Retirement Planning

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Family Wealth Group
Family Wealth Group
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2704 Old Rosebud Road
Suite 180
Lexington, KY 40509
Brian StaplesBrian Staples
Work Phone: (859) 309-0349(859) 309-0349
Member Since: 2010
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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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SETERIOS Wealth Advisors, LLC
SETERIOS Wealth Advisors, LLC
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2151 Meeting Street
Unit 10112
Lexington, KY 40509
Work Phone: (941) 744-7993(941) 744-7993
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Abri | Financial Planner
Abri | Financial Planner
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333 East Short Street, Suite 210
Lexington, KY 40507
Logan JohnsonLogan Johnson
Work Phone: (773) 217-0029(773) 217-0029
Member Since: 2024
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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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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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Hanna Resource Group
Hanna Resource Group
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3229 Summit Square Place
Suite 250
Lexington, KY 40509
Lyle HannaLyle Hanna
Work Phone: (859) 514-7724(859) 514-7724
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Member Since: 2006
Hanna Resource Group is an experienced organization committed to improving the business operations of our clients by enhancing the value of the strategy, people, and processes involved.
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FinFit Life
FinFit Life
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4190 Spears Rd
Lexington, KY 40515
Catrina SouthCatrina South
Work Phone: (513) 926-8985(513) 926-8985
Member Since: 2023
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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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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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Jack Lehman, Financial Advisor
Jack Lehman, Financial Advisor
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3217 Summit Square Pl
Suite 200
Lexington, KY 40509
Work Phone: (270) 312-3365(270) 312-3365
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Fidelity Investments
Fidelity Investments
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161 Lexington Green Circle
Suite 195
Lexington, KY 40503
Chris TischnerChris Tischner
Work Phone: (859) 469-7304(859) 469-7304
Member Since: 2023
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Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Suite 605
Lexington, KY 40503
Mr. Larry CrosthwaiteMr. Larry Crosthwaite
Work Phone: (859) 402-0080(859) 402-0080
Member Since: 2021
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Accurate Advisory Group
Accurate Advisory Group
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3320 Clays Mill Rd
Ste 211
Lexington, KY 40503
Ms. Carolyn B. HowardMs. Carolyn B. Howard
Work Phone: (877) 328-4037(877) 328-4037
(877) 328-4037(877) 328-4037
Member Since: 2024
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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
Rob BrewerRob Brewer
Work Phone: (859) 551-0171(859) 551-0171
Member Since: 2023
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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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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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Acuity Wealth Management Advisors
Acuity Wealth Management Advisors
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444 East Main Street
Suite 202
Lexington, KY 40507
Nathan SlyhNathan Slyh
Work Phone: (859) 492-7405(859) 492-7405
Member Since: 2024
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Thrivent - Inspired Wealth Advisors
Thrivent - Inspired Wealth Advisors
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1031 Wellington Way
Suite 210
Lexington, KY 40513
Work Phone: (859) 303-5139(859) 303-5139
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Phone: (859) 254-4447