Wealth Management of Kentucky
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444 E Main St #101
Lexington, KY 40507 - 859-268-4425
Hours
Chamber Rating
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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
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
Related Categories
Ratings and Reviews
Wealth Management of Kentucky
Overall Rating
Overall Rating
( 9 Reviews )Donaven Singleton on Google
R B on Google
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
Very helpful and knowledgeable , polite ,and professional
Thane Maudslien on Google
Bruce and his staff are top notch. He will make sure you are taken care of!
Greg Little on Google
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!
Overall Rating
Overall Rating
( 9 Reviews )Write a Review
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