Lexington Financial Planners

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14. Retirement Tax Advisory GroupServices

160 Moore Drive, Suite 201Lexington, KY 40503

(859) 233-1083
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15. Wells Fargo Advisors

333 E Main St Ste 120Lexington, KY 40507

(859) 233-0321
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16. Merrill Lynch Wealth Management

300 W. Vine St, 10th FloorLexington, KY 40507

(859) 231-5000
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Gordon, Geraldine

17. Gordon, Geraldine

230 Lexington Green Cir # 115Lexington, KY 40503

(859) 971-1660

From Business: The advisor listed is an Ameriprise financial advisor in Lexington. Comments are not verified, may not be accurate and are not necessarily representative of the exp…

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R.L. Brown Wealth Management

18. R.L. Brown Wealth Management

135 W Main St. #200Lexington, KY 40507

(859) 317-5889

From Business: At R.L. Brown Wealth Management we specialize in retirement and estate planning. Our services and products include: Comprehensive Financial Planning Retirement Inco…

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19. BB&T Scott & Stringfellow

200 W Vine St., Ste 120Lexington, KY 40507

(859) 629-3200

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, reti…

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20. TIAA Financial Services

2365 Harrodsburg Rd Suite B250Lexington, KY 40504

(859) 224-6900

From Business: At TIAA, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college or …

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21. Wrenne Financial Planning

3399 Tates Creek Rd Suite 115Lexington, KY 40502

(859) 538-6044
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22. Bushnell Business Corp

BBB Rating: A+

287 Pasadena DrLexington, KY 40503

(859) 309-6019
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23. UBS Financial ServicesServices

307 S Ashland AveLexington, KY 40502

(859) 269-6900
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24. College Finance & Planning IncServices

2039 Regency Rd Ste 8Lexington, KY 40503

(859) 277-2371
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25. First State FinancialServices

2257 Harrodsburg RdLexington, KY 40504

(859) 296-5646
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Moneywise Inc

26. Moneywise Inc

BBB Rating: A+

3141 Beaumont Center CircleLexington, KY 40513

(859) 266-3207
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27. Wealth Preservation PartnersServices

3217 Summit Square PlLexington, KY 40509

(859) 585-0270

From Business: A team of advisors devoted to the wealth, tax, estate and investment planning for affluents clients and business owners

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28. Legacy Wealth ManagementServices

(3)
BBB Rating: A+

2525 Harrodsburg Rd Ste 100Lexington, KY 40504

(859) 296-1200

We were having some problems with our investment accounts. John Davis and Legacy Wealth Management of Kentucky resolved our issues within 24 hours o…

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29. Morgan StanleyServices

BBB Rating: A+

2333 Alumni Park PlzLexington, KY 40517

(800) 927-9272
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30. Old National Bank

249 E Main St Ste 101Lexington, KY 40507

(859) 825-6072

From Business: Old National Bank is your bank for Lexington. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Indiana…

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