BEST RATED » LEXINGTON KY » FINANCIAL SERVICES

Best Financial Services in Lexington

Handpicked Top 3 Financial Services in Lexington, Kentucky. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

LEGACY WEALTH MANAGEMENT

2525 Harrodsburg Road, Suite 100, Lexington, KY 40504

Since 2009

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

Focus on wealth planning, accumulation and preservation ● Free consultation ● They understand that individuals face unique challenges as they prepare for retirement and manage their hard-earned wealth ● Their experienced professionals currently advise select families, professionals, business owners, physicians, and institutions

sdl@legacywealthky.com

legacywealthky.com

Reviews

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

TBR® Inspection Report

CASEY A BRIGHT

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

Since 2013

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

Provides special needs financial considerations ● With special needs are often the most cherished members of their families ● Your advisor understands what’s important to you and can see your entire financial picture

casey.bright@edwardjones.com

edwardjones.com/financial...

Reviews

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

TBR® Inspection Report

LEGACY CONSULTING GROUP, LLC

3306 Clays Mill Road, Suite 101-102, Lexington, KY 40503

Since 2015

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

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

jquillen@moneyconcepts.com

moneyconcepts.com/wealth-...

Reviews

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

TBR® Inspection Report