Wealth Management of Kentucky

Hours

Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed

Chamber Rating

4.1 - (9 reviews)
7
0
0
0
2
Read Our 9 Reviews

Chamber Rating

4.1 - (9 reviews)
7
0
0
0
2
  • Donaven Singleton


    Jun 23rd, 2023

  • R B

    Responding to Leonard Shatner. I believe it is Leonard, and the woman you are referring to is named Eileen Cure. Mrs. Cure was called out by her own staff after telling them not to hire black financial advisors because her "clients" do not want to do business with them. She is now suing her former firm, LPL Financial for $95 million in damages because she lost most of her business. She is originally from Texas but seems to have run off to Kentucky to start anew with this firm. Why did this firm hire her? She admits to having retained only a fraction of her clients therefore she isn't bringing a large book of business to the firm. No it is definitely NOT a good look for this firm. And considering the increasing number of POC who are high earners with considerable assets looking to hire financial advisors, learning that a potential firm has someone like Mrs. Cure on staff is an immediate turn off.
    Aug 24th, 2022

  • Ariel Van Couvering

    Very helpful and knowledgeable , polite ,and professional
    Aug 8th, 2022

  • Thane Maudslien

    Bruce and his staff are top notch. He will make sure you are taken care of!
    Nov 24th, 2021

  • Greg Little

    Check BBB first before you invest your money here. Trust me check it first and choose wisely. I didn't and got a nominal return on a "guaranteed" 15 plus year investment of app. $15000. The vast majority of the 3% "guaranteed" return was retained by this company via hundreds/thousands of nominal "trading" fees. I went into this firm as it was in the same building our law office was to roll over a 401k into a government bond or other guaranteed investment. Bruce Hanks talked me out of this for purportedly a 3% guaranteed return on my investment. Rather than going with my gut I trusted him to my detriment. Then, when I went to cash out the 401k Mr Hanks was of no assistance whatsoever. He initially told me he would assist and I never heard back from him and he never returned multiple phone calls. Thanks for nothing Bruce!
    Feb 7th, 2021

Read Our 9 Reviews

About
Wealth Management of Kentucky

Wealth Management of Kentucky is located at 444 E Main St #101 in Lexington, Kentucky 40507. Wealth Management of Kentucky can be contacted via phone at 859-268-4425 for pricing, hours and directions.

Contact Info

  •   859-268-4425

Questions & Answers

Q What is the phone number for Wealth Management of Kentucky?

A The phone number for Wealth Management of Kentucky is: 859-268-4425.


Q Where is Wealth Management of Kentucky located?

A Wealth Management of Kentucky is located at 444 E Main St #101, Lexington, KY 40507


Q What is the internet address for Wealth Management of Kentucky?

A The website (URL) for Wealth Management of Kentucky is: http://www.wmofky.com/


Q How big is Wealth Management of Kentucky?

A Wealth Management of Kentucky employs approximately 20+ people.


Q What days are Wealth Management of Kentucky open?

A Wealth Management of Kentucky is open:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed


Q How is Wealth Management of Kentucky rated?

A Wealth Management of Kentucky has a 4.1 Star Rating from 9 reviewers.

Hours

Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed

Related Categories

Ratings and Reviews
Wealth Management of Kentucky

Overall Rating

Overall Rating
( 9 Reviews )
7
0
0
0
2
Write a Review

Donaven Singleton on Google

image


R B on Google

image Responding to Leonard Shatner.
I believe it is Leonard, and the woman you are referring to is named Eileen Cure. Mrs. Cure was called out by her own staff after telling them not to hire black financial advisors because her "clients" do not want to do business with them.
She is now suing her former firm, LPL Financial for $95 million in damages because she lost most of her business. She is originally from Texas but seems to have run off to Kentucky to start anew with this firm.
Why did this firm hire her? She admits to having retained only a fraction of her clients therefore she isn't bringing a large book of business to the firm.
No it is definitely NOT a good look for this firm. And considering the increasing number of POC who are high earners with considerable assets looking to hire financial advisors, learning that a potential firm has someone like Mrs. Cure on staff is an immediate turn off.


Ariel Van Couvering on Google

image Very helpful and knowledgeable , polite ,and professional


Thane Maudslien on Google

image Bruce and his staff are top notch. He will make sure you are taken care of!


Greg Little on Google

image Check BBB first before you invest your money here. Trust me check it first and choose wisely. I didn't and got a nominal return on a "guaranteed" 15 plus year investment of app. $15000. The vast majority of the 3% "guaranteed" return was retained by this company via hundreds/thousands of nominal "trading" fees. I went into this firm as it was in the same building our law office was to roll over a 401k into a government bond or other guaranteed investment. Bruce Hanks talked me out of this for purportedly a 3% guaranteed return on my investment. Rather than going with my gut I trusted him to my detriment. Then, when I went to cash out the 401k Mr Hanks was of no assistance whatsoever. He initially told me he would assist and I never heard back from him and he never returned multiple phone calls. Thanks for nothing Bruce!


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Overall Rating

Overall Rating
( 9 Reviews )
7
0
0
0
2

Write a Review

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