Retirement financial advisor in Lexington, Kentucky
163 results found
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Edward Jones - Financial Advisor: Jay C Winkler
● OpenEdward 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.
2424 Sir Barton Way Suite 350, Lexington, KY 40509, United States -
Edward Jones - Financial Advisor: Jonathan A Millay
● ClosedEdward 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.
220 Lexington Green Cir Suite 140, Lexington, KY 40503, United States -
Peter Sutton McFarland - UBS Financial Services Inc.
● OpenPeter Sutton McFarland - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at Peter Sutton McFarland - UBS Financial Services Inc. is dedicated to providing personalized and expert advice to assist clients in making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence.
307 S Ashland Ave, Lexington, KY 40502, United States -
ERIC Robertson - TIAA Financial Consultant
● OpenEric Robertson - TIAA Financial Consultant is a renowned finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Eric Robertson provides expert financial consulting services to individuals and businesses looking to secure their financial future. With a focus on personalized solutions and a deep understanding of the ever-changing financial landscape, Eric Robertson helps clients make informed decisions and achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Eric Robertson - TIAA Financial Consultant is dedicated to providing top-notch financial guidance and support.
2365 Harrodsburg Rd Suite B 250, Lexington, KY 40504, United States -
Kinnett Borough Financial Group
● ClosedKinnett Borough Financial Group is a leading finance institution located in the heart of Lexington, Kentucky. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, our knowledgeable staff is here to help. Visit us at 2452 Sir Barton Way to see how Kinnett Borough Financial Group can help you achieve your financial goals.
2452 Sir Barton Way Suite 204, Lexington, KY 40509, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 3101 Mapleleaf 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 wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized guidance and support every step of the way. Trust Raymond James Financial Services to help you navigate the complex world of finance with confidence and expertise.
3101 Mapleleaf Dr, Lexington, KY 40509, United States -
McFarland Wealth Management Group - UBS Financial Services Inc.
● OpenMcFarland 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.
307 S Ashland Ave, Lexington, KY 40502, United States -
Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS™
● ClosedEdward 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.
115 Codell Dr UNIT 130, Lexington, KY 40509, United States -
M. Tinder Harris - UBS Financial Services Inc.
● OpenM. Tinder Harris - UBS Financial Services Inc. is a reputable financial institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, M. Tinder Harris - UBS Financial Services Inc. is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, this institution is committed to helping you achieve your financial goals.
307 S Ashland Ave, Lexington, KY 40502, United States -
Edward Jones - Financial Advisor: Victoria Watson, CRPC™|CRPS™
● ClosedEdward 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.
1795 Alysheba Way UNIT 4104, Lexington, KY 40509, United States -
Lanie Phillips - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLanie Phillips - Financial Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located at 1000 Monarch Street in Lexington, Kentucky, United States. Specializing in providing personalized financial planning and investment services, Lanie Phillips 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, Lanie Phillips and her team offer expert advice and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lanie Phillips - Financial Advisor at Ameriprise Financial Services, LLC is here to help you every step of the way.
1000 Monarch St Ste 250, Lexington, KY 40513, United States -
Paradigm Partners UBS Financial Services
● ClosedParadigm Partners UBS Financial Services is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. Specializing in providing top-notch financial services, Paradigm Partners UBS is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, they offer a wide range of financial products and services tailored to meet the unique needs of each individual client. Whether you are looking for investment advice, retirement planning, or wealth management services, Paradigm Partners UBS Financial Services is committed to providing expert guidance and personalized solutions to help you succeed financially.
307 S Ashland Ave, Lexington, KY 40502, United States -
Timothy Brown - Mutual of Omaha Advisor
● OpenTimothy Brown - Mutual of Omaha Advisor is an insurance agency located at 1792 Alysheba Way in Lexington, Kentucky, United States. As a trusted advisor with Mutual of Omaha, Timothy Brown provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to exceptional customer service and a wide range of insurance products, clients can rely on Timothy Brown to help protect their financial future.
1792 Alysheba Way Ste 180, Lexington, KY 40509, United States -
UBS- Financial Advisor- Jeremy Chase
● ClosedUBS- Financial Advisor- Jeremy Chase is a reputable financial institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. Specializing in providing expert financial advice and services, Jeremy Chase and his team offer personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, UBS- Financial Advisor- Jeremy Chase is dedicated to helping clients navigate the complexities of the financial world with confidence and success.
307 S Ashland Ave, Lexington, KY 40502, United States -
The Kessinger-Lee Financial Group
● ClosedThe Kessinger-Lee Financial Group is a prestigious finance institution located at 100 West Main Street in Lexington, Kentucky, United States. With a strong reputation for providing top-notch financial services, our team of experienced professionals are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you secure a brighter financial future.
100 W Main St Ste 500, Lexington, KY 40507, United States -
U.S. Bancorp Investments - Financial Advisors: Louisville
● ClosedU.S. Bancorp Investments - Financial Advisors in Louisville is a trusted financial institution located at 3808 Lexington Road in Louisville, Kentucky. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you're planning for retirement, saving for education, or managing your wealth, our advisors are here to provide you with the support and resources you need to make informed decisions. Visit us today to learn more about how U.S. Bancorp Investments can help you secure your financial future.
3808 Lexington Rd, Louisville, KY 40207, United States -
James Meek - TIAA Wealth Management Advisor
● ClosedJames Meek - TIAA Wealth Management Advisor is a leading finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, James Meek provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term success and financial security, James Meek offers expert guidance and strategic planning to help clients navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or managing your assets, James Meek - TIAA Wealth Management Advisor is dedicated to helping you build and preserve your wealth.
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504, United States -
Haney Financial Associates
● ClosedHaney Financial Associates is a leading finance institution located at 114 Dennis Drive in Lexington, Kentucky, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or help with managing your finances, our dedicated team is here to assist you every step of the way. Trust Haney Financial Associates to provide personalized and professional financial solutions to meet your individual needs.
114 Dennis Dr #2, Lexington, KY 40503, United States -
Wheeler Financial Solutions
● ClosedWheeler Financial Solutions is a leading finance institution located at 535 Wellington Way in Lexington, Kentucky, United States. With a reputation for excellence in financial services, Wheeler Financial Solutions offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice. Visit us today to see how Wheeler Financial Solutions can help you secure your financial future.
535 Wellington Way STE 240, Lexington, KY 40503, United States -
Edward Jones - Financial Advisor: Ben Roscoe
● ClosedEdward Jones - Financial Advisor: Ben Roscoe is a trusted financial institution located at 1065 Dove Run Road in Lexington, Kentucky. As a dedicated financial advisor, Ben Roscoe provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ben Roscoe is committed to providing top-notch financial guidance and support to individuals and families in the Lexington area. Whether you are planning for retirement, saving for your children's education, or simply looking to grow your wealth, Ben Roscoe is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
1065 Dove Run Rd Suite 2, Lexington, KY 40502, United States -
Merrill Lynch Financial Advisor D Keith Key
● ClosedMerrill Lynch Financial Advisor D Keith Key, located at 4023 Finn Way in Lexington, Kentucky, is a premier Wealth Management team in Central Kentucky. The team at Key & Associates is dedicated to guiding clients through Wealth Accumulation, Wealth Distribution, and Wealth Transfer phases. They believe in empowering individuals to achieve their financial goals and dreams, providing personalized guidance, strategic planning, and professional advice. By understanding each client's unique goals and priorities, they create customized financial approaches to help clients pursue what matters most to them. Supported by the global resources of Merrill, the team offers personalized wealth management strategies tailored to each client's needs. Through the Merrill Personal Wealth Analysis™, they build and document personalized plans centered on individual goals. The team regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets. Certified by the CFP Board, the team at Merrill Lynch Wealth Management Advisors offers comprehensive financial solutions to help clients address their needs and pursue their goals. With a focus on personalized investment strategies and access to the resources of Bank of America, clients receive dedicated one-on-one relationships with their advisors to help them achieve their financial goals.
4023 Finn Wy, Lexington, KY 40517, United States -
Margaret Daniels - TIAA Wealth Management Advisor
● ClosedMargaret Daniels - TIAA Wealth Management Advisor is a finance institution located at 2365 Harrodsburg Road in Lexington, Kentucky, United States. As a trusted advisor, Margaret Daniels provides personalized wealth management services through TIAA to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement strategies, Margaret Daniels offers expert guidance and support to individuals and families looking to secure their financial future. Contact Margaret Daniels - TIAA Wealth Management Advisor today to start building a comprehensive financial plan tailored to your needs.
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504, United States -
Edward Jones - Financial Advisor: Elizabeth Cawood, AAMS™|CRPC™|CRPS™
● ClosedEdward 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.
1060 Chinoe Rd #136, Lexington, KY 40502, United States -
Merrill Lynch Financial Advisor Travis K Musgrave
● ClosedMerrill Lynch Financial Advisor Travis K Musgrave 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 guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Travis K Musgrave, a seasoned financial advisor, is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Travis K Musgrave is committed to providing personalized solutions tailored to your unique needs.
300 W Vine St 10th floor, Lexington, KY 40507, United States -
American Trust Retirement
● ClosedAmerican Trust Retirement is a leading finance institution located at 2525 Harrodsburg Road in Lexington, Kentucky, United States. Specializing in retirement planning and investment management, our team of expert financial advisors is dedicated to helping individuals secure their financial future. With a strong commitment to trust and integrity, we provide personalized solutions tailored to each client's unique goals and objectives. Whether you are looking to build a retirement portfolio or maximize your investment returns, American Trust Retirement is here to help you navigate the complexities of the financial world with confidence and peace of mind.
2525 Harrodsburg Rd # 210, Lexington, KY 40504, United States -
Merrill Lynch Financial Advisor Mark J Dill
● ClosedLocated 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.
300 W Vine St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Valerie May Marshall
● ClosedMerrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."
300 W Vine St 10th floor, Lexington, KY 40507, United States -
OneCommonwealth Financial Group
● ClosedOneCommonwealth 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.
139 W Short St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Holly Parnell Thompson
● ClosedMerrill 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.
300 W Vine St, Lexington, KY 40507, United States -
Merrill Lynch Financial Advisor Mark A Wilden
● ClosedMerrill 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.
300 W Vine St # 1300, Lexington, KY 40507, United States
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