Financial planning expertise in Lexington, Kentucky

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.

MSI Lending of Lexington is a finance and insurance agency located at 2700 Old Rosebud Road in Lexington, Kentucky, United States. We specialize in providing quality customer service and expertise in the residential lending industry. Whether you are looking to purchase a home, refinance your current mortgage, or explore other loan options such as jumbo loans or home equity loans, we have the right program for you. If you are a first-time homebuyer in Kentucky, we may be able to help you find the perfect loan for your needs. With low mortgage rates in Kentucky, now is the perfect time to apply and see if you qualify. Veterans and active duty service members can also benefit from our VA loan options with low rates.

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.

UBS 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.

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.

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 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.

Raymond James Financial Services is a renowned finance institution located at 3101 Mapleleaf 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 wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized guidance and support every step of the way. Trust Raymond James Financial Services to help you navigate the complex world of finance with confidence and expertise.

TIAA Financial Services is a reputable institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a full-service bank, finance, and insurance agency, TIAA offers a wide range of financial products and services to meet the diverse needs of its customers. With a strong commitment to financial security and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Visit TIAA Financial Services today and experience the expertise and professionalism that sets them apart in the industry.

Dr. R. Christopher Spears, MD at Lexington Clinic is a leading healthcare institution located at 1401 Harrodsburg Road in Lexington, Kentucky. Dr. Spears is a highly respected medical doctor with expertise in providing exceptional patient care. The clinic offers a wide range of healthcare services, including diagnosis, treatment, and preventive care. Patients can expect personalized attention and top-notch medical care from Dr. Spears and his team of dedicated healthcare professionals. Visit Dr. R. Christopher Spears, MD at Lexington Clinic for all your healthcare needs.

Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1000 Monarch Street, Lexington, Kentucky, United States. The institution offers a wide range of certifications and designations 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 the institution's commitment to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and more. With a focus on ethics, professionalism, and expertise, Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.

Harry Hadden - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 250 West Main Street in Lexington, Kentucky, is a trusted finance institution. As a part of the Cardinal Pointe Financial Group and a recipient of the Ameriprise Client Experience Award in 2023, Harry Hadden offers personalized financial planning services to clients. With a focus on providing a positive experience, Harry Hadden helps clients navigate the complexities of the financial world. By offering complimentary initial consultations, clients can take the first step towards a more secure financial future. With expertise in investment products and services, Harry Hadden can help clients make informed decisions about their financial goals. As a member of FINRA and SIPC, clients can trust in the integrity and professionalism of Harry Hadden and Ameriprise Financial Services, LLC. Contact Harry Hadden today to discuss your financial needs and goals.

Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 250 West Main Street in Lexington, Kentucky, United States. Terry Lee Smallwood holds various 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®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Terry Lee Smallwood offers comprehensive financial services to individuals and small business owners. The institution is committed to upholding the highest ethical standards and providing clients with personalized financial solutions tailored to their specific needs.

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.

Merrill Lynch Financial Advisor Drew Almy, located at 300 West Vine Street in Lexington, Kentucky, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, clients can rely on the expertise and guidance provided by professionals like Drew Almy. Specializing in asset allocation, diversification, and financial planning, Merrill Lynch helps clients achieve their desired financial goals while navigating potential risks associated with investing in securities. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are advised to consult with their own professionals before making any financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch is committed to helping clients make informed decisions about their financial future. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Drew Almy is dedicated to helping clients in Lexington, Kentucky, and beyond.

Merrill Lynch Financial Advisor Mark A Wilden 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 services, Mark A Wilden and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Mark A Wilden offers personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

Internal Tax Resolution of Lexington is a leading institution providing expert accounting, finance, and legal services in the heart of Lexington, Kentucky. Located at 2333 Alexandria Drive, our team of professionals is dedicated to helping individuals and businesses navigate complex tax issues and find the best solutions for their financial needs. With a focus on personalized service and attention to detail, we strive to provide our clients with the expertise and support they need to achieve their financial goals. Whether you are facing tax problems or need assistance with financial planning, our experienced team is here to help. Trust Internal Tax Resolution of Lexington to provide you with the guidance and support you need to secure your financial future.

Bryan May Stockton Mortgage is a finance institution located at 220 Lexington Green Circle, Lexington, Kentucky, United States. With over 18 years of experience in the industry, Bryan has closed over 2,500 loans, showcasing his success and knowledge in home financing. Bryan not only leads a team of trained mortgage bankers but also shares his expertise as a Finance Instructor for LBAR. His diverse background includes corporate marketing for well-known brands such as Pizza Hut, Fazoli’s Restaurants, and Fruit of the Loom. Clients praise Bryan for his helpfulness and thorough communication, ensuring all questions are answered. The institution provides mortgage calculators for estimating payments, although actual rates may vary. Refinance transactions may result in higher finance charges over the loan's life. Please note that this website is not intended for California and New Mexico residents. Contact a mortgage banker at Bryan May Stockton Mortgage for more information and personalized assistance.

Bunch and Brock, Attorneys at Law is a reputable legal institution located in Lexington, Kentucky. Specializing in finance and legal matters, the experienced team at Bunch and Brock provides expert advice and representation for a wide range of legal issues. Conveniently situated at 126 West Maxwell Street, clients can trust in the professionalism and dedication of the attorneys at this esteemed firm. Whether you are seeking assistance with financial planning, estate management, or legal disputes, Bunch and Brock is committed to providing top-notch legal services to clients in the Lexington area.

More Tax Services is a reputable accounting and finance institution located at 169 East Reynolds Road in Lexington, Kentucky. Our services include professional tax preparation for personal, business, and corporate returns. With over 10 years of experience, our tax preparer, Christian, has filed thousands of returns, including complex ones. Our fees are affordable compared to larger chains, and we have a deep understanding of local sales and income tax laws. We offer free consultations and can handle everything online, making the process convenient for our clients. From sending pictures of your W2 for a quote to receiving your tax return via email, we strive to make tax preparation hassle-free. We can even deduct our fees from your return, so you don't have to pay out of pocket.

Sizemore Strategic Solutions is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. Our team of experts offers innovative and tailored financial solutions to help individuals and businesses achieve their financial goals. With a focus on strategic planning and personalized advice, we are dedicated to providing top-notch services to our clients. Contact us today to learn more about how we can help you secure a brighter financial future.

DelCotto Law Group PLLC is a prestigious law firm located in Lexington, Kentucky, United States. Specializing in various areas of law, including bankruptcy, creditors' rights, and business reorganization, the experienced team at DelCotto Law Group PLLC is dedicated to providing top-notch legal services to their clients. With a focus on personalized attention and effective representation, this firm is committed to helping individuals and businesses navigate complex legal issues with skill and expertise. Located at 200 North Upper Street, DelCotto Law Group PLLC is a trusted and reliable choice for all your legal needs.

Matthew Bunch is a reputable attorney specializing in finance law, located at 126 West Maxwell Street in Lexington, Kentucky. With a strong track record of success in representing clients in various financial matters, Matthew Bunch is known for his dedication, expertise, and commitment to achieving the best possible outcomes for his clients. Whether you are in need of legal advice for a business transaction, estate planning, or any other financial issue, Matthew Bunch is the attorney you can trust to provide expert guidance and representation. Contact Matthew Bunch today to schedule a consultation and discuss your legal needs.

My Financing USA is a finance institution located at 2115 Lexington Road in Louisville, Kentucky, United States. We specialize in finding the best RV and boat financing programs nationwide. Our goal is to make the financing process easy and convenient for our customers. With low rates, credit protection, and easy approval, we ensure that you get the best deal for your RV or boat purchase. Our secure online application process takes just a few minutes to complete, and we work with both good and bad credit scores. By pre-qualifying you and matching you with the right loan program, we eliminate unnecessary credit inquiries and guesswork. Our team handles all closings online through DocuSign, saving you time and hassle.

Atkinson Simms & Kermode is a reputable finance and law institution located at 1608 Harrodsburg Road in Lexington, Kentucky. With a team of experienced lawyers and financial experts, they provide top-notch services to clients in need of legal and financial guidance. Whether you're looking for assistance with estate planning, business law, or investment management, Atkinson Simms & Kermode is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and professionalism for all your legal and financial matters.

Weafers Tax Service is a reputable accounting and finance institution located at 853 Lane Allen Road in Lexington, Kentucky, United States. With a team of experienced professionals, Weafers Tax Service offers a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Whether you need help with filing your taxes or maximizing your deductions, Weafers Tax Service is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact us today to schedule an appointment and experience the difference of working with a trusted financial partner.

Dillon Tax Service, located at 131 Prosperous Place in Lexington, Kentucky, is a trusted institution specializing in accounting and finance services. With a commitment to serving our clients with dedication and expertise, we are always there when you need us. As one of Central Kentucky's most experienced tax preparation firms, you can rely on us to help you navigate the complexities of tax laws and regulations. Trust Dillon Tax Service for all your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 424 Southland Drive in Lexington, Kentucky, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their financial needs. Whether you need help with tax planning, bookkeeping, or investment strategies, the knowledgeable team at H&R Block is dedicated to helping you achieve your financial goals. Visit their office in Lexington today to experience the top-notch service and expertise that sets H&R Block apart in the world of accounting and finance.

H&R Block is a renowned accounting and finance institution located at 1600 Leestown Road in Lexington, Kentucky, United States. With a reputation for providing expert tax preparation services, financial advice, and investment guidance, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch service and expertise.

Blue Chip Insurance and Wealth Management LLC is a reputable insurance agency located at 1400 North Forbes Road in Lexington, Kentucky, United States. Our experienced team specializes in providing top-notch insurance solutions and wealth management services to individuals and businesses. With a focus on delivering personalized and tailored financial strategies, we strive to help our clients protect their assets and achieve their long-term financial goals. Trust Blue Chip Insurance and Wealth Management LLC to provide you with the expertise and support you need to secure your future.