Professional financial advisor 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 -
Mutual of Omaha® Advisors - Lexington
● ClosedMutual of Omaha® Advisors - Lexington, located at 1792 Alysheba Way in Lexington, Kentucky, is a finance and insurance agency dedicated to developing talented individuals in the field. With a comprehensive advisor training program that resembles a graduate school education in entrepreneurship, our advisors are equipped with the knowledge, tools, and confidence to succeed as Mutual of Omaha financial advisors. We provide marketing strategies, world-class CRM, and resources to help advisors build their digital brand and thrive in their business. Our work environment considers the lives of both advisors and clients, offering future growth opportunities within the company, including managing and growing their own team.
1792 Alysheba Way Ste 180, Lexington, KY 40509, United States -
AXA Advisors
● OpenAXA 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.
444 E Main St # 204, Lexington, KY 40507, United States -
Alpha Financial Partners
● ClosedAlpha Financial Partners is a leading financial institution located at 710 East Main Street in Lexington, Kentucky, United States. We provide a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help you navigate the complex world of finance. Whether you are looking to invest, plan for retirement, or secure a loan, Alpha Financial Partners is here to help you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
710 E Main St Suite 110, Lexington, KY 40502, United States -
Context Financial
● ClosedContext Financial is a reputable finance institution located at 120 Kentucky Avenue in the bustling city of Lexington, Kentucky, United States. With a focus on providing top-notch financial services, Context Financial is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Context Financial are here to help. Trustworthy, reliable, and dedicated to client satisfaction, Context Financial is your go-to institution for all your financial needs.
120 Kentucky Ave Suite 120, Lexington, KY 40502, United States -
PacK Financial
● ClosedPacK Financial is a leading finance institution located at 201 East Main Street in Lexington, Kentucky, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. Visit us today to learn more about how PacK Financial can help you secure your financial future.
201 E Main St UNIT 520, Lexington, KY 40507, United States -
Joule Financial
● ClosedJoule Financial is a reputable finance institution located at 1216 South Broadway in Lexington, Kentucky, United States. Specializing in financial services, Joule Financial offers expert advice and solutions to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Joule Financial is committed to providing personalized and strategic financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joule Financial is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1216 S Broadway, Lexington, KY 40504, United States -
Lifetime Financial Growth
● ClosedLifetime Financial Growth is a leading finance institution located at 710 East Main Street in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or plan for your children's education, we provide personalized solutions to help you grow your wealth over a lifetime. With a focus on education, transparency, and long-term relationships, Lifetime Financial Growth is committed to helping you reach new heights of financial success.
710 E Main St, Lexington, KY 40502, United States -
SKW CPAs & Advisors, PLLC
● ClosedSKW CPAs & Advisors, PLLC is a leading accounting and finance institution located in Lexington, Kentucky. Our team of experienced professionals offer a wide range of services including tax preparation, auditing, financial planning, and consulting. We are dedicated to providing personalized solutions to help our clients achieve their financial goals. Visit us at 183 Walton Avenue to learn more about how we can assist you with your accounting and financial needs.
183 Walton Ave, Lexington, KY 40508, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a reputable finance institution located at 4383 Old Harrodsburg Road in Lexington, Kentucky, United States. With a strong focus on providing personalized financial planning and investment management services, they strive to help clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence.
4383 Old Harrodsburg Rd Suite 125, Lexington, KY 40513, United States -
Ring Financial
● ClosedRing Financial is a leading finance institution located at 771 Corporate Drive in Lexington, Kentucky, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At Ring Financial, we strive to provide personalized solutions tailored to each client's unique needs and objectives. Contact us today to learn more about how we can help you achieve financial success.
771 Corporate Dr STE 640, Lexington, KY 40503, United States -
McDaniel Wealth Management, PLLC—Lexington
● ClosedMcDaniel Wealth Management, PLLC in Lexington, Kentucky is a trusted institution specializing in accounting and finance services. Located at 2333 Alexandria Drive, they offer personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, McDaniel Wealth Management provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth or secure your financial future, McDaniel Wealth Management is dedicated to providing top-notch financial guidance and support.
2333 Alexandria Dr, Lexington, KY 40504, United States -
WestPoint Financial Group
● ClosedWestPoint Financial Group is a reputable finance and insurance agency located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you every step of the way. Trust WestPoint Financial Group to provide you with personalized solutions and expert guidance to meet your financial needs.
2365 Harrodsburg Rd Suite A300, Lexington, KY 40504, United States -
TIAA Financial Services
● ClosedTIAA 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.
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504, United States -
Torbey Financial
● ClosedTorbey 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.
2333 Alexandria Dr, Lexington, KY 40504, United States -
Northwestern Mutual - The Lexington Group
● ClosedNorthwestern Mutual - The Lexington Group is a reputable finance and insurance agency located at 424 Lewis Hargett Circle in Lexington, Kentucky, United States. With a strong commitment to helping clients achieve financial security and peace of mind, the institution offers a range of insurance and investment products tailored to individual needs. The dedicated team of professionals at Northwestern Mutual - The Lexington Group provides personalized financial planning services to help clients reach their goals and secure their financial future.
424 Lewis Hargett Cir, Lexington, KY 40503, United States -
Frye Advisors
● ClosedFrye Advisors is a leading accounting and finance institution located at 3060 Harrodsburg Road in Lexington, Kentucky, United States. Our team of experienced professionals provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Frye Advisors is dedicated to helping our clients navigate the complexities of the financial world with confidence and success.
3060 Harrodsburg Rd # 200, Lexington, KY 40503, United States -
Merrill Lynch Financial Advisor Raju Alluri
● ClosedMerrill Lynch Financial Advisor Raju Alluri is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. As a Merrill financial advisor, Raju provides personalized financial advice and customized strategies tailored to each client's goals. With over 25 years of professional work experience, Raju and his team are committed to providing uncompromising service and helping clients achieve their long-term financial goals. They offer services such as planning for children's education, retirement, healthcare costs, and wealth preservation and transfer. Raju believes in placing the investor at the center of the planning process and maintaining a market focus to help clients navigate financial transitions and decisions. By developing a personalized financial strategy drawing upon the investment insights of Merrill and banking solutions from Bank of America, Raju works with clients to address their financial needs and stay on track to achieve their goals. The institution is involved in the community and volunteers as leadership and staff for organizations they are involved with. With a focus on understanding clients' goals and priorities, Raju ensures that every relationship begins with a conversation to identify and prioritize what matters most to each individual. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the power of the right advisor, offering personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. With a dedication to putting clients first, Merrill Lynch Financial Advisor Raju Alluri is committed to helping clients live their best financial lives and achieve their aspirations.
300 W Vine St, Lexington, KY 40507, United States -
Lexington Financial
● ClosedLexington 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.
1795 Alysheba Way UNIT 4204, Lexington, KY 40509, United States -
Investments & Financial Planning, LLC
● ClosedInvestments & Financial Planning, LLC is a leading finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to providing personalized investment and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, we are here to help guide you every step of the way. With a focus on integrity, transparency, and customer service, Investments & Financial Planning, LLC is committed to helping you make informed decisions and secure your financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
1795 Alysheba Way UNIT 7104, Lexington, KY 40509, United States -
Sparks Financial Group
● ClosedSparks Financial Group is a leading finance institution located at 2285 Executive Drive in Lexington, Kentucky, United States. With a strong reputation for providing expert financial services, Sparks Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our team of experienced professionals is dedicated to helping you achieve your financial goals. Contact us today to learn more about how Sparks Financial Group can help you secure your financial future.
2285 Executive Dr #310, Lexington, KY 40505, United States -
Thoroughbred Financial
● ClosedThoroughbred Financial is a leading finance institution located in Lexington, Kentucky. With a prime location at 3217 Summit Square Place, Thoroughbred Financial offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Thoroughbred Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
3217 Summit Square Pl STE 200, Lexington, KY 40509, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a leading finance institution located at 3794 Lexington Road in Louisville, Kentucky, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a range of investment options and personalized wealth management solutions to help clients achieve their financial goals. Our experienced team of professionals is dedicated to delivering top-notch service and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services is here to help you every step of the way.
3794 Lexington Rd, Louisville, KY 40207, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 535 Wellington Way in Lexington, Kentucky, United States. With a focus on providing top-quality financial services, Raymond James offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing personalized advice and tailored strategies to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is committed to helping you secure a strong financial future.
535 Wellington Way, Lexington, KY 40503, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 3700 Palomar Centre 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 financial planning solutions to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, Raymond James Financial Services has a team of experienced professionals ready to assist you. Trustworthy and reliable, Raymond James is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
3700 Palomar Centre Dr, Lexington, KY 40513, United States -
Triple Crown Advisors - Ameriprise Financial Services, LLC
● ClosedTriple Crown Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1000 Monarch Street in Lexington, Kentucky, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We believe in discussing what matters most to you and helping you achieve your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. While we cannot guarantee future financial results, we are dedicated to providing excellent service and support. We value your referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting and learn more about how we can assist you. Triple Crown Advisors - Ameriprise Financial Services, LLC is a proud member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity. Visit our website for important disclosures, privacy and security information, and to learn more about our services.
1000 Monarch St Ste 250, Lexington, KY 40513, United States -
Thrivent Financial
● ClosedThrivent Financial, located at 771 Corporate Drive in Lexington, Kentucky, is a finance and insurance agency with 10 professionals ready to assist clients with their financial needs. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through its subsidiary, Thrivent Investment Management Inc. Their licensed agents and registered representatives provide personalized advice and guidance to help clients achieve their financial goals. Clients can access Thrivent's Financial Planning Framework for a comprehensive review of their financial situation, and may opt for Dedicated Planning Services for written recommendations for a fee. Visit Thrivent.com or FINRA's BrokerCheck for more information about their financial advisors.
771 Corporate Dr Suite 700, Lexington, KY 40503, United States -
Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedShelby 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.
1000 Monarch St STE 250, Lexington, KY 40513, United States -
Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenHarry 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.
250 W Main St Ste 2530, Lexington, KY 40507, United States -
Buckner Woodford V, CFA - UBS Financial Services Inc.
● OpenBuckner 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.
307 S Ashland Ave, Lexington, KY 40502, United States
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