Here’s The Deal: ABRI is a top-rated, fee-only Financial planner in Lexington, Kentucky. Zack Wallace is the Founder of the firm. 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.
3 Best Financial Services in Lexington, KY
Expert recommended Top 3 Financial Services in Lexington, Kentucky. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 ABRI LLC FINANCIAL PLANNER REVIEWS
I have been working with Logan for about a year now, and I have really appreciated the way he has taken the time to explain all my financial options to make sure I am confident in the decisions I am making with my money. Whenever I have questions, I know that he will respond in a timely manner to share his expertise in an approachable way. For anyone considering working with a financial planner, I would highly recommend Abri.
Logan was amazing to work with. He took the time to explain everything so that I really understood what the criteria he was covering and always made sure I didn't have any additional questions. He really helped simplify saving and the best routes for my particular position. I would highly recommend him to anyone that was looking for financial guidance.
It has been so wonderful working with Abri! Nate has brought my husband and I so much clarity when it comes to our finances and future planning. He is always happy to answer all of our questions. We are grateful for his guidance and expertise.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![R.L. Brown Wealth Management Lexington Financial Services R.L. Brown Wealth Management Lexington Financial Services](https://threebestrated.com/images/RLBrownWealthManagement-Lexington-KY.jpeg)
Here’s The Deal: R.L. Brown Wealth Management is an independent Financial planner in Lexington, Kentucky. The team 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 providing 20-mins free call consultation to their clients.
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TOP 3 R.L. BROWN WEALTH MANAGEMENT REVIEWS
My husband and I have worked with Ron Brown since we were married almost 17 years ago. Ron has advised us well every step along the way, and he has always made us feel like a priority. We feel prepared financially for our future, and confidently understand what we need to do to be successful. I would recommend Ron Brown to anyone no matter what age you are. Ron will always determine the best plan for you with honesty, integrity, and financial savvy.
I have been working with Ron to grow my money for several years. In that time, I have come to see that he is personable, he is knowledgeable, and he is smart. But above all that, I have come to trust him. I trust him with my hard-earned money. And I trust that he will always do what is in my best interest. I have come to look forward to our yearly reviews, as he is always so patient with my endless questions or concerns. I feel so fortunate that we met by chance and look forward to prosperous years ahead.
Ron is a true professional. He is always prepared for our meetings with material and industry knowledge that will add value to our investments. He always knows the best trends and created a fantastic easy working plan to get my wife and I to our financial goals. If you are looking for financial guidance, look no further than Ron Brown.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Legacy Wealth Management Lexington Financial Services Legacy Wealth Management Lexington Financial Services](https://threebestrated.com/images/LegacyWealthManagement-Lexington-KY.jpeg)
Here’s The Deal: Legacy Wealth Management is a committed wealth management firm in Lexington, Kentucky. John D. Davis is the firm's 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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Tue-Thu: 8:30am - 5pm
Fri: 8:30am - 4pm
Sat & Sun: Closed
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TOP 3 LEGACY WEALTH MANAGEMENT REVIEWS
I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility. I trust John and the team to make sound financial decisions around the management of my retirment money. And, I always feel like I have acess to the team and to John regarding my investment portfolio. Thanks Legacy Wealth Management.
I have had the pleasure of working with Legacy Wealth for years. I have always had the most professional experience with everyone at this firm. The staff was excellent. Always answered my questions and explained to where I could understand it. I highly recommend Legacy Wealth
John Davis has helped me manage my accounts for several years and he has always been very professional and responsive! I would recommend him to anyone that could use financial advice or management.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.