Retirement advisor in Lexington, Kentucky

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.

High Knoll Wealth Advisors is a trusted fee-only fiduciary wealth management firm located in Lexington, Kentucky. We offer comprehensive financial planning and investment management services to individuals, families, and institutions. Our team takes the time to understand your unique financial goals, actively listening to your desires and communicating clearly to help you make informed decisions. With a commitment to integrity and accountability, we strive to provide tailored investment programs for nonprofits and retirement plan fiduciary services. Recognized as one of the top Financial Planners in Lexington, we are dedicated to providing clear and objective financial planning and guidance to our valued clients. Take your free portfolio risk assessment with us today to discover your Risk Number and start planning for a secure financial future.

Moneywatch Advisors Inc is a leading finance institution located at 121 Walton Avenue in Lexington, Kentucky, United States. Our team of experienced advisors is dedicated to helping clients make informed decisions about their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, we provide personalized solutions tailored to your individual needs. Trust Moneywatch Advisors Inc to guide you towards financial success and security.

Merrill Lynch Financial Advisor Hope E Wilden is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. Wilden, Thompson & Associates values teamwork and involvement, providing clients with access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their experienced team offers personalized wealth management planning to help clients address their unique financial goals, such as retirement planning and education funding. The institution believes in building strong client relationships based on trust and personalized service, with a commitment to putting the interests of customers first. Advisors at Merrill Lynch have received recognition for exemplary client service, setting the standard in the industry. The institution offers a range of banking products through Bank of America and personalized financial planning services to help clients achieve their goals. With a focus on understanding each client's individual needs and priorities, Merrill Lynch Financial Advisor Hope E Wilden is dedicated to helping clients navigate the complexities of the financial markets and achieve financial success.

LexInvest Wealth Advisors is a premier finance institution located at 2365 Harrodsburg Road 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, saving for your child's education, or looking to grow your investments, LexInvest Wealth Advisors is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future.

Envisage Wealth Advisors is a leading finance institution located at 1029 Monarch Street in Lexington, Kentucky, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, our advisors will provide personalized guidance and tailored solutions to meet your needs. At Envisage Wealth Advisors, we are committed to providing exceptional service and helping our clients build and preserve wealth for generations to come. Contact us today to schedule a consultation and start planning for a brighter financial future.

McDaniel 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.

U.S. Bancorp Investments - Financial Advisors, led by Ladeanna Damron, is a reputable finance institution located at 2020 Nicholasville Road in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, U.S. Bancorp Investments is dedicated to providing expert advice and exceptional service. Visit their office today to start planning for a secure financial future.

Merrill 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.

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: Patrick J Brennan is a reputable finance institution located at 3061 Fieldstone Way in Lexington, Kentucky, United States. As a trusted financial advisor, Patrick J Brennan offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Patrick J Brennan is dedicated to providing top-notch financial services to meet your needs.

Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC® is a reputable financial institution located at 220 Ruccio Way in Lexington, Kentucky, United States. With a focus on financial planning and wealth management, Dawn M Nelson, a Certified Financial Planner and Chartered Financial Consultant, provides personalized guidance and expert advice to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Dawn M Nelson and her team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.

Robert Adams is a trusted financial advisor at Ameriprise Financial Services, LLC located at 265 Regency Circle in Lexington, Kentucky. With years of experience in the finance industry, Robert is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial plan, Robert Adams is committed to providing personalized advice and guidance tailored to your individual needs. Contact Robert Adams at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards 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.

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.

Edward Jones - Financial Advisor: Wesley T Wilson is a reputable finance institution located at 1755 Hatter Lane in Lexington, Kentucky. As a trusted financial advisor, Wesley T Wilson provides personalized investment and wealth management services to clients in the United States. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: Wesley T Wilson is dedicated to providing expert financial guidance and support. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Wesley T Wilson is committed to helping you navigate the complexities of the financial world and make informed decisions for your financial future.

Stephanie Lyttle is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Lexington, Kentucky. With a focus on personalized financial planning and investment strategies, Stephanie helps clients navigate their financial goals with confidence and clarity. Whether you are looking to build wealth, plan for retirement, or protect your assets, Stephanie provides expert guidance and tailored solutions to help you achieve financial success. Visit her office at 1000 Monarch Street to start planning for your future today.

Todd Metcalf is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 1000 Monarch Street in Lexington, Kentucky. With a commitment to providing personalized financial planning and investment strategies, Todd helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Todd Metcalf and his team at Ameriprise Financial Services, LLC are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Andrew C Mahoney, AAMS™ is a reputable finance institution located at 3061 Fieldstone Way in Lexington, Kentucky, United States. With a focus on providing personalized financial advice and services, Andrew C Mahoney, an Accredited Asset Management Specialist (AAMS™), is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Andrew C Mahoney and the team at Edward Jones are committed to providing expert guidance and support every step of the way. Trust in Edward Jones - Financial Advisor: Andrew C Mahoney, AAMS™ for all your financial needs.

Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC, located at 1000 Monarch Street, Lexington, Kentucky, United States, offers a wide range of finance services. Jake Fink holds multiple certifications, 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 expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Jake Fink is dedicated to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals.

Geraldine Gordon is a financial advisor at Ameriprise Financial Services, LLC located at 3805 Wyndsong Trail in Lexington, Kentucky, United States. Geraldine holds multiple certifications 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®, CFP®, 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 Geraldine's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Geraldine is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Geraldine Gordon for expert financial guidance and support.

Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 250 West Main Street in Lexington, Kentucky, United States. Terry Lee Smallwood holds various certifications 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®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Terry Lee Smallwood offers comprehensive financial services to individuals and small business owners. The institution is committed to upholding the highest ethical standards and providing clients with personalized financial solutions tailored to their specific needs.

ProActive Advisors is a premier finance institution located at 836 Euclid Avenue in Lexington, Kentucky, United States. We specialize in guiding individuals, families, small business owners, and private trusts through their financial journey. Our team of Five Star Advisors is dedicated to understanding your unique financial situation and enhancing your financial well-being. We offer a comprehensive Wealth Management approach that goes beyond just investing. Our team of specialists can help you manage legal and tax exposures in a cost-effective manner. We believe in proactive planning to minimize risks and maximize financial outcomes.

Edward Jones - Financial Advisor: Audrey Back, CFP®|CRPC™ is a leading financial institution located at 802 Euclid Avenue in Lexington, Kentucky, United States. With a focus on providing personalized financial planning services, Audrey Back, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Audrey Back and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Scott Bergstrom is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3805 Wyndsong Trail in Lexington, Kentucky, United States. With a focus on personalized financial advice, Scott takes the time to understand your goals and priorities, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored advice, Scott helps clients prepare for both expected and unexpected events in life, providing a sense of confidence, connection, and control over their financial future. As a registered advisor, Scott Bergstrom can only conduct securities business with residents of specific states. More information about his background and qualifications can be found on FINRA's BrokerCheck website. The initial consultation with Scott offers an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage.

Edward Jones - Financial Advisor: Jeff Moore, CFP®|RICP®|AAMS™|CRPC™ is a reputable finance institution located at 185 Pasadena Drive in Lexington, Kentucky, United States. With a team of highly qualified and certified professionals, including Jeff Moore who holds prestigious designations such as CFP®, RICP®, AAMS™, and CRPC™, the institution provides expert financial advice and guidance to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones - Financial Advisor: Jeff Moore, CFP®|RICP®|AAMS™|CRPC™ is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Jay C Winkler is a reputable finance institution located at 2424 Sir Barton Way in Lexington, Kentucky, United States. With a focus on providing personalized financial advice and investment solutions, Jay C Winkler and his team strive to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jay C Winkler offers tailored strategies to meet your unique needs. Trustworthy and dedicated, this institution is committed to helping you secure a solid financial future.

Edward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS™ is a reputable finance institution located at 115 Codell Drive in Lexington, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Mark A Telfer provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Mark A Telfer can provide personalized guidance and strategies to help you secure your financial future. With a commitment to excellence and a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS™ is a trusted partner in helping individuals and families navigate the complexities of financial planning.

Edward Jones - Financial Advisor: Victoria Watson, CRPC™|CRPS™ is a reputable financial institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. As a Certified Retirement Planning Counselor (CRPC) and Certified Retirement Plans Specialist (CRPS), Victoria Watson offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning and investment strategies, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Visit us today to start planning for a secure financial future.