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State DirectoryFinancial Planners in Great Crossing, KY
1. Annuity General
Serving the Great Crossing Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
2. Fifth Third Securities - Patrick Mitchell
100 Lawson Dr, Georgetown, KY, 40324
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
3. Edward Jones - Financial Advisor: Eric E Bentley, CRPC™
118 E Main St, Georgetown, KY, 40324
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
4. Fifth Third Securities - Valerie Mulgrave
100 Lawson Dr, Georgetown, KY, 40324
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
5. Wells Fargo Advisors
333 E Main St Ste 120, Lexington, KY, 40507
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
6. Merrill Lynch Wealth Management
300 W Vine St, Lexington, KY, 40507
From Business: Welcome to Merrill Lynch in Lexington, KY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
Wheelchair accessible7. Cardinal Pointe Financial Group - Ameriprise Financial Services
250 W Main St Ste 2530, Lexington, KY, 40507
From Business: At Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
8. Fifth Third Private Bank - Erin Hall
250 W Main St, Lexington, KY, 40507
From Business: With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you…
9. Cardinal Pointe Financial Group-Ameriprise Financial Services
250 W Main St, Lexington, KY, 40507
From Business: At Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
10. Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services
250 W Main St Ste 2530, Lexington, KY, 40507
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Duncan Gardiner - Thrivent
112 N Main St Ste A, Versailles, KY, 40383
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Duncan Gardiner is committed to providing financial advice,…
12. Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services
1000 Monarch St Ste 250, Lexington, KY, 40513
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
13. Todd Metcalf - Financial Advisor, Ameriprise Financial Services
1000 Monarch St Ste 250, Lexington, KY, 40513
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
14. TIAA Financial Services
2365 Harrodsburg Rd Ste B, Lexington, KY, 40504
From Business: Our wealth management advisors in TIAA’s Lexington, KY office are available to help clients achieve their financial goals by planning for lifelong income, saving for…
20. Christopher Perry - TIAA Wealth Management Advisor
2365 Harrodsburg Rd Ste B, Lexington, KY, 40504
21. Legacy Wealth Management
2525 Harrodsburg Rd Ste 100, Lexington, KY, 40504
22. Edward Jones - Financial Advisor: Wilson B Wise
1755 Hatter Ln, Lexington, KY, 40511
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
23. Edward Jones - Financial Advisor: Brock Jones
1755 Hatter Ln, Lexington, KY, 40511
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
24. Edward Jones - Financial Advisor: Jonathon Tilford
230 Frankfort St, Versailles, KY, 40383
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
25. Terry Lee Smallwood - Financial Advisor, Ameriprise Financial Services
250 W Main St Ste 2530, Lexington, KY, 40507
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. R.L. Brown Wealth Management
135 W Main St # 200, Lexington, KY, 40507
From Business: At R.L. Brown Wealth Management we specialize in retirement and estate planning. Our services and products include: Comprehensive Financial Planning Retirement Income Planning…
27. Lanie Phillips - Financial Advisor, Ameriprise Financial Services
1000 Monarch St Ste 250, Lexington, KY, 40513
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
