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Details

General Info

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.No one strategy fits everyone, which is why every client gets our undivided attentionâ??from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 859-296-0106

Address:
195 Kentucky Ave Lexington, KY 40502

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Categories
Investment Management, Banks, Investment Advisory Service
Payment Options
amex, cash, debit, discover, master card, visa
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Data provided by one or more of the following: Thryv, Data Axle, Yext.