Lexington, KY Financial Consultant

( 8 Reviews )
Edward Jones - Financial Advisor: Casey A Bright, CFP|AAMS Logo

Edward Jones - Financial Advisor: Casey A Bright, CFP|AAMS

Financial Consultant, Finance Broker, Stock Broker

3061 Fieldstone Way Ste 1100 Lexington, Kentucky 40513
William Gaunce

Easy to work with. Extremely knowledgable

( 21 Reviews )
Alpha Financial Partners Logo

Alpha Financial Partners

Financial Consultant

710 E Main St Suite 110 Lexington, Kentucky 40502
Kimb Wilson

I wouldn't trust any other company with my investments.

( 2 Reviews )
SeaCure Advisors Logo

SeaCure Advisors

Financial Consultant

3320 Clays Mill Road, Suite 211 Lexington, KY 40503
Marc Peloquin

We couldn't be happier with our decision to partner up with Carolynn and Jonathan. We strongly recommend Seacure Advisors. Thank you Carolyn and Jonathan

( 15 Reviews )
Edward Jones - Financial Advisor: Wilson B Wise, CRPC Logo

Edward Jones - Financial Advisor: Wilson B Wise, CRPC

Financial Consultant

2365 Harrodsburg Rd, A205 Lexington, Kentucky 40504
Cosmok93

Highly recommend Wilson, he makes participating in the markets easy and simple.

( 1 Reviews )
Suzanne Powell, by Meridian Wealth Management Logo

Suzanne Powell, by Meridian Wealth Management

Financial Consultant

100 W Main St #450 Lexington, Kentucky 40507
( 3 Reviews )
Thrivent Financial Logo

Thrivent Financial

Financial Consultant

771 Corporate Dr Suite 700 Lexington, Kentucky 40503
Rachel Lewis

I can not praise Brittany Lawson enough for the work she has done for and with me! She has the most creative and effective ideas for personal savings, tax planning and re ... more

( 14 Reviews )
ProActive Advisors Logo

ProActive Advisors

Financial Planner, Investment Service, Financial Consultant

836 Euclid Ave #306 Lexington, KY 40502
Orville Henry

Lawrence has been a friend of mine for as long as I can remember, Great guy and truly wants to help his clients.

( 5 Reviews )
Thrivent Financial - Brittany Lawson Logo

Thrivent Financial - Brittany Lawson

Financial Consultant

1031 Wellington Way UNIT 210 Lexington, Kentucky 40513
Crystal Newton

Warm, professional and patient! Thank you for your guidance and advice on setting goals for my financial future. Highly recommend.

( 3 Reviews )
Kentucky SBDC Logo

Kentucky SBDC

Business Management Consultant, Financial Consultant, Marketing Consultant

343 Waller Ave Suite 205 Lexington, KY 40504
Nikki Spjut

Starting a business can be daunting with all the many different moving parts. Working with Kentucky SBDC gave me peace of mind knowing that I had someone to guide me thro ... more

( 2 Reviews )
Edward Jones - Financial Advisor: Michael G Maggard Logo

Edward Jones - Financial Advisor: Michael G Maggard

Financial Consultant

185 Pasadena Drive, Suite 120 Lexington, Kentucky 40503
Keith Irwin

Mr. Moore gives excellent customer service and takes the time to answer questions. I was very impressed!

( 4 Reviews )
Edward Jones - Financial Advisor: Jonathan A Millay Logo

Edward Jones - Financial Advisor: Jonathan A Millay

Financial Consultant

220 Lexington Green Circle, Suite 140 Lexington, Kentucky 40503
Bart Shepherd

Positive: Professionalism, Quality, Responsiveness

( 1 Reviews )
Edward Jones - Financial Advisor: Ben Roscoe Logo

Edward Jones - Financial Advisor: Ben Roscoe

Financial Consultant

1065 Dove Run Rd, Suite 2 Lexington, Kentucky 40502
Clay Compton

Positive: Responsiveness

( 1 Reviews )
Edward Jones - Financial Advisor: Wesley T Wilson Logo

Edward Jones - Financial Advisor: Wesley T Wilson

Financial Consultant

1755 Hatter Ln Lexington, Kentucky 40511
Brett Gerritse

Wes did a great job walking me through my retirement plan options and explaining the benefits of investing and planning for the future. He makes sure hes available for an ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Allen E Dummitt Logo

Edward Jones - Financial Advisor: Allen E Dummitt

Financial Consultant

4071 Tates Creek Centre Rd, Suite 201 Lexington, Kentucky 40517
Todd Ison

Allen was terrific to work with! Made me comfortable with the whole process & was so kind! Couldnt recommend him more!

( 2 Reviews )
Edward Jones - Financial Advisor: Mark A Telfer, CFP|AAMS Logo

Edward Jones - Financial Advisor: Mark A Telfer, CFP|AAMS

Financial Consultant

115 Codell Dr, Ste 130 Lexington, Kentucky 40509
Kevin Wiley

Pop I plan popop all oppk

( 2 Reviews )
Edward Jones - Financial Advisor: Griffin L Johnson, CRPC Logo

Edward Jones - Financial Advisor: Griffin L Johnson, CRPC

Financial Consultant

220 Ruccio Way, Suite 180 Lexington, Kentucky 40503
adam bryant mcdonald

Best in the biz!

( 1 Reviews )
Edward Jones - Financial Advisor: John E Riddle Logo

Edward Jones - Financial Advisor: John E Riddle

Financial Consultant

1060 Chinoe Rd, Suite 136 Lexington, Kentucky 40502
( 4 Reviews )
Edward Jones - Financial Advisor: Stuart Morgan Logo

Edward Jones - Financial Advisor: Stuart Morgan

Financial Consultant

4071 Tates Creek Centre Rd, Suite 201 Lexington, Kentucky 40517
Dayley's Peace

Stuart is a great person as well as a financial advisor. Trustworthy, considerate and forward thinking. Can't say enough.

( 2 Reviews )
Edward Jones - Financial Advisor: Jeff Moore, CFP|RICP|AAMS|CRPC Logo

Edward Jones - Financial Advisor: Jeff Moore, CFP|RICP|AAMS|CRPC

Financial Consultant

185 Pasadena Drive, Suite 120 Lexington, Kentucky 40503
Keith Irwin

Mr. Moore gives excellent customer service and takes the time to answer questions. I was very impressed!

( 8 Reviews )
Edward Jones - Financial Advisor: Audrey Back, CFP|CRPC Logo

Edward Jones - Financial Advisor: Audrey Back, CFP|CRPC

Financial Consultant

802 Euclid Ave Lexington, Kentucky 40502
Tyler Smith

Someone who truly cares about her clients. Knowledgeable, professional, and low pressure. Being really conservative with my money, Audrey helped me feel more at easy and ... more

( 6 Reviews )
Edward Jones - Financial Advisor: Dawn M Nelson, CFP|ChFC Logo

Edward Jones - Financial Advisor: Dawn M Nelson, CFP|ChFC

Financial Consultant

220 Ruccio Way, Suite 180 Lexington, Kentucky 40503
Lisi Gross

As a young person getting into financial planning, she has been so helpful along the way. Dawn is so very kind and caring, I can not recommend her enough.

( 2 Reviews )
Lexington, KY Office - UBS Financial Services Inc. Logo

Lexington, KY Office - UBS Financial Services Inc.

Financial Consultant

307 South Ashland Avenue Lexington, Kentucky 40502
JustBen 72

Jeremy is great to work with!!

( 11 Reviews )
Bright Financial Planning Logo

Bright Financial Planning

Financial Consultant

2416 Greatstone Point Lexington, KY 40504
Tina Lemire

Casey Bright is an exceptional financial planner with integrity and empathy. He genuinely cares about his clients' lives outside of their portfolios. He takes the time to ... more

( 305 Reviews )
Lex Lending Logo

Lex Lending

Mortgage Lender, Financial Consultant, Loan Agency

2357 Huguenard Dr #100 Lexington, KY 40503
Ryan Feheley

Eric and Hometown Lenders are knowledgeable and efficient. Emily makes a good experience even better.

( 1 Reviews )
Edward Jones - Financial Advisor: Scott Segebarth Logo

Edward Jones - Financial Advisor: Scott Segebarth

Financial Consultant, Finance Broker, Financial Audit

4071 Tates Creek Centre Rd Suite 201, Suite 201 Lexington, KY 40517
( 2 Reviews )
Nathan A Bay - Thrivent Financial Logo

Nathan A Bay - Thrivent Financial

Financial Consultant

771 Corporate Dr Suite 700 Lexington, KY 40503
Veronica Gettinger

I've never worked with a company that was so exceptional about caring for people before anything else. Nathan Bay is not only phenomenal at financial planning, but I'll n ... more

( 1 Reviews )
Paradigm Partners - UBS Financial Services Inc. Logo

Paradigm Partners - UBS Financial Services Inc.

Financial Consultant

307 South Ashland Avenue Lexington, Kentucky 40502
( 3 Reviews )
Allan Watts Logo

Allan Watts

Financial Consultant

527 Wellington Way #225 Lexington, KY 40503
Tony Peters

I was very impressed by Allan's knowledge of Retirement Plans. I would recommend him to anyone. He also goes out of the way for his clients; something that is hard to f ... more

( 192 Reviews )
Hometown Lenders Inc. Logo

Hometown Lenders Inc.

Mortgage Lender, Financial Consultant, Loan Agency

424 Lewis Hargett Circle, Suite 120 Lexington, KY 40503
Karina Markovich

My husband and I just bought our first home. Eric and Tiffany helped us out so much . They were very knowledgeable and responsive ! Tiffany was always ready to help out w ... more

( 0 Reviews )
Tony Walker Financial Logo

Tony Walker Financial

Financial Planner, Financial Consultant, Insurance Agency

2333 Alexandria Dr Suite 134 Lexington, Kentucky 40504
( 0 Reviews )
Allstate Personal Financial Representative: Clayton Millen Logo

Allstate Personal Financial Representative: Clayton Millen

Financial Consultant, Life Insurance Agency, Insurance Agency

4071 Tates Creek Centre Dr Ste 205 Lexington, Kentucky 40517
( 0 Reviews )
Edward Jones - Financial Advisor: Jayme W Nelson Logo

Edward Jones - Financial Advisor: Jayme W Nelson

Financial Consultant

220 Ruccio Way, Suite 180 Lexington, Kentucky 40503
( 8 Reviews )
Community Trust Bank Logo

Community Trust Bank

Financial Institution, ATM, Financial Consultant

1430, 100 E Vine St #100 Lexington, KY 40507
Matt Shanks

The teller named Andrew was wonderful, and went above and beyond for me. Great job.

( 2 Reviews )
Morgan Stanley Financial Advisors Logo

Morgan Stanley Financial Advisors

Financial Consultant

444 E Main St Ste 111 Lexington, Kentucky 40507
Nick Kouns

Ive worked all my life, starting off as a teenaged lifeguard and ended up a doctor running a Covid Unit during the pandemic. I came to Morgan Stanley several years ago t ... more

( 0 Reviews )
Matthew Roth Logo

Matthew Roth

Financial Consultant, Financial Consultant, Financial Planner

400 E Vine St Lexington, KY 40507
( 9 Reviews )
In-Balance Accounting Services, Inc. Logo

In-Balance Accounting Services, Inc.

Bookkeeping Service, Accountant, Financial Consultant

153 Patchen Dr suite 21 Lexington, KY 40517
Lora Haney

Donna you are an amazing personthank you for going above and beyond even for another businessMost people would have just blown me off when asking about a neighboring busi ... more

( 0 Reviews )
Edward Jones - Financial Advisor: Elizabeth Cawood, CFP|AAMS|CRPC|CRPS Logo

Edward Jones - Financial Advisor: Elizabeth Cawood, CFP|AAMS|CRPC|CRPS

Financial Consultant

1060 Chinoe Rd, Suite 136 Lexington, Kentucky 40502
( 0 Reviews )
Edward Jones - Financial Advisor: Victoria Watson, CFP|CRPC|CRPS Logo

Edward Jones - Financial Advisor: Victoria Watson, CFP|CRPC|CRPS

Financial Consultant

1795 Alysheba Way, Suite 4104 Lexington, Kentucky 40509
( 0 Reviews )
Edward Jones - Financial Advisor: Chris Cantrell Logo

Edward Jones - Financial Advisor: Chris Cantrell

Financial Consultant, Finance Broker, Financial Audit

3801 Dylan Pl #120, Suite 120 Lexington, KY 40514
( 0 Reviews )
Jarrod Polson - Thrivent Logo

Jarrod Polson - Thrivent

Financial Planner, Financial Consultant

771 Corporate Dr Suite 700, Suite 700 Lexington, KY 40503
( 0 Reviews )
Matt Lockett - Thrivent Logo

Matt Lockett - Thrivent

Financial Planner, Financial Consultant

771 Corporate Dr Suite 700, Suite 700 Lexington, KY 40503
( 0 Reviews )
Robert Adams - Thrivent Financial Logo

Robert Adams - Thrivent Financial

Life Insurance Agency, Financial Consultant, Investment Service

771 Corporate Dr Suite 700, Suite 700 Lexington, KY 40503
( 0 Reviews )
Steven O'nan - Thrivent Logo

Steven O'nan - Thrivent

Financial Planner, Financial Consultant

771 Corporate Dr Suite 700, Suite 700 Lexington, KY 40503
( 2 Reviews )
Merrill Lynch Financial Advisor Jeff Corbett Logo

Merrill Lynch Financial Advisor Jeff Corbett

Financial Consultant

300 W Vine St Lexington, KY 40507
Steve West

Jeff Corbett is not only professional, he listens to his clients needs and takes the worry out of retirement by providing a realistic plan for your future. I would high ... more

( 0 Reviews )
McFarland Wealth Management Group - UBS Financial Services Inc. Logo

McFarland Wealth Management Group - UBS Financial Services Inc.

Financial Consultant

307 S Ashland Ave Lexington, KY 40502
( 0 Reviews )
Allstate Personal Financial Representative: William Cox Logo

Allstate Personal Financial Representative: William Cox

Financial Consultant

1031 Wellington Way, Ste 255 Lexington, Kentucky 40513
( 0 Reviews )
McFarland Wealth Management Group - UBS Financial Services Inc. Logo

McFarland Wealth Management Group - UBS Financial Services Inc.

Financial Consultant

307 South Ashland Avenue Lexington, Kentucky 40502
( 0 Reviews )
Edward Jones - Financial Advisor: David Hofe Logo

Edward Jones - Financial Advisor: David Hofe

Financial Consultant

4071 Tates Creek Centre Rd, Suite 201 Lexington, Kentucky 40517
( 0 Reviews )
David Walter Demarest - UBS Financial Services Inc. Logo

David Walter Demarest - UBS Financial Services Inc.

Financial Consultant

307 South Ashland Avenue Lexington, Kentucky 40502
( 0 Reviews )
M. Tinder Harris - UBS Financial Services Inc. Logo

M. Tinder Harris - UBS Financial Services Inc.

Financial Consultant

307 South Ashland Avenue Lexington, Kentucky 40502
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