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Map of Georgetown, KY

Financial Planners in Georgetown, KY

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1. Fifth Third Securities - Patrick Mitchell

Fifth Third Securities - Patrick Mitchell

100 Lawson Dr, Georgetown, KY 40324

CLOSED NOW:8:00 am - 5:00 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

2. Edward Jones - Financial Advisor: Eric E Bentley, CRPC™

Edward Jones - Financial Advisor: Eric E Bentley, CRPC™

118 E Main St, Georgetown, KY 40324

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

3. Fifth Third Securities - Valerie Mulgrave

Fifth Third Securities - Valerie Mulgrave

100 Lawson Dr, Georgetown, KY 40324

CLOSED NOW:9:00 am - 5:30 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

4. Annuity General

Annuity General

Serving the Georgetown Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

5. Wells Fargo Advisors

Wells Fargo Advisors

333 E Main St Ste 120, Lexington, KY 40507

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

6. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

300 W Vine St, Lexington, KY 40507

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Lexington, KY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business
Amenities:
Wheelchair accessible

7. Cardinal Pointe Financial Group - Ameriprise Financial Services

Cardinal Pointe Financial Group - Ameriprise Financial Services

250 W Main St Ste 2530, Lexington, KY 40507

CLOSED NOW:8:00 am - 5:00 pm

From Business: 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…

8. Fifth Third Private Bank - Zachary Brien

Fifth Third Private Bank - Zachary Brien

250 W Main St, Lexington, KY 40507

CLOSED NOW:9:00 am - 5:00 pm

From Business: With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you…

9. Cardinal Pointe Financial Group-Ameriprise Financial Services

Cardinal Pointe Financial Group-Ameriprise Financial Services

250 W Main St, Lexington, KY 40507

CLOSED NOW:8:00 am - 5:00 pm

From Business: 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…

10. Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services

Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services

250 W Main St Ste 2530, Lexington, KY 40507

CLOSED NOW:8:00 am - 5:00 pm

From Business: 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…

11. Lifetime Financial Growth

Lifetime Financial Growth

710 E Main St, Lexington, KY 40502

CLOSED NOW:8:30 am - 5:00 pm

From Business: Lifetime Financial Growth LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

15. Edward Jones - Financial Advisor: Wilson B Wise

Edward Jones - Financial Advisor: Wilson B Wise

1755 Hatter Ln, Lexington, KY 40511

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

16. Edward Jones - Financial Advisor: Brock Jones

Edward Jones - Financial Advisor: Brock Jones

1755 Hatter Ln, Lexington, KY 40511

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

17. Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services

Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services

250 W Main St Ste 2530, Lexington, KY 40507

CLOSED NOW:8:00 am - 5:00 pm

From Business: 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…

18. R.L. Brown Wealth Management

R.L. Brown Wealth Management

135 W Main St # 200, Lexington, KY 40507

CLOSED NOW:8:30 am - 4:30 pm

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

19. Fifth Third Securities - Matt Cooper

Fifth Third Securities - Matt Cooper

550 Euclid Ave, Lexington, KY 40502

CLOSED NOW:9:00 am - 5:30 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

26. MCF Advisors

MCF Advisors

333 W Vine St Ste 1640, Lexington, KY 40507

CLOSED NOW:8:00 am - 5:00 pm
YP
21 Years
in Business
Amenities:
Wheelchair accessible