Financial planning expertise in Lexington, Kentucky

Located in Lexington, Kentucky, r r CPAs is a reputable accounting and finance institution offering a wide range of services including accounting, payroll, and bookkeeping support. With a strong dedication to their clients, the team at r r CPAs has successfully represented them in audits with both the IRS and KY, staying up-to-date on tax laws to handle even the most complex situations. With 35 years of combined experience, the auditors at r r CPAs provide prompt and high-quality service, ensuring that clients receive the expertise they need for their financial needs. Trust r r CPAs for all your accounting and finance needs.

Grant Rea - State Farm Insurance Agent is a reputable insurance agency located at 401 East Washington Street in Georgetown, Kentucky, United States. With over two decades of experience as a State Farm agent, Grant Rea is dedicated to providing personalized assistance and products tailored to meet the unique needs of each individual. Specializing in relocations to Georgetown and Lexington, KY, Grant holds a degree in Finance from Washington and Lee University and is actively involved in the local community through organizations such as the Georgetown Scott Co. Chamber of Commerce. As a second-generation State Farm Agent, Grant Rea is committed to continuing the legacy of exceptional service and professionalism. His office serves areas with zip codes 40324, 40511, 41010, 40359, 41031, and 40347. Grant's expertise includes educating clients on topics such as fixed rate mortgages vs adjustable rate mortgages, disability insurance, and DIY auto maintenance.

MAA Village is a renowned finance and real estate agency located at 151 South Locust Hill Drive in Lexington, Kentucky, United States. With a reputation for excellence in the industry, MAA Village offers expert financial services and top-notch real estate solutions to clients in the area. Whether you are looking to buy, sell, or invest in property, MAA Village is dedicated to providing unparalleled customer service and expertise to help you achieve your goals. Visit us today to experience the difference that MAA Village can make in your financial and real estate endeavors.

The UKFCU Corporate Office is a finance institution located at 1730 Alysheba Way in Lexington, Kentucky, United States. As the headquarters of the University of Kentucky Federal Credit Union, this office serves as the central hub for managing financial operations and providing services to members. With a commitment to excellence and customer satisfaction, the UKFCU Corporate Office plays a vital role in supporting the financial needs of individuals and businesses in the community.

VelvetVista Assurance is a trusted insurance agency located in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. At VelvetVista Assurance, we strive to provide exceptional customer service and peace of mind knowing that you are protected. Visit us at 448 Lewis Hargett Circle to learn more about how we can help you with all of your insurance needs.

Hargrove Firm LLP, located at 444 East Main Street in Lexington, Kentucky, is a renowned institution specializing in accounting, finance, and legal services. With a focus on securing lasting legacies for their clients, the expert team at Hargrove Firm navigates the legal landscape with empathy and precision. Specializing in trusts, guardianships, conservatorships, and estates, the team at Hargrove Firm provides top-notch representation for professional fiduciaries. Business owners trust Hargrove Firm to protect their interests in all stages of their endeavors, especially during transactions.

Wheeler Tax & Accounting Inc. is a trusted accounting and finance institution located at 901 West Lexington Avenue in Winchester, Kentucky, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Wheeler Tax & Accounting Inc. is dedicated to helping you navigate the complex world of finance with ease and confidence. Contact them today to learn how they can assist you in achieving your financial goals.

Miller, Mayer, Sullivan & Stevens, LLP is a reputable accounting and finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.

Stoll Keenon Ogden PLLC is a prestigious accounting, finance, and law firm located at 300 West Vine Street in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services to meet the needs of their clients. Whether you require assistance with tax planning, financial analysis, or legal representation, Stoll Keenon Ogden PLLC is dedicated to providing top-notch expertise and personalized solutions. Trust in their reputation for excellence and commitment to serving the community.

DellaValle Management, Inc is a reputable institution located at 3151 Beaumont Centre Circle in Lexington, Kentucky, United States. Specializing in management services, DellaValle Management, Inc is committed to providing top-notch solutions for a wide range of industries. With a team of experienced professionals, they offer tailored strategies and expert advice to help businesses thrive and succeed. Whether you are looking for property management, financial consulting, or project management services, DellaValle Management, Inc is the go-to institution for all your management needs.

Castle Lisa P CPA is a reputable accounting and finance institution located in Lexington, Kentucky, United States. With a convenient address at 3141 Beaumont Centre Circle, this institution offers a wide range of services to meet the financial needs of individuals and businesses. Led by experienced professionals, Castle Lisa P CPA provides expert advice and assistance in tax preparation, financial planning, and other accounting services. Whether you are looking for help with personal finances or need assistance with your business accounts, Castle Lisa P CPA is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Association Management Services is a premier institution located at 185 Pasadena Drive in Lexington, Kentucky, United States. We specialize in providing top-notch management services for a wide range of associations, ensuring smooth operations and effective leadership. Our experienced team is dedicated to helping associations thrive by offering comprehensive services such as financial management, event planning, membership support, and more. With our expertise and commitment to excellence, Association Management Services is the perfect partner for any association looking to achieve their goals and maximize their potential.

Raymond James is a prominent financial institution located at 489 East Main Street in Lexington, Kentucky, United States. As a leading provider of financial services, Raymond James offers a wide range of investment options and personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Raymond James is dedicated to providing exceptional service and expertise to its clients, ensuring they receive the guidance and support needed to make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Breakthrough Solutions Consulting is a leading finance institution located at 1890 Star Shoot Parkway in Lexington, Kentucky, United States. We specialize in providing cutting-edge financial solutions and consulting services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering innovative and personalized strategies to optimize financial performance and drive growth. Whether you are an individual or a business looking to improve your financial situation, Breakthrough Solutions Consulting is here to help you succeed. Contact us today to learn more about our services and how we can assist you in reaching your financial milestones.

Phillip Williams, Bankers Life Agent is a reputable insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. As a dedicated Bankers Life agent, Phillip Williams provides personalized insurance solutions to meet the needs of individuals and families. With a focus on customer service and expertise in the insurance industry, clients can trust Phillip Williams to provide comprehensive coverage and peace of mind. Visit the office today to learn more about the insurance options available and how Phillip Williams can help protect your future.

AXA Advisors is a finance and insurance agency located at 444 East Main Street in Lexington, Kentucky, United States. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals through personalized financial planning and insurance solutions. With a focus on customer service and expertise in the industry, AXA Advisors is a trusted partner for all your financial needs. Contact us today to learn more about how we can help you secure your financial future.

Jennifer Neri, Bankers Life Agent is an insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. Specializing in life insurance, retirement planning, and long-term care coverage, Jennifer Neri is dedicated to helping individuals and families protect their financial future. With a strong focus on personalized service and tailored solutions, clients can trust in the expertise and professionalism of this reputable agency. Contact Jennifer Neri, Bankers Life Agent today to secure your peace of mind for tomorrow.

Jared Hendrix, Bankers Life Agent is an insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. Specializing in providing comprehensive insurance coverage and financial planning services, Jared Hendrix offers personalized solutions to meet the unique needs of each client. With a focus on customer service and expertise in the insurance industry, Jared Hendrix, Bankers Life Agent is dedicated to helping individuals and families secure their financial future. Contact us today to learn more about our services and how we can help protect what matters most to you.

Edge Capital Group is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. They offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edge Capital Group provides personalized solutions and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Edge Capital Group is dedicated to providing top-notch service and support to help you succeed.

Matthew Roth is a leading finance institution located at 400 East Vine Street in Lexington, Kentucky, United States. With a reputation for excellence and expertise in financial services, Matthew Roth offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the team at Matthew Roth is dedicated to providing personalized and professional service to help you achieve your financial goals. Trust in Matthew Roth for all your financial needs.

RFH & Co is a reputable accounting and finance institution located at 230 Lexington Green Circle in Lexington, Kentucky, United States. Our dedicated staff is highly qualified and committed to providing personalized accounting services to add value to our clients. We prioritize client confidentiality and adhere to the highest professional and ethical standards, incorporating the latest technology to ensure quality service. Our assurance services are designed to instill confidence in our clients, blending technical expertise, integrity, and objectivity. We go beyond financial reporting by taking the time to understand your business environment and goals, offering a comprehensive approach to meet your needs.

Moneyline Wealth Management is a finance and insurance agency located at 220 East Reynolds Road in Lexington, Kentucky. Our team, led by Mike Bidarian CFP®, offers a range of financial services and investment options through LPL Financial, a Registered Investment Advisor. Residents of several states, including AL, AR, CA, CO, CT, FL, GA, KY, NC, NV, OH, SC, TX, and WA, can benefit from our expertise. Visit our website to access useful calculators, informative videos, and to learn more about our background and services. Trust Moneyline Wealth Management to help you achieve your financial goals.

Aliign, LLC is a leading accounting and finance institution located at 301 East Main Street in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Aliign, LLC has the expertise to meet your needs. Trust us to help you navigate the complexities of the financial world and achieve your goals.

Cherry Bekaert is a leading accounting and finance institution located at 333 West Vine Street in Lexington, Kentucky, United States. With a reputation for excellence and expertise in financial services, Cherry Bekaert offers a wide range of accounting and consulting services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need help with tax planning, auditing, or financial consulting, Cherry Bekaert is committed to helping you achieve your financial goals.

Noland the Notary is a reputable finance institution located at 151 South Locust Hill Drive in Lexington, Kentucky, United States. With a team of experienced professionals, Noland the Notary offers a wide range of notary services to assist individuals and businesses with their financial needs. Whether you require notarization for legal documents, real estate transactions, or other financial matters, you can trust Noland the Notary to provide efficient and reliable service. Visit us today to experience our exceptional customer service and expertise in the field of finance.

Grace CPA, PSC is a trusted accounting and finance institution located at 3940 Bardstown Road in Louisville, Kentucky, United States. At Grace CPA, PSC, our focus is on listening to our clients in order to provide personalized solutions to their accounting and tax needs. Our services include Small Business Accounting, Business and Financial Consulting, Cloud Accounting, Business Incorporation, Outsourced Accounting and Bookkeeping, Payroll Services, QuickBooks™ Setup & Support, Tax Planning, Tax Preparation, and more. We cater to a wide range of industries such as Hospitality, Manufacturing, Medical Practices, Oil and Gas, Real Estate, and Technology. Our team serves clients in Louisville, Lexington, Jeffersonville, Northern Kentucky, and surrounding areas.

Ol Bluegrass Tax is a reputable accounting and finance institution located at 2339 Harrodsburg Road in Lexington, Kentucky. With a team of experienced professionals, we specialize in providing top-notch tax preparation and financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for all your financial needs. Whether you need help with tax planning, bookkeeping, or financial consulting, Ol Bluegrass Tax is here to help you achieve your goals. Visit us today to experience the difference our expertise can make for your financial success.

Christopher 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.

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.

Fifth Third Private Bank - James Baldridge is a prestigious financial institution located at 2559 Eastpoint Drive in Lexington, Kentucky, United States. As a leading private bank, they offer personalized financial services and expertise to high-net-worth individuals and families. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank - James Baldridge is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals provides tailored solutions and exceptional service to ensure the utmost satisfaction of their clients.