Financial Planners in Nicholasville, KY

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1. Edward Jones - Financial Advisor: Dawn M Nelson

Edward Jones - Financial Advisor: Dawn M Nelson

109 Springdale Dr Ste 1, Nicholasville, KY 40356

OPEN NOW:8:30 am - 4:30 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
103 Years
in Business

2. Edward Jones - Financial Advisor: Steve Gross

Edward Jones - Financial Advisor: Steve Gross

504 N Main St Ste E, Nicholasville, KY 40356

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

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

3. Spectrum Financial Alliance

Spectrum Financial Alliance

105 Wind Haven Dr, Nicholasville, KY 40356

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

From Business: At Spectrum Financial Alliance Ltd., LLC, your financial future, peace of mind, and trust are paramount. We do not take these things for granted. Our clients are an extension…

YP
30 Years
in Business

6. Annuity General

Annuity General

Serving the Nicholasville 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…

7. Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services

Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services

3805 Wyndsong Trl, Lexington, KY 40514

OPEN NOW:9:00 am - 4:00 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…

8. Charles Schwab

Charles Schwab

4084 Finn Way, Lexington, KY 40517

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

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,…

9. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

4023 Finn Way, Lexington, KY 40517

OPEN NOW:8:00 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
111 Years
in Business

10. Edelman Financial Engines

Edelman Financial Engines

4383 Old Harrodsburg Rd Ste 125, Lexington, KY 40513

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

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…

11. Fifth Third Preferred - David Claytor

Fifth Third Preferred - David Claytor

3600 Walden Dr, Lexington, KY 40517

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

From Business: Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals…

12. American Express Financial Advisors Inc.

American Express Financial Advisors Inc.

230 Lexington Green Cir Ste 210-1, Lexington, KY 40503

OPEN NOW:9:00 am - 4:00 pm

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…

13. Edward Jones - Financial Advisor: Chris Cantrell

Edward Jones - Financial Advisor: Chris Cantrell

3801 Dylan Pl Ste 120, Lexington, KY 40514

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
103 Years
in Business

14. Edward Jones - Financial Advisor: Allen E. Dummitt

Edward Jones - Financial Advisor: Allen E. Dummitt

4071 Tates Creek Centre Dr Ste 201, Lexington, KY 40517

OPEN 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
103 Years
in Business

15. Geraldine Gordon - Financial Advisor, Ameriprise Financial Services

Geraldine Gordon - Financial Advisor, Ameriprise Financial Services

3805 Wyndsong Trl, Lexington, KY 40514

OPEN NOW:9:00 am - 4:00 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…

16. Fidelity Investments

Fidelity Investments

161 Lexington Green Cir Ste 195, Lexington, KY 40503

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

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…

17. Keystone Financial Group

Keystone Financial Group

527 Wellington Way, Suite 225, Lexington, KY 40503

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

From Business: Keystone Financial Group is a financial services firm located in Lexington, KY. They offer a variety of services to help clients achieve their financial goals, including…

YP
17 Years
in Business

20. Wealth Preservation Partners

Wealth Preservation Partners

3217 Summit Square Pl, Lexington, KY 40509

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

From Business: A team of advisors devoted to the wealth, tax, estate and investment planning for affluents clients and business owners

YP
31 Years
in Business

21. 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…

22. Retirement Tax Advisory Group

Retirement Tax Advisory Group

160 Moore Dr Ste 201, Lexington, KY 40503

OPEN NOW:9:00 am - 5:00 pm
YP
24 Years
in Business

23. Jordan Dongell - Thrivent

Jordan Dongell - Thrivent

1031 Wellington Way Ste 115, Lexington, KY 40513

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

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,…

24. Robert Lawson - Thrivent

Robert Lawson - Thrivent

1031 Wellington Way Ste 115, Lexington, KY 40513

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

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,…

25. Fifth Third Securities - Kyle Kinzig

Fifth Third Securities - Kyle Kinzig

2295 Nicholasville Rd, Lexington, KY 40503

OPEN NOW:9:00 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…

26. Jonathan Grasch - Thrivent

Jonathan Grasch - Thrivent

771 Corporate Dr Ste 700, Lexington, KY 40503

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

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,…

27. Robert Adams - Financial Advisor, Ameriprise Financial Services

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…

28. TIAA Financial Services

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…

29. Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services

Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services

1000 Monarch St Ste 250, Lexington, KY 40513

OPEN 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…

30. Todd Metcalf - Financial Advisor, Ameriprise Financial Services

Todd Metcalf - Financial Advisor, Ameriprise Financial Services

1000 Monarch St Ste 250, Lexington, KY 40513

OPEN 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…