Financial Services

Corporate Finance Associates

1999 Richmond Road
STE 500
Lexington, KY 40502

(859) 963-2400

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Farm Credit Mid America & Rural 1st

1201 Providence Place Pkwy
Lexington, KY 40511 8315

(859) 254-2741

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Jack Lehman, Financial Advisor

3217 Summit Square Pl
Lexington, KY 40509

(270) 312-3365

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OneCommonwealth Financial Group

139 West Short Street
Suite 200
Lexington, KY 40507

(859) 971-9479

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J.J.B. Hilliard, W. L. Lyons LLC

100 W Main Street Suite 500
Lexington, KY 40507

(859) 219-2460

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Bank of America

1808 Alysheba Way
Lexington, KY 40507

Christopher Howard

(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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Thoroughbred Asset Management

809 Morton Ave
Suite 202
Bardstown, KY 40004

(866) 566-0460

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Powerful Legacy Insurance & Financial Services

3260 Blazer Pkwy
Suite 100
Lexington, KY 40509

(859) 893-5099

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Baird

100 W. Main St.
Suite 500
Lexington, KY 40507

Stephen Grossman

(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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Edward Jones

25 Sterling Way
Suite A
Mount Sterling, KY 40353

(859) 595-6701

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Fredonia Valley Bank

602 Cassidy Avenue
Fredonia, KY 42411

(270) 545-3301

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Accredited Wealth Management

6010 Brownsboro Park Blvd.
Suite F
Louisville, KY 40207

(502) 290-1905

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Alpha Financial Partners, LLC

710 E Main St
Suite 110
Lexington, KY 40502

(859) 785-2660

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Ballast, Inc.

400 East Vine Street
Suite 400
Lexington, KY 40507

(859) 226-0625

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Northwestern Mutual

330 East Main St.
3rd Floor
Lexington, KY 40507

(859) 523-8700

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Keystone Financial Group

527 Wellington Way Ste 225
Lexington, KY 40503

(859) 317-8316

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Morgan Stanley

444 East Main Street
Suite 111
Lexington, KY 40507

(859) 231-9500

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HSLC Lexington Loan Production Office

444 E Main Street
Suite 106
Lexington, KY 40507

Chris Jones

(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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Moneyline Wealth Management

220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517

(859) 271-8694

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Oberlander Financial Services, PLLC

997 Governors Lane, Ste 150
Lexington, KY 40513

(859) 552-3342

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Merrill, a Bank of America Company

300 W Vine Street
Suite 1000
Lexington, KY 40507

Mollie Brennan

(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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Field & Main Bank

369 E. Main Street
Suite 100
Lexington, KY 40507

Lesley A. Fluke

(859) 554-9663

(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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Bank of America

4023 Finn Way
Lexington, KY 40517

Carolyn Stafford

(859) 629-3713

Member Since: 2023

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Brewer Private Wealth of Atlanta Consulting Group

340 S Broadway
Lexington, KY 40508

(859) 551-0171

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WealthSouth

106 W. Vine St., Suite 600
Lexington, KY 40507

(859) 523-2600

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Joule Financial

1216 S. Broadway
Lexington, KY 40504

(859) 881-0777

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City National Bank

318 East Main Street
Lexington, KY 40507

Mr. Bill Craycraft

(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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Ascension Funding Group

4401 Tates Creek Centre Dr
Suite 150-313
Lexington, KY 40517

(866) 778-8078

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Lexington Postal Community Credit Union

124 Louie Place
Lexington, KY 40511

(859) 252-5151

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Raymond James/Central Bank

43 North Maple St.
Winchester, KY 40391

(859) 745-7626

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Western & Southern Life

2285 Executive Drive
Suite 300
Lexington, KY 40505

(859) 293-5601

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Merrill, a Bank of America Company

4023 Finn Way
Lexington, KY 40517

(859) 231-5204

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Family Wealth Group

2704 Old Rosebud Road
Suite 180
Lexington, KY 40509

(859) 309-0349

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New York Life -Albert Stobbe

9300 Shelbyville Rd
1250
Louisville, KY 40222

(502) 420-2061

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Aurora Financial Consultants

2333 Alexandria Dr
Lexington, KY 40504

(859) 514-6045

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Courtesy Acura

3701 Nicholasville Road
Lexington, KY 40503

(859) 272-8900

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American Trust Wealth

2353 Alexandria Drive
Suite 100
Lexington, KY 40504

Kevin Avent

(859) 422-0483

(859) 422-0481

Member Since: 2007

Helping people retire is our business, it’s what we do.

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Legacy Wealth Management

2525 Harrodsburg Road
Suite 100
Lexington, KY 40504

(859) 296-1200

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Triple Crown Advisors/Ameriprise Financial

1000 Monarch St.
Suite 250
Lexington, KY 40513

(859) 260-1820

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Get Beyond

157 East Tiverton Way
Lexington, KY 40517

(859) 913-0240

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Elkhorn Private Wealth

771 Corporate Dr.
Suite 605
Lexington, KY 40503

(859) 402-0080

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Independence Bank

Stacy Berge

(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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Jim Mischner – "Hard Money" Private Lender

PO Box 22481
Lexington, KY 40522 2481

(859) 806-1932

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Meridian Wealth Management, LLC

100 W Main St
Suite 450
Lexington, KY 40507

(859) 543-4516

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Dupree Financial Group

237 East Main Street
Lexington, KY 40507

(859) 233-0400

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Alliance Financial Planning, LLC

525 Darby Creek Road #29
Lexington, KY 40509

(859) 977-6006

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Community Trust and Investment Company

100 East Vine Street
Suite 501
Lexington, KY 40507

(859) 389-5300

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Russell Capital Management, LLC

476 E High Street
Lexington, KY 40507

(859) 254-5225

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Bank of America

520 W New Circle Rd
Lexington, KY 40511

Tony Guynn

(859) 963-3059

Member Since: 2023

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