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State DirectoryFinancial Planners in Lexington, KY
1. Wealth Preservation Partners
3217 Summit Square Pl, Lexington, KY 40509
From Business: A team of advisors devoted to the wealth, tax, estate and investment planning for affluents clients and business owners
2. 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…
3. Merrill Lynch Wealth Management
300 W Vine St, Lexington, KY 40507
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…
Wheelchair accessible4. Retirement Tax Advisory Group
160 Moore Dr Ste 201, Lexington, KY 40503
5. Fifth Third Preferred - David Claytor
3600 Walden Dr, Lexington, KY 40517
From Business: Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals…
6. Fifth Third Securities - Kyle Kinzig
2295 Nicholasville Rd, Lexington, KY 40503
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…
7. American Express Financial Advisors Inc.
230 Lexington Green Cir Ste 210-1, Lexington, KY 40503
From Business: The advisor listed is an Ameriprise financial advisor in Lexington. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
8. Nate Collier - Thrivent
501 Darby Creek Rd Ste 35, Lexington, KY 40509
From Business: 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,…
9. Charles Schwab
4084 Finn Way, Lexington, KY 40517
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
10. Robert Adams - Financial Advisor, Ameriprise Financial Services
265 Regency Cir Ste D, Lexington, KY 40503
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
710 E Main St, Lexington, KY 40502
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…
12. Strategic Wealth Designers
2716 Old Rosebud Rd Suite 180, Lexington, KY 40509
From Business: Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management…
13. Cardinal Pointe Financial Group - Ameriprise Financial Services
250 W Main St Ste 2530, Lexington, KY 40507
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…
14. Fifth Third Private Bank - Zachary Brien
250 W Main St, Lexington, KY 40507
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…
15. Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services
250 W Main St Ste 2530, Lexington, KY 40507
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…
16. TIAA Financial Services
2365 Harrodsburg Rd Ste B, Lexington, KY 40504
From Business: Our wealth management advisors in TIAA’s Lexington, KY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…
17. Jonathan Grasch - Thrivent
771 Corporate Dr Ste 700, Lexington, KY 40503
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jonathan Grasch is committed to providing financial advice,…
18. Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services
1000 Monarch St Ste 250, Lexington, KY 40513
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…
19. Todd Metcalf - Financial Advisor, Ameriprise Financial Services
1000 Monarch St Ste 250, Lexington, KY 40513
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…
20. Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services
3805 Wyndsong Trl, Lexington, KY 40514
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…
21. Robert Lawson - Thrivent
1031 Wellington Way Ste 115, Lexington, KY 40513
From Business: 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,…
22. Jordan Dongell - Thrivent
1031 Wellington Way Ste 115, Lexington, KY 40513
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jordan Dongell is committed to providing financial advice,…
23. Edelman Financial Engines
4383 Old Harrodsburg Rd Ste 125, Lexington, KY 40513
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
24. Wrenne Financial Planning
3399 Tates Creek Rd Ste 115, Lexington, KY 40502
30. BB&T Scott & Stringfellow
200 W Vine St Ste 120, Lexington, KY 40507