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BEST RATED LEXINGTON, KY FINANCIAL SERVICES

3 Best Financial Services in Lexington, KY

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

Abri, LLC - Lexington, KY Financial Services - Portrait
Abri, LLC - Lexington, KY Financial Services - Professional Portrait Image
Abri, LLC - Lexington, KY Financial Services - Workspace Image
3+ YEARS IN TBR
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ABRI, LLC

(4.7 Score)
333 E Short Street, Suite 210,
Lexington, KY 40507 Directions

Since 2021

Specialty:

✓ Estate Planning ✓ Trust Planning ✓ Insurance ✓ Cash Flow Management ✓ Financial Modeling ✓ Retirement Planning and Financial Planning ✓ Education Funding and Repayment Options ✓ Employee Benefit Enrollment Support ✓ Insurance Policy Review ✓ Optimal Retirement Distribution ✓ Private Equity ✓ Venture Capital ✓ Tax Planning

“ ABRI turns all your financial lives into one relationship, providing holistic advice so you don't have to worry about plans messing up or something falling apart. Zack Wallace is the founder of ABRI. He graduated with a BA in Theology and holds CLU® and RICP® series licenses and certifications. ABRI provides effective financial planning services and manages every detail of their clients' financial plans to ensure they stay on track. They cater to successful individuals who want expert financial advice but need more time to become experts themselves. Their job is to help you clarify your goals, educate you on the best strategies to use, and make sure your plan stays on track. With an award-winning team, they provide personalized financial planning services so clients can feel confident about their future. ”

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License #1430707

Price:

Two Meetings And Planning For Professionals $1,999
Three Meetings And Advice For Retirees $2,999
Three Meetings Per Year For Business Owners $1,000
Bookkeeping And Tax Filing For Business Owners Per Month $4,000
Six Meetings And Services For Business Owners $4,000

Contact:

(859) 636-6140

Mon-Fri: 9am -5pm
Sat & Sun: Closed

TBR® Inspection Report:

Alpha Financial Partners - Lexington, KY Financial Services - Professional Team Image
Alpha Financial Partners - Lexington, KY Financial Services - Company Logo
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ALPHA FINANCIAL PARTNERS

(4.6 Score)
319 Cedar Street, Suite 201,
Lexington, KY 40508 Directions

Since 2020

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Tax Planning ✓ Asset Management ✓ Business Planning ✓ Succession Planning ✓ Portfolio Management ✓ Risk Management/Insurance ✓ Education Planning

"Alpha Financial Partners is a fiduciary-based financial planning and investment advisory firm for institutions and individuals. They wake up every day thinking about their clients and how they can help their families and employees get on track for a long and healthy retirement. Alpha Financial Partners is committed to putting their clients' needs before their own and to being consultative and transparent in their approach. They start by having an in-depth conversation to examine your current situation and identify your financial goals. Alpha Financial Partners collaborates with your other trusted advisors to analyze and evaluate your financial situation. They then create, help implement, and regularly monitor your plan to increase the likelihood of success.

2026 Update: Marc I. Cobane is the Co-Founder and Partner of Alpha Financial Partners. He is the Director of Discretionary Portfolios, Employee Benefit Solutions, Business Owner Solutions and Private Investments."

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License #1082247

Price:

Financial Planning Per Hour $250

Contact:

(859) 785-2660

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Dupree Financial Group - Lexington, KY Financial Services - Portrait
9+ YEARS IN TBR
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DUPREE FINANCIAL GROUP

(4.6 Score)
237 East Main Street,
Lexington, KY 40507 Directions

Since 2003

Specialty:

✓ 401(k) Rollover ✓ IRA ✓ Investment ✓ Tax Planning ✓ Portfolio Management ✓ Retirement Planning

"Dupree Financial Group manages your portfolio and provides a fully customized experience based on your particular needs. They encourage your questions, do their own research, and keep you informed about where your money is invested and why, and help you plan for the life you want.

2026 Update: Tom Dupree is the President and Founder of the Dupree Financial Group. He is an investment advisor representative and has more than 44 years of experience in the field. His primary goal is to provide an excellent service and financial advice to clients based on extensive research and fact-gathering."

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License #131091

Contact:

(859) 233-0400

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

TBR® Inspection Report:

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ABRI, LLC REVIEWS

We have had an excellent experience with Abri. Our advisor, Nick Pidgorodetskiy, is extremely thorough, professional, and genuinely cares about his clients. Their approach is holistic in how finances touch all aspects of our life. Nick has helped us tremendously, providing coaching in everything from clear goal setting to how to protect the assets we develop. I cannot recommend them highly enough.

It's impossible to quantify the amount of peace of mind that Zack brings to our family knowing that our future is being planned for and taken care of by Zack's team at ABRI. Zack is not only a kind and friendly soul but also an incredible teacher that has kept us informed throughout every step of our financial journey.

I’ve been working with Zack for years. He and his team are great - knowledgeable, accessible, and a great resource. Highly recommend.

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ALPHA FINANCIAL PARTNERS REVIEWS

I have a pretty chaotic life. Normally, that chaos would be made even more complicated by my lack of financial literacy, but I have Alpha Financial Partners on my side. At least one area of my life feels safe and secure with their assistance. The communication is excellent, their investment in my goals feels genuine, and I’m never judged for either my questions or ambitions. If you have ever struggled to determine the correct way to manage your assets and want compassionate support in your ventures, this is the group that you need behind you.

We love working with Greg Turcotte. He always takes time to explain the different investment options and decisions with us. Katie at the front desk is excellent as well, great communication and follow up skills.

I wouldn't trust any other company with my investments.

DUPREE FINANCIAL GROUP REVIEWS

When I was contemplating retirement, I contacted Dupree Financial for a review of my retirement savings. I had been listening to their weekly radio show for years and felt like they would be the right fit for me. After meeting with Mike Johnson, their strategy made perfect sense for the future of my retirement plans and I have been completely satisfied. Dupree Financial and Mike Johnson have been the best decision for the future of my retirement savings.

I’ve been a client of Dupree Financial Group for close to 10 years now having transferred my accounts from a firm that simply treated my investments the same as all their other holdings and provided no individualized advise whatsoever. Regardless of the size of your accounts, Tom and his team will provide as much education and guidance as necessary and the client customer service experience and honest approach is top notch.

I cannot rate and recommend Dupree Financial Group high enough. They are professional and have managed retirement funds superbly.

TBR® Inspection Score Report

ABRI, LLC Total Inspection Points: 112/120
Experience: 7
Acknowledgments: 8
Review Analysis: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ALPHA FINANCIAL PARTNERS Total Inspection Points: 111/120
Experience: 7
Acknowledgments: 8
Current Evaluation: 8
Business Images: 9
Legitimate Ratings: 9
Complete Info: 10
Exact Services: 10
Online Appointment: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DUPREE FINANCIAL GROUP Total Inspection Points: 110/120
Business Hours: 8
Complete Info: 8
Current Evaluation: 8
Responsiveness: 8
Exact Services: 9
Legitimate Ratings: 9
Business Images: 10
License: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10