Financial advisor for professionals in Lexington, Kentucky
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Succession Wealth Planning
● ClosedSuccession Wealth Planning is a leading financial institution located at 998 Governors Lane in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for their financial future through comprehensive wealth management strategies. Whether you are looking to invest for retirement, save for your children's education, or protect your assets, we are here to provide personalized guidance and support every step of the way. Contact us today to learn more about how Succession Wealth Planning can help you achieve your financial goals.
998 Governors Ln STE 350, Lexington, KY 40513, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 4084 Finn Way in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management 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 grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is committed to providing you with expert guidance and personalized solutions.
4084 Finn Wy Ste 150, Lexington, KY 40517, United States -
Accurate Advisory Group - Kentucky
● OpenAccurate Advisory Group in Kentucky is a trusted financial institution located at 3320 Clays Mill Road in Lexington. Specializing in providing expert financial advice and services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, we are here to help. With a focus on accuracy and integrity, Accurate Advisory Group is committed to providing personalized solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure a strong financial future.
3320 Clays Mill Rd STE 211, Lexington, KY 40503, United States -
FSM Wealth, Inc.
● ClosedFSM Wealth, Inc. is a leading finance institution located at 2424 Harrodsburg Road in Lexington, Kentucky, United States. With a team of experienced professionals, FSM Wealth, Inc. offers 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 services, FSM Wealth, Inc. is dedicated to providing personalized solutions to meet your needs. Trust FSM Wealth, Inc. to provide expert guidance and support as you navigate the complexities of the financial world.
2424 Harrodsburg Rd Suite 207, Lexington, KY 40503, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 2344 Elkhorn Road in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services and investment advice, Charles Schwab is a trusted name in the finance industry. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Charles Schwab offers a wide range of services to help you achieve your financial goals. Their team of experienced professionals is dedicated to providing personalized solutions to meet your individual needs. Visit Charles Schwab today to take control of your financial future.
2344 Elkhorn Rd Suite 175, Lexington, KY 40509, United States -
Radwan Brown & Company, PSC
● ClosedRadwan Brown & Company, PSC is a leading accounting and finance institution located at 2421 Members Way in Lexington, Kentucky, United States. Our mission is to exceed client expectations through extraordinary service by delivering tailored tax, accounting, and consulting services to meet the specific needs of each client. Whether you are an individual, start-up, or large established business, we are here to provide high-quality tax planning and consulting services. Our team of professionals is dedicated to helping clients achieve their financial goals and make informed decisions. We specialize in working with athletes, entertainers, doctors, lawyers, and businesses in various industries. With a focus on estate planning, tax compliance, and bookkeeping services, we strive to build strong relationships with our clients based on trust, respect, and quality service. At Radwan Brown & Company, PSC, we are committed to creating exceptional value for our clients through superior client service and personalized attention. Contact us today to learn more about how we can help you achieve your financial goals and secure your future.
2421 Members Way, Lexington, KY 40504, United States -
Foster Investment Services
● ClosedFoster Investment Services is a leading financial institution located at 151 Prosperous Place in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Foster Investment Services is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
151 Prosperous Pl #1b, Lexington, KY 40509, United States -
KFG Enterprises
● ClosedKFG Enterprises, located at 2225 Lexington Road in Louisville, Kentucky, is a finance institution that offers a wide range of investment, financial planning, insurance, and estate planning services. With statistics showing that many Americans are not adequately prepared for retirement, KFG is dedicated to helping clients achieve their financial goals through personalized strategies. At KFG, we believe in putting our clients first and tailoring our services to meet their individual needs. Whether you are looking to retire, invest in your children's education, or improve your current investment portfolio, our team of financial professionals will work with you to create a plan that aligns with your objectives.
2225 Lexington Rd, Louisville, KY 40206, United States -
Denson & Co., LLC
● ClosedDenson & Co., LLC is a trusted institution located at 612 North Main Street in Nicholasville, Kentucky, United States. We specialize in accounting, finance, and real estate agency services. With over 30 years of experience, our team is dedicated to helping businesses and individuals succeed. We offer a range of services including bookkeeping, tax planning, and strategy. Our team works closely with clients, providing personalized and proactive solutions. You can reach us at (859) 885-7798 in Nicholasville or (859) 440-1405 in Lexington. Contact us today to schedule an appointment and experience the highest quality of service possible.
612 N Main St, Nicholasville, KY 40356, United States -
Larry Botts & Associates
● OpenLarry Botts & Associates is a trusted insurance agency located at 651 Perimeter Drive in Lexington, Kentucky, United States. With years of experience in the industry, our team of professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today to learn more about our services and how we can help protect what matters most to you.
651 Perimeter Dr # 200, Lexington, KY 40517, United States -
Allan Watts
● ClosedAllan Watts is a reputable finance institution located at 527 Wellington Way in Lexington, Kentucky, United States. With a strong focus on providing exceptional financial services to individuals and businesses, Allan Watts is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its dedicated team of professionals who are committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with retirement planning, investment advice, or estate planning, Allan Watts is the trusted partner you can rely on for sound financial guidance.
527 Wellington Way #225, Lexington, KY 40503, United States -
Apprisen
● OpenApprisen, located at 2265 Harrodsburg Road in Lexington, Kentucky, is a finance institution dedicated to helping individuals manage debt, decrease financial stress, and achieve financial freedom. Through services such as Credit Health Education sessions, Debt Management Plans (DMP), and Financial Health Plans, Apprisen assists clients in understanding and improving their credit reports, lowering interest rates and monthly payments, and overall financial wellness. Testimonials from satisfied clients highlight the invaluable assistance provided by the knowledgeable and professional team at Apprisen. Whether you are looking to tackle debt, improve your credit, or simply build a solid financial foundation, Apprisen is here to help you on your journey towards financial health and stability. Visit their blog, Money Minute, for the latest news, tips, and advice to guide you towards a brighter financial future.
2265 Harrodsburg Rd suite 303, Lexington, KY 40504, United States -
The Fister Group - Morgan Stanley
● OpenThe Fister Group - 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, The Fister Group offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Fister Group - Morgan Stanley is here to help.
444 E Main St Ste 111, Lexington, KY 40507, United States -
Emily K. Biggins - Morgan Stanley
● OpenEmily K. Biggins - Morgan Stanley is a prominent financial institution located at 444 East Main Street in Lexington, Kentucky, United States. Specializing in a wide range of financial services, including wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, Emily K. Biggins - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance.
444 E Main St Ste 111, Lexington, KY 40507, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a prestigious finance institution located at 100 West Main Street in Lexington, Kentucky, United States. With a focus on providing personalized wealth management services, Baird is dedicated to helping clients achieve their financial goals through expert advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Baird's team of experienced professionals is committed to delivering exceptional service and tailored solutions to meet your individual needs. Trust Baird Private Wealth Management to guide you towards a secure and prosperous financial future.
100 W Main St Ste 500, Lexington, KY 40507, United States -
Pinnacle Planning Group Inc
● OpenPinnacle Planning Group Inc is a reputable finance institution located at 121 Prosperous Place in Lexington, Kentucky, United States. With a focus on providing top-notch financial planning services, Pinnacle Planning Group Inc is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized financial advice and solutions to help clients navigate the complexities of wealth management and investment strategies. Whether you are looking to plan for retirement, save for your child's education, or grow your business, Pinnacle Planning Group Inc is committed to helping you reach your pinnacle of financial success.
121 Prosperous Pl STE 2B, Lexington, KY 40509, United States -
Q2 Wealth Management
● ClosedQ2 Wealth Management is a premier financial institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Q2 Wealth Management is committed to providing expert guidance and exceptional service. Contact us today to learn how we can help you secure your financial future.
1792 Alysheba Way # 150, Lexington, KY 40509, United States -
Nate Collier - Thrivent
● ClosedNate 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.
501 Darby Creek Rd Ste 35, Lexington, KY 40509, United States -
Wallace Hart Capital Management
● ClosedWallace Hart Capital Management is a prestigious finance institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. With a reputation for excellence in investment management and financial advisory services, Wallace Hart Capital Management is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs, ensuring a high level of client satisfaction and success. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Wallace Hart Capital Management is committed to delivering top-notch service and results.
1792 Alysheba Way #390, Lexington, KY 40509, United States -
Central Investment Center
● ClosedCentral Investment Center is a finance institution located at 2424 Harrodsburg Road in Lexington, Kentucky. We specialize in providing expert financial advice and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses make sound financial decisions and maximize their investments. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Central Investment Center is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
2424 Harrodsburg Rd STE 101, Lexington, KY 40503, United States -
Innovative Accounting
● ClosedInnovative Accounting is a modern accounting and finance institution located at 710 East Main Street in Lexington, Kentucky, United States. Specializing in tax preparation for 2023 tax returns, we believe in utilizing technology to provide exceptional services to our clients and employees. As a fully virtual accounting company, we offer reasonable prices and superior services to clients all over North America. Our team of trained professionals in accounting, bookkeeping, and tax strategy are dedicated to helping small businesses succeed and thrive. We prioritize work-life balance for our employees, offering flexible schedules, work-from-home options, and profit sharing. With monthly training sessions for our team, we ensure that they are always prepared to offer the best services to our clients.
710 E Main St, Lexington, KY 40502, United States -
Liberty Tax
● ClosedLiberty Tax is a trusted finance institution located at 135 East New Circle Road in Lexington, Kentucky, United States. With a commitment to providing expert tax preparation services and financial guidance, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Their team of experienced professionals strive to ensure their clients receive the maximum refunds and deductions they are entitled to. Visit Liberty Tax for reliable and efficient financial services that will help you achieve your financial goals.
135 E New Circle Rd Suite 120, Lexington, KY 40505, United States -
Joshua Arthur - Thrivent
● ClosedJoshua 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.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Robert Lawson - Thrivent
● ClosedRobert 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.
1031 Wellington Way UNIT 210, Lexington, KY 40513, United States -
Emmanuel Washington - Thrivent
● ClosedEmmanuel 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.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
4023 Finn Wy, Lexington, KY 40517, United States -
Jonathan Grasch - Thrivent
● ClosedJonathan 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.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
American Trust Wealth
● ClosedAmerican 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.
2525 Harrodsburg Rd # 300, Lexington, KY 40504, United States -
Robert Lawson - Thrivent
● ClosedRobert 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.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Mark Mansur - Thrivent
● ClosedMark 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.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States
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