Financial advisor for professionals in Lexington, Kentucky
108 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Lexington Wealth Management
● ClosedLexington Wealth Management, located at 2969 Hemingway Lane in Lexington, Kentucky, is a finance institution dedicated to helping successful medical sales professionals plan, invest, and reduce taxes on their path to financial freedom. With a focus on the unique financial needs of medical sales reps, Lexington Wealth Management offers tech solutions designed to ease time constraints, including online meetings, digital account opening, and mobile apps for tracking investments and financial plans. The institution provides specific strategies to reduce income, investment, estate, and equity comp taxes for medical sales professionals, helping them navigate the financial challenges that come with higher income. With a suite of meticulously crafted strategies tailored for medical sales reps, Lexington Wealth Management guides clients through every aspect of financial management, including 401k, equity compensation, taxes, and investments. If you are a medical sales professional looking for expert financial planning and investment management, Lexington Wealth Management is here to help you achieve your financial goals.
2969 Hemingway Ln, Lexington, KY 40513, United States -
Edward Jones - Financial Advisor: Elizabeth Cawood, AAMS™|CRPC™|CRPS™
● ClosedEdward Jones - Financial Advisor: Elizabeth Cawood, AAMS™|CRPC™|CRPS™ is a trusted financial institution located at 1060 Chinoe Road in Lexington, Kentucky, United States. Specializing in finance, Elizabeth Cawood offers personalized financial planning services to help clients achieve their goals and secure their financial future. With a focus on integrity and professionalism, Elizabeth Cawood is dedicated to providing expert advice and guidance to assist clients in making informed decisions about their investments and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Elizabeth Cawood, AAMS™|CRPC™|CRPS™ is committed to helping you reach your financial goals.
1060 Chinoe Rd #136, Lexington, KY 40502, United States -
Merrill Lynch Financial Advisor Mark J Dill
● ClosedLocated at 300 West Vine Street in Lexington, Kentucky, Merrill Lynch Financial Advisor Mark J Dill is a trusted institution in the finance industry. Committed to building strong relationships with their clients, the experienced team at Merrill Lynch is passionate about helping individuals and families make important financial decisions. They work closely with affluent households and small business owners to pursue meaningful goals, offering personalized strategies tailored to each client's unique needs. The dedicated advisor team at Merrill Lynch can collaborate with outside professionals such as attorneys and accountants to gain a comprehensive understanding of each client's financial situation, risk tolerance, and important goals. From funding education to planning for retirement and transferring wealth to the next generation, Merrill Lynch provides a range of services designed to help clients achieve their financial objectives.
300 W Vine St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Valerie May Marshall
● ClosedMerrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."
300 W Vine St 10th floor, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Jodi Marie Shepherd
● ClosedMerrill Lynch Financial Advisor Jodi Marie Shepherd is a reputable finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by experienced professionals like Travis K. Musgrave, the team is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and building strong client relationships, Merrill Lynch offers a range of financial solutions tailored to each individual's needs. Recognized for exemplary client service and supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Jodi Marie Shepherd is committed to helping you achieve your financial goals and navigate the complexities of the financial market. Contact them today to start building a customized investment approach that reflects your unique needs and priorities.
300 W Vine St 10th floor, Lexington, KY 40507, United States -
OneCommonwealth Financial Group
● ClosedOneCommonwealth 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.
139 W Short St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Holly Parnell Thompson
● ClosedMerrill Lynch Financial Advisor Holly Parnell Thompson, located at 300 West Vine Street in Lexington, Kentucky, offers personalized financial services to help you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, they provide a customized approach tailored to your individual needs. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Through conversations and personalized plans, they aim to help you address fluctuations in the market and changes in your life to achieve your financial goals. Contact Merrill Lynch Financial Advisor Holly Parnell Thompson to start working towards your financial success today.
300 W Vine St, Lexington, KY 40507, United States -
Allen CPAs & Advisors, pllc
● ClosedAllen CPAs & Advisors, pllc is a reputable accounting and finance institution located at 3320 Tates Creek Road in Lexington, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your accounting and financial needs.
3320 Tates Creek Rd UNIT 102, Lexington, KY 40502, United States -
Private Client Services
● OpenPrivate 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.
2225 Lexington Rd, Louisville, KY 40206, United States -
Investment Services
● ClosedInvestment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1104 Tanbark Rd, Lexington, KY 40515, United States -
MCF
● ClosedMCF is a leading financial institution located at 333 West Vine Street in Lexington, Kentucky, United States. We provide a wide range of financial services including banking, investment management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, MCF is here to help. Visit us today to learn more about how we can assist you with your financial needs.
333 W Vine St #1740, Lexington, KY 40507, United States -
Erica Barnes - State Farm Insurance Agent
● ClosedErica Barnes - State Farm Insurance Agent is a reputable insurance agency located at 1810 Campbellsville Road in Lebanon, Kentucky, United States. We are now accepting new customers and are dedicated to providing unmatched value when it comes to insurance policies and customer service. Our experienced agent, Dave, a veteran of the United States Air Force and native Kentuckian, is committed to helping you with your auto, life, and health insurance needs. We offer a range of services including special needs financial planning, eviction guidance, and advice on avoiding the dangers of drinking and driving. For your protection, please refrain from sharing sensitive personal information on our website. Contact us at (270) 692-2277 for any assistance or information. Securities distributed by State Farm VP Management Corp. Member FDIC and Equal Housing Lender. AP2023/02/0243. Securities Supervisor address: 771 Corporate Dr Ste 105, Lexington, KY 40503-5439 Phone: 859-232-8988. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association, pursuant to a license from Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Investing involves risk, including potential for loss. Tax and legal advice should be sought from a professional advisor.
1810 Campbellsville Rd, Lebanon, KY 40033, United States -
Keith Renfro - State Farm Insurance Agent
● ClosedKeith Renfro - State Farm Insurance Agent is a reputable insurance agency located at 3101 Clays Mill Road in Lexington, Kentucky. Serving the areas of Lexington, Versailles, Nicholasville, and surrounding Central Kentucky, we offer a wide range of insurance services including Car Insurance, Home Insurance, Renter’s Insurance, Life Insurance, Motorcycle Insurance, Recreational Vehicle Insurance, Business Insurance, and Financial Services. Our team of licensed professionals is dedicated to providing outstanding service and protecting what's important to our customers so they can focus on achieving their life goals. Whether you are a new resident in the Central Kentucky area or a small business owner, we are here to help you with your insurance needs. Contact us today for a free quote on Auto Insurance, Home Insurance, or Life Insurance. Remember, drinking and driving can have serious consequences, so stay safe on the road. We also provide information on private mortgage insurance and safe turkey frying tips for the holiday season. For more information, visit our website or give us a call. Please note that we do not collect sensitive personal information online for your protection. Additionally, investors should carefully consider risks and expenses before making investment decisions. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Consult a tax or legal advisor for personalized advice.
3101 Clays Mill Rd #402, Lexington, KY 40503, United States -
Central Insurance Services
● ClosedCentral Insurance Services is a leading insurance agency located at 2424 Harrodsburg Road in Lexington, Kentucky. Our institution offers a wide range of insurance products to meet the needs of our customers. In addition to insurance services, we also provide banking and finance solutions, including loans and borrowing options tailored to fit your budget. At Central Insurance Services, we are committed to helping our customers at every stage of their financial journey. Explore our career opportunities and let us assist you in finding the right insurance and financial solutions for your needs.
2424 Harrodsburg Rd Suite 102 Suite 102, Lexington, KY 40503, United States -
Grant Rea - State Farm Insurance Agent
● ClosedGrant Rea - State Farm Insurance Agent is a reputable insurance agency located at 401 East Washington Street in Georgetown, Kentucky, United States. With over two decades of experience as a State Farm agent, Grant Rea is dedicated to providing personalized assistance and products tailored to meet the unique needs of each individual. Specializing in relocations to Georgetown and Lexington, KY, Grant holds a degree in Finance from Washington and Lee University and is actively involved in the local community through organizations such as the Georgetown Scott Co. Chamber of Commerce. As a second-generation State Farm Agent, Grant Rea is committed to continuing the legacy of exceptional service and professionalism. His office serves areas with zip codes 40324, 40511, 41010, 40359, 41031, and 40347. Grant's expertise includes educating clients on topics such as fixed rate mortgages vs adjustable rate mortgages, disability insurance, and DIY auto maintenance.
401 E Washington St C, Georgetown, KY 40324, United States -
Ross, Sinclaire & Associates, LLC
● ClosedRoss, Sinclaire & Associates, LLC is a renowned finance institution located at 325 West Main Street in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their commitment to providing personalized solutions and excellent customer service has earned them a reputation as a trusted partner for individuals and businesses seeking to achieve their financial goals. Whether you are looking to grow your investments or plan for a secure financial future, Ross, Sinclaire & Associates, LLC is dedicated to helping you succeed.
325 W Main St UNIT 300, Lexington, KY 40507, United States -
The Brown Biggins Group - Morgan Stanley
● OpenThe Brown Biggins Group at Morgan Stanley is a leading finance institution located at 444 East Main Street in Lexington, Kentucky, United States. With a strong reputation for excellence in financial services, our team of experienced professionals provides personalized wealth management solutions to help clients achieve their financial goals. From investment strategies to retirement planning, we offer comprehensive services to meet the diverse needs of our clients. Contact us today to learn more about how we can help you secure your financial future.
444 E Main St Ste 111, Lexington, KY 40507, United States -
Ballast, Inc.
● ClosedBallast, Inc. is a finance institution located at 400 East Vine Street in Lexington, Kentucky, United States. Specializing in providing financial services to individuals and businesses, Ballast, Inc. offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, Ballast, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Ballast, Inc. is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you navigate the complex world of finance.
400 E Vine St STE 400, Lexington, KY 40507, United States -
Raymond James
● OpenRaymond James is a prominent financial institution located at 489 East Main Street in Lexington, Kentucky, United States. As a leading provider of financial services, Raymond James offers a wide range of investment options and personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Raymond James is dedicated to providing exceptional service and expertise to its clients, ensuring they receive the guidance and support needed to make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
489 E Main St, Lexington, KY 40507, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a well-established finance and insurance agency located at 330 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing comprehensive financial planning services and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their long-term financial goals. Their team of experienced advisors offers personalized guidance and support to help clients secure their financial future and protect what matters most. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is dedicated to helping you build a secure and stable financial foundation.
330 E Main St #300, Lexington, KY 40507, United States -
Edge Capital Group
● ClosedEdge Capital Group is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. They offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edge Capital Group provides personalized solutions and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Edge Capital Group is dedicated to providing top-notch service and support to help you succeed.
300 W Vine St, Lexington, KY 40507, United States -
Elizabeth A. Robertson - Raymond James
● OpenElizabeth A. Robertson - Raymond James is a finance institution located at 489 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, our team of professionals is 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 provide you with personalized solutions tailored to your specific needs. Trust Elizabeth A. Robertson - Raymond James to help you navigate the complex world of finance with confidence and peace of mind.
489 E Main St, Lexington, KY 40507, United States -
First Kentucky Securities
● ClosedFirst Kentucky Securities is a reputable financial institution located at 1500 Leestown Road in Lexington, Kentucky. As a leading finance company in the United States, First Kentucky Securities offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, First Kentucky Securities is committed to providing personalized and tailored solutions to meet your individual needs. Visit us today to learn more about how we can help you secure your financial future.
1500 Leestown Rd #330, Lexington, KY 40511, United States -
Matthew Roth
● ClosedMatthew Roth is a leading finance institution located at 400 East Vine Street in Lexington, Kentucky, United States. With a reputation for excellence and expertise in financial services, Matthew Roth offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the team at Matthew Roth is dedicated to providing personalized and professional service to help you achieve your financial goals. Trust in Matthew Roth for all your financial needs.
400 E Vine St, Lexington, KY 40507, United States -
Suzanne Powell, by Meridian Wealth Management
● ClosedSuzanne Powell, by Meridian Wealth Management, located at 100 West Main Street in Lexington, Kentucky, is a finance institution dedicated to helping individuals like David and Anne, who are looking to get organized and make strategic decisions with their money to ensure a comfortable retirement. With a focus on reducing taxes, optimizing investments, and creating a reliable income stream in retirement, Suzanne Powell and her team offer personalized financial planning services to help clients achieve their goals. Suzanne, with over 20 years of experience in the industry, is known for her client-focused approach and commitment to providing clear communication and vision throughout the financial planning process. Whether you are a busy professional like David and Anne or recently retired like Bob and Christine, Suzanne Powell, by Meridian Wealth Management, is here to help you clarify your goals and live the retirement you want. Schedule a consultation today to see if we're a good fit for your financial planning needs.
100 W Main St #450, Lexington, KY 40507, United States -
JT Davis Asset Management
● ClosedJT Davis Asset Management is a leading finance institution located at 444 East Main Street in Lexington, Kentucky, United States. With a team of experienced professionals, we specialize in providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Our commitment to excellence and integrity sets us apart in the industry, ensuring that our clients receive the highest level of service and expertise. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, JT Davis Asset Management is here to help you every step of the way.
444 E Main St #101, Lexington, KY 40507, United States -
Dean Dorton
● ClosedLocated in Lexington, Kentucky, Dean Dorton is a leading professional services firm specializing in accounting, finance, and technology solutions. Our team of experienced business advisors offers expertise across all business functions and industries, providing innovative and data-driven strategies to redefine success for our clients. From tax planning to technology implementation, we are committed to transforming businesses for the better and helping them navigate growth and profitability. With a proactive approach and a range of services, we empower our clients to make informed decisions and achieve their long-term goals. Dean Dorton has been recognized as a top accounting firm in the U.S., showcasing our commitment to excellence and client success. Trust Dean Dorton to be your partners in achieving sustainable growth and financial success.
250 W Main St #1400, Lexington, KY 40507, United States -
Community Trust Wealth & Trust Management
● ClosedCommunity Trust Wealth & Trust Management is a premier financial institution located at 100 East Vine Street in Lexington, Kentucky, United States. Specializing in wealth and trust management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a focus on personalized service and expert advice, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Community Trust Wealth & Trust Management is here to help you every step of the way.
100 E Vine St #501, Lexington, KY 40507, United States -
Andrew Barker - Raymond James
● OpenAndrew 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.
489 E Main St, Lexington, KY 40507, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
300 W Vine St, Lexington, KY 40507, United States
- Financial advisor
- Tax advisor
- Tax consultant
- Financial consulting
- Car insurance companies
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Personal loan
- financial advisor for professionals in Georgetown
- financial advisor for professionals in Lebanon
- financial advisor for professionals in Louisville
- financial advisor for professionals in Nicholasville
List of local businesses, places and services in Kentucky
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos