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Financial Planning Consultants

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Kentucky Planning Partners
Kentucky Planning Partners
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80 Codell Dr.
Unit 240
Lexington, KY 40509
Work Phone: (606) 425-0028(606) 425-0028
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Merrill Lynch at the Summit at Fritz Farm
Merrill Lynch at the Summit at Fritz Farm
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4023 Finn Way
Lexington, KY 40517
Work Phone: (859) 788-4542(859) 788-4542
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Wealth Management Advisors, LLC dba Acuity Wealth Management Advisors
Wealth Management Advisors, LLC dba Acuity Wealth Management Advisors
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444 East Main Street
Suite 202
Lexington, KY 40507
Work Phone: (859) 492-7405(859) 492-7405
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Holland Financial Group
Holland Financial Group
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1517 St Andrews Drive
Shelbyville, KY 40065
Work Phone: (812) 849-2010(812) 849-2010
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Charles Schwab Lexington-Hamburg
Charles Schwab Lexington-Hamburg
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2344 Elkhorn Road
Suite 175
Lexington, KY 40509
Work Phone: (859) 629-3460(859) 629-3460
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Moneywatch Advisors, Inc.
Moneywatch Advisors, Inc.
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121 Walton Avenue
Lexington, KY 40508
Work Phone: (859) 268-1117(859) 268-1117
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Gratz Park Private Wealth
Gratz Park Private Wealth
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110 E. Third St.
Lexington, KY 40508
Work Phone: (859) 259-0909(859) 259-0909
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Mutual of Omaha Advisors
Mutual of Omaha Advisors
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1792 Alysheba Way Suite 180
Lexington, KY 40509
Work Phone: (859) 224-9697(859) 224-9697
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Sentinel Tax & Accounting
Sentinel Tax & Accounting
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PO BOX 910294
Lexington, KY 40588
Work Phone: (833) 817-4022(833) 817-4022
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SeaCure Advisors LLC
SeaCure Advisors LLC
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219 E. High St.
Lexington, KY 40507
Work Phone: (877) 328-4037(877) 328-4037
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Legacy Wealth Management
Legacy Wealth Management
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2525 Harrodsburg Road
Suite 100
Lexington, KY 40504
Work Phone: (859) 296-1200(859) 296-1200
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Whittington Planning Associates LLC
Whittington Planning Associates LLC
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140 Whittington Pkway Ste. 100
Louisville, KY 40222
Work Phone: (502) 329-2112(502) 329-2112
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Wealth Armor Nubia Beckett
Wealth Armor Nubia Beckett
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5103 Preston Hwy
Suite 5
Louisville, KY 40213
Work Phone: (562) 249-3844(562) 249-3844
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Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Suite 605
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.
3rd Floor
Lexington, KY 40507
Work Phone: (859) 523-8700(859) 523-8700
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Merrill Lynch
Merrill Lynch
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300 W. Vine St. 10th Floor
Lexington, KY 40507
Work Phone: (859) 231-5000(859) 231-5000
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Ballast, Inc.
Ballast, Inc.
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400 East Vine Street
Suite 400
Lexington, KY 40507
Work Phone: (859) 226-0625(859) 226-0625
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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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Accredited Wealth Management
Accredited Wealth Management
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6010 Brownsboro Park Blvd.
Suite F
Louisville, KY 40207
Work Phone: (502) 290-1905(502) 290-1905
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Meridian Wealth Management, LLC
Meridian Wealth Management, LLC
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250 W Main Street
Suite 3150
Lexington, KY 40507
Work Phone: (859) 543-4516(859) 543-4516
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Human Interest
Human Interest
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119 Wynlands Dr
Goodlettsville, TN 37072
Work Phone: (615) 517-6166(615) 517-6166
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D. Scott Neal, Inc.
D. Scott Neal, Inc.
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3292 Eagle View Lane
Suite 290
Lexington, KY 40509
Work Phone: (859) 254-3036(859) 254-3036
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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
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710 E Main St
Suite 110
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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American Trust
American Trust
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2353 Alexandria Drive
Suite 100
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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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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Powerful Legacy Insurance & Financial Services
Powerful Legacy Insurance & Financial Services
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3260 Blazer Pkwy
Suite 100
Lexington, KY 40509
Work Phone: (859) 893-5099(859) 893-5099
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Raymond James & Associates, Inc Member NYSE/SIPC
Raymond James & Associates, Inc Member NYSE/SIPC
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489 East Main Street Ste 200
Lexington, KY 40507
Work Phone: (859) 253-9769(859) 253-9769
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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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330 East Main Street, Suite 100, Lexington, Kentucky, 40507
Phone: (859) 254-4447  |  Fax: (859) 233-3304