harrodsburg Road in Lexington, Kentucky, United States. With a focus on providing expert financial services, the institution offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Led by experienced professionals like Jay Doster, Fifth Third Securities is dedicated to delivering top-notch service and guidance to individuals and businesses seeking to grow and protect their wealth. Whether you are looking to invest for the future or plan for retirement, Fifth Third Securities - Jay Doster is committed to providing the resources and expertise needed to help you succeed financially.

Asio Capital is a leading financial institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. With a strong reputation for delivering exceptional financial services, Asio Capital offers a wide range of investment options and financial solutions to help clients achieve their financial goals. The experienced team of professionals at Asio Capital is dedicated to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Asio Capital is the trusted partner you can rely on.

Fifth Third Securities - Kyle Kinzig is a reputable finance institution located at 2295 Nicholasville Road in Lexington, Kentucky, United States. With a focus on providing top-notch financial services to clients, Fifth Third Securities - Kyle Kinzig offers a wide range of investment options and personalized financial solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, Fifth Third Securities - Kyle Kinzig is committed to providing expert guidance and support every step of the way.

PNC Wealth Management is a leading financial institution located in Lexington, Kentucky, United States. As a premier provider of wealth management services, PNC offers a wide range of financial solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, PNC Wealth Management is dedicated to helping clients build, preserve, and manage their wealth effectively. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, PNC Wealth Management has the expertise and resources to help you succeed.

W Morgan Fister - 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, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, W Morgan Fister - Morgan Stanley is committed to delivering exceptional service and results.

Hilliard Lyons is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. With a strong reputation for providing personalized financial services, Hilliard Lyons offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Hilliard Lyons is committed to delivering tailored strategies and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Hilliard Lyons is dedicated to helping you make informed decisions and build a secure financial foundation.

E. S. Barr & Co. is a reputable finance institution located at 1999 Richmond Road in Lexington, Kentucky, United States. With a strong reputation for excellence in financial services, E. S. Barr & Co. offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, E. S. Barr & Co. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Fifth Third Securities - Matt Cooper is a finance institution located at 550 Euclid Avenue in Lexington, Kentucky, United States. With a strong focus on providing expert financial services and investment advice, Fifth Third Securities - Matt Cooper is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, their experienced team is committed to providing personalized solutions tailored to your unique needs. Trust Fifth Third Securities - Matt Cooper for all your financial needs.

Kelly Capital Group is a leading finance institution located at 80 Codell Drive in Lexington, Kentucky. With a strong presence in the United States, Kelly Capital Group offers a wide range of financial services to individuals and businesses. Whether you're looking for investment opportunities, wealth management, or financial planning, our experienced team of professionals is dedicated to helping you achieve your financial goals. Trust Kelly Capital Group to provide you with expert advice and personalized solutions to secure your financial future.

Beth Chatterton Northwestern Mutual is a reputable finance institution located at 330 East Main Street in Lexington, Kentucky, United States. With a focus on providing financial planning and investment services, Beth Chatterton Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers personalized financial solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Beth Chatterton Northwestern Mutual is committed to helping you secure a stable financial future.

Hayden & Butler, PSC is a reputable finance and law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial and legal services to our clients. Whether you need assistance with financial planning, investments, estate planning, or legal representation, our experts are here to help. Trust Hayden & Butler, PSC for all your finance and legal needs.

Casey Bailey & Maines, PLLC is a reputable institution located at 3151 Beaumont Centre Circle in Lexington, Kentucky. Specializing in accounting, finance, and legal services, the firm provides expert guidance and support to individuals and businesses in need of professional assistance. With a team of experienced professionals, Casey Bailey & Maines, PLLC is dedicated to helping clients navigate complex financial and legal matters with precision and care. Whether you need help with tax planning, financial consulting, or legal representation, you can trust Casey Bailey & Maines, PLLC to deliver exceptional service tailored to your specific needs.

Tom Bunch is a reputable financial and legal institution located at 126 West Maxwell Street in Lexington, Kentucky, United States. With a team of experienced professionals, Tom Bunch offers a wide range of services including financial planning, investment management, estate planning, and legal advice. Clients can trust Tom Bunch to provide expert guidance and support in navigating complex financial and legal matters. Whether you are looking to secure your financial future or need assistance with legal issues, Tom Bunch is dedicated to helping you achieve your goals.

H&R Block is a renowned accounting and finance institution located at 424 Southland Drive in Lexington, Kentucky, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their financial needs. Whether you need help with tax planning, bookkeeping, or investment strategies, the knowledgeable team at H&R Block is dedicated to helping you achieve your financial goals. Visit their office in Lexington today to experience the top-notch service and expertise that sets H&R Block apart in the world of accounting and finance.

H&R Block is a renowned accounting and finance institution located at 1555 East New Circle Road in Lexington, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting support. Whether you are an individual looking for assistance with your personal finances or a business in need of expert financial advice, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals.