Retirement savings options in Lexington, Kentucky
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Guardian Savings Bank
Guardian Savings Bank is a trusted financial institution located at 501 Southland Drive in Lexington, Kentucky, United States. As a full-service bank, Guardian Savings Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Conveniently located ATM services are also available for easy access to cash withdrawals and deposits. With a commitment to providing excellent customer service and competitive financial products, Guardian Savings Bank is dedicated to helping individuals and businesses achieve their financial goals.
Hispanic Connections of Lexington Taxes & Insurance
Hispanic Connections of Lexington Taxes & Insurance is a trusted institution located at 1565 Alexandria Drive in Lexington, Kentucky. Specializing in accounting, finance, and insurance services, our team is dedicated to providing the Hispanic community with expert guidance and support in navigating tax and insurance matters. With a focus on personalized service and attention to detail, we strive to help our clients achieve financial stability and peace of mind. Visit us today to discover how we can assist you with your tax and insurance needs.
Bank of Lexington
Bank of Lexington is a reputable financial institution located at 761 Corporate Drive in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized service and expert advice to help you achieve your financial goals. Whether you are looking for a checking account, savings account, loan, or investment services, Bank of Lexington is here to help you every step of the way. Visit us today to experience the difference of banking with a trusted institution.
Northwestern Mutual - The Lexington Group
Northwestern 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.
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.
Alpha Financial Partners
Alpha 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.
Park Community Credit Union
Park Community Credit Union is a trusted financial institution located at 2217 War Admiral Way in Lexington, Kentucky. As a member-owned cooperative, we are dedicated to providing personalized banking solutions and exceptional customer service to our members. With a focus on community involvement and financial education, we strive to help our members achieve their financial goals. Join us today and experience the difference of banking with a credit union that truly cares about your financial well-being.
Transcend Credit Union
Transcend Credit Union is a trusted financial institution located at 2549 Regency Road in Lexington, Kentucky, United States. As a credit union, we prioritize the financial well-being of our members and strive to provide excellent customer service. Our location offers convenient access to ATMs for all your banking needs. Join us at Transcend Credit Union and experience the difference in personalized, community-focused banking services.
South Central Bank
South Central Bank is a trusted financial institution located at 386 Waller Avenue in Lexington, Kentucky, United States. We provide a range of banking services including ATM facilities, personal and business banking, loans, and financial planning. Our dedicated team of professionals is committed to helping our customers achieve their financial goals and secure their future. Visit us today to experience top-notch customer service and competitive financial solutions.
H&R Block
H&R Block is a renowned accounting and finance institution located at 208 Legends Lane in Lexington, Kentucky, United States. With a reputation for excellence in tax preparation and financial services, H&R Block has been a trusted name in the industry for years. Their experienced professionals provide expert advice and assistance to individuals and businesses alike, helping them navigate the complexities of tax laws and financial planning. Whether you need help with filing your taxes or managing your investments, H&R Block is the go-to institution for all your accounting and finance needs.
Liberty Tax
Liberty Tax is a trusted finance institution located at 135 East New Circle Road in Lexington, Kentucky, United States. With a commitment to providing expert tax preparation services and financial guidance, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Their team of experienced professionals strive to ensure their clients receive the maximum refunds and deductions they are entitled to. Visit Liberty Tax for reliable and efficient financial services that will help you achieve your financial goals.
Bankers Life
Bankers Life, located at 2480 Fortune Drive in Lexington, Kentucky, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the right coverage, and emphasize the importance of long-term care planning in a world where healthcare expenses are constantly rising.
Tolga Dogruyol, Bankers Life Agent
Tolga Dogruyol, Bankers Life Agent in Lexington, Kentucky, offers a wide range of insurance options from top companies like Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Unit Field Trainer and Insurance Sales Representative, Tolga Dogruyol can help you navigate through the complex world of insurance and find the right coverage for your needs. Specializing in Medicare Advantage plans, Tolga can assist you in comparing options and selecting the best plan for your healthcare needs. With the rising cost of healthcare and the increasing need for long-term care, it is crucial to plan ahead and have discussions with your loved ones. Contact Tolga Dogruyol today to start planning for your future and ensure you have the right insurance coverage in place.
VFG Wealth Management & Benefit Solutions
VFG Wealth Management & Benefit Solutions is a comprehensive financial, health, and insurance agency located at 131 Prosperous Place in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future through personalized wealth management and insurance solutions. With a focus on providing top-notch service and tailored advice, VFG Wealth Management & Benefit Solutions is committed to helping clients navigate the complexities of finance, health, and insurance to ensure peace of mind and financial security.
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.
Modern Woodmen-America Insurance
Modern Woodmen of America Insurance, located at 131 Prosperous Place in Lexington, Kentucky, has been bringing people together and supporting families since 1883. As a finance and insurance agency, they offer a wide range of high-quality financial products to help you meet your current needs and achieve your future dreams. Whether you are looking to protect your family, plan for retirement, or support your community, Modern Woodmen can help. As a member of the organization, you have access to fraternal member programs and the opportunity to make a positive impact on your community. Their dedicated representatives are there to help you make the right financial decisions and achieve your goals. Visit their website to learn more about their services and how they can help you plan for life's most important goals.
Christopher Cox, Bankers Life Agent and Bankers Life Securities Financial Representative
Christopher Cox, Bankers Life Agent and Bankers Life Securities Financial Representative in Lexington, KY, offers a wide range of insurance options from Bankers Life and other reputable companies. Located at 2480 Fortune Drive, our experienced agents can help you navigate the complex world of insurance, including Medicare Advantage plans. With the rising cost of healthcare, planning for long-term care is essential. Let us help you prepare for the future and take the next steps towards financial security. Contact us today to learn more about our services and how we can assist you in protecting your financial well-being.
Ballast, Inc.
Ballast, Inc. is a finance institution located at 400 East Vine Street in Lexington, Kentucky, United States. Specializing in providing financial services to individuals and businesses, Ballast, Inc. offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, Ballast, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Ballast, Inc. is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you navigate the complex world of finance.
Dupree Financial Group
Dupree Financial Group is a reputable finance institution located at 237 East Main Street in Lexington, Kentucky, United States. With a team of experienced financial experts, Dupree Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can trust Dupree Financial Group to provide personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Dupree Financial Group is here to help you every step of the way.
Northwestern Mutual
Northwestern Mutual is a well-established finance and insurance agency located at 330 East Main Street in Lexington, Kentucky, United States. With a strong reputation for providing comprehensive financial planning services and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their long-term financial goals. Their team of experienced advisors offers personalized guidance and support to help clients secure their financial future and protect what matters most. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is dedicated to helping you build a secure and stable financial foundation.
Context Financial
Context 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.
PacK Financial
PacK 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.
Joule Financial
Joule 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.
Moneywise Inc
Moneywise Inc is a reputable finance institution located at 836 Euclid Avenue in Lexington, Kentucky. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. From investment advice to retirement planning, we are committed to helping individuals and businesses make sound financial decisions. Visit us today to see how Moneywise Inc can help you achieve your financial goals.
Bright Financial Planning
Bright Financial Planning is a leading finance institution located at 2416 Greatstone Point in Lexington, Kentucky. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic advice. Whether you are saving for retirement, planning for your children's education, or looking to invest for the future, we are here to provide expert guidance and support every step of the way. Trust Bright Financial Planning to help you secure a brighter financial future.
Merrill Lynch Financial Advisor Jeff Corbett
Merrill Lynch Financial Advisor Jeff Corbett is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. As Merrill advisors, the team provides personalized financial strategies based on your risk tolerance, time horizon, and liquidity needs. Supported by the global resources of Merrill, the team is committed to building strong client relationships through trust and personalized service. The advisors focus on your family, goals, and priorities, adapting to changes over time. They are passionate about educating individuals on investing and offer comprehensive wealth planning. By understanding your life goals and priorities, they develop a financial approach tailored to help you pursue what matters most to you. The institution offers investment insights, banking solutions, and personalized plans through Merrill Personal Wealth Analysis™. The team regularly reviews and adjusts your financial approach to keep you on track towards your goals. With a focus on understanding your personality and priorities, the advisors at Merrill Lynch Wealth Management are dedicated to helping you achieve financial success.
Field and Main Bank
Field and Main Bank, located at 369 East Main Street in Lexington, Kentucky, offers ATM, banking, and finance services with a focus on convenience and flexibility. With ATM accessibility and mobile deposits available anytime, anywhere, managing your finances is made easy. Whether you're looking to grow your savings with competitive rates, monitor your money on any device, or make sound investments for your future, Field and Main Bank has you covered. With worry-free withdrawals, painless deposits, and top-notch safety and security measures, you can trust that your money is in good hands. At Field and Main Bank, they understand that everyone's financial needs are unique, which is why they offer personalized banking solutions tailored to your lifestyle. Whether you're a personal or business customer, their relationship bankers are dedicated to helping you achieve success. With a friendly and welcoming approach, Field and Main Bank aims to provide a different banking experience that puts your needs first. Please note that by visiting their website, you may be redirected to a third-party site, so be sure to review their privacy and security policies. Field and Main Bank is committed to providing exceptional service and support to help you reach your financial goals.
Bank of the Bluegrass & Trust Co.
Bank of the Bluegrass & Trust Co. is a trusted financial institution located at 361 Romany Road in Lexington, Kentucky, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. From checking and savings accounts to loans and investment options, our experienced team is dedicated to providing personalized solutions to help you achieve your financial goals. With a commitment to excellent customer service and a strong reputation for reliability, Bank of the Bluegrass & Trust Co. is the go-to bank for all your banking and financial needs.
Edward Jones - Financial Advisor: Rae Ann Houston, AAMS™
Edward Jones - Financial Advisor: Rae Ann Houston, AAMS™ is a reputable financial institution located at 230 Frankfort Street in Versailles, Kentucky, United States. Specializing in personalized financial planning and investment services, Rae Ann Houston, AAMS™ 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, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Versailles area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Rae Ann Houston, AAMS™ is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.
Allan Watts
Allan Watts is a reputable finance institution located at 527 Wellington Way in Lexington, Kentucky, United States. With a strong focus on providing exceptional financial services to individuals and businesses, Allan Watts is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its dedicated team of professionals who are committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for assistance with retirement planning, investment advice, or estate planning, Allan Watts is the trusted partner you can rely on for sound financial guidance.
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