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Financial Planners in Downtown Lexington Lexington, KY

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5. Boardman Wealth Planning Inc

Boardman Wealth Planning Inc

300 W Vine St Ste 806, Lexington, KY, 40507

OPEN NOW:8:30 am - 5:00 pm
YP
16 Years
in Business

7. D Scott Neal Inc

D Scott Neal Inc

150 Saunier St, Lexington, KY, 40507

OPEN NOW:9:00 am - 5:00 pm

8. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

300 W Vine St, Lexington, KY, 40507

OPEN NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Lexington, KY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business
Amenities:
Wheelchair accessible

9. Wells Fargo Advisors

Wells Fargo Advisors

333 E Main St Ste 120, Lexington, KY, 40507

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

10. Cardinal Pointe Financial Group - Ameriprise Financial Services

Cardinal Pointe Financial Group - Ameriprise Financial Services

250 W Main St Ste 2530, Lexington, KY, 40507

OPEN NOW:8:00 am - 5:00 pm

From Business: At Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

11. Fifth Third Private Bank - Erin Hall

Fifth Third Private Bank - Erin Hall

250 W Main St, Lexington, KY, 40507

OPEN NOW:9:00 am - 5:00 pm

From Business: With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you…

12. Cardinal Pointe Financial Group-Ameriprise Financial Services

Cardinal Pointe Financial Group-Ameriprise Financial Services

250 W Main St, Lexington, KY, 40507

OPEN NOW:8:00 am - 5:00 pm

From Business: At Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

13. Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services

Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services

250 W Main St Ste 2530, Lexington, KY, 40507

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Fifth Third Private Bank - Valerie Marshall

Fifth Third Private Bank - Valerie Marshall

250 W Main St, Lexington, KY, 40507

OPEN NOW:9:00 am - 5:00 pm

15. Fifth Third Private Bank - Robert Swieterman

Fifth Third Private Bank - Robert Swieterman

250 W Main St, Lexington, KY, 40507

OPEN NOW:9:00 am - 5:00 pm

16. Lifetime Financial Growth

Lifetime Financial Growth

710 E Main St, Lexington, KY, 40502

OPEN NOW:8:30 am - 5:00 pm

From Business: Lifetime Financial Growth LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

17. Genesis Gold Group

Genesis Gold Group

Serving the Lexington Area

OPEN 24 HOURS

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

24. Robert Adams - Financial Advisor, Ameriprise Financial Services

Robert Adams - Financial Advisor, Ameriprise Financial Services

265 Regency Cir Ste D, Lexington, KY, 40503

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Fifth Third Securities - Kyle Kinzig

Fifth Third Securities - Kyle Kinzig

2295 Nicholasville Rd, Lexington, KY, 40503

OPEN NOW:9:00 am - 5:00 pm

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…

27. Retirement Tax Advisory Group

Retirement Tax Advisory Group

160 Moore Dr Ste 201, Lexington, KY, 40503

OPEN NOW:9:00 am - 5:00 pm
YP
23 Years
in Business

29. TIAA Financial Services

TIAA Financial Services

2365 Harrodsburg Rd Ste B, Lexington, KY, 40504

From Business: Our wealth management advisors in TIAA’s Lexington, KY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…