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Mutual Funds in Lexington, KY

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1. United Bank

United Bank

2509 Sir Barton Way, Lexington, KY, 40509

CLOSED NOW

From Business: United Bank is committed to going above and beyond for our customers and our communities. We pride ourselves on offering great service with a focus on each customer. We offer a…

YP
28 Years
in Business

2. Dupree Mutual Funds

Dupree Mutual Funds

125 S Mill St, Lexington, KY, 40507

3. Edward Jones - Financial Advisor: Audrey Back

Edward Jones - Financial Advisor: Audrey Back

1065 Dove Run Rd Ste 2, Lexington, KY, 40502

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

4. Edward Jones - Financial Advisor: Allen E. Dummitt

Edward Jones - Financial Advisor: Allen E. Dummitt

4071 Tates Creek Centre Dr Ste 201, Lexington, KY, 40517

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

5. Edward Jones - Financial Advisor: Jeff Moore

Edward Jones - Financial Advisor: Jeff Moore

185 Pasadena Dr, Lexington, KY, 40503

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

6. Edward Jones - Financial Advisor: Chris Cantrell

Edward Jones - Financial Advisor: Chris Cantrell

3801 Dylan Pl Ste 120, Lexington, KY, 40514

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

7. Donald & Company PSC

Donald & Company PSC

2410 Greatstone Pt, Lexington, KY, 40504

CLOSED NOW

From Business: CERTIFIED PUBLIC ACCOUNTANTS Accounting/Bookkeeping/Payroll Services Tax & Compliance Services New Business Startup/Entity Selection IRS Representation QuickBooks Support &…

YP
38 Years
in Business
Amenities:
Wheelchair accessible

8. Edward Jones - Financial Advisor: Wilson B Wise

Edward Jones - Financial Advisor: Wilson B Wise

1755 Hatter Ln, Lexington, KY, 40511

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

9. Edward Jones - Financial Advisor: Brock Jones

Edward Jones - Financial Advisor: Brock Jones

1755 Hatter Ln, Lexington, KY, 40511

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

10. Nationwide Insurance

Nationwide Insurance

185 Pasadena Dr, Lexington, KY, 40503

CLOSED NOW

From Business: Nationwide Insurance: McGuire Insurance Agency is located in Lexington, KY. We are a family owned insurance company with over 50 years of experience. Our main focus is auto and…

11. 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…

12. Central Bank & Trust Co.

Central Bank & Trust Co.

3101 Mapleleaf Dr, Lexington, KY, 40509

CLOSED NOW

From Business: Rooted in the community since 1946, Central Bank remains dedicated to serving the people and businesses in the areas we call home. We are here, as always, with local customer…

13. Mutual of Omaha® Advisors - Lexington

Mutual of Omaha® Advisors - Lexington

1792 Alysheba Way Ste 180, Lexington, KY, 40509

CLOSED NOW

From Business: We are proud to be making a difference in the lives of others in Lexington and throughout Kentucky, West Virginia, Southern Ohio. Our advisors are helping to make a difference…

14. Cetera Investors - Chip Collins

Cetera Investors - Chip Collins

201 E Main St Ste 520, Lexington, KY, 40507

From Business: Money is often the biggest contributor to anxiety, stress, and depression. We fear money when we don't understand how it works. That fear turns in to procrastination. We push…

15. Matt Walters - Old National Bank

Matt Walters - Old National Bank

110 W Vine St, Lexington, KY, 40507

CLOSED NOW

From Business: Matt Walters - Old National Bank can help you secure the financing you need to purchase, renovate, build, or refinance your dream home. At Old National Bank, we offer a wide…

YP
190 Years
in Business

16. Cardinal Pointe Financial Group - Ameriprise Financial Services

Cardinal Pointe Financial Group - Ameriprise Financial Services

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

CLOSED NOW

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…

17. 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…

18. Triple Crown Advisors - Ameriprise Financial Services

Triple Crown Advisors - Ameriprise Financial Services

1000 Monarch St Ste 250, Lexington, KY, 40513

CLOSED NOW

From Business: At Triple Crown Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

19. Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services

Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services

1000 Monarch St Ste 250, Lexington, KY, 40513

CLOSED NOW

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…

20. Geraldine Gordon - Financial Advisor, Ameriprise Financial Services

Geraldine Gordon - Financial Advisor, Ameriprise Financial Services

3805 Wyndsong Trl, Lexington, KY, 40514

CLOSED NOW

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…

21. Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services

Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services

3805 Wyndsong Trl, Lexington, KY, 40514

CLOSED NOW

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…

22. Edelman Financial Engines

Edelman Financial Engines

4383 Old Harrodsburg Rd Ste 125, Lexington, KY, 40513

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

23. Morgan Stanley

Morgan Stanley

2333 Alumni Park Plz, Lexington, KY, 40517

YP
44 Years
in Business

30. Keystone Financial Group

Keystone Financial Group

527 Wellington Way, Suite 225, Lexington, KY, 40503

CLOSED NOW
YP
16 Years
in Business