Financial Services

Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Corporate Finance Associates
Corporate Finance Associates
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1999 Richmond Road
Lexington, KY 40502
Work Phone: (859) 963-2400(859) 963-2400
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WealthSouth
WealthSouth
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106 W. Vine St., Suite 600
Lexington, KY 40507
Work Phone: (859) 523-2600(859) 523-2600
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Bank of America
Bank of America
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4023 Finn Way
Lexington, KY 40517
Carolyn StaffordCarolyn Stafford
Work Phone: (859) 629-3713(859) 629-3713
Member Since: 2023
Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen
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Triple Crown Advisors/Ameriprise Financial
Triple Crown Advisors/Ameriprise Financial
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1000 Monarch St.
Lexington, KY 40513
Work Phone: (859) 260-1820(859) 260-1820
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Ascension Funding Group
Ascension Funding Group
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4401 Tates Creek Centre Dr
Lexington, KY 40517
Work Phone: (866) 778-8078(866) 778-8078
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Acuity Wealth Management Advisors
Acuity Wealth Management Advisors
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444 East Main Street
Lexington, KY 40507
Work Phone: (859) 492-7405(859) 492-7405
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Russell Capital Management, LLC
Russell Capital Management, LLC
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476 E High Street
Lexington, KY 40507
Work Phone: (859) 254-5225(859) 254-5225
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Oberlander Financial Services, PLLC
Oberlander Financial Services, PLLC
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997 Governors Lane, Ste 150
Lexington, KY 40513
Work Phone: (859) 552-3342(859) 552-3342
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Farm Credit Mid America & Rural 1st
Farm Credit Mid America & Rural 1st
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1201 Providence Place Pkwy
Lexington, KY 40511 8315
Work Phone: (859) 254-2741(859) 254-2741
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Baird
Baird
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100 W. Main St.
Lexington, KY 40507
Stephen GrossmanStephen Grossman
Work Phone: (859) 255-9681(859) 255-9681
Member Since: 1965
At Baird, we provide comprehensive wealth management services and customized advice. Our focus on planning includes the ever important arenas of education, retirement, business succession and trust and estate planning.
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Courtesy Acura
Courtesy Acura
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3701 Nicholasville Road
Lexington, KY 40503
Work Phone: (859) 272-8900(859) 272-8900
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Park Community Credit Union
Park Community Credit Union
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2217 War Admiral Way
Lexington, KY 40509
Work Phone: (800) 626-2870(800) 626-2870
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American Trust Wealth
American Trust Wealth
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2525 Harrodsburg Road
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
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300 W Vine Street
Lexington, KY 40507
Mollie BrennanMollie Brennan
Work Phone: (859) 231-5000(859) 231-5000
Member Since: 2023
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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Powerful Legacy Insurance & Financial Services
Powerful Legacy Insurance & Financial Services
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3260 Blazer Pkwy
Lexington, KY 40509
Work Phone: (859) 893-5099(859) 893-5099
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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
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340 S Broadway
Lexington, KY 40508
Work Phone: (859) 551-0171(859) 551-0171
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Bank of America
Bank of America
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520 W New Circle Rd
Lexington, KY 40511
Tony GuynnTony Guynn
Work Phone: (859) 963-3059(859) 963-3059
Member Since: 2023
Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen
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Meridian Wealth Management, LLC
Meridian Wealth Management, LLC
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100 W Main St
Lexington, KY 40507
Work Phone: (859) 543-4516(859) 543-4516
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J.J.B. Hilliard, W. L. Lyons LLC
J.J.B. Hilliard, W. L. Lyons LLC
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100 W Main Street Suite 500
Lexington, KY 40507
Work Phone: (859) 219-2460(859) 219-2460
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Moneyline Wealth Management
Moneyline Wealth Management
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220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517
Work Phone: (859) 271-8694(859) 271-8694
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Ballast, Inc.
Ballast, Inc.
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400 East Vine Street
Lexington, KY 40507
Work Phone: (859) 226-0625(859) 226-0625
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Morgan Stanley
Morgan Stanley
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444 East Main Street
Lexington, KY 40507
Work Phone: (859) 231-9500(859) 231-9500
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Aurora Financial Consultants
Aurora Financial Consultants
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2333 Alexandria Dr
Lexington, KY 40504
Work Phone: (859) 514-6045 (859) 514-6045
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Dupree Financial Group
Dupree Financial Group
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237 East Main Street
Lexington, KY 40507
Work Phone: (859) 233-0400(859) 233-0400
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Lexington Postal Community Credit Union
Lexington Postal Community Credit Union
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124 Louie Place
Lexington, KY 40511
Work Phone: (859) 252-5151(859) 252-5151
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New York Life -Albert Stobbe
New York Life -Albert Stobbe
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9300 Shelbyville Rd
Louisville, KY 40222
Work Phone: (502) 420-2061 (502) 420-2061
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Accredited Wealth Management
Accredited Wealth Management
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6010 Brownsboro Park Blvd.
Louisville, KY 40207
Work Phone: (502) 290-1905(502) 290-1905
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Bank of America
Bank of America
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1808 Alysheba Way
Lexington, KY 40507
Christopher HowardChristopher Howard
Work Phone: (859) 629-3660(859) 629-3660
Member Since: 2023
Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen
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Field & Main Bank
Field & Main Bank
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369 E. Main Street
Lexington, KY 40507
Lesley A. FlukeLesley A. Fluke
Work Phone: (859) 554-9663(859) 554-9663
(859) 397-5026(859) 397-5026
Member Since: 2013
Field & Main Bank is your Kentucky-chartered community bank dedicated to serving Kentucky and Indiana with strong leadership, convenient banking facilities and new modern craft banking.
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Family Wealth Group
Family Wealth Group
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2704 Old Rosebud Road
Lexington, KY 40509
Work Phone: (859) 309-0349(859) 309-0349
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Jack Lehman, Financial Advisor
Jack Lehman, Financial Advisor
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3217 Summit Square Pl
Lexington, KY 40509
Work Phone: (270) 312-3365(270) 312-3365
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OneCommonwealth Financial Group
OneCommonwealth Financial Group
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139 West Short Street
Lexington, KY 40507
Work Phone: (859) 971-9479(859) 971-9479
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LeTicia Preacely, Edward Jones
LeTicia Preacely, Edward Jones
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504 North Main St., Suite E
Nicholasville, KY 40356
LeTicia PreacelyLeTicia Preacely
Work Phone: (859) 881-8246(859) 881-8246
Member Since: 2024
As a fully licensed advisor, I have dedicated my career to delivering the personalized and comprehensive planning services my clients deserve.
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Jim Mischner – "Hard Money" Private Lender
Jim Mischner – "Hard Money" Private Lender
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PO Box 22481
Lexington, KY 40522 2481
Work Phone: (859) 806-1932(859) 806-1932
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Raymond James/Central Bank
Raymond James/Central Bank
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43 North Maple St.
Winchester, KY 40391
Work Phone: (859) 745-7626(859) 745-7626
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
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4023 Finn Way
Lexington, KY 40517
Work Phone: (859) 231-5204(859) 231-5204
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SETERIOS Wealth Advisors, LLC
SETERIOS Wealth Advisors, LLC
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2151 Meeting Street
Lexington, KY 40509
Work Phone: (941) 744-7993(941) 744-7993
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HSLC (The Home Savings & Loan Co.)
HSLC (The Home Savings & Loan Co.)
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2452 Sir Barton Way
Lexington, KY 40509
Chris JonesChris Jones
Work Phone: (859) 440-1008(859) 440-1008
Member Since: 2020
Getting a home loan has never been a more stress-free experience than it is with HSLC - Lexington Loan Production Office.
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Thoroughbred Asset Management
Thoroughbred Asset Management
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809 Morton Ave
Bardstown, KY 40004
Work Phone: (866) 566-0460(866) 566-0460
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Fidelity Investments
Fidelity Investments
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161 Lexington Green Circle
Lexington, KY 40503
Work Phone: (859) 469-7304(859) 469-7304
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Independence Bank
Independence Bank
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Stacy BergeStacy Berge
Work Phone: (859) 967-1776(859) 967-1776
Member Since: 2021
Long before the days of government bailouts, Independence Bank sought to create a banking revolution.
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Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Lexington, KY 40503
Work Phone: (859) 402-0080(859) 402-0080
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Northwestern Mutual
Northwestern Mutual
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330 East Main St.
Lexington, KY 40507
Work Phone: (859) 523-8700(859) 523-8700
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Western & Southern Life
Western & Southern Life
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2285 Executive Drive
Lexington, KY 40505
Work Phone: (859) 293-5601(859) 293-5601
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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
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710 E Main St
Lexington, KY 40502
Work Phone: (859) 785-2660(859) 785-2660
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Alliance Financial Planning, LLC
Alliance Financial Planning, LLC
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525 Darby Creek Road #29
Lexington, KY 40509
Work Phone: (859) 977-6006(859) 977-6006
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Joule Financial
Joule Financial
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1216 S. Broadway
Lexington, KY 40504
Work Phone: (859) 881-0777(859) 881-0777
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HSLC (The Home Savings & Loan Co.)
HSLC (The Home Savings & Loan Co.)
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345 Ruccio Way
Lexington, KY 40503
Work Phone: (859) 440-1008(859) 440-1008
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Legacy Wealth Management
Legacy Wealth Management
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2525 Harrodsburg Road
Lexington, KY 40504
Work Phone: (859) 296-1200(859) 296-1200
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Keystone Financial Group
Keystone Financial Group
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527 Wellington Way Ste 225
Lexington, KY 40503
Work Phone: (859) 317-8316(859) 317-8316
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Community Trust and Investment Company
Community Trust and Investment Company
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100 East Vine Street
Lexington, KY 40507
Work Phone: (859) 389-5300(859) 389-5300
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City National Bank
City National Bank
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318 East Main Street
Lexington, KY 40507
Mr. Bill CraycraftMr. Bill Craycraft
Work Phone: (859) 367-3707(859) 367-3707
Member Since: 2015
City has been delivering innovative, superior financial solutions for 60 years, proudly serving business and retail customers across West Virginia, Kentucky, Virginia and Ohio.
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FinFit Life
FinFit Life
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4190 Spears Rd
Lexington, KY 40515
Work Phone: (513) 926-8985(513) 926-8985
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