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TOP 30 Financial guidance in Lexington, KY
163 results found
Search for local businesses, places and services near you
ABRI | Financial Planner
ABRI | 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.
Hispanic Connections of Lexington Taxes & Insurance
Hispanic Connections of Lexington Taxes & Insurance is a trusted institution located at 1565 Alexandria Drive in Lexington, Kentucky. Specializing in accounting, finance, and insurance services, our team is dedicated to providing the Hispanic community with expert guidance and support in navigating tax and insurance matters. With a focus on personalized service and attention to detail, we strive to help our clients achieve financial stability and peace of mind. Visit us today to discover how we can assist you with your tax and insurance needs.
Mutual of Omaha® Advisors - Lexington
Mutual of Omaha® Advisors - Lexington, located at 1792 Alysheba Way in Lexington, Kentucky, is a finance and insurance agency dedicated to developing talented individuals in the field. With a comprehensive advisor training program that resembles a graduate school education in entrepreneurship, our advisors are equipped with the knowledge, tools, and confidence to succeed as Mutual of Omaha financial advisors. We provide marketing strategies, world-class CRM, and resources to help advisors build their digital brand and thrive in their business. Our work environment considers the lives of both advisors and clients, offering future growth opportunities within the company, including managing and growing their own team.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a reputable financial institution located at 444 East Main Street in Lexington, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Morgan Stanley Financial Advisors is committed to providing expert guidance and support to individuals and businesses seeking to secure their financial future.
Lexington Bitcoin Consulting
Lexington Bitcoin Consulting is a leading finance institution located at 111 Church Street in Lexington, Kentucky, United States. Our team of experts specializes in providing professional guidance and advice on all things related to Bitcoin and cryptocurrency. Whether you are new to the world of digital currency or a seasoned investor, our consultants are here to help you navigate the complexities of the market and make informed decisions. Trust Lexington Bitcoin Consulting to help you achieve your financial goals in the ever-evolving landscape of cryptocurrency.
Bright Financial Planning
Bright Financial Planning is a leading finance institution located at 2416 Greatstone Point in Lexington, Kentucky. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic advice. Whether you are saving for retirement, planning for your children's education, or looking to invest for the future, we are here to provide expert guidance and support every step of the way. Trust Bright Financial Planning to help you secure a brighter financial future.
Edelman Financial Engines
Edelman Financial Engines is a reputable finance institution located at 4383 Old Harrodsburg Road in Lexington, Kentucky, United States. With a strong focus on providing personalized financial planning and investment management services, they strive to help clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence.
McDaniel Wealth Management, PLLC—Lexington
McDaniel Wealth Management, PLLC in Lexington, Kentucky is a trusted institution specializing in accounting and finance services. Located at 2333 Alexandria Drive, they offer personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, McDaniel Wealth Management provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth or secure your financial future, McDaniel Wealth Management is dedicated to providing top-notch financial guidance and support.
WestPoint Financial Group
WestPoint Financial Group is a reputable finance and insurance agency located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you every step of the way. Trust WestPoint Financial Group to provide you with personalized solutions and expert guidance to meet your financial needs.
U.S. Bancorp Investments - Financial Advisors: Ladeanna Damron
U.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.
Family Financial Partners
Family Financial Partners is a finance institution located at 1792 Alysheba Way in Lexington, Kentucky, United States. We understand that every client family is unique, with different financial goals and situations. Our philosophy is centered around the idea that people save and invest money ultimately to spend it on things that matter to them, whether it's retirement, education, a new home, charity, or other needs. Our team at Family Financial Partners works closely with our clients to create personalized financial plans that align with their goals and aspirations. We provide guidance on how to protect current income, lifestyle, and assets, as well as create a roadmap for future spending. With a focus on achieving financial goals, we offer expertise in financial markets and clear communication to build trust with our clients.
Lexington Financial
Lexington 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.
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a finance institution located at 152 West Tiverton Way in Lexington, Kentucky, United States. With a focus on providing financial solutions to individuals and businesses, Lendmark offers a range of services including personal loans, debt consolidation, and auto financing. Their experienced team is dedicated to helping clients achieve their financial goals and navigate through various financial challenges. Visit Lendmark Financial Services LLC for personalized financial assistance and expert guidance.
Edward Jones - Financial Advisor: Patrick J Brennan
Edward Jones - Financial Advisor: Patrick J Brennan is a reputable finance institution located at 3061 Fieldstone Way in Lexington, Kentucky, United States. As a trusted financial advisor, Patrick J Brennan offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Patrick J Brennan is dedicated to providing top-notch financial services to meet your needs.
Charles Hill - TIAA Financial Consultant
Charles Hill - TIAA Financial Consultant is a reputable finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted TIAA financial consultant, Charles Hill provides expert financial advice and guidance to help clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Charles Hill is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Charles Hill - TIAA Financial Consultant is committed to providing top-notch financial services to help you succeed.
Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC®
Edward 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.
Robert Adams - Financial Advisor, Ameriprise Financial Services, LLC
Robert Adams is a trusted financial advisor at Ameriprise Financial Services, LLC located at 265 Regency Circle in Lexington, Kentucky. With years of experience in the finance industry, Robert is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial plan, Robert Adams is committed to providing personalized advice and guidance tailored to your individual needs. Contact Robert Adams at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards financial success.
Paul Kelder - TIAA Financial Consultant
Paul Kelder - TIAA Financial Consultant is a reputable finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. Specializing in financial consulting services, they provide expert advice and guidance to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Paul Kelder - TIAA Financial Consultant is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
Edward Jones - Financial Advisor: Wesley T Wilson
Edward 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.
Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services, LLC
Stephanie Lyttle is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Lexington, Kentucky. With a focus on personalized financial planning and investment strategies, Stephanie helps clients navigate their financial goals with confidence and clarity. Whether you are looking to build wealth, plan for retirement, or protect your assets, Stephanie provides expert guidance and tailored solutions to help you achieve financial success. Visit her office at 1000 Monarch Street to start planning for your future today.
Edward Jones - Financial Advisor: Andrew C Mahoney, AAMS™
Edward Jones - Financial Advisor: Andrew C Mahoney, AAMS™ is a reputable finance institution located at 3061 Fieldstone Way in Lexington, Kentucky, United States. With a focus on providing personalized financial advice and services, Andrew C Mahoney, an Accredited Asset Management Specialist (AAMS™), is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Andrew C Mahoney and the team at Edward Jones are committed to providing expert guidance and support every step of the way. Trust in Edward Jones - Financial Advisor: Andrew C Mahoney, AAMS™ for all your financial needs.
Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC
Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC, located at 1000 Monarch Street, Lexington, Kentucky, United States, offers a wide range of finance services. Jake Fink holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Jake Fink is dedicated to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals.
Geraldine Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Geraldine Gordon is a financial advisor at Ameriprise Financial Services, LLC located at 3805 Wyndsong Trail in Lexington, Kentucky, United States. Geraldine holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Geraldine's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Geraldine is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Geraldine Gordon for expert financial guidance and support.
Thrivent Financial
Thrivent Financial, located at 771 Corporate Drive in Lexington, Kentucky, is a finance and insurance agency with 10 professionals ready to assist clients with their financial needs. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through its subsidiary, Thrivent Investment Management Inc. Their licensed agents and registered representatives provide personalized advice and guidance to help clients achieve their financial goals. Clients can access Thrivent's Financial Planning Framework for a comprehensive review of their financial situation, and may opt for Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about their financial advisors.
Buckner Woodford V, CFA - UBS Financial Services Inc.
Buckner Woodford V, CFA - UBS Financial Services Inc. is a prestigious financial institution located at 307 South Ashland Avenue in Lexington, Kentucky. With a team of highly skilled professionals, including CFA-certified advisors, they offer a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Buckner Woodford V, CFA - UBS Financial Services Inc. can provide expert guidance and personalized solutions to meet your needs. Trust in their expertise and experience to navigate the complex world of finance and secure a brighter financial future.
Fresca Keller Wealth - UBS Financial Services Inc.
Fresca Keller Wealth - UBS Financial Services Inc. is a trusted finance institution located at 307 South Ashland Avenue 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, investing for the future, or looking to grow your wealth, we are committed to providing you with expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Edward Jones - Financial Advisor: Audrey Back, CFP®|CRPC™
Edward Jones - Financial Advisor: Audrey Back, CFP®|CRPC™ is a leading financial institution located at 802 Euclid Avenue in Lexington, Kentucky, United States. With a focus on providing personalized financial planning services, Audrey Back, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Audrey Back and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and take the first step towards a secure financial future.
Edward Jones - Financial Advisor: Jeff Moore, CFP®|RICP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Jeff Moore, CFP®|RICP®|AAMS™|CRPC™ is a reputable finance institution located at 185 Pasadena Drive in Lexington, Kentucky, United States. With a team of highly qualified and certified professionals, including Jeff Moore who holds prestigious designations such as CFP®, RICP®, AAMS™, and CRPC™, the institution provides expert financial advice and guidance to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones - Financial Advisor: Jeff Moore, CFP®|RICP®|AAMS™|CRPC™ is dedicated to helping you achieve your financial goals.
Edward Jones - Financial Advisor: Michael G Maggard
Edward Jones - Financial Advisor: Michael G Maggard is a reputable financial institution located at 185 Pasadena Drive in Lexington, Kentucky, United States. Specializing in personalized financial planning and investment services, Michael G Maggard is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael G Maggard provides expert guidance and tailored solutions to individuals and families seeking sound financial advice.
Wrenne Financial Planning
Wrenne Financial Planning is a trusted finance institution located at 3399 Tates Creek Road in Lexington, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide guidance and support every step of the way. Contact Wrenne Financial Planning today to start building a secure financial future.
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