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Financial Services

Financial Services

 
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Corporate Finance Associates
Corporate Finance Associates
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1999 Richmond Road Ste 500
Lexington, KY 40502
Work Phone: (859) 963-2400(859) 963-2400
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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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OneCommonwealth Financial Group
OneCommonwealth Financial Group
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139 West Short Street
Suite 200
Lexington, KY 40507
Work Phone: (859) 971-9479(859) 971-9479
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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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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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Western & Southern Life
Western & Southern Life
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2285 Executive Drive
Suite 300
Lexington, KY 40505
Work Phone: (859) 293-5601(859) 293-5601
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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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Thrivent
Thrivent
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771 Corporate Drive
Suite 700
Lexington, KY 40503
Work Phone: (859) 285-9830(859) 285-9830
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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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Get Beyond
Get Beyond
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157 East Tiverton Way
Lexington, KY 40517
Work Phone: (859) 913-0240(859) 913-0240
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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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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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HSLC Lexington Loan Production Office
HSLC Lexington Loan Production Office
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444 E Main Street
Suite 106
Lexington, KY 40507
Chris JonesChris Jones
Work Phone: (859) 484-7030(859) 484-7030
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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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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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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Family Wealth Group
Family Wealth Group
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2704 Old Rosebud Road
Suite 180
Lexington, KY 40509
Work Phone: (859) 309-0349(859) 309-0349
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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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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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Morgan Stanley
Morgan Stanley
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444 East Main Street
Suite 111
Lexington, KY 40507
Work Phone: (859) 231-9500(859) 231-9500
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Ascension Funding Group
Ascension Funding Group
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4401 Tates Creek Centre Dr
Suite 150-313
Lexington, KY 40517
Work Phone: (866) 778-8078(866) 778-8078
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Field & Main Bank
Field & Main Bank
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369 E. Main Street
Suite 100
Lexington, KY 40507
Lesley A. FlukeLesley A. Fluke
Work Phone: (859) 554-9660(859) 554-9660
(859) 554-9660(859) 554-9660
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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Thoroughbred Asset Management
Thoroughbred Asset Management
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809 Morton Ave
Suite 202
Bardstown, KY 40004
Work Phone: (866) 566-0460(866) 566-0460
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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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Community Trust and Investment Company
Community Trust and Investment Company
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100 East Vine Street
Suite 501
Lexington, KY 40507
Work Phone: (859) 389-5300(859) 389-5300
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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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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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American Trust Wealth
American Trust Wealth
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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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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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Fredonia Valley Bank
Fredonia Valley Bank
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602 Cassidy Avenue
Fredonia, KY 42411
Work Phone: (270) 545-3301(270) 545-3301
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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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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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New York Life
New York Life
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1025 Star Shoot Pkwy
Lexington, KY 40509
Work Phone: (502) 420-2061 (502) 420-2061
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Byrne Insurance Group
Byrne Insurance Group
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295 Patchen Drive
Lexington, KY 40517
Work Phone: (859) 619-9887(859) 619-9887
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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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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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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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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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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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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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Triple Crown Advisors/Ameriprise Financial
Triple Crown Advisors/Ameriprise Financial
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1000 Monarch St.
Suite 250
Lexington, KY 40513
Work Phone: (859) 260-1820(859) 260-1820
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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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J.J.B. Hilliard, W. L. Lyons LLC
J.J.B. Hilliard, W. L. Lyons LLC
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3120 Wall Street
Suite 310
Lexington, KY 40513
Work Phone: (859) 219-2460(859) 219-2460
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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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Baird
Baird
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100 W. Main St.
Suite 500
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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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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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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Copyright © 2023 Commerce Lexington Inc., all rights reserved.
COMMERCE LEXINGTON® and the Commerce Lexington logo are registered trademarks of Commerce Lexington.
330 East Main Street, Suite 100, Lexington, Kentucky, 40507
Phone: (859) 254-4447  |  Fax: (859) 233-3304
  • About
    • Message from the Board Chair
    • President's Message
    • Top Investors
    • Board of Directors
    • Racial Equity Pledge
    • Staff Directory
    • Find Our Offices | Parking
    • NEWS
  • Do Business
    • Business Directory
    • Economic Development
    • Minority Business Development >
      • Minority Business Directory
      • Procurement Opportunities
    • Business & Education Network
    • Resources >
      • Start a Business
      • Relocate a Business
      • Funding & Financing
      • Publications
  • Live & Work
    • Relocation Guide
    • Job Openings
    • Getting Around
    • Demographics
    • Cost of Living
    • Lexington History
    • Lexington Rankings
    • Education >
      • Public Education
      • Private Education
    • Health Care
  • Advocacy
    • About Public Policy
    • Your Government >
      • Local
      • State
      • Federal
    • Policy Statements & Key Issues
  • Membership
    • Member Benefits
    • Member Discounts >
      • HealthSolutions >
        • Broker Toolkit
    • Member News
    • Sponsorship Opportunities
    • JOIN
  • Events
    • Commerce Lexington Events Calendar
    • Community Calendar
    • Submit an Event
    • An Evening With Commerce Lexington
    • EMERGE 2023 >
      • EMERGE Breakouts
      • Speakers
      • Agenda
    • Leadership Visit >
      • Grand Rapids 2023
      • Impact
      • Past Trips >
        • Tampa-St. Petersburg 2022
        • Austin 2021
        • Raleigh 2019
    • Portugal 2023
    • Regional Summit
    • Washington Fly-In
    • Salute to Small Business >
      • Nominate a Business
      • Award Categories
      • Small Business Awards Application
      • Past Award Winners
  • Connect
    • Become a Member
    • Peer Programming >
      • Business Owners Advisory Boards (BOAB)
      • Peer Groups
    • Emerging Leaders of the Bluegrass
    • Leadership Development >
      • Leadership Lexington >
        • Application
        • Class Roster
        • Class Projects
        • Steering Committee
        • Alumni
      • Leadership Central Kentucky >
        • Class Roster
        • Board of Directors
        • LCK Alumni
    • Ambassador Program