Fee only advisor in Lexington, Kentucky
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High Knoll Wealth Advisors
High Knoll Wealth Advisors is a trusted fee-only fiduciary wealth management firm located in Lexington, Kentucky. We offer comprehensive financial planning and investment management services to individuals, families, and institutions. Our team takes the time to understand your unique financial goals, actively listening to your desires and communicating clearly to help you make informed decisions. With a commitment to integrity and accountability, we strive to provide tailored investment programs for nonprofits and retirement plan fiduciary services. Recognized as one of the top Financial Planners in Lexington, we are dedicated to providing clear and objective financial planning and guidance to our valued clients. Take your free portfolio risk assessment with us today to discover your Risk Number and start planning for a secure financial future.
U.S. Bancorp Investments - Financial Advisors: Louisville
U.S. Bancorp Investments - Financial Advisors in Louisville is a trusted financial institution located at 3808 Lexington Road in Louisville, Kentucky. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you're planning for retirement, saving for education, or managing your wealth, our advisors are here to provide you with the support and resources you need to make informed decisions. Visit us today to learn more about how U.S. Bancorp Investments can help you secure your financial future.
Edelman Financial Engines
Edelman Financial Engines is a reputable finance institution located at 4383 Old Harrodsburg Road in Lexington, Kentucky, United States. With a strong focus on providing personalized financial planning and investment management services, they strive to help clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 3101 Mapleleaf Drive in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized guidance and support every step of the way. Trust Raymond James Financial Services to help you navigate the complex world of finance with confidence and expertise.
Cornerstone Wealth Management
Cornerstone Wealth Management is a renowned finance institution located at 3620 Walden Drive in Lexington, Kentucky, United States. With a team of experienced financial advisors, they provide personalized wealth management solutions to help clients achieve their financial goals. From investment planning to retirement strategies, Cornerstone Wealth Management offers a wide range of services tailored to meet the unique needs of each individual or business. Their commitment to excellence and dedication to client satisfaction make them a trusted partner in navigating the complexities of the financial world.
Vermillion Private Wealth
Vermillion Private Wealth, located at 283 Lincoln Avenue in Lexington, Kentucky, is a finance institution focused on empowering millennials and Gen-Xers through full-service financial planning and investment management. Their mindset-driven approach helps clients make intentional investment decisions in all market conditions. With in-house portfolio management and personalized strategies, Vermillion Private Wealth helps clients maximize their financial potential and achieve their goals. As a fiduciary, they prioritize their clients' needs and do not sell unnecessary products for commission. Clients can trust Vermillion Private Wealth to be their financial ally, advisor, and planner for all major milestones and daily financial needs. To learn more about their services and background, visit the SEC's website or contact Vermillion Private Wealth directly.
Robert Lawson - Thrivent
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
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.
Jonathan Grasch - Thrivent
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.
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