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TOP 30 Personalized financial planning in Lexington, KY
278 results found
Search for local businesses, places and services near you
OneCommonwealth Financial Group
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.
Merrill Lynch Financial Advisor Holly Parnell Thompson
Merrill Lynch Financial Advisor Holly Parnell Thompson, located at 300 West Vine Street in Lexington, Kentucky, offers personalized financial services to help you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, they provide a customized approach tailored to your individual needs. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Through conversations and personalized plans, they aim to help you address fluctuations in the market and changes in your life to achieve your financial goals. Contact Merrill Lynch Financial Advisor Holly Parnell Thompson to start working towards your financial success today.
Merrill Lynch Financial Advisor Mark A Wilden
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.
Oath - Lexington Estate Planning & Investment Attorneys
Oath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.
Internal Tax Resolution of Lexington
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.
In-Balance Accounting Services, Inc.
In-Balance Accounting Services, Inc. is a trusted accounting and finance institution located at 153 Patchen Drive in Lexington, Kentucky, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with bookkeeping, tax preparation, or financial planning, In-Balance Accounting Services, Inc. is dedicated to providing personalized and reliable solutions to meet your needs. Contact them today to learn more about how they can help you achieve financial balance and success.
Private Client Services
Private Client Services is a finance institution located at 2225 Lexington Road in Louisville, Kentucky, United States. We specialize in providing personalized financial services to high-net-worth individuals and families. Our team of experienced financial advisors offers tailored solutions to help clients achieve their wealth management goals. Whether you are looking for investment advice, estate planning, or retirement planning, our experts are here to assist you every step of the way. Trust Private Client Services to provide top-notch financial guidance and support for all your wealth management needs.
Investment Services
Investment Services is a leading finance and insurance agency located at 1104 Tanbark Road in Lexington, Kentucky, United States. Our team of dedicated professionals is committed to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth through investments or protect your assets with insurance, we are here to help. With a focus on transparency, integrity, and customer service, Investment Services is the trusted partner you need for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
KY Insurance & Investment Grp
KY Insurance & Investment Group is a reputable insurance agency located at 3320 Clays Mill Road in Lexington, Kentucky. Specializing in providing comprehensive insurance and investment solutions, we are dedicated to helping our clients protect their assets and secure their financial future. Our team of experienced professionals is committed to delivering personalized service and tailored recommendations to meet the unique needs of each individual or business. Whether you are looking for auto, home, life, or business insurance, or seeking guidance on investment opportunities, KY Insurance & Investment Group is here to assist you every step of the way. Contact us today to schedule a consultation and start planning for tomorrow.
Erica Barnes - State Farm Insurance Agent
Erica Barnes - State Farm Insurance Agent is a reputable insurance agency located at 1810 Campbellsville Road in Lebanon, Kentucky, United States. We are now accepting new customers and are dedicated to providing unmatched value when it comes to insurance policies and customer service. Our experienced agent, Dave, a veteran of the United States Air Force and native Kentuckian, is committed to helping you with your auto, life, and health insurance needs. We offer a range of services including special needs financial planning, eviction guidance, and advice on avoiding the dangers of drinking and driving. For your protection, please refrain from sharing sensitive personal information on our website. Contact us at (270) 692-2277 for any assistance or information. Securities distributed by State Farm VP Management Corp. Member FDIC and Equal Housing Lender. AP2023/02/0243. Securities Supervisor address: 771 Corporate Dr Ste 105, Lexington, KY 40503-5439 Phone: 859-232-8988. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association, pursuant to a license from Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Investing involves risk, including potential for loss. Tax and legal advice should be sought from a professional advisor.
Bray and Oakley Insurance Agency
Bray and Oakley Insurance Agency is a trusted health insurance agency located at 2150 Lexington Road in Richmond, Kentucky. With a focus on providing personalized insurance solutions to meet the unique needs of each client, our experienced team is dedicated to helping individuals and families find the coverage they need to protect their health and financial well-being. Whether you are looking for individual health insurance, group coverage, or Medicare options, Bray and Oakley Insurance Agency is here to help you navigate the complex world of insurance with ease. Contact us today to learn more about how we can assist you in securing the right insurance plan for your needs.
Stoll Keenon Ogden PLLC
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.
UK Transplant & Specialty Clinic - Louisville
UK Transplant & Specialty Clinic in Louisville, Kentucky is a leading institution specializing in the care of patients with advanced, end-stage organ disease. With a team of highly skilled physicians, surgeons, nurse practitioners, and support staff, we perform over 200 transplant procedures each year, including kidney, lung, liver, heart, and pancreas transplants. Our clinic locations in Lexington, Louisville, Bowling Green, and Northern Kentucky ensure that transplant patients receive care close to home. Since 1964, we have provided solid organ transplantation services to more than 5,000 patients in the region. Our expertise includes performing combined transplants such as double-lung, liver-lung, kidney-pancreas, heart-lung, and heart-kidney transplants. From the initial consultation to surgery and post-transplant care, our dedicated team guides patients through every step of the transplant process.
Stop Smoking Clinic
The Stop Smoking Clinic, located at 860 Corporate Drive in Lexington, Kentucky, is a health institution dedicated to helping individuals kick their smoking habit for good. Our experienced team of medical professionals offers personalized treatment plans, counseling, and support to assist patients in their journey towards becoming smoke-free. Whether you are looking to quit smoking for health reasons, financial savings, or to improve your overall quality of life, our clinic is here to help you every step of the way. Take the first step towards a healthier, smoke-free future by scheduling an appointment with the Stop Smoking Clinic today.
David Lovejoy - State Farm Insurance Agent
David Lovejoy - State Farm Insurance Agent is a trusted insurance agency located at 125 Towne Center Drive in Lexington, Kentucky. With over 30 years of experience, we provide personalized risk management and financial solutions for individuals and businesses in the Bluegrass area. Our goal is to help our customers protect their assets, manage liabilities, and achieve their retirement dreams. We offer a range of insurance products, including life insurance, annuities, and pet insurance. Our team believes in honesty, respect, and thoughtful conversations to develop individualized plans tailored to each customer's needs. Visit us today to discuss your insurance needs and secure your financial future.
Adam McDonald - State Farm Insurance Agent
Adam McDonald - State Farm Insurance Agent is an insurance agency located at 151 Prosperous Place in Lexington, Kentucky, United States. As the Madness of March arrives, it's important to ensure that your insurance plan is ready for any unexpected surprises that life may throw your way. With a focus on delivering personalized service, Adam McDonald and his team can help you navigate your auto, homeowners, renters, life, and financial insurance needs. With a background in Finance Planning and Financial Management, Adam is dedicated to helping individuals protect and achieve their financial goals. Licensed in Kentucky, Indiana, and West Virginia, Adam McDonald - State Farm Insurance Agent offers a range of insurance services including auto, home, life, property, business, renters, health insurance, and financial services. The team is committed to providing quality service tailored to each individual's needs. Whether you're in Lexington, Georgetown, Richmond, or anywhere in Kentucky, Adam and his team are here to help you protect and achieve your financial goals.
Central Insurance Services
Central Insurance Services is a leading insurance agency located at 2424 Harrodsburg Road in Lexington, Kentucky. Our institution offers a wide range of insurance products to meet the needs of our customers. In addition to insurance services, we also provide banking and finance solutions, including loans and borrowing options tailored to fit your budget. At Central Insurance Services, we are committed to helping our customers at every stage of their financial journey. Explore our career opportunities and let us assist you in finding the right insurance and financial solutions for your needs.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is an insurance agency located at 2285 Executive Drive, Lexington, Kentucky, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and tailored solutions can help you navigate through the many options available. Feel more confident about your personal finances with our financial tools, educational articles, and interactive calculators. We are committed to providing you with the highest quality products and services to meet your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our commitment to your personal success. Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. Always consult an attorney or tax advisor regarding your specific legal or tax situation. Each company affiliated with Western & Southern is financially responsible for its own products and services. Credit ratings are subject to change. By clicking on external links, you are subject to the privacy, copyright, security, and information quality policies of those websites. Let Western & Southern Life Insurance Company help you plan for a secure financial future.
Kentucky Farm Bureau Insurance Fayette County - Hamburg
Kentucky Farm Bureau Insurance Fayette County - Hamburg is a reputable health insurance agency located at 1795 Alysheba Way in Lexington, Kentucky. With a focus on providing quality insurance coverage for individuals and families in Fayette County, this institution offers a wide range of health insurance options to meet the diverse needs of its clients. Their knowledgeable agents are dedicated to helping clients find the right insurance plan that fits their budget and lifestyle. Whether you are looking for individual health insurance or a family plan, Kentucky Farm Bureau Insurance Fayette County - Hamburg is committed to providing personalized service and reliable coverage. Contact them today to learn more about their insurance options and how they can help protect your health and financial well-being.
McGregor & Associates, Inc.
McGregor & Associates, Inc. is a reputable institution located at 997 Governors Lane in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial and consulting services to our clients. With a focus on personalized solutions and a commitment to excellence, we strive to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or business consulting, McGregor & Associates, Inc. is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
Levi Monk - State Farm Insurance Agent
Welcome to Levi Monk - State Farm Insurance Agent, located at 820 Lane Allen Road in Lexington, Kentucky. Our insurance agency is dedicated to serving the insurance needs of individuals and businesses in Fayette County and the surrounding areas. With a focus on Property & Casualty and Life & Health insurance, we offer a range of coverage options including auto, home, property, business, life, and pet insurance. Our team is led by Levi Monk, a dedicated State Farm agent who is committed to providing personalized advice to ensure that your specific insurance needs are met. Levi's background in insurance and his passion for helping others make him a valuable resource for protecting what matters most to you.
Jonathan Spencer, Bankers Life Agent
Jonathan Spencer, Bankers Life Agent is a reputable insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. Specializing in providing a range of insurance products and services, Jonathan Spencer is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored solutions, this agency strives to ensure that clients have the coverage they need to safeguard their assets and loved ones. Whether you are looking for life insurance, health insurance, or retirement planning, Jonathan Spencer, Bankers Life Agent is committed to helping you find the right insurance solutions for your unique needs. Contact them today to learn more about their services and how they can help you secure your financial well-being.
R.L. Brown Wealth Management
R.L. Brown Wealth Management is a finance and insurance agency located at 135 West Main Street in Lexington, Kentucky, United States. At our institution, we specialize in creating fully customized WealthPrint® Financial Plans to help our clients achieve their financial goals. We offer personalized retirement strategies, estate planning solutions, insurance planning, and business planning analysis to ensure that our clients' financial futures are secure. Our team of experienced financial advisors will work with you to address important questions such as how inflation and taxes may impact your investments, how to protect your assets from probate expenses and estate taxes, and how to plan for unexpected events such as disability or business succession. Contact us today for a no-obligation consultation to start building a comprehensive wealth management strategy tailored to your unique needs.
Strategic Wealth Designers
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.
Stephen Thompson, Bankers Life Agent
Stephen Thompson, Bankers Life Agent is an insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. As an agent for Bankers Life, Stephen Thompson provides a range of insurance products and services to meet the needs of individuals and families. With a focus on personalized service and a commitment to helping clients protect their financial futures, Stephen Thompson is dedicated to providing expert guidance and support. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Stephen Thompson, Bankers Life Agent is here to help you navigate the complexities of insurance and find the right coverage for your unique situation. Contact us today to learn more about how we can assist you in securing your financial well-being.
AXA Advisors
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
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.
Jeffrey Creech at Comparion Insurance Agency
Jeffrey Creech at Comparion Insurance Agency is a trusted insurance agency located at 3288 Eagle View Lane in Lexington, Kentucky. With a commitment to providing personalized service and tailored insurance solutions, Jeffrey Creech and his team strive to help clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, they are dedicated to finding the right coverage at the best possible price. Contact Jeffrey Creech at Comparion Insurance Agency today for expert advice and peace of mind.
Insco Rue, Bankers Life Agent
Insco Rue is a reputable insurance agency located at 2480 Fortune Drive in Lexington, Kentucky. As Bankers Life Agents, we specialize in providing comprehensive insurance solutions to help protect our clients' financial futures. Our team of experienced professionals is dedicated to offering personalized service and tailored insurance plans to meet the unique needs of each individual and family. Whether you are looking for life insurance, long-term care coverage, or retirement planning options, Insco Rue is here to help guide you through the process and ensure you have the peace of mind knowing you are properly protected. Contact us today to schedule a consultation and learn more about how we can help safeguard your financial well-being.
Vaughn Rogers, Bankers Life Agent
Vaughn Rogers, Bankers Life Agent is a reputable insurance agency located at 2480 Fortune Drive in Lexington, Kentucky, United States. Specializing in providing comprehensive insurance solutions, Vaughn Rogers is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, clients can trust Vaughn Rogers to provide expert advice and guidance. Contact Vaughn Rogers, Bankers Life Agent today to secure your peace of mind and safeguard your assets.
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