TOP 30 Estate planning services in Lexington, KY
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Private Client Services
Private 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.
Lexington Relocation Services
Lexington Relocation Services is a premier real estate and travel agency located in the heart of Lexington, Kentucky. Our dedicated team of experts is committed to providing top-notch services for individuals and families looking to relocate to the area. Whether you are in need of assistance with finding a new home or planning a smooth transition to your new location, our professional staff is here to help every step of the way. With a focus on personalized service and attention to detail, Lexington Relocation Services is your go-to destination for all your relocation needs. Visit us at 3131 Custer Drive and let us make your move to Lexington a seamless and stress-free experience.
Lexington Financial
Lexington 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.
Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC
Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC, located at 1000 Monarch Street, Lexington, Kentucky, United States, offers a wide range of finance services. Jake Fink holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Jake Fink is dedicated to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals.
Geraldine Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Geraldine Gordon is a financial advisor at Ameriprise Financial Services, LLC located at 3805 Wyndsong Trail in Lexington, Kentucky, United States. Geraldine holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Geraldine's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Geraldine is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Geraldine Gordon for expert financial guidance and support.
Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC
Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1000 Monarch Street, Lexington, Kentucky, United States. The institution offers a wide range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate the institution's commitment to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, professionalism, and expertise, Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC
Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 250 West Main Street in Lexington, Kentucky, United States. Terry Lee Smallwood holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Terry Lee Smallwood offers comprehensive financial services to individuals and small business owners. The institution is committed to upholding the highest ethical standards and providing clients with personalized financial solutions tailored to their specific needs.
McFarland Wealth Management Group - UBS Financial Services Inc.
McFarland 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.
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.
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.
Carman Fullerton, PLLC
Carman Fullerton, PLLC is a reputable law firm located at 111 Church Street in Lexington, Kentucky. Specializing in various areas of law, the experienced team at Carman Fullerton, PLLC is dedicated to providing high-quality legal services to their clients. With a commitment to professionalism and integrity, this firm is known for their personalized approach and attention to detail in handling legal matters. Whether you are in need of representation for a personal injury case, family law issue, or estate planning, Carman Fullerton, PLLC is here to help navigate the complexities of the legal system. Trust in their expertise and dedication to achieve the best possible outcome for your legal needs.
Maxwell Street Legal Clinic
Maxwell Street Legal Clinic is a reputable law firm located at 315 Lexington Avenue in Lexington, Kentucky, United States. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, going through a divorce, or need help with estate planning, our knowledgeable attorneys are here to help. We offer professional and compassionate representation to ensure that your legal needs are met. Contact us today to schedule a consultation and see how Maxwell Street Legal Clinic can assist you with your legal matters.
Conley Law Group, PLLC
Conley Law Group, PLLC is a reputable law firm located in Lexington, Kentucky. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of assistance. With a commitment to excellence and a passion for justice, Conley Law Group, PLLC is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, the skilled attorneys at Conley Law Group, PLLC are here to provide you with the expert guidance and support you need. Contact them today at 135 Walton Avenue for a consultation.
Charles R. Baesler Jr.
Charles R. Baesler Jr. is a reputable law firm located in the heart of Lexington, Kentucky, United States. With a commitment to providing exceptional legal services, the team at Charles R. Baesler Jr. specializes in a wide range of practice areas to meet the diverse needs of their clients. From personal injury cases to estate planning and business law, their experienced lawyers are dedicated to achieving the best possible outcomes for their clients. Conveniently located at 300 West Vine Street, Charles R. Baesler Jr. is a trusted institution for those seeking professional legal representation in the Lexington area.
McCloud Law Group
McCloud Law Group is a reputable law firm located at 250 West Main Street in Lexington, Kentucky, United States. With a team of experienced and dedicated attorneys, we specialize in a wide range of legal services including personal injury, criminal defense, family law, estate planning, and more. Our mission is to provide personalized and effective legal representation to our clients, helping them navigate through the complexities of the legal system with ease. Contact us today for a consultation and let us help you with 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.
Slusher Law Firm, PSC
Slusher Law Firm, PSC is a reputable legal institution located at 841 Corporate Drive in Lexington, Kentucky, United States. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, Slusher Law Firm, PSC is a trusted choice for those seeking professional legal representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a criminal defense matter, the team at Slusher Law Firm, PSC is here to help you navigate the legal system with confidence and peace of mind.
Murphy & Vicroy PLLC
Murphy & Vicroy PLLC is a prestigious law firm located in the heart of Lexington, Kentucky. With a prime location at 250 West Main Street, our team of experienced attorneys specializes in a wide range of legal services to meet the needs of our clients. From personal injury cases to business law and estate planning, our dedicated team is committed to providing top-notch legal representation. Trust Murphy & Vicroy PLLC to handle your legal matters with professionalism, integrity, and expertise. Contact us today to schedule a consultation.
Morshed Law, PLLC
Morshed Law, PLLC is a trusted legal institution located at 407 North Broadway in Lexington, Kentucky, United States. Our dedicated team of experienced attorneys is committed to providing high-quality legal services to our clients. Specializing in various areas of law, including family law, criminal defense, personal injury, and estate planning, we strive to achieve the best possible outcomes for our clients. With a strong focus on professionalism, integrity, and client satisfaction, Morshed Law, PLLC is here to help navigate the complex legal system and advocate for your rights. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Wyatt Tarrant & Combs LLP
Wyatt Tarrant & Combs LLP is a prestigious law firm located in Lexington, Kentucky. With a prime location on 250 West Main Street, this institution is known for its exceptional legal services and dedication to client satisfaction. Specializing in various areas of law, the team of experienced lawyers at Wyatt Tarrant & Combs LLP are committed to providing top-notch legal representation and strategic counsel. Whether you are in need of assistance with business law, litigation, real estate, or estate planning, this firm is equipped to handle a wide range of legal matters. Trust Wyatt Tarrant & Combs LLP to provide you with expert guidance and personalized solutions for all your legal needs.
Ashton Park Apartments
Ashton Park Apartments is a premier real estate agency located at 2700 Magnolia Springs Drive in Lexington, Kentucky, United States. Our apartments offer luxurious living spaces with modern amenities and stylish designs. Situated in a prime location, residents can enjoy easy access to shopping, dining, and entertainment options. Our community features a variety of floor plans to suit every lifestyle, from cozy studios to spacious two-bedroom apartments. With exceptional customer service and a commitment to excellence, Ashton Park Apartments is the perfect place to call home in Lexington.
HARRODS POINT APARTMENTS
Harrods Point Apartments is a prestigious real estate agency located at 2160 Fort Harrods Drive in Lexington, Kentucky, United States. Our luxurious apartments offer modern amenities, spacious floor plans, and stunning views of the surrounding area. With a prime location near shopping, dining, and entertainment options, Harrods Point Apartments is the perfect place to call home in Lexington. Experience upscale living at its finest with our top-notch customer service and attention to detail. Schedule a tour today to see why Harrods Point Apartments is the premier choice for upscale living in Lexington.
Patchen Oaks Apartments
Patchen Oaks Apartments is a premier real estate agency located at 251 Chippendale Circle in the vibrant city of Lexington, Kentucky, United States. Our apartments offer a modern and luxurious living experience in a convenient location. With spacious floor plans, top-of-the-line amenities, and a beautiful surrounding landscape, Patchen Oaks Apartments is the perfect place to call home. Our dedicated team is committed to providing exceptional service and ensuring that our residents have a comfortable and enjoyable living experience. Come see why Patchen Oaks Apartments is the ideal choice for those looking for a high-quality living space in Lexington.
Park Hill Apartments
Park Hill Apartments is a premier real estate agency located at 2500 Alumni Drive in Lexington, Kentucky, United States. Our apartments offer modern amenities and spacious floor plans, perfect for individuals and families looking for a comfortable and convenient living experience. With a prime location in the heart of Lexington, residents can easily access shopping, dining, and entertainment options. Our friendly staff is dedicated to providing exceptional customer service and ensuring that residents feel right at home. Come experience the luxury and convenience of Park Hill Apartments.
Shillito Park Apartments
Shillito Park Apartments is a premier real estate agency located at 3500 Beaver Place Road in Lexington, Kentucky. Our apartments offer luxurious living in a beautiful park-like setting, with spacious floor plans and top-notch amenities. Enjoy the convenience of being close to shopping, dining, and entertainment options, as well as easy access to major highways for commuting. Our dedicated team is committed to providing exceptional service and ensuring that our residents feel right at home. Experience the best in apartment living at Shillito Park Apartments.
Pinebrook Apartments
Pinebrook Apartments is a premier real estate agency located at 3650 Tates Creek Road in Lexington, Kentucky. Our apartments offer a luxurious and convenient living experience with spacious floor plans, modern amenities, and a prime location in the heart of Lexington. Residents can enjoy a variety of on-site amenities including a fitness center, swimming pool, and outdoor recreational spaces. Our professional staff is dedicated to providing exceptional customer service and ensuring that every resident feels at home in our community. Experience the ultimate in apartment living at Pinebrook Apartments.
Crimson Oak Wealth Management
Crimson Oak Wealth Management is a premier financial institution located at 704 Spring Meadows Drive in Lexington, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Crimson Oak Wealth Management, we prioritize personalized service and tailor our strategies to meet each client's unique needs. Trust us to guide you towards financial success and peace of mind.
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 Wealth Management
Merrill Lynch Wealth Management, located at 300 West Vine Street in Lexington, Kentucky, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and investment strategies, our experienced advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our advisors prioritize client service and satisfaction, taking the time to understand personal and professional goals to create tailored financial strategies. Through volunteerism and charitable outreach, we support local communities and non-profit organizations, reflecting our commitment to giving back.
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