Financial management in Lexington, Kentucky

Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 250 West Main Street in Lexington, Kentucky, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial goals. While they cannot guarantee future financial results, they provide an overview of financial planning concepts during the initial consultation. The institution is committed to privacy and security, and members are bound by the Ameriprise Financial Website Rules and Regulations. They aim to help friends and family achieve their financial goals and provide online security guarantees to protect their clients. Contact them for more information on how they can assist with your financial needs.

Edward Jones - Financial Advisor: David Hofe is a reputable finance institution located at 4071 Tates Creek Centre Drive in Lexington, Kentucky, United States. As a trusted financial advisor, David Hofe provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: David Hofe is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Jay C Winkler is a reputable finance institution located at 2424 Sir Barton Way in Lexington, Kentucky, United States. With a focus on providing personalized financial advice and investment solutions, Jay C Winkler and his team strive to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jay C Winkler offers tailored strategies to meet your unique needs. Trustworthy and dedicated, this institution is committed to helping you secure a solid financial future.

Baird 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.

Peter Sutton McFarland - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at Peter Sutton McFarland - UBS Financial Services Inc. is dedicated to providing personalized and expert advice to assist clients in making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence.

investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 2022 Bank of America Corporation. All rights reserved. Merrill Lynch Financial Advisor Mollie L. H. Brennan, located at 300 West Vine Street, Lexington, Kentucky, is dedicated to providing personalized financial strategies tailored to help you pursue meaningful goals. With a team of experienced advisors, we work closely with affluent households and small business owners to understand their unique financial situations and develop customized plans to help them achieve their objectives. Our commitment to building strong client relationships based on trust and personalized service sets us apart in the finance industry. Let us help you navigate the complexities of your financial life and work towards a secure future. Contact us today to begin your journey towards financial success."

Eric Robertson - TIAA Financial Consultant is a renowned finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Eric Robertson provides expert financial consulting services to individuals and businesses looking to secure their financial future. With a focus on personalized solutions and a deep understanding of the ever-changing financial landscape, Eric Robertson helps clients make informed decisions and achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Eric Robertson - TIAA Financial Consultant is dedicated to providing top-notch financial guidance and support.

Kinnett Borough Financial Group is a leading finance institution located in the heart of Lexington, Kentucky. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, our knowledgeable staff is here to help. Visit us at 2452 Sir Barton Way to see how Kinnett Borough Financial Group can help you achieve your financial goals.

Edward Jones - Financial Advisor: Steve Robertson is a trusted financial institution located at 2424 Sir Barton Way in Lexington, Kentucky, United States. Specializing in finance, our dedicated advisor, Steve Robertson, is committed to providing personalized and comprehensive financial planning services to help clients achieve their goals. With a focus on building long-term relationships and delivering tailored solutions, Edward Jones - Financial Advisor: Steve Robertson is your go-to resource for all your financial needs.

St Corbin Financial Corporation is a leading finance institution located at 2709 Old Rosebud Road in Lexington, Kentucky, United States. With a commitment to providing top-notch financial services, St Corbin Financial Corporation offers a wide range of financial products and solutions to meet the diverse needs of its clients. Whether you are looking for investment opportunities, loans, or financial planning advice, our team of experienced professionals is here to help you achieve your financial goals. Trust St Corbin Financial Corporation for all your financial needs.

Brian Whitley - Mutual of Omaha Financial Advisor is a reputable finance and insurance agency located at 1792 Alysheba Way in Lexington, Kentucky. As a trusted advisor, Brian Whitley helps clients navigate the complex world of financial planning and insurance to secure their future. With a focus on personalized service and tailored solutions, Brian Whitley is dedicated to helping individuals and families achieve their financial goals. Contact them today to start planning for a secure financial future.

M. Tinder Harris - UBS Financial Services Inc. is a reputable financial institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, M. Tinder Harris - UBS Financial Services Inc. is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, this institution is committed to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Victoria Watson, CRPC™|CRPS™ is a reputable financial institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. As a Certified Retirement Planning Counselor (CRPC) and Certified Retirement Plans Specialist (CRPS), Victoria Watson offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning and investment strategies, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Visit us today to start planning for a secure financial future.

Lanie Phillips - Financial Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located at 1000 Monarch Street in Lexington, Kentucky, United States. Specializing in providing personalized financial planning and investment services, Lanie Phillips 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, Lanie Phillips and her team offer expert advice and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lanie Phillips - Financial Advisor at Ameriprise Financial Services, LLC is here to help you every step of the way.

Elkhorn Creek Financial is a reputable finance institution located at 3285 Blazer Parkway in Lexington, Kentucky, United States. We offer a wide range of financial services to meet the needs of our clients, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to providing personalized solutions and top-notch customer service. Trust Elkhorn Creek Financial to help you achieve your financial goals and secure your financial future.

Q2 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.

UBS- Financial Advisor- Jeremy Chase is a reputable financial institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. Specializing in providing expert financial advice and services, Jeremy Chase and his team offer personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, UBS- Financial Advisor- Jeremy Chase is dedicated to helping clients navigate the complexities of the financial world with confidence and success.

The Kessinger-Lee Financial Group is a prestigious finance institution located at 100 West Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, our team of experienced professionals are 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 assist you every step of the way. Contact us today to schedule a consultation and see how we can help you secure a brighter financial future.

U.S. Bancorp Investments - Financial Advisors in Louisville is a trusted financial institution located at 3808 Lexington Road in Louisville, Kentucky. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you're planning for retirement, saving for education, or managing your wealth, our advisors are here to provide you with the support and resources you need to make informed decisions. Visit us today to learn more about how U.S. Bancorp Investments can help you secure your financial future.

James Meek - TIAA Wealth Management Advisor is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, James Meek provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term success and financial security, James Meek offers expert guidance and strategic planning to help clients navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or managing your assets, James Meek - TIAA Wealth Management Advisor is dedicated to helping you build and preserve your wealth.

Haney Financial Associates is a leading finance institution located at 114 Dennis Drive in Lexington, Kentucky, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or help with managing your finances, our dedicated team is here to assist you every step of the way. Trust Haney Financial Associates to provide personalized and professional financial solutions to meet your individual needs.

Merrill Lynch Financial Advisor Jim Moore, located at 4023 Finn Way in Lexington, Kentucky, is a finance institution that is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. With a focus on helping clients achieve their desired lifestyles, Merrill Lynch offers a range of brokerage, investment advisory, and other financial services. While investing comes with risks, Merrill Lynch advisors work to provide personalized advice and strategies to help clients navigate the complexities of the financial world. Whether you are seeking guidance on asset allocation, diversification, or financial planning, Merrill Lynch is committed to helping you make informed decisions. Please consult with legal and tax advisors before making any financial decisions. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch Financial Advisor Jim Moore is dedicated to helping clients navigate the world of finance and achieve their financial goals.

Lexington 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.

Merrill 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.

Merrill Lynch Financial Advisor Zachary Dustin Shelly is a finance institution located at 4023 Finn Way, Lexington, Kentucky, United States. Key & Associates strives to be one of the premier Wealth Management teams in Central Kentucky, with a diverse group of talented individuals qualified to lead clients through Wealth Accumulation, Distribution, and Transfer phases. They believe in empowering individuals to achieve financial goals and realize dreams through personalized guidance and professional advice. The team at Key & Associates starts every relationship with a conversation to identify and prioritize client goals. They utilize the Merrill Investment Personality Assessment to understand clients better and customize financial approaches accordingly. With access to global resources, the team provides personalized service and trust-based relationships. They offer personalized wealth management strategies, financial planning, and access to investment insights and lending solutions. The team works to help clients stay on track to achieve their goals, discussing any necessary adjustments along the way. Certified by various financial planning organizations, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and reach their goals.

Margaret Daniels - TIAA Wealth Management Advisor is a finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Margaret Daniels provides personalized wealth management services through TIAA to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement strategies, Margaret Daniels offers expert guidance and support to individuals and families looking to secure their financial future. Contact Margaret Daniels - TIAA Wealth Management Advisor today to start building a comprehensive financial plan tailored to your needs.

Edward 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.

Merrill Lynch Financial Advisor Travis K Musgrave is a reputable finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Travis K Musgrave, a seasoned financial advisor, is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Travis K Musgrave is committed to providing personalized solutions tailored to your unique needs.

Merrill Lynch Financial Advisor Robert S. Williams is a leading financial institution located at 300 West Vine Street in Lexington, Kentucky, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and tailored strategies, Merrill Lynch Financial Advisor Robert S. Williams is dedicated to providing top-notch financial guidance to individuals and businesses alike.

Located 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.