174 results for:

Financial Planning in Lexington

Seals Financial Planning & Investments

Seals Financial Planning & Investments Verified by Uberall

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527 Wellington Way, #225, Lexington, KY

859-230-3476

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Seals Financial Planning & Investments

Seals Financial Planning & Investments Verified by Uberall

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527 Wellington Way, #225, Lexington, KY

Seals Financial Planning & Investments is the premier financial advisor in Lexington, KY, and the surrounding area. We offer financial advisement and estate planning, retirement planning, investment management, and more in Lexington, KY! At Seals Financial Planning & Investments, we provide expert financial advisory services to align with your personal goals and life aspirations. As a premier fee-only financial advisor,... Read More about Seals Financial Planning & Investments

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Ring Financial Services

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771 Corporate Drive, #640, Lexington, KY

859-296-7700

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Ring Financial Services

Ring Financial Services Verified by Uberall

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771 Corporate Drive, #640, Lexington, KY

Ring Financial Services is a experienced Financial Advisor specializing in Retirement Planning Services, Wealth Management Services, and Comprehensive Financial Planning tailored to individuals, families, and business owners. Our experienced team delivers Personalized Wealth Planning, Long Term Investment Strategy, and Retirement Income Planning designed to help you build, protect, and preserve your assets. We offer Tax Planning Services, Estate Planning Services,... Read More about Ring Financial Services

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John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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250 W Main St, Ste 2530, Lexington, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, John W Smith will take the time to understand you and your goals, as well as those... Read More about John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Alexandra Morris - Financial Advisor, Ameriprise Financial Services, LLC

Alexandra Morris - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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3805 Wyndsong Trail, Lexington, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, Alexandra Morris will take the time to understand you and your goals, as well as those changing... Read More about Alexandra Morris - Financial Advisor, Ameriprise Financial Services, LLC

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Mercer Advisors - Lexington

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3292 Eagle View Lane, Suite 290, Lexington, KY

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We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it. Extensive experience helping Ford, UPS and GE and other corporate... Read More about Mercer Advisors - Lexington

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Carrington Conley - Edelman Financial Engines

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3094 Harrodsburg Road, Suite 202, Lexington, KY

859-963-1370

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Carrington Conley - Edelman Financial Engines

Carrington Conley - Edelman Financial Engines Verified by Yext

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3094 Harrodsburg Road, Suite 202, Lexington, KY

I’m an avid chess player. If I have a small window of free time (which is increasingly rare as a busy financial planner, husband and father), that’s probably what you’ll find me doing. I think it speaks to the person and professional that I am. I take a highly analytical approach to problem-solving for my clients here in Kentucky, with... Read More about Carrington Conley - Edelman Financial Engines

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Mariner

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424 Lewis Hargett Circle, Suite 250, Lexington, KY

502-233-1970

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Mariner

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424 Lewis Hargett Circle, Suite 250, Lexington, KY

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Emmanuel Washington - Thrivent

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2068 Stonewood Lane, Lexington, KY

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Emmanuel Washington is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lexington, KY make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Emmanuel Washington - Thrivent

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Brittany Lawson - Thrivent

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1031 Wellington Way, Suite 115, Lexington, KY

859-303-5139

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Brittany Lawson - Thrivent

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1031 Wellington Way, Suite 115, Lexington, KY

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brittany Lawson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lexington, KY make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brittany Lawson - Thrivent

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Fifth Third Private Bank - Zachary Brien

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250 West Main Street, Lexington, KY

270-703-2080

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Fifth Third Private Bank - Zachary Brien

Fifth Third Private Bank - Zachary Brien Verified by Yext

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250 West Main Street, Lexington, KY

Welcome to Fifth Third Bank – home to the best mobile banking app for customer satisfaction among regional banks, as ranked by J.D. Power!* Take advantage of our suite of banking products and we’ll help you find a solution that fits your unique financial needs. Find out how we can help you with checking, savings, credit cards, mobile banking, and... Read More about Fifth Third Private Bank - Zachary Brien

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

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250 W Main St, Ste 2530, Lexington, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, Terry Lee Smallwood will take the time to understand you and your goals, as well as those... Read More about Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services, LLC

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Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC

Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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250 W Main St, Ste 2530, Lexington, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, Harry Hadden will take the time to understand you and your goals, as well as those changing... Read More about Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Todd Metcalf - Financial Advisor, Ameriprise Financial Services, LLC

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1000 Monarch St, Ste 250, Lexington, KY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, Todd Metcalf will take the time to understand you and your goals, as well as those changing... Read More about Todd Metcalf - Financial Advisor, Ameriprise Financial Services, LLC

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Robert Lawson - Thrivent

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1031 Wellington Way, Ste. 115, Lexington, KY

859-303-5139

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Robert Lawson - Thrivent

Robert Lawson - Thrivent Verified by Yext

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1031 Wellington Way, Ste. 115, Lexington, KY

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Lawson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lexington, KY make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Robert Lawson - Thrivent

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Lanie Phillips - Financial Advisor, Ameriprise Financial Services, LLC

Lanie Phillips - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1000 Monarch St, Ste 250, Lexington, KY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, Lanie Phillips will take the time to understand you and your goals, as well as those changing... Read More about Lanie Phillips - Financial Advisor, Ameriprise Financial Services, LLC

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Powerful Legacy Insurance and Financial Services

Powerful Legacy Insurance and Financial Services Verified by Yext

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3260 Blazer Pkwy, Lexington, KY

859-208-2511

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Nate Collier - Thrivent

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501 Darby Creek Rd, Ste 35, Lexington, KY

859-636-6390

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Nate Collier - Thrivent

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501 Darby Creek Rd, Ste 35, Lexington, KY

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nate Collier is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lexington, KY make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Nate Collier - Thrivent

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Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC

Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC Verified by Yext

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250 W Main St, Ste 2530, Lexington, KY

More info available at FINRA's BrokerCheck website

At Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lexington, KY area... Read More about Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC

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Triple Crown Advisors - Ameriprise Financial Services, LLC

Triple Crown Advisors - Ameriprise Financial Services, LLC Verified by Yext

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1000 Monarch St, Ste 250, Lexington, KY

More info available at FINRA's BrokerCheck website

At Triple Crown Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lexington, KY area to help... Read More about Triple Crown Advisors - Ameriprise Financial Services, LLC

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Dupree & Company Inc

Dupree & Company Inc Verified by Yext

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125 S Mill, Lexington, KY

859-254-7741

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Dupree & Company Inc

Dupree & Company Inc Verified by Yext

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125 S Mill, Lexington, KY

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Kevin Minke - Thrivent

Kevin Minke - Thrivent Verified by Yext

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771 Corporate Dr, Suite 700, Lexington, KY

859-536-5980

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Kevin Minke - Thrivent

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771 Corporate Dr, Suite 700, Lexington, KY

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