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Investment Management in Lexington, KY

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3. Benezet Investments

Benezet Investments

271 W Short St Ste 402, Lexington, KY 40507

YP
13 Years
in Business

5. Breeze Financial LLC

Breeze Financial LLC

219 E High St, Lexington, KY 40507

CLOSED NOW:

From Business: Like Carolyn and Bob, Patty has worn several career hats and is no stranger to navigating change. After receiving a BA and MA in Education from The University of Kentucky,…

YP
40 Years
in Business

12. Ashwood Wealth Management

Ashwood Wealth Management

195 Kentucky Ave, Lexington, KY 40502

CLOSED NOW:

From Business: We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse…

16. Fund Bluegrass Diversified

Fund Bluegrass Diversified

1795 Alysheba Way Ste 1201, Lexington, KY 40509

20. American Trust Company

American Trust Company

2525 Harrodsburg Rd, Lexington, KY 40504

From Business: Founded in 1985, Unified Trust Company is a chartered trust company that employs more than 55 professionals. The company offers customized management mutual fund portfolios. It…

22. Fidelity Investments

Fidelity Investments

161 Lexington Green Cir Ste 195, Lexington, KY 40503

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

23. Cornerstone Wealth Management

Cornerstone Wealth Management

3620 Walden Dr Ste 201, Lexington, KY 40517

CLOSED NOW:

From Business: At Cornerstone Wealth Management, we provide client-focused financial planning for individuals, families, and business owners. For over 20 years, our goal has been to deliver…

28. Dupree Financial Group

Dupree Financial Group

237 E Main St, Lexington, KY 40507

CLOSED NOW:Closed

From Business: Dupree Financial Group will manage your portfolio for you. You will get a fully customized experience, adapted to your particular needs. Tom Dupree, our seasoned founder and…

YP
9 Years
in Business

30. R.L. Brown Wealth Management

R.L. Brown Wealth Management

135 W Main St # 200, Lexington, KY 40507

CLOSED NOW:Closed

From Business: At R.L. Brown Wealth Management we specialize in retirement and estate planning. Our services and products include: Comprehensive Financial Planning Retirement Income Planning…

YP
10 Years
in Business