Insurance & Financial Planning

Insurance & Financial Planning

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Morgan Stanley
Morgan Stanley
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444 East Main Street
Lexington, KY 40507
Work Phone: (859) 231-9500(859) 231-9500
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RSR Benefits
RSR Benefits
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4999 Hartland Parkway
Lexington, KY 40515
Work Phone: (859) 983-3754(859) 983-3754
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Fidelity Investments
Fidelity Investments
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161 Lexington Green Circle
Lexington, KY 40503
Chris TischnerChris Tischner
Work Phone: (859) 469-7304(859) 469-7304
Member Since: 2023
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Breeze Financial, LLC
Breeze Financial, LLC
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219 East High Street
Lexington, KY 40507
Patricia BreezePatricia Breeze
Work Phone: (859) 252-0225(859) 252-0225
(859) 753-7548(859) 753-7548
Member Since: 1997
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Acuity Wealth Management Advisors
Acuity Wealth Management Advisors
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444 East Main Street
Lexington, KY 40507
Nathan SlyhNathan Slyh
Work Phone: (859) 492-7405(859) 492-7405
Member Since: 2024
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OneCommonwealth Financial Group
OneCommonwealth Financial Group
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139 West Short Street
Lexington, KY 40507
Kimberly JohnsonKimberly Johnson
Work Phone: (859) 971-9479(859) 971-9479
Member Since: 2021
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Thrivent - Inspired Wealth Advisors
Thrivent - Inspired Wealth Advisors
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1031 Wellington Way
Lexington, KY 40513
Work Phone: (859) 303-5139(859) 303-5139
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
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300 W Vine Street
Lexington, KY 40507
Mollie BrennanMollie Brennan
Work Phone: (859) 231-5000(859) 231-5000
Member Since: 1980
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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Wealth Coach of Kentucky, Inc. d/b/a Larry E. Botts & Associates
Wealth Coach of Kentucky, Inc. d/b/a Larry E. Botts & Associates
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444 Lewis Hargett Circle
Lexington, KY 40503
Work Phone: (859) 268-1987(859) 268-1987
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Barber Wallace State Farm Insurance & Financial Services
Barber Wallace State Farm Insurance & Financial Services
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2240 Executive Drive Ste 101
Lexington, KY 40505
Wallace BarberWallace Barber
Work Phone: (859) 543-0300(859) 543-0300
(859)(859)
Member Since: 2005
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Accurate Advisory Group
Accurate Advisory Group
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3320 Clays Mill Rd
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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Family Wealth Group
Family Wealth Group
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2704 Old Rosebud Road
Lexington, KY 40509
Brian StaplesBrian Staples
Work Phone: (859) 309-0349(859) 309-0349
Member Since: 2010
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Phamily Investments
Phamily Investments
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169 E Reynolds Rd
Lexington, KY 40517
Work Phone: (859) 273-0400(859) 273-0400
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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
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710 E Main St
Lexington, KY 40502
Tracy HulbergTracy Hulberg
Work Phone: (859) 785-2660(859) 785-2660
Member Since: 2021
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