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Investment Planning Consultants

Investment Planning Consultants

 
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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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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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Thoroughbred Asset Management
Thoroughbred Asset Management
_
809 Morton Ave
Suite 202
Bardstown, KY 40004
Work Phone: (866) 566-0460(866) 566-0460
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High Knoll Wealth Advisors
High Knoll Wealth Advisors
_
115 West Short St
Lexington, KY 40507
Work Phone: (859) 479-3877(859) 479-3877
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Joule Financial
Joule Financial
_
1216 S. Broadway
Lexington, KY 40504
Work Phone: (859) 881-0777(859) 881-0777
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Keystone Financial Group
Keystone Financial Group
_
527 Wellington Way Ste 225
Lexington, KY 40503
Work Phone: (859) 317-8316(859) 317-8316
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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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iVisionary dba Strategic Advisors
iVisionary dba Strategic Advisors
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3637 Barrow Wood Ln
Lexington, KY 40502
Work Phone: (859) 621-0550(859) 621-0550
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Dupree Financial Group
Dupree Financial Group
_
237 East Main Street
Lexington, KY 40507
Work Phone: (859) 233-0400(859) 233-0400
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Phamily Investments
Phamily Investments
_
169 E Reynolds Rd
Suite 104
Lexington, KY 40517
Work Phone: (859) 273-0400(859) 273-0400
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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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Alliance Financial Planning, LLC
Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington, KY 40509
Work Phone: (859) 977-6006(859) 977-6006
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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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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
_
340 S Broadway
Lexington, KY 40508
Work Phone: (859) 551-0171(859) 551-0171
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Ballast, Inc.
Ballast, Inc.
_
400 East Vine Street
Suite 400
Lexington, KY 40507
Work Phone: (859) 226-0625(859) 226-0625
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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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Western & Southern Life
Western & Southern Life
_
2285 Executive Drive
Suite 300
Lexington, KY 40505
Work Phone: (859) 293-5601(859) 293-5601
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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
    • Member News
    • Sponsorship Opportunities
    • JOIN
  • Events
    • Commerce Lexington Events Calendar
    • Community Calendar
    • Submit an Event
    • An Evening With Commerce Lexington
    • EMERGE 2023
    • Leadership Visit 2023 >
      • Register Here
      • Past Trips >
        • Tampa-St. Petersburg 2022
        • Austin 2021
        • Raleigh 2019
      • Impact
    • Portugal 2023
    • Regional Summit
    • Washington Fly-In
    • Salute to Small Business >
      • Apply
      • Nominate a Business
      • 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
      • Leadership Central Kentucky >
        • Class Roster
        • Board of Directors
        • LCK Alumni
    • Ambassador Program