Financial advisor for wealth management in Lexington, Kentucky
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ABRI | Financial Planner
● ClosedABRI | 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.
333 E Short St Suite 210, Lexington, KY 40507, United States -
R.L. Brown Wealth Management
● ClosedR.L. Brown Wealth Management is a finance and insurance agency located at 135 West Main Street in Lexington, Kentucky, United States. At our institution, we specialize in creating fully customized WealthPrint® Financial Plans to help our clients achieve their financial goals. We offer personalized retirement strategies, estate planning solutions, insurance planning, and business planning analysis to ensure that our clients' financial futures are secure. Our team of experienced financial advisors will work with you to address important questions such as how inflation and taxes may impact your investments, how to protect your assets from probate expenses and estate taxes, and how to plan for unexpected events such as disability or business succession. Contact us today for a no-obligation consultation to start building a comprehensive wealth management strategy tailored to your unique needs.
135 W Main St Suite 200, Lexington, KY 40507, United States -
Mark Korona - UBS Financial Services Inc.
● OpenMark Korona - UBS Financial Services Inc. is a reputable financial institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. As a branch of UBS, one of the world's leading financial services companies, Mark Korona offers a wide range of financial services to individuals, businesses, and institutional clients. With a team of experienced financial advisors and wealth management experts, Mark Korona - UBS Financial Services Inc. is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Mark Korona - UBS Financial Services Inc. can provide you with personalized solutions to meet your unique financial needs.
307 S Ashland Ave, Lexington, KY 40502, United States -
Dupree Financial Group
● ClosedDupree Financial Group is a reputable finance institution located at 237 East Main Street in Lexington, Kentucky, United States. With a team of experienced financial experts, Dupree Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can trust Dupree Financial Group to provide personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Dupree Financial Group is here to help you every step of the way.
237 E Main St, Lexington, KY 40507, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. As a leading global financial services firm, UBS offers a wide range of wealth management services, investment banking, asset management, and other financial solutions to individuals, institutions, and corporations. With a strong reputation for excellence and expertise in the financial industry, UBS is committed to providing clients with innovative and personalized financial strategies to help them achieve their financial goals.
307 S Ashland Ave, Lexington, KY 40502, United States -
High Knoll Wealth Advisors
● OpenHigh 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.
115 W Short St, Lexington, KY 40507, United States -
Gratz Park Private Wealth
● ClosedLocated in the heart of Lexington, Kentucky, Gratz Park Private Wealth is a premier financial institution dedicated to helping clients achieve their financial goals with confidence. Our team partners with individuals in Lexington and beyond to understand their needs, passions, and aspirations, and create personalized wealth management strategies. As your advocate, we prioritize building strong relationships based on trust, compassion, and integrity. Our intuitive approach to wealth planning involves educating and empowering clients to make informed decisions about their financial future. Through strategic planning and organization, we aim to help clients grow and preserve their wealth while creating a lasting legacy for their families.
110 E Third St, Lexington, KY 40508, United States -
Joule Financial
● ClosedJoule Financial is a reputable finance institution located at 1216 South Broadway in Lexington, Kentucky, United States. Specializing in financial services, Joule Financial offers expert advice and solutions to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Joule Financial is committed to providing personalized and strategic financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joule Financial is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1216 S Broadway, Lexington, KY 40504, 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 -
Moneywatch Advisors Inc
● ClosedMoneywatch Advisors Inc is a leading finance institution located at 121 Walton Avenue in Lexington, Kentucky, United States. Our team of experienced advisors is dedicated to helping clients make informed decisions about their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, we provide personalized solutions tailored to your individual needs. Trust Moneywatch Advisors Inc to guide you towards financial success and security.
121 Walton Ave, Lexington, KY 40508, 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 -
Merrill Lynch Financial Advisor Hope E Wilden
● ClosedMerrill Lynch Financial Advisor Hope E Wilden is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. Wilden, Thompson & Associates values teamwork and involvement, providing clients with access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their experienced team offers personalized wealth management planning to help clients address their unique financial goals, such as retirement planning and education funding. The institution believes in building strong client relationships based on trust and personalized service, with a commitment to putting the interests of customers first. Advisors at Merrill Lynch have received recognition for exemplary client service, setting the standard in the industry. The institution offers a range of banking products through Bank of America and personalized financial planning services to help clients achieve their goals. With a focus on understanding each client's individual needs and priorities, Merrill Lynch Financial Advisor Hope E Wilden is dedicated to helping clients navigate the complexities of the financial markets and achieve financial success.
300 W Vine St, Lexington, KY 40507, United States -
Paragon Private Wealth Management
● ClosedParagon Private Wealth Management is a prestigious finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. With a strong reputation for providing personalized and comprehensive wealth management services, Paragon Private Wealth Management offers tailored financial solutions to individuals and families seeking to grow and protect their assets. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to preserve your wealth, Paragon Private Wealth Management is committed to providing top-notch financial advice and guidance.
300 W Vine St UNIT 2201, 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 -
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 -
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 -
LexInvest Wealth Advisors
● ClosedLexInvest Wealth Advisors is a premier finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, LexInvest Wealth Advisors is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future.
2365 Harrodsburg Rd # B100, Lexington, KY 40504, United States -
Edelman Financial Engines
● ClosedEdelman 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.
4383 Old Harrodsburg Rd Suite 125, Lexington, KY 40513, 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 -
U.S. Bancorp Investments - Financial Advisors: Ladeanna Damron
● ClosedU.S. Bancorp Investments - Financial Advisors, led by Ladeanna Damron, is a reputable finance institution located at 2020 Nicholasville Road in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, U.S. Bancorp Investments is dedicated to providing expert advice and exceptional service. Visit their office today to start planning for a secure financial future.
2020 Nicholasville Rd, Lexington, KY 40503, United States -
Lexington Financial
● ClosedLexington 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.
1795 Alysheba Way UNIT 4204, Lexington, KY 40509, United States -
Sparks Financial Group
● ClosedSparks Financial Group is a leading finance institution located at 2285 Executive Drive in Lexington, Kentucky, United States. With a strong reputation for providing expert financial services, Sparks Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is dedicated to helping you achieve your financial goals. Contact us today to learn more about how Sparks Financial Group can help you secure your financial future.
2285 Executive Dr #310, Lexington, KY 40505, United States -
Wealth Management of Kentucky
● ClosedWealth Management of Kentucky is a reputable finance institution located at 444 East Main Street in Lexington, Kentucky, United States. Our expert team of financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start your journey towards financial success.
444 E Main St #101, Lexington, KY 40507, United States -
Wealth Management at Bank of the Bluegrass
● ClosedWealth Management at Bank of the Bluegrass is a premier financial institution located at 215 Southland Drive in Lexington, Kentucky, United States. Our experienced team of financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or growing your investments, we are here to provide expert guidance and support. Trust us to help you navigate the complex world of finance and secure your financial future. Visit us today and let us help you build and protect your wealth.
215 Southland Dr #200, Lexington, KY 40503, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a leading finance institution located at 3794 Lexington Road in Louisville, Kentucky, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a range of investment options and personalized wealth management solutions to help clients achieve their financial goals. Our experienced team of professionals is dedicated to delivering top-notch service and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services is here to help you every step of the way.
3794 Lexington Rd, Louisville, KY 40207, United States -
Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC®
● OpenEdward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC® is a reputable financial institution located at 220 Ruccio Way in Lexington, Kentucky, United States. With a focus on financial planning and wealth management, Dawn M Nelson, a Certified Financial Planner and Chartered Financial Consultant, provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Dawn M Nelson and her team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.
220 Ruccio Way Suite 180, Lexington, KY 40503, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 535 Wellington Way in Lexington, Kentucky, United States. With a focus on providing top-quality financial services, Raymond James offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing personalized advice and tailored strategies to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is committed to helping you secure a strong financial future.
535 Wellington Way, Lexington, KY 40503, United States -
Christopher Perry - TIAA Wealth Management Advisor
● OpenChristopher Perry - TIAA Wealth Management Advisor is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Christopher Perry offers personalized wealth management services to help clients achieve their financial goals. With a focus on integrity and expertise, Christopher Perry provides comprehensive financial planning, investment management, and retirement solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Christopher Perry - TIAA Wealth Management Advisor is dedicated to helping you make informed financial decisions for a secure future.
2365 Harrodsburg Rd Suite B 250, Lexington, KY 40504, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 3700 Palomar Centre 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 financial planning solutions to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, Raymond James Financial Services has a team of experienced professionals ready to assist you. Trustworthy and reliable, Raymond James is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
3700 Palomar Centre Dr, Lexington, KY 40513, United States -
Edward Jones - Financial Advisor: Wesley T Wilson
● ClosedEdward Jones - Financial Advisor: Wesley T Wilson is a reputable finance institution located at 1755 Hatter Lane in Lexington, Kentucky. As a trusted financial advisor, Wesley T Wilson provides personalized investment and wealth management services to clients in the United States. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: Wesley T Wilson is dedicated to providing expert financial guidance and support. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Wesley T Wilson is committed to helping you navigate the complexities of the financial world and make informed decisions for your financial future.
1755 Hatter Ln, Lexington, KY 40511, United States
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