Best Financial Services in Lexington

Expert recommended Top 3 Financial Services in Lexington, Kentucky. All of our financial services face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!


2525 Harrodsburg Road, Suite 100, Lexington, KY 40504 Directions

Since 2009

401K, 403B, College, Financial, Estate, Retirement, Tax, Money Purchasing and Profit Sharing Planning, Disability Income, Life and Long Term Care Insurance, Bonds Common Stock, Brokerage Accounts, Educational Traditional, Roth and Sep IRA, Variable Annuity, Investment Services, Treasury Bills & Government Securities

Legacy Wealth Management is helping you make educated financial decisions for yourself and your family. The firm focuses on wealth planning, accumulation, and preservation. Their experienced professionals currently advise select families, professionals, business owners, physicians, and institutions. They understand that individuals face unique challenges as they prepare for retirement and manage their hard-earned wealth. LWM is a client-focused and committed to developing a long-term, working relationship with you. They provide a complimentary consultation.

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Mon - Fri 8:00 am - 5:00 pm
Sat & Sun By Appointment

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3061 Fieldstone Way, Suite 1100, Beaumont Centre, Lexington, KY 40513 Directions

Since 2013

EDWARD JONES - Retirement Income Strategies, Medical or Long-Term Care, Life Insurance, Estate, Legacy and Wealth Planning, Investment Portfolio, Charitable Giving, Social Security, Insurance & Annuities

Casey A Bright has been a financial advisor with Edward Jones since 2013. The firm provides special needs for financial considerations. They understand what’s important to you and can see your entire financial picture. They want to stay with you every step of the way to help make sure you stay on track. Several options could help pay for long-term health care costs, includes traditional long-term care insurance or combining life insurance with a long-term care benefits rider.

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Mon - Fri 8:00 am - 4:30 pm
Sat By Appointment Only
Sun Closed

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3306 Clays Mill Road, Suite 101, Lexington, KY 40503 Directions

Since 2015

Personal Balance Sheet, Family Needs, Asset Protection, Risk Management and Education Funding, Investment Management, Retirement Planning, Portfolio Management and Advisory Services, Tax and Accounting Services, Education & Estate Transfer Analysis

Legacy Consulting Group, LLC, is one of the financial firms in Lexington. The company specializes in income tax and estate planning, as well as small business consulting. They can deliver a customized financial strategy that helps fit your unique situation now and helps answer the questions. They emphasize that they keep their process transparent and only give clients honest advice. Their focus is on helping clients, particularly small business owners, save money on their taxes.

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Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report