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Financial Planners in Lexington, KY

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1. 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
30 Years
in Business

2. 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…

3. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

300 W Vine St, Lexington, KY, 40507

OPEN 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
57 Years
in Business
Amenities:
Wheelchair accessible

4. 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
23 Years
in Business

5. 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…

6. Powerful Legacy Insurance and Financial Services

Powerful Legacy Insurance and Financial Services

3260 Blazer Pkwy, Lexington, KY, 40509

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

From Business: Our "Passion for future" shows in everything we do to help build your plan.

7. 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…

8. Haney Financial Associates

Haney Financial Associates

114 Dennis Dr # 2, Lexington, KY, 40503

OPEN NOW:9:00 am - 4:30 pm

From Business: Specializing in the design of Financial and Estate Plans

9. 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…

10. Nate Collier - Thrivent

Nate Collier - Thrivent

501 Darby Creek Rd Ste 35, Lexington, KY, 40509

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. Nate Collier is committed to providing financial advice,…

11. 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,…

12. 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…

13. Lifetime Financial Growth

Lifetime Financial Growth

710 E Main St, Lexington, KY, 40502

OPEN 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…

14. Strategic Wealth Designers

Strategic Wealth Designers

2716 Old Rosebud Rd Suite 180, Lexington, KY, 40509

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

From Business: Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management…

YP
22 Years
in Business

15. Cardinal Pointe Financial Group - Ameriprise Financial Services

Cardinal Pointe Financial Group - Ameriprise Financial Services

250 W Main St Ste 2530, Lexington, KY, 40507

OPEN 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…

16. Fifth Third Private Bank - Erin Hall

Fifth Third Private Bank - Erin Hall

250 W Main St, Lexington, KY, 40507

OPEN 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…

17. 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

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…

18. 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…

19. Jordan Dongell - Thrivent

Jordan Dongell - 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. Jordan Dongell is committed to providing financial advice,…

20. 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,…

21. Triple Crown Advisors - Ameriprise Financial Services

Triple Crown Advisors - Ameriprise Financial Services

1000 Monarch St Ste 250, Lexington, KY, 40513

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

From Business: At Triple Crown Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

22. 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…

23. 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…

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. is committed to providing financial advice, investments,…

25. Kay Blunck - Thrivent

Kay Blunck - 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. Kay Blunck is committed to providing financial advice,…

26. 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: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

27. Wrenne Financial Planning

Wrenne Financial Planning

3399 Tates Creek Rd Ste 115, Lexington, KY, 40502

OPEN NOW:8:00 am - 5:00 pm
YP
10 Years
in Business