Trusted financial advisor in Lexington, Kentucky

Wrenne Financial Planning is a trusted finance institution located at 3399 Tates Creek Road in Lexington, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide guidance and support every step of the way. Contact Wrenne Financial Planning today to start building a secure financial future.

Edward Jones - Financial Advisor: David Hofe is a reputable finance institution located at 4071 Tates Creek Centre Drive in Lexington, Kentucky, United States. As a trusted financial advisor, David Hofe provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: David Hofe is dedicated to helping individuals and families secure their financial future.

investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 2022 Bank of America Corporation. All rights reserved. Merrill Lynch Financial Advisor Mollie L. H. Brennan, located at 300 West Vine Street, Lexington, Kentucky, is dedicated to providing personalized financial strategies tailored to help you pursue meaningful goals. With a team of experienced advisors, we work closely with affluent households and small business owners to understand their unique financial situations and develop customized plans to help them achieve their objectives. Our commitment to building strong client relationships based on trust and personalized service sets us apart in the finance industry. Let us help you navigate the complexities of your financial life and work towards a secure future. Contact us today to begin your journey towards financial success."

Eric 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.

Edward Jones - Financial Advisor: Steve Robertson is a trusted financial institution located at 2424 Sir Barton Way in Lexington, Kentucky, United States. Specializing in finance, our dedicated advisor, Steve Robertson, is committed to providing personalized and comprehensive financial planning services to help clients achieve their goals. With a focus on building long-term relationships and delivering tailored solutions, Edward Jones - Financial Advisor: Steve Robertson is your go-to resource for all your financial needs.

St Corbin Financial Corporation is a leading finance institution located at 2709 Old Rosebud Road in Lexington, Kentucky, United States. With a commitment to providing top-notch financial services, St Corbin Financial Corporation offers a wide range of financial products and solutions to meet the diverse needs of its clients. Whether you are looking for investment opportunities, loans, or financial planning advice, our team of experienced professionals is here to help you achieve your financial goals. Trust St Corbin Financial Corporation for all your financial needs.

Raymond 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.

Brian Whitley - Mutual of Omaha Financial Advisor is a reputable finance and insurance agency located at 1792 Alysheba Way in Lexington, Kentucky. As a trusted advisor, Brian Whitley helps clients navigate the complex world of financial planning and insurance to secure their future. With a focus on personalized service and tailored solutions, Brian Whitley is dedicated to helping individuals and families achieve their financial goals. Contact them today to 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.

Lanie 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.

Davidson Financial Services is a reputable accounting and finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. With a team of experienced professionals, Davidson Financial Services provides a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust Davidson Financial Services to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, Davidson Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Elkhorn Creek Financial is a reputable finance institution located at 3285 Blazer Parkway in Lexington, Kentucky, United States. We offer a wide range of financial services to meet the needs of our clients, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to providing personalized solutions and top-notch customer service. Trust Elkhorn Creek Financial to help you achieve your financial goals and secure your financial future.

Timothy 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.

U.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.

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.

Haney 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.

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.

Edward Jones - Financial Advisor: Allen E Dummitt is a trusted financial institution located at 4071 Tates Creek Centre Drive in Lexington, Kentucky. As a reputable finance company, they provide personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Allen E Dummitt is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and take the first step towards financial stability and success.

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.

Merrill Lynch Financial Advisor Zachary Dustin Shelly is a finance institution located at 4023 Finn Way, Lexington, Kentucky, United States. Key & Associates strives to be one of the premier Wealth Management teams in Central Kentucky, with a diverse group of talented individuals qualified to lead clients through Wealth Accumulation, Distribution, and Transfer phases. They believe in empowering individuals to achieve financial goals and realize dreams through personalized guidance and professional advice. The team at Key & Associates starts every relationship with a conversation to identify and prioritize client goals. They utilize the Merrill Investment Personality Assessment to understand clients better and customize financial approaches accordingly. With access to global resources, the team provides personalized service and trust-based relationships. They offer personalized wealth management strategies, financial planning, and access to investment insights and lending solutions. The team works to help clients stay on track to achieve their goals, discussing any necessary adjustments along the way. Certified by various financial planning organizations, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and reach their goals.

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™ 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.

American Trust Wealth is a premier financial institution located at 2525 Harrodsburg Road in Lexington, Kentucky. As a trusted provider of wealth management services, we offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, American Trust Wealth is here to help you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

American 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.

JQ Financial Solutions, located at 138 East Reynolds Road in Lexington, Kentucky, is a trusted institution specializing in accounting and finance. Our dedicated team is here to handle all of your financial needs so you can concentrate on running your business. We offer services to help you plan, track, and monitor your monthly cash flow and financial reporting, allowing you to focus on building and growing your business. With our expert advice, coaching, and coordination, we will help you exceed your expectations and achieve financial success. Trust JQ Financial Solutions to take care of the numbers while you focus on what you do best.

Located 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.

Merrill 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."

Merrill Lynch Financial Advisor Charters J Osborne is a prestigious finance institution located at 300 West Vine Street in Lexington, Kentucky, United States. The institution is known for its team of advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The advisors at Merrill Lynch are dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team at Osborne Lawless & Associates focuses on helping families navigate life's financial challenges through a structured planning process tailored to each client's unique financial situation. The advisors at Merrill Lynch believe in making informed decisions, educating clients on their options, and creating investment portfolios that align with their family goals and risk tolerance. By getting to know clients personally and understanding their priorities, the advisors can provide thoughtful investment guidance aligned with their life goals. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals, adapting their financial approach as life changes occur. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Charters J Osborne is dedicated to helping clients pursue their goals and achieve financial success through personalized investment strategies tailored to their needs.

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.