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TOP 30 Financial independence planning in Lexington, KY
11 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.
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.
Edward Jones - Financial Advisor: Jonathan A Millay
Edward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.
Merrill Lynch Financial Advisor Valerie May Marshall
Merrill 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."
Kentucky Home Life Insurance Co
Kentucky Home Life Insurance Co, located at 2416 Sir Barton Way in Lexington, Kentucky, is dedicated to helping you protect your loved ones now and in the future. Our life insurance policies are exclusively sold through independent agents in Kentucky, offering both Individual Life and Credit Life & Disability coverage options. Life insurance is essential for providing financial security for your family in the event of your passing. Whether it's paying off debts, covering funeral expenses, or ensuring your family's standard of living, Kentucky Home Life has you covered. Our policies can also help with college expenses and charitable wishes.
Meridian Insurance - A.L. Kawaja
Meridian Insurance - A.L. Kawaja is a finance and insurance agency located at 250 West Main Street in Lexington, Kentucky, United States. They offer comprehensive practice management solutions with flexible affiliation options, allowing clients to focus on serving their clients and growing their business. Their community of independent-minded, fiduciary advisors provides unbiased guidance to help individuals reach specific financial goals and achieve long-term security. Meridian Wealth Management, LLC is also located at 100 West Main Street, Suite 450 in Lexington. Join them for valuable content and resources to help with financial planning and management.
Money Concepts - Jennifer Quillen
Money Concepts - Jennifer Quillen is a finance institution located at 138 East Reynolds Road in Lexington, Kentucky, United States. With a focus on providing personalized financial solutions, Jennifer Quillen and her team offer a wide range of services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Money Concepts - Jennifer Quillen is dedicated to helping clients achieve their financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Larry E Botts, Ceo - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates
Larry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.
O'Bryan Law Offices
O'Bryan Law Offices, located at 110 Saint James Court in Frankfort, Kentucky, is a trusted institution specializing in finance and legal services. Dealing with legal issues can be overwhelming, but our experienced lawyers are here to help you regain control and financial independence. Whether you need assistance with bankruptcy, uncontested divorce, estate planning, or personal injury representation, we are dedicated to providing you with expert guidance and support. Contact us at 502-339-0222 to schedule a free consultation. With locations in Louisville, Frankfort, Bowling Green, Covington, and Lexington, we are here to serve you. Please note that using this form does not establish an attorney-client relationship, so please refrain from sending confidential or time-sensitive information through this platform.
O'Bryan Law Offices
O'Bryan Law Offices is a law firm located at 2908 Taylorsville Road in Louisville, Kentucky. Our experienced lawyers specialize in helping individuals regain financial independence through bankruptcy, as well as providing assistance with uncontested divorces, estate planning, and personal injury cases. We understand that legal issues can be overwhelming, which is why we are dedicated to putting our clients back in control of their lives. If you are in need of legal representation, please call 502-339-0222 to schedule a free consultation. We serve clients in Louisville, Frankfort, Bowling Green, Covington, and Lexington. Please note that contacting us through this form does not establish an attorney-client relationship. Your confidentiality and privacy are important to us.
Cetera Investors
Cetera Investors is a finance institution located at 201 East Main Street in Lexington, Kentucky, United States. With 43 fully staffed branch offices, we help financial advisors maintain their independence while still benefiting from our resources and best practices. Our focus is on helping advisors grow their business, attract new clients, and plan for their own financial future. We offer support in marketing, succession planning, compliance, and client engagement, allowing advisors to focus on serving their clients and growing their practice. Our team of legal and tax specialists can assist with complex client needs, and we provide turnkey retirement plan solutions for business-owner clients.
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