Financial wellness strategies in Lexington, Kentucky

The Cool Financial NINJA is a cutting-edge insurance agency located at 2808 Palumbo Drive in Lexington, Kentucky. Our team of financial experts are like ninjas in the industry, providing stealthy and strategic solutions to protect your assets and secure your future. With a focus on innovation and personalized service, we are dedicated to helping our clients navigate the complex world of insurance with ease and confidence. Whether you're looking for coverage for your home, car, or business, The Cool Financial NINJA has got you covered. Visit us today to experience the difference of working with a truly unique and dynamic insurance agency.

Christopher Cox, Bankers Life Agent and Bankers Life Securities Financial Representative in Lexington, KY, offers a wide range of insurance options from Bankers Life and other reputable companies. Located at 2480 Fortune Drive, our experienced agents can help you navigate the complex world of insurance, including Medicare Advantage plans. With the rising cost of healthcare, planning for long-term care is essential. Let us help you prepare for the future and take the next steps towards financial security. Contact us today to learn more about our services and how we can assist you in protecting your financial well-being.

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.

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 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: Rae Ann Houston, AAMS™ is a reputable financial institution located at 230 Frankfort Street in Versailles, Kentucky, United States. Specializing in personalized financial planning and investment services, Rae Ann Houston, AAMS™ 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 is committed to providing top-notch financial advice and guidance to individuals and families in the Versailles area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rae Ann Houston, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.

Edward Jones - Financial Advisor: Griffin L Johnson, CRPC™ is a reputable finance institution located at 220 Ruccio Way in Lexington, Kentucky, United States. Griffin L Johnson, a Certified Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Griffin L Johnson and the team at Edward Jones are dedicated to guiding you every step of the way.

Thrivent Financial - Brittany Lawson is a reputable finance and insurance agency located at 1031 Wellington Way in Lexington, Kentucky, United States. Led by experienced financial advisor Brittany Lawson, the institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on providing personalized financial planning and insurance solutions, Thrivent Financial - Brittany Lawson is committed to helping individuals and families thrive financially. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.

Wells Fargo Advisors is a leading financial institution located at 333 East Main Street in Lexington, Kentucky, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and expert advice to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Wells Fargo Advisors is committed to helping you build a secure financial future.

McFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.

Torbey Financial is a reputable finance institution located at 2333 Alexandria Drive in Lexington, Kentucky, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Torbey Financial offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Torbey Financial today to experience professional and reliable financial services tailored to your specific needs.

Lee C. Helmers, Certified Financial Planner is a reputable finance and insurance agency located at 450 Old Vine Street in Lexington, Kentucky, United States. With a focus on providing expert financial planning services, Lee C. Helmers helps clients navigate their financial goals and secure their financial future. As a Certified Financial Planner, Lee C. Helmers offers personalized and comprehensive financial advice tailored to each client's unique needs and circumstances. Whether you are looking to invest, save for retirement, or protect your assets with insurance, Lee C. Helmers is dedicated to helping you achieve financial success.

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: 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.

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.

Merrill Lynch Financial Advisor Jodi Marie Shepherd is a reputable finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by experienced professionals like Travis K. Musgrave, the team is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and building strong client relationships, Merrill Lynch offers a range of financial solutions tailored to each individual's needs. Recognized for exemplary client service and supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Jodi Marie Shepherd is committed to helping you achieve your financial goals and navigate the complexities of the financial market. Contact them today to start building a customized investment approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Charters J Osborne is a prestigious finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. The institution is known for its team of advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The advisors at Merrill Lynch are dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team at Osborne Lawless & Associates focuses on helping families navigate life's financial challenges through a structured planning process tailored to each client's unique financial situation. The advisors at Merrill Lynch believe in making informed decisions, educating clients on their options, and creating investment portfolios that align with their family goals and risk tolerance. By getting to know clients personally and understanding their priorities, the advisors can provide thoughtful investment guidance aligned with their life goals. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals, adapting their financial approach as life changes occur. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Charters J Osborne is dedicated to helping clients pursue their goals and achieve financial success through personalized investment strategies tailored to their needs.

OneCommonwealth Financial Group is a leading finance institution located at 139 West Short Street in Lexington, Kentucky, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, OneCommonwealth Financial Group is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Weesner Properties, Inc. is a multi-faceted institution located at 2333 Alexandria Drive in Lexington, Kentucky, United States. As a finance, general contractor, and real estate agency, we are dedicated to providing the most comprehensive services to meet all of your real estate needs in the Lexington area. Buyers will benefit from our advanced search tools, real-time notifications of new listings, and extensive community information and resources. Sellers can take advantage of our proven marketing strategies to ensure that their property sells quickly and profitably. Our maximum exposure strategy across web, mobile, and social platforms will guarantee that your property is seen by the right audience.

Kentucky Counseling Center is a leading mental health institution located in Lexington, Kentucky, United States. We offer a wide range of mental health services for both adults and children, including counseling, psychiatry, targeted case management, and intensive outpatient programs. Our goal is to provide accessible and affordable mental health care without long wait times. Our services are available both online and in-person, allowing us to reach clients wherever they are. We have a large network of highly trained clinicians who specialize in individual, group, family, and couples counseling. Our case managers are also available to connect clients with community resources for financial, educational, employment, and health needs.

H&R Block is a renowned accounting and finance institution located at 1801 Alexandria Drive in Lexington, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of accounting assistance, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of finance and ensure your financial well-being.

Kentucky Counseling Center is a mental health institution located at 1001 Gibson Bay Drive in Richmond, Kentucky. We offer a wide range of mental health services for both adults and children, including counseling, psychiatry, targeted case management, and intensive outpatient programs. Our goal is to provide accessible and affordable mental health care without long wait times. Founded in 2014, Kentucky Counseling Center was created to address the frustration of long wait times and insurance issues faced by individuals seeking mental health treatment. We believe that mental health care should be easy to find and receive, which is why we offer both in-person and online counseling services.

Kehrt & Associates, CPA is a reputable accounting firm located at 3070 Harrodsburg Road in Lexington, Kentucky. Specializing in tax services, our experienced team provides professional consulting services to individuals and businesses in the greater Central Kentucky area. Founded in 1988 by Roger Kehrt, our firm has steadily grown over the years and can offer support and assistance in all aspects of tax, financial, and business affairs. Improve your financial well-being with Kehrt & Associates, CPA.

Strategic Wealth Designers is a finance institution located at 2716 Old Rosebud Road in Lexington, Kentucky, United States. They offer a variety of services including holistic planning, tax planning, Medicare planning, and property & casualty insurance. The team at Strategic Wealth Designers strives to form unique relationships with their clients in order to provide personalized financial planning services. They also offer resources such as a finance blog, RPU podcast, secure file uploads, client logins, and the Taste of Retirement® program. Contact them at 859.207.1501 to schedule a meeting and start planning for a retirement that's different.

The Shires at Kalmia is a prestigious institution located at 262 Kalmia Avenue in Lexington, Kentucky. This beautiful and serene campus offers a range of programs and services to meet the needs of its diverse student body. With top-notch facilities and a dedicated faculty, The Shires at Kalmia provides a supportive and enriching environment for students to thrive academically and personally. From cutting-edge academic resources to vibrant extracurricular activities, this institution is committed to fostering growth and success in its students. Come experience the excellence of The Shires at Kalmia and embark on a journey towards a brighter future.

Northwestern Mutual is a well-established finance and insurance agency located at 330 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing comprehensive financial planning services and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their long-term financial goals. Their team of experienced advisors offers personalized guidance and support to help clients secure their financial future and protect what matters most. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is dedicated to helping you build a secure and stable financial foundation.

Suzanne Powell, by Meridian Wealth Management, located at 100 West Main Street in Lexington, Kentucky, is a finance institution dedicated to helping individuals like David and Anne, who are looking to get organized and make strategic decisions with their money to ensure a comfortable retirement. With a focus on reducing taxes, optimizing investments, and creating a reliable income stream in retirement, Suzanne Powell and her team offer personalized financial planning services to help clients achieve their goals. Suzanne, with over 20 years of experience in the industry, is known for her client-focused approach and commitment to providing clear communication and vision throughout the financial planning process. Whether you are a busy professional like David and Anne or recently retired like Bob and Christine, Suzanne Powell, by Meridian Wealth Management, is here to help you clarify your goals and live the retirement you want. Schedule a consultation today to see if we're a good fit for your financial planning needs.

Apprisen, located at 2265 Harrodsburg Road in Lexington, Kentucky, is a finance institution dedicated to helping individuals manage debt, decrease financial stress, and achieve financial freedom. Through services such as Credit Health Education sessions, Debt Management Plans (DMP), and Financial Health Plans, Apprisen assists clients in understanding and improving their credit reports, lowering interest rates and monthly payments, and overall financial wellness. Testimonials from satisfied clients highlight the invaluable assistance provided by the knowledgeable and professional team at Apprisen. Whether you are looking to tackle debt, improve your credit, or simply build a solid financial foundation, Apprisen is here to help you on your journey towards financial health and stability. Visit their blog, Money Minute, for the latest news, tips, and advice to guide you towards a brighter financial future.

LEX TAX is a reputable accounting and finance institution located at 3120 Pimlico Parkway in Lexington, Kentucky, United States. Specializing in tax services, LEX TAX is proud to offer an EPS $6,000 Refund Advance for 2021, as well as the maximum earned income credit of $6,728 and the $2,000 child tax credit. Self-employed individuals are welcome, and there is currently a $99 TAX RETURN SPECIAL with NO UPFRONT FEES until 2/15/2021. With a guarantee of the largest and fastest return, clients can trust LEX TAX for all their tax needs. Founded by Charles Stamper, MBA, a Certified Public Accountant and Enrolled Agent with over 19 years of experience in tax accounting, LEX TAX is dedicated to providing top-notch tax strategies, business development, and tax controversy services. Charles ensures that clients receive a great accounting experience at a competitive price that other firms can't match. To schedule an appointment, individuals can call 859.585.7653 or walk-in at the Lexington location.

Skaggs Powell PSC is a well-established accounting firm located at 501 Darby Creek Road in Lexington, Kentucky. With a team of experienced professionals, Skaggs Powell PSC offers a wide range of financial services to individuals and businesses in the United States. From tax preparation to audit services, their dedicated staff is committed to providing top-notch solutions tailored to meet the unique needs of each client. Whether you are looking for personal financial guidance or assistance with complex business transactions, Skaggs Powell PSC is here to help you navigate the financial landscape with confidence and ease.