Lexington, KY Financial Planner

( 0 Reviews )
Lanie Phillips - Financial Advisor, Ameriprise Financial Services, LLC Logo

Lanie Phillips - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

1000 Monarch St, Ste 250 Lexington, Kentucky 40513
( 0 Reviews )
Robert Lawson - Thrivent Logo

Robert Lawson - Thrivent

Financial Planner

771 Corporate Dr Ste. 700 Lexington, Kentucky 40503
( 0 Reviews )
Fifth Third Securities - Kyle Kinzig Logo

Fifth Third Securities - Kyle Kinzig

Financial Planner

2295 Nicholasville Road Lexington, Kentucky 40503
( 0 Reviews )
Emmanuel Washington - Thrivent Logo

Emmanuel Washington - Thrivent

Financial Planner

771 Corporate Drive, Ste 700 Lexington, Kentucky 40503
( 0 Reviews )
Kay Blunck - Thrivent Logo

Kay Blunck - Thrivent

Financial Planner

1031 Wellington Way, Suite 115 Lexington, Kentucky 40513
( 0 Reviews )
Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC Logo

Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

250 W Main St, Ste 2530 Lexington, Kentucky 40507
( 0 Reviews )
Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC Logo

Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC

Financial Planner

250 W Main St, Ste 2530 Lexington, Kentucky 40507
( 55 Reviews )
ABRI LLC Financial Planner Logo

ABRI LLC Financial Planner

Financial Planner

333 E Short St Suite 210 Lexington, KY 40507
George McGuire

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

( 0 Reviews )
Fifth Third Private Bank - Erin Hall Logo

Fifth Third Private Bank - Erin Hall

Financial Planner

250 West Main Street Lexington, Kentucky 40507
( 0 Reviews )
Edward Jones - Financial Advisor: Daniel R Powell Logo

Edward Jones - Financial Advisor: Daniel R Powell

Financial Consultant, Finance Broker, Financial Audit

1060 Chinoe Rd #136, Suite 136 Lexington, KY 40502
( 1 Reviews )
Baird Private Wealth Management Logo

Baird Private Wealth Management

Financial Planner

300 W Vine St Suite 1100 Lexington, KY 40507
Jennifer Bradford

I have never used their services but I can give you a glimpse into how they treat each other and their team members and that is nothing short of amazing. We catered an ev ... more

( 0 Reviews )
Fifth Third Private Bank - Robert Swieterman Logo

Fifth Third Private Bank - Robert Swieterman

Financial Planner

250 West Main Street Lexington, Kentucky 40507
( 1 Reviews )
Wallace Hart Capital Management Logo

Wallace Hart Capital Management

Investment Company, Financial Planner

1792 Alysheba Way #390 Lexington, KY 40509
( 1 Reviews )
Context Financial Logo

Context Financial

Financial Planner, Investment Service

120 Kentucky Ave Suite 120 Lexington, KY 40502
( 1 Reviews )
Bank of America ATM (Drive-thru) Logo

Bank of America ATM (Drive-thru)

ATM, Financial Consultant, Financial Planner

520 W New Cir Rd Lexington, KY 40511
( 1 Reviews )
McNay Settlement Group Logo

McNay Settlement Group

Financial Consultant, Financial Planner

2220 Nicholasville Rd #110 Lexington, KY 40503
( 4 Reviews )
WealthSouth Wealth Management Kentucky Logo

WealthSouth Wealth Management Kentucky

Financial Planner

106 W Vine St Lexington, KY 40507
Matthew Wiley

Experienced and highly knowledgeable and locally-based team in Lexington, KY!

( 5 Reviews )
Joule Financial Logo

Joule Financial

Financial Planner

1216 S Broadway Lexington, KY 40504
Matt Wollert

Amazing quality service from this firm. I have been working with Daniel for over a year now and whenever I email him regarding financial decisions I always get a response ... more

( 10 Reviews )
Envisage Wealth Advisors Logo

Envisage Wealth Advisors

Financial Planner

1029 Monarch St UNIT 150 Lexington, KY 40513
Michael Krupa

Very honest, knowledgeable, and professional. I highly recommend.

( 2 Reviews )
Wheeler Financial Solutions Logo

Wheeler Financial Solutions

Financial Consultant, Financial Planner

535 Wellington Way STE 240 Lexington, KY 40503
Joel Gerdis

I was introduced a year ago to Wheeler Financial. They are experts in what they do. They serve clients with the utmost professionalism and I highly recommend them to any ... more

( 9 Reviews )
Wealth Management of Kentucky Logo

Wealth Management of Kentucky

Financial Planner, Property Management Company

444 E Main St #101 Lexington, KY 40507
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 t ... more

( 1 Reviews )
Ring Financial Logo

Ring Financial

Financial Planner

771 Corporate Dr STE 640 Lexington, KY 40503
( 3 Reviews )
Pierce Financial Planning Inc Logo

Pierce Financial Planning Inc

Financial Planner

182 N Mill St Lexington, KY 40507
Mike Chesnut

We found Mr. Pierce 3 years ago when we moved to Lexington. He has been exceptionally helpful with not only taxes but also financial issues.

( 0 Reviews )
Lifetime Financial Growth Logo

Lifetime Financial Growth

Financial Planner

710 E Main St Lexington, KY 40502
( 0 Reviews )
Edward Jones - Financial Advisor: Adam F Reese Logo

Edward Jones - Financial Advisor: Adam F Reese

Financial Consultant, Finance Broker, Financial Audit

3801 Dylan Pl #120, Suite 120 Lexington, KY 40514
( 0 Reviews )
Brian Curtis - TIAA Wealth Management Advisor Logo

Brian Curtis - TIAA Wealth Management Advisor

Financial Planner

2365 Harrodsburg Rd suite b 250 Lexington, Kentucky 40504
( 0 Reviews )
Fifth Third Private Bank - Valerie Marshall Logo

Fifth Third Private Bank - Valerie Marshall

Financial Planner

250 West Main Street Lexington, Kentucky 40507
( 3 Reviews )
Lexington Financial Logo

Lexington Financial

Financial Planner

1795 Alysheba Way UNIT 4204 Lexington, KY 40509
Charles Flink

Stay away from this group at all cost!! I spoke to a lady named Jeanna Wilson and had one of the worst experiences I have ever had with anyone over the phone. She was con ... more

( 7 Reviews )
Family Wealth Group / FWG Investments Logo

Family Wealth Group / FWG Investments

Financial Planner

2704 Old Rosebud Rd # 180 Lexington, KY 40509
william cornish

Very friendly and knowledgeable people. Answered all our questions.

( 4 Reviews )
High Knoll Wealth Advisors Logo

High Knoll Wealth Advisors

Financial Planner

115 W Short St Lexington, KY 40507
Joey Creekbaum

I highly reccomend Jonathan Pliszka for any financial planning you may need. After growing in knowledge about finances, I realized real quick we needed to find a RIA (Reg ... more

( 0 Reviews )
Margaret Daniels - TIAA Wealth Management Advisor Logo

Margaret Daniels - TIAA Wealth Management Advisor

Financial Planner

2365 Harrodsburg Road, Suite B 250 Lexington, Kentucky 40504
( 1 Reviews )
Moneywise, Inc. Logo

Moneywise, Inc.

Financial Planner, Financial Consultant

3141 Beaumont Centre Circle Suite 102 Lexington, KY 40513
( 0 Reviews )
Edward Jones - Financial Advisor: Sherry R LeMaster Logo

Edward Jones - Financial Advisor: Sherry R LeMaster

Financial Consultant, Finance Broker, Financial Audit

802 Euclid Ave Lexington, KY 40502
( 0 Reviews )
Douglas LaRue - TIAA Wealth Management Advisor Logo

Douglas LaRue - TIAA Wealth Management Advisor

Financial Planner

2365 Harrodsburg Rd suite b 250, Suite B 250 Lexington, KY 40504
( 0 Reviews )
Chad Seabaugh - TIAA Financial Consultant Logo

Chad Seabaugh - TIAA Financial Consultant

Financial Planner

2365 Harrodsburg Rd suite b 250, Suite B 250 Lexington, KY 40504
( 0 Reviews )
Justin Hughes - TIAA Wealth Management Advisor Logo

Justin Hughes - TIAA Wealth Management Advisor

Financial Planner

2365 Harrodsburg Road, Suite B 250 Lexington, KY 40504
( 0 Reviews )
Kevin Minke - Thrivent Logo

Kevin Minke - Thrivent

Financial Planner, Financial Consultant

771 Corporate Dr Suite 700, Suite 700 Lexington, KY 40503
( 2 Reviews )
Keystone Financial Group Logo

Keystone Financial Group

Financial Planner

527 Wellington Way #225 Lexington, KY 40503
Billy Hayes

Great people to work with! Highly recommend Spencer Templin!

( 0 Reviews )
Merrill Lynch Financial Advisor Robert S. Williams Logo

Merrill Lynch Financial Advisor Robert S. Williams

Financial Consultant, Financial Planner

300 W Vine St Lexington, KY 40507
( 2 Reviews )
ERIC Robertson - TIAA Financial Consultant Logo

ERIC Robertson - TIAA Financial Consultant

Financial Planner

2365 Harrodsburg Road, Suite B 250 Lexington, Kentucky 40504
Ross Ballard

Takes sometimes days to return calls.

( 0 Reviews )
James Meek - TIAA Wealth Management Advisor Logo

James Meek - TIAA Wealth Management Advisor

Financial Planner

2365 Harrodsburg Rd suite b 250 Lexington, KY 40504
( 0 Reviews )
Torbey Financial Logo

Torbey Financial

Financial Planner

2333 Alexandria Dr Lexington, KY 40504
( 0 Reviews )
FSM Wealth, Inc. Logo

FSM Wealth, Inc.

Financial Planner

2424 Harrodsburg Rd Suite 207 Lexington, KY 40503
( 0 Reviews )
U.S. Bank  Wealth Management Banker: Thomas Chapman Logo

U.S. Bank Wealth Management Banker: Thomas Chapman

Financial Planner, Financial Consultant

2155 Paul Jones Way Lexington, KY 40509
( 0 Reviews )
Fifth Third Preferred - Adam McGrath Logo

Fifth Third Preferred - Adam McGrath

Financial Planner

2051 Pleasant Ridge Dr Lexington, KY 40509
( 0 Reviews )
Haney Financial Associates Logo

Haney Financial Associates

Financial Planner

114 Dennis Dr #2 Lexington, KY 40503
( 7 Reviews )
Merrill Lynch Wealth Management Logo

Merrill Lynch Wealth Management

Investment Service, Financial Planner, Investment Service

300 W Vine St Lexington, KY 40507
Mary Bradley

Over the years I have been with them, I've had no issues. That is amazing considering how important our money is to all of us!!

( 0 Reviews )
Mark Mansur - Thrivent Logo

Mark Mansur - Thrivent

Financial Planner, Financial Consultant

771 Corporate Dr Suite 700 Lexington, KY 40503
( 0 Reviews )
Drew Almy Logo

Drew Almy

Financial Consultant, Financial Planner

300 W Vine St Lexington, KY 40507
( 0 Reviews )
Christopher Perry - TIAA Wealth Management Advisor Logo

Christopher Perry - TIAA Wealth Management Advisor

Financial Planner

2365 Harrodsburg Road, Suite B 250 Lexington, Kentucky 40504
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