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Tax advisor in Lexington, KY
145 results found
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Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a reputable financial institution located at 444 East Main Street in Lexington, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Morgan Stanley Financial Advisors is committed to providing expert guidance and support to individuals and businesses seeking to secure their financial future.
Wells Fargo Advisors
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.
Merrill Lynch Financial Advisor Trent A Owens
Merrill Lynch Financial Advisor Trent A Owens is a finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. Specializing in personalized wealth management strategies, Trent Owens can help you create a flexible financial plan tailored to your specific goals and needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Owens and his team are dedicated to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Trent Owens focuses on understanding what matters most to you - your family, goals, and priorities - and works with you to develop a personalized financial approach. By starting with a conversation to identify and prioritize your goals, Owens can help you make investment-related decisions that align with your values and aspirations.
Moneywatch Advisors Inc
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.
SKW CPAs & Advisors, PLLC
SKW 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.
Envisage Wealth Advisors
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—Lexington
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.
Frye Advisors
Frye 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.
U.S. Bancorp Investments - Financial Advisors: Ladeanna Damron
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.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a leading finance institution located at 480 Lexington Road in Versailles, Kentucky, United States. Specializing in tax preparation services, Jackson Hewitt is committed to helping individuals and businesses navigate the complexities of tax laws and regulations. With a team of experienced professionals, they provide expert guidance and support to ensure clients maximize their returns and minimize their tax liabilities. Whether you need assistance with filing your personal taxes or managing your business finances, Jackson Hewitt Tax Service is dedicated to delivering reliable and efficient solutions tailored to your specific needs.
Christopher Perry - TIAA Wealth Management Advisor
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.
Triple Crown Advisors - Ameriprise Financial Services, LLC
Triple 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.
Weafers Tax Service
Weafers Tax Service is a reputable accounting and finance institution located at 853 Lane Allen Road in Lexington, Kentucky, United States. With a team of experienced professionals, Weafers Tax Service offers a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Whether you need help with filing your taxes or maximizing your deductions, Weafers Tax Service is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact us today to schedule an appointment and experience the difference of working with a trusted financial partner.
ProActive Advisors
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™
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.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a trusted financial institution located at 2350 Grey Lag Way in Lexington, Kentucky, United States. Specializing in tax preparation services, Jackson Hewitt Tax Service is dedicated to helping individuals and businesses navigate the complexities of tax season with ease and confidence. With a team of knowledgeable professionals, clients can expect personalized assistance and expert advice to ensure their financial needs are met efficiently and accurately. Whether you're looking to file your taxes or need assistance with tax planning, Jackson Hewitt Tax Service is here to help you every step of the way.
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.
James Meek - TIAA Wealth Management Advisor
James 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.
Merrill Lynch Financial Advisor Jim Moore
Merrill Lynch Financial Advisor Jim Moore, located at 4023 Finn Way in Lexington, Kentucky, is a finance institution that is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. With a focus on helping clients achieve their desired lifestyles, Merrill Lynch offers a range of brokerage, investment advisory, and other financial services. While investing comes with risks, Merrill Lynch advisors work to provide personalized advice and strategies to help clients navigate the complexities of the financial world. Whether you are seeking guidance on asset allocation, diversification, or financial planning, Merrill Lynch is committed to helping you make informed decisions. Please consult with legal and tax advisors before making any financial decisions. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch Financial Advisor Jim Moore is dedicated to helping clients navigate the world of finance and achieve their financial goals.
Lexington Wealth Management
Lexington Wealth Management, located at 2969 Hemingway Lane in Lexington, Kentucky, is a finance institution dedicated to helping successful medical sales professionals plan, invest, and reduce taxes on their path to financial freedom. With a focus on the unique financial needs of medical sales reps, Lexington Wealth Management offers tech solutions designed to ease time constraints, including online meetings, digital account opening, and mobile apps for tracking investments and financial plans. The institution provides specific strategies to reduce income, investment, estate, and equity comp taxes for medical sales professionals, helping them navigate the financial challenges that come with higher income. With a suite of meticulously crafted strategies tailored for medical sales reps, Lexington Wealth Management guides clients through every aspect of financial management, including 401k, equity compensation, taxes, and investments. If you are a medical sales professional looking for expert financial planning and investment management, Lexington Wealth Management is here to help you achieve your financial goals.
Edward Jones - Financial Advisor: Ben Roscoe
Edward 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.
Margaret Daniels - TIAA Wealth Management Advisor
Margaret 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.
Edward Jones - Financial Advisor: Elizabeth Cawood, AAMS™|CRPC™|CRPS™
Edward 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.
Merrill Lynch Financial Advisor Drew Almy
Merrill Lynch Financial Advisor Drew Almy, located at 300 West Vine Street in Lexington, Kentucky, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, clients can rely on the expertise and guidance provided by professionals like Drew Almy. Specializing in asset allocation, diversification, and financial planning, Merrill Lynch helps clients achieve their desired financial goals while navigating potential risks associated with investing in securities. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are advised to consult with their own professionals before making any financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch is committed to helping clients make informed decisions about their financial future. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Drew Almy is dedicated to helping clients in Lexington, Kentucky, and beyond.
Mantrom Tax Service
Mantrom Tax Service is a reputable accounting and finance institution located at 841 Corporate Drive in Lexington, Kentucky, United States. With a team of experienced professionals, Mantrom Tax Service offers a wide range of tax services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Trust Mantrom Tax Service for all your accounting and finance needs.
Advanced Tax Services Inc
Advanced Tax Services Inc is a leading accounting and finance institution located at 1450 Leestown Road in Lexington, Kentucky, United States. With a team of highly skilled and experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, consulting, and IRS representation. We strive to provide our clients with personalized and efficient solutions to help them navigate the complexities of the tax system. Trust Advanced Tax Services Inc for all your accounting and finance needs.
Dillon Tax Service
Dillon Tax Service, located at 67 Southport Drive in Lexington, Kentucky, is a trusted institution specializing in accounting and finance services. With a team dedicated to their clients, they are always there when you need them. Known as one of Central Kentucky's most experienced tax preparation firms, Dillon Tax Service is committed to providing expert assistance with all of your financial needs.
Premier Tax & Accounting Inc
Premier Tax & Accounting Inc is a reputable institution located at 565 East New Circle Road in Lexington, Kentucky, United States. Specializing in accounting and finance, we offer a personalized approach to managing your taxes and financial needs. At Premier Tax & Accounting Inc, we understand the busy schedule of business owners. That's why we make it easy for you to make an appointment that you'll actually want to keep. While we take care of your taxes, you can relax and enjoy a snack and drink on us.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service located at 500 West New Circle Road in Lexington, Kentucky, offers finance services to help you get your biggest refund. While tax advance loans are no longer available this year, their Tax Pros are ready to assist you with in-person tax preparation, drop-off tax preparation, and help with IRS letters. You can conveniently drop off your tax documents at this location in Walmart and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. If you prefer a one-on-one appointment, you can book online or call (859) 687-8711 to reserve time with a Tax Pro. With the expertise of their English-speaking Tax Pros, Jackson Hewitt Tax Service is dedicated to maximizing your refund. Remember, when every dollar matters, it matters who does your taxes™.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1719 North Broadway in Lexington, Kentucky, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. Our services are perfect for busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan allows you to access money before your tax refund arrives, as the IRS can sometimes take weeks to send it. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.
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