3 Best Financial Services in Lexington, KY

“ABRI LLC Financial Planner,founded by Zack Wallace. He graduated with a BA in Theology and holds CLU® and RICP® series licenses and certifications. The team's mission is to manage the details of your strategic financial plan so you can stay on track and enjoy the journey. Their job is to help you clarify your goals, educate you on the best strategies, and ensure your plan stays on track. With an award-winning team, they provide personalized financial planning services so clients can feel confident about their future. By collaborating with them, you can create a personalized financial plan that will guide you toward achieving your specific goals. Their exceptional team of advisors is dedicated to helping you navigate the complexities of financial planning with expertize and care.”

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“R.L. Brown Wealth Management helps you build the proper investment portfolio required to achieve your financial goals without taking on more risk than you can handle. They allow you to determine exactly how much and what type of insurance you truly need. They help you minimize inheritance taxes and ensure your loved ones are cared for in the future. They collaborate directly with your attorney and other professionals to ensure everyone is focused on safeguarding your legacy. They analyze your financial statements and devise a strategy to manage risks effectively. They can also assist you with your retirement savings strategy and offer various options, regardless of your chosen path. They are providing 20-minute phone calls to their clients. They provide 20-minute free call consultations to their clients.”

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“Legacy Wealth Management is a committed wealth management firm, with John D. Davis serving as the managing partner and wealth advisor. He obtained his Accredited Asset Management Specialist designation from the College for Financial Planning and holds several licenses, certifications, and degrees. The team at Legacy Wealth Management can help take the mystery out of preparing for today and tomorrow. Whether you are planning for retirement, saving for college, or reworking your estate. Their mission is to make a profoundly positive difference in the lives of their clients and their families by providing proactive advice, unparalleled service, and financial confidence. They understand that individuals and families face unique challenges as they transition through life's stages. Their experienced team advises selecting families, professionals, business owners, physicians, and institutions. They can help you confidently address your financial future for years to come. Their top priority is helping you make educated financial decisions for yourself and your family. They have enjoyed long-term relationships with clients that encourage open and honest communication. Their clients value their integrity, commitment, and personalized approach, which have been the cornerstone of their success.”

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