Best Financial Advisors in Fayette County, KY

We did the hard work of finding trustworthy partners in Fayette County, KY. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Fayette County, KY Fiduciary Financial Advisors

SEC File# 801-70676
CRD# 151523
5 out of 5
Location 250 W Main St #3150, Lexington, KY 40507, USA
Phone (859) 543-4516
Directions
generic_business-71
Family Financial Partners
5 out of 5
Location 1792 Alysheba Way Suite 201, Lexington, KY 40509, USA
Phone (859) 219-1006
Directions
generic_business-71
Seacure Advisors, Top Financial Advisor in Kentucky
5 out of 5
Location 219 E High St, Lexington, KY 40507, USA
Phone (877) 328-4037
Directions
generic_business-71
Baird Private Wealth Management
1 out of 5
Location 3120 Wall St #310, Lexington, KY 40513, USA
Phone (859) 219-4260
Directions
generic_business-71
Pierce Financial Planning Inc
5 out of 5
Location 182 N Mill St, Lexington, KY 40507, USA
Phone (859) 224-4790
Directions
generic_business-71
Thrivent Financial
SEC File# 801-60701
CRD# 115785
5 out of 5
Location 771 Corporate Dr Suite 700, Lexington, KY 40503, USA
Phone (859) 303-5186
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Mollie L. H. Brennan
Location 300 W Vine St, Lexington, KY 40507, USA
Phone (859) 231-5246
Directions
generic_business-71
Investment Services
SEC File# 801-8095
CRD# 2881
Location 1104 Tanbark Rd, Lexington, KY 40515, USA
Phone (859) 552-8902
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 6:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Wrenne Financial Planning
5 out of 5
Location 3399 Tates Creek Rd #115, Lexington, KY 40502, USA
Phone (859) 538-6044
Directions
generic_business-71
Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1000 Monarch St Ste 250, Lexington, KY 40513, USA
Phone (859) 260-1820
Directions
generic_business-71
Lifetime Financial Growth
Location 710 E Main St, Lexington, KY 40502, USA
Phone (502) 327-0711
Directions
generic_business-71
Edward Jones - Financial Advisor: Ben Roscoe
5 out of 5
Location 1065 Dove Run Rd Suite 2, Lexington, KY 40502, USA
Phone (859) 224-0637
Directions
generic_business-71
Lexington Financial
5 out of 5
Location 1795 Alysheba Way UNIT 4204, Lexington, KY 40509, USA
Phone (859) 967-4663
Directions
generic_business-71
Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 250 W Main St Ste 2530, Lexington, KY 40507, USA
Phone (859) 286-5554
Directions
Financial Advisors in Fayette County, KY

Where Certified Financial Advisors in Fayette County, KY Serve

Fayette County, located in the heart of Kentucky, is a vibrant community with a rich history and diverse culture. Home to the University of Kentucky, this bustling city boasts a plethora of landmarks, including the Mary Todd Lincoln House and the Lexington Opera House, which showcase the area's unique blend of southern charm and modern sophistication. The top employers in the county include Toyota Motor Manufacturing, the University of Kentucky, and Lexmark International, which provide ample job opportunities for residents. Major highways and streets, such as Interstate 75 and US Route 60, connect the county to neighboring cities and states, making it a hub for commerce and transportation. Fayette County is also home to several distinct neighborhoods, such as Chevy Chase and Ashland Park, each with its own character and charm, offering residents a wide range of housing options and amenities. With its rich history, thriving economy, and vibrant community, Fayette County is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fayette County, KY can benefit greatly from the services of a financial advisor. One of the most common ways that they can be helped is by creating a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving for retirement, paying off debt, and investing in the local economy. Additionally, a financial advisor can provide guidance on how to navigate the complexities of the tax code, which can be especially important in a state like Kentucky that has its own tax laws and regulations. By working with a financial advisor, residents of Fayette County can gain peace of mind knowing that they have a plan in place that will help them achieve their financial goals and secure their future.

Insurance Broker

Residents of Fayette County, KY can benefit greatly from the services of an insurance broker. With the ever-increasing complexity of insurance policies and the wide range of options available, it can be overwhelming for residents to navigate on their own. An insurance broker can help residents understand their coverage options and choose the policies that best meet their needs and budget. This is especially important in Fayette County, which has a diverse population with varying insurance needs. Additionally, an insurance broker can provide personalized service and support, helping residents with claims and other insurance-related issues. Overall, working with an insurance broker can provide peace of mind and ensure that residents of Fayette County are adequately protected in the event of an unexpected event.

Retirement Planning

Residents of Fayette County, KY could benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. This is especially important in Fayette County, where the cost of living can be high and the job market can be competitive. A retirement planner can help residents navigate these challenges and ensure that they have enough money saved for retirement, as well as provide advice on how to invest their savings wisely. Additionally, a retirement planner can help residents understand the different retirement benefits available to them, such as Social Security and pensions, and how to maximize these benefits to ensure a comfortable retirement.

Wealth Management

Residents of Fayette County, KY could benefit from the services of a wealth manager in a variety of ways. One specific example is the high number of retirees in the area who may need help managing their retirement savings. A wealth manager can provide guidance on investment strategies, tax planning, and estate planning to ensure that retirees have enough money to support themselves throughout their golden years. Additionally, Fayette County is home to several large corporations, and a wealth manager can offer advice on stock options, executive compensation, and other financial matters that may arise for employees of these companies. Overall, a wealth manager can provide valuable expertise and support to residents of Fayette County as they navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Fayette County, KY would greatly benefit from the assistance of a mortgage loan officer. With a population of over 300,000 people, Fayette County is the second-largest county in Kentucky and home to the city of Lexington. A mortgage loan officer can help residents navigate the often-complicated process of purchasing a home or refinancing an existing mortgage. This can include providing guidance on available loan options, helping residents understand the terms and conditions of their mortgage, and assisting with the application process. Additionally, a mortgage loan officer can help residents secure the best possible interest rates and terms, potentially saving them thousands of dollars over the life of their mortgage. With the help of a knowledgeable and experienced mortgage loan officer, residents of Fayette County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Fayette County, KY can greatly benefit from the expertise of a tax advisor. With the unique tax laws and regulations in Fayette County, a tax advisor can provide valuable guidance on how to navigate the complex tax system and ensure compliance with local and state laws. For example, Fayette County residents may be eligible for tax credits and deductions that are specific to the area, such as the Kentucky film tax credit. A tax advisor can help residents take advantage of these opportunities and potentially save them money on their taxes. Additionally, a tax advisor can provide personalized advice on how to minimize tax liabilities, maximize deductions, and plan for future tax obligations. Overall, a tax advisor can be an invaluable resource for Fayette County residents looking to manage their finances and make informed decisions about their taxes.

Estate Planning Lawyer

Residents of Fayette County, KY would greatly benefit from the services of an estate planning lawyer. These lawyers specialize in helping individuals and families plan for the distribution of their assets and property after they pass away. In Fayette County, where the population is rapidly growing and the real estate market is booming, an estate planning lawyer can help ensure that your assets are protected and distributed according to your wishes. Additionally, an estate planning lawyer can assist with creating a will, establishing trusts, and minimizing tax liabilities, which can be particularly important in a state like Kentucky where estate taxes can be high. By working with an estate planning lawyer, residents of Fayette County can have peace of mind knowing that their estate will be handled in the way they desire and that their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Fayette County, KY