Financial Advising in Lexington, KY

12 locations found near Lexington
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“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.”

5 Superb15 Reviews

“Ron Brown and his staff have met and exceeded my expectations managing my finances. They are always available to answer any question I may have.Even in difficult financial times, I sleep easy knowing he has everything under control. I don’t hesitate to recommend him to friends and family.”

5 Superb14 Reviews

“Legacy Consulting is our "go-to" place for taxes. We have also met at times with David and his staff to discuss our overall financial plans and strategies. They have tools that quickly and precisely show us our financial position that helps us prepare for the future. Phyllis always greets us up front and has our paperwork organized and orderly. We appreciate David's newsletters which keep us in touch thruout the year. The whole staff is friendly and willing to help!”

4.5 Superb33 Reviews

“The best people I ever met in my life the most professional highly trustworthy financial planners it's been a pleasure they do business but somebody is honest and knowledgeable if these people are”

3.9 Good11 Reviews

“I am very pleased with this location. The customer relations specialist, Nick, is a kind, welcoming individual. Financial consultant, Michael, is very knowledgable and most importantly, PATIENT. He takes the time to carefully explain and show everything. He genuinely cares about your financial success. I am glad to have this location and these folks in Lexington.”

3.5 Good4 Reviews

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