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State DirectoryFinancial Planners in Wilmore, KY
1. Annuity General
Serving the Wilmore Area
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…
2. Edward Jones - Financial Advisor: Daniel B Van Horn
119 Quinn Dr, Nicholasville, KY 40356
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…
3. 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…
4. Edward Jones - Financial Advisor: Dawn M Nelson
109 Springdale Dr Ste 1, Nicholasville, KY 40356
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…
5. Spectrum Financial Alliance
105 Wind Haven Dr, Nicholasville, KY 40356
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…
6. Geraldine Gordon - 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…
9. Retirement Tax Advisory Group
160 Moore Dr Ste 201, Lexington, KY 40503
10. 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…
11. 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,…
12. Merrill Lynch Wealth Management
4023 Finn Way, Lexington, KY 40517
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…
13. 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,…
14. 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,…
15. 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…
16. 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,…
17. 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…
18. 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…
19. 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…
20. 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…
21. 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…
22. 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…
23. First Financial Bank & ATM
104 S Chiles St, Harrodsburg, KY 40330
From Business: Many banks claim they offer clients more, but at First Financial Bank, we really deliver on that promise. Because to us, “more” means something more. We offer all the tools,…
24. Wrenne Financial Planning
3399 Tates Creek Rd Ste 115, Lexington, KY 40502
30. Legacy Wealth Management
2525 Harrodsburg Rd Ste 100, Lexington, KY 40504