TOP 30 Best Finance advisor lexington ky in Lexington, Kentucky
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Nate Collier - Thrivent
Nate 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.
The Kessinger-Lee Financial Group
The Kessinger-Lee Financial Group is a prestigious finance institution located at 100 West Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, our team of experienced professionals 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. Contact us today to schedule a consultation and see how we can help you secure a brighter 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.
Haney Financial Associates
Haney Financial Associates is a leading finance institution located at 114 Dennis Drive in Lexington, Kentucky, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or help with managing your finances, our dedicated team is here to assist you every step of the way. Trust Haney Financial Associates to provide personalized and professional financial solutions to meet your individual needs.
Joshua Arthur - Thrivent
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
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.
Windsor Compliance Services, Inc.
Windsor Compliance Services, Inc. is a reputable finance and real estate agency located at 111 Cheapside in Lexington, Kentucky, United States. With a team of experienced professionals, they specialize in providing comprehensive compliance services to ensure their clients meet all regulatory requirements in the finance and real estate industries. Whether you are a financial institution or a real estate agency, Windsor Compliance Services, Inc. is dedicated to helping you navigate the complex regulatory landscape and achieve compliance success. Contact them today to learn more about their services.
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.
Jordan Dongell - Thrivent
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
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
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.
Edward Jones: Damico Mary-Fran
Edward Jones: Damico Mary-Fran is a finance institution located at 1060 Chinoe Road in Lexington, Kentucky, United States. Specializing in personalized financial services, Damico Mary-Fran at Edward Jones is dedicated to helping clients achieve their financial goals through expert advice and tailored investment strategies. With a commitment to building long-term relationships and providing exceptional customer service, Edward Jones: Damico Mary-Fran is a trusted partner for individuals and businesses looking to secure their financial future.
Mark Mansur - Thrivent
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
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
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.
Fidelity Investments
Fidelity Investments is a renowned finance institution located at 161 Lexington Green Circle in Lexington, Kentucky, United States. With a reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Whether you are looking to build wealth, save for retirement, or plan for the future, Fidelity Investments is committed to helping you make informed decisions and secure your financial future.
Fifth Third Securities - Kyle Kinzig
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.
W Morgan Fister - Morgan Stanley
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.
Cetera Investors
Cetera Investors is a finance institution located at 201 East Main Street in Lexington, Kentucky, United States. With 43 fully staffed branch offices, we help financial advisors maintain their independence while still benefiting from our resources and best practices. Our focus is on helping advisors grow their business, attract new clients, and plan for their own financial future. We offer support in marketing, succession planning, compliance, and client engagement, allowing advisors to focus on serving their clients and growing their practice. Our team of legal and tax specialists can assist with complex client needs, and we provide turnkey retirement plan solutions for business-owner clients.
OneCommonwealth Financial Group
OneCommonwealth Financial Group is a leading finance institution located at 139 West Short Street in Lexington, Kentucky, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, OneCommonwealth Financial Group is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Fifth Third Preferred - David Claytor
Fifth Third Preferred - David Claytor is a finance institution located at 3600 Walden Drive in Lexington, Kentucky, United States. As a preferred banking service, they offer personalized financial solutions tailored to each client's unique needs. With a focus on customer satisfaction and expert financial advice, Fifth Third Preferred - David Claytor is dedicated to helping individuals and businesses achieve their financial goals. Visit their office today to experience top-notch banking services and exceptional customer care.
E. S. Barr & Co.
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.
Salomon and Company
Salomon and Company is a reputable finance and insurance agency located at 3217 Summit Square Place in Lexington, Kentucky, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, we strive to help individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to delivering top-notch service and tailored advice to meet the unique needs of each client. Trust Salomon and Company to be your trusted partner in securing your financial future.
Kelly Capital Group
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
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.
FK Perkins & Company, PLLC
FK Perkins & Company, PLLC is a reputable accounting and finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to providing high-quality, personalized service to each client sets them apart in the industry. Whether you are a small business owner or an individual in need of financial guidance, FK Perkins & Company, PLLC is dedicated to helping you achieve your financial goals.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a reputable accounting and finance institution located at 996 East New Circle Road in Lexington, Kentucky, United States. With a team of experienced tax professionals, Jackson Hewitt Tax Service offers a wide range of tax services to individuals and businesses, including tax preparation, tax planning, and IRS audit representation. Whether you need help with filing your taxes or navigating complex tax laws, Jackson Hewitt Tax Service is dedicated to providing personalized and reliable tax solutions to meet your financial needs.
Blue & Co., LLC
Blue & Co., LLC is a reputable accounting and finance institution located at 250 West Main Street in Lexington, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with managing your finances or navigating complex tax laws, Blue & Co., LLC is dedicated to helping you achieve your financial goals.
Steven Tax
Steven Tax is a reputable accounting and finance institution located at 621 North Broadway in Lexington, Kentucky, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Steven Tax is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
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- Beaver Dam
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