Retirement Planning Lexington KY

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Retirement Planning in Lexington, KY. We have compiled a list of businesses and services around around Lexington, including Retirement Planning that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Retirement Planning. We hope this page helps satisfy your local needs.

Ramsey Bova
Moneywatch Advisors, Inc.
(859) 268-1117
444 E. Main Street Suite 106
Lexington, KY
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

W. Michael Cooper
Cooper Management Service, Inc.
(859) 259-0063
106 W. Vine Street. Ste 700
Lexington, KY
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

Ralph Scearce
Cambridge Financial
(859) 269-3104
1089 Chinoe Road
Lexington, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. George D. Pierce, CFP®
(859) 224-4790
182 N Mill Street
Lexington, KY
Firm
Pierce Financial Planning Inc
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Les B. Baynham Ii, CFP®
(859) 253-1100
301 E Main St Ste 1100
Lexington, KY
Firm
Blue & Co., LLC
Areas of Specialization
Business Succession Planning, Divorce Issues, Estate Planning, General Financial Planning, Small Business Planning, Tax Planning, Tax Preparation

Data Provided by:
Jerome Zimmerer
D. Scott Neal, Inc.
(800) 344-9098
PO Box 2010
Lexington, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Scott Neal
D. Scott Neal, Inc.
(859) 254-3036
1999 Richmond Road
Lexington, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, M.Div., MBA

Melody Townsend
Townsend Financial Planning
(859) 299-2020
2716 Old Rosebud Road, Suite 180
Lexington, KY
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. T. Logan Davis, CFP®
(859) 243-5056
333 E. Main St. Suite 120
Lexington, KY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Trent A. Owens, CFP®
(859) 231-5000
300 W Vine St Fl 10
Lexington, KY
Firm
Merrill Lynch
Areas of Specialization
Comprehensive Financial Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



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