Personalized financial advising in Lexington, Kentucky
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ABRI | Financial Planner
● ClosedABRI | 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.
333 E Short St Suite 210, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Drew Almy
● ClosedMerrill 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.
300 W Vine St, Lexington, KY 40507, United States -
Alan Walters - State Farm Insurance Agent
● ClosedAlan Walters - State Farm Insurance Agent is a reputable insurance agency located at 1320 West Lexington Avenue in Winchester, Kentucky, United States. The agency has been serving the community since 2013, with Alan Walters becoming an agent in 2017. Whether you are new to the area or a long-time resident, Alan and his team are committed to helping you review your coverage and make informed decisions. The office is conveniently located with parking right by the door, making it easy for clients to visit in person. However, they also offer assistance via text, email, and phone for added convenience. The team at Alan Walters - State Farm Agent is dedicated to making a difference in the lives of their clients and the community, with a focus on providing excellent service and personalized solutions.
1320 W Lexington Ave, Winchester, KY 40391, United States -
Family Wealth Group / FWG Investments
● ClosedFamily Wealth Group (FWG) Investments is a finance and legal institution located at 2704 Old Rosebud Road in Lexington, Kentucky, United States. With additional offices in Georgetown, London, Harrodsburg, and Hurricane, we offer personalized financial planning services to help you achieve your ideal retirement goals. Our team of experts will assess your current financial situation, create a custom strategy tailored to your unique needs, and provide ongoing support to ensure your retirement plan remains on track. Schedule a meeting with us today to learn more about our services and how we can help you secure a comfortable retirement. FWG Investments, LLC is a registered investment adviser, while insurance products and services are offered through Family Wealth Group, LLC. Please review our Terms and Conditions before using our website for more information.
2704 Old Rosebud Rd # 180, Lexington, KY 40509, United States -
12 Bar Accounting Services
● Closed12 Bar Accounting Services, located at 2025 Coriander Lane in Lexington, Kentucky, offers a wide range of accounting and finance services. Specializing in tax preparation, e-Filing, Pay by Refund, notary services, QuickBooks Pro Advising, business formation, and bookkeeping, our experienced professionals are here to help you with all your financial needs. Our full-service bundled packages are a cost-effective option for individuals and businesses alike. At 12 Bar Accounting Services, we understand that every client is unique, which is why we offer personalized services tailored to your specific needs. Whether you're a small business owner looking for bookkeeping assistance or an individual in need of tax preparation services, we have you covered.
2025 Coriander Ln, Lexington, KY 40505, United States -
KFG Enterprises
● ClosedKFG Enterprises, located at 2225 Lexington Road in Louisville, Kentucky, is a finance institution that offers a wide range of investment, financial planning, insurance, and estate planning services. With statistics showing that many Americans are not adequately prepared for retirement, KFG is dedicated to helping clients achieve their financial goals through personalized strategies. At KFG, we believe in putting our clients first and tailoring our services to meet their individual needs. Whether you are looking to retire, invest in your children's education, or improve your current investment portfolio, our team of financial professionals will work with you to create a plan that aligns with your objectives.
2225 Lexington Rd, Louisville, KY 40206, United States
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