BEST RATED » LEXINGTON KY » FINANCIAL SERVICES

The Best Financial Services in Lexington

Handpicked Top 3 Financial Services in Lexington, Kentucky. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

LEGACY WEALTH MANAGEMENT

2525 Harrodsburg Road, Suite 100, Lexington, KY 40504

Since 2009

Financial Planning, Retirement Planning, Tax Planning, 401K Planning, 403B Planning, College Planning, Estate Planning, Money Purchasing Planning, Profit Sharing Planning, Investment Planning, Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, Sep IRA, Simple IRa, Variable Annuity, Disability Income Insurance & Life Insurance

Risk Management Calculators are Available - Specializes in Wealth Planning, Accumulation & Preservation

sdl@legacywealthky.com

legacywealthky.com

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

CASEY A BRIGHT

3061 Fieldstone Way, Suite 1100, Lexington, KY 40513

Since 2013

EDWARD JONES - Investment Management, Financial Planning, Retirement Planning, 401K Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Estate Planning, Education Planning, Traditional IRA, Roth IRA's & Annuities

Savings Calculator and Life Event Checklists are Available - Their Success to Their Principles & Personal, Long-Term Approach to Investing

casey.bright@edwardjones.com

edwardjones.com/financial-advisor

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

VFG WEALTH MANAGEMENT & BENEFIT SOLUTIONS

131 Prosperous Place, Suite 14a, Lexington, KY 40509

Since 2000

Employee Benefits, Wealth Management, Insurance, Investment Planning, Retirement Planning, Cash Flow Management, Asset Allocation, Portofolio Management, Business Succession Planning, Retirement Income Strategies, Long Term Care Solutions, 401K Planning & IRA Rollover

Offers Individuals and Businesses Just Like Yours a Complimentary Financial Review - Loans and Credit Cards are Available - Affords Setting Goals & Gathering Information

vfginvest.com

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed