Lexington, KY Financial Planner

The staff at SWD have exceeded my expectations and I highly recommend them to handle your financial planning. I was with a national advisor firm with offices in New York, ... more

After hearing Kristina on the radio I set up an appointment for a consultation. I met with her and Rob. What a wonderful experience. I am heading toward retirement and ... more

Brittany Lawson has been my financial planner for over a year and impresses me more and more each time I go. She always has fresh new ideas on saving for retirement and h ... more

Easy to talk with about all my financial needs.

Brittany Lawson has been my financial planner for over a year and impresses me more and more each time I go. She always has fresh new ideas on saving for retirement and h ... more

Very trusting, knowledgeable staff

Diane and Lucas are great to work with.

Sandy Hellard my agent is very thorough while explaining options. She works to find what works best for you and within your financial boundaries. Thank you Sandy Hellard ... more

Sandy Hellard my agent is very thorough while explaining options. She works to find what works best for you and within your financial boundaries. Thank you Sandy Hellard ... more

Sandy Hellard my agent is very thorough while explaining options. She works to find what works best for you and within your financial boundaries. Thank you Sandy Hellard ... more

Our office spends most days sitting face-to-face with people, getting to know them on a personal level to understand and give them the best help and advice possible. We h ... more

Great place to work, a day in the field, helping people is the best day.

Great place to work, a day in the field, helping people is the best day.

Excellent customer service!

Mr Murphy is the best. He has been patient with my skepticism and is a truly honest and kind person. They will help your money grow without making you feel like a $$.

Takes sometimes days to return calls.

Andy Reynolds and the team at Ballast are top notch. Theyve been so hopeful for guiding and managing our finances for our home and businesses. Highly recommend them!

No matter what the Economy is Family Financial will make you feel secure.

Awesome customer service for my account.

The bank itself is no longer located in the building....atm only

Top notch team, knowledgeable and great to work with. I highly recommend.

Absolutely worthwhile investment. I am a small business owner with assets that range from real estate to crypto. The amount of money that I have saved working with Abri j ... more

Mac and his team have exceeded our expectations, and continue to provide us with a sense of confidence as we make big decisions to plan for our future. We have always fel ... more