Best Financial Advisors in Nicholasville, KY

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List of Firms

Nicholasville, KY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: David Hofe
SEC File# 801-3297
CRD# 250
Location 4071 Tates Creek Centre Dr Suite 201, Lexington, KY 40517, USA
Phone (859) 368-9039
Thrivent Financial - Brittany Lawson

5 out of 5

Location 1031 Wellington Way Ste 210, Lexington, KY 40513, USA
Phone (859) 303-5139
Robert Adams - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

4 out of 5

Location 265 Regency Cir Ste D, Lexington, KY 40503, USA
Phone (859) 277-6589
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Raymond James Financial Services
Location 535 Wellington Way, Lexington, KY 40503, USA
Phone (859) 252-2780
Wheeler Financial Solutions

5 out of 5

Location 535 Wellington Way #240, Lexington, KY 40503, USA
Phone (859) 219-2400
Fifth Third Securities - Jay Doster
Location 2295 Nicholasville Rd, Lexington, KY 40503, USA
Phone (859) 260-1642
CVinvestments
Location 1721 Nicholasville Rd, Lexington, KY 40503, USA
Phone (859) 268-1189
Alpha Financial Partners
SEC File# 801-117851
CRD# 306639

5 out of 5

Location 710 E Main St #110, Lexington, KY 40502, USA
Phone (859) 785-2660
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Purpose Financial
Location 969 S Main St, Nicholasville, KY 40356, USA
Phone (859) 885-7866
Edward Jones - Financial Advisor: Charity S Reed, AAMS¿
SEC File# 801-3297
CRD# 250
Location 109 Springdale Dr Suite 1, Nicholasville, KY 40356, USA
Phone (859) 223-4471
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Thrivent Financial

5 out of 5

Location 771 Corporate Dr Suite 700, Lexington, KY 40503, USA
Phone (859) 303-5186
Investment Services
Location 1104 Tanbark Rd, Lexington, KY 40515, USA
Phone (859) 552-8902
Envisage Wealth Advisors

4 out of 5

Location 1029 Monarch St #150, Lexington, KY 40513, USA
Phone (859) 277-6528
Edward Jones - Financial Advisor: Casey A Bright, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3061 Fieldstone Way Ste 1100, Lexington, KY 40513, USA
Phone (859) 296-0868
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Baird Private Wealth Management

5 out of 5

Location 300 W Vine St Suite 1100, Lexington, KY 40507, USA
Phone (859) 255-9681
Keystone Financial Group
SEC File# 801-121415
CRD# 129301

5 out of 5

Location 527 Wellington Way Suite 225, Lexington, KY 40503, USA
Phone (859) 317-8316
Geraldine Gordon - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 230 Lexington Green Cir Ste 115, Lexington, KY 40503, USA
Phone (859) 971-1660
Baird Private Wealth Management

1 out of 5

Location 3120 Wall St #310, Lexington, KY 40513, USA
Phone (859) 219-4260
McNay Settlement Group

5 out of 5

Location 2220 Nicholasville Rd #110, Lexington, KY 40503, USA
Phone (859) 626-3600
Edward Jones - Financial Advisor: Ben Roscoe
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1065 Dove Run Rd Suite 2, Lexington, KY 40502, USA
Phone (859) 224-0637
Shelby Gregory Fink - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1000 Monarch St #250, Lexington, KY 40513, USA
Phone (859) 260-1820
Jake Fink - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1000 Monarch St Ste 250, Lexington, KY 40513, USA
Phone (859) 260-1820
JLA Financial Services
Location 3323 Partner Pl # 10, Lexington, KY 40503, USA
Phone (859) 317-8583
Edward Jones - Financial Advisor: Dawn M Nelson, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3801 Dylan Pl Suite 120, Lexington, KY 40514, USA
Phone (859) 223-0881
Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1000 Monarch St Ste 250, Lexington, KY 40513, USA
Phone (859) 260-1820
Dupree Financial Group
SEC File# 801-71497
CRD# 131091

5 out of 5

Location 237 E Main St, Lexington, KY 40507, USA
Phone (859) 233-0400
Raymond James
Location 489 E Main St, Lexington, KY 40507, USA
Phone (859) 253-9769
Edward Jones - Financial Advisor: Jonathan A Millay
SEC File# 801-3297
CRD# 250

5 out of 5

Location 220 Lexington Green Cir Suite 140, Lexington, KY 40503, USA
Phone (859) 223-4303
Moneywatch Advisors Inc
SEC File# 801-26952
CRD# 107337
Location 121 Walton Ave, Lexington, KY 40508, USA
Phone (859) 268-1117
Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 250 W Main St Ste 2530, Lexington, KY 40507, USA
Phone (859) 286-5554
Succession Wealth Planning

5 out of 5

Location 998 Governors Ln Suite 350, Lexington, KY 40513, USA
Phone (859) 219-4337
Money Concepts - Jennifer Quillen

5 out of 5

Location 138 E Reynolds Rd Ste 201, Lexington, KY 40517, USA
Phone (859) 333-2026
Douglas Donald MBA CPA/PFS CRPC CDFA CRFAC-Divorce Financial Solutions LLC
Location 1104 Tanbark Rd, Lexington, KY 40515, USA
Phone (859) 552-8902
Edward Jones - Financial Advisor: Allen E Dummitt
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4071 Tates Creek Centre Dr Suite 201, Lexington, KY 40517, USA
Phone (859) 368-9039
Fain Mattingly & Associates

3 out of 5

Location 100 John Sutherland Dr # 2, Nicholasville, KY 40356, USA
Phone (859) 885-4499
Haney Financial Associates
Location 114 Dennis Dr #2, Lexington, KY 40503, USA
Phone (859) 264-0478
TaxSmack
Location 221 Juniper Dr, Nicholasville, KY 40356, USA
Phone (502) 405-8125
Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 230 Lexington Green Cir Ste 115, Lexington, KY 40503, USA
Phone (859) 971-1660
Pierce Financial Planning Inc

5 out of 5

Location 182 N Mill St, Lexington, KY 40507, USA
Phone (859) 224-4790
Muir James E CPA
Location Nicholasville, KY 40356, USA
Phone (859) 885-7925
R.L. Brown Wealth Management

5 out of 5

Location 135 W Main St Suite 200, Lexington, KY 40507, USA
Phone (859) 317-5889
Merrill Lynch Wealth Management Advisor Keith Key
Location 4023 Finn Wy, Lexington, KY 40517, USA
Phone (859) 788-4543
Morgan Stanley Financial Advisors

5 out of 5

Location 444 E Main St Ste 111, Lexington, KY 40507, USA
Phone (859) 231-9500
Joshua Ryan Branham - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1019 Majestic Dr Ste 370, Lexington, KY 40513, USA
Phone (606) 259-9075
Walker Tax And Financial Consulting PSC

5 out of 5

Location 612 N Main St, Nicholasville, KY 40356, USA
Phone (859) 885-7798
Image of Nicholasville, KY

About Nicholasville, KY

Nicholasville is a city in Jessamine County, Kentucky, United States. The population was 29,364 at the 2010 census. It is the county seat of Jessamine County. Nicholasville is part of the Lexington-Fayette Metropolitan Statistical Area. The city's major landmarks include the Jessamine County Courthouse, the Nicholasville Christian Church, and the Nicholasville City Park. The top employers in Nicholasville are Toyota Motor Manufacturing Kentucky, Inc., Asurion, and Cummins Sales and Service - Lexington. Major highways and streets in Nicholasville include U.S. Route 27 and Kentucky Route 29. The city's neighborhoods include Fairview Heights, Northridge, Old Farmington, Southridge, and Westridge.

Where Certified Financial Advisors in Nicholasville, KY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Nicholasville, KY residents have several options when it comes to banking services. Banks offer a variety of products and services that can be helpful for individuals and businesses in the area. Some of the most common products and services offered by banks include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other products and services such as online banking, mobile banking, and 24-hour customer service.

Insurance Broker

Nicholasville, KY residents can get help with their insurance needs from insurance brokers.An insurance broker is a professional who helps people find the right type of insurance policy for their needs and budgets. They work with a variety of different insurers, so they can find the best deal for their clients. They also offer advice on how to make sure you are getting the most out of your policy.If you are looking for help with your insurance, contact an insurance broker today.

Retirement Planning

In Nicholasville, KY, many residents are looking for ways to prepare for retirement. While there are a number of financial advisors in the area, not all of them offer retirement planning services. Residents who are looking for help preparing for retirement should carefully research the different advisors in their area to find one who can help them create a plan that will meet their needs.

Wealth Management

Nicholasville, KY residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances more effectively. It can include everything from budgeting and saving to investing and tax planning.When it comes to managing your wealth, it is important to work with a professional who understands the challenges and opportunities unique to Nicholasville, KY. A wealth manager will take into account your specific goals and needs in order to create a personalized plan that will help you reach your financial targets.

Estate Planning Lawyer

Nicholasville, KY residents who have not yet created an estate plan should strongly consider doing so with the help of an estate planning lawyer. There are many reasons why estate planning is important, including the following: -An estate plan can help ensure that your assets are distributed according to your wishes after you die. -It can also provide for the care of your loved ones in the event that you become incapacitated. -Without an estate plan, state law will dictate how your assets are distributed and who will be responsible for making decisions on your behalf if you can no longer do so yourself. Estate planning lawyers can help Nicholasville, KY residents create a comprehensive estate plan that meets their specific needs and goals.

Mortgage Loan Officer

Mortgage loan officers in Nicholasville, KY can help residents with a variety of services related to mortgages. These services include helping residents find the best mortgage for their needs, helping them through the application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help residents refinance their mortgages or get a home equity loan.

Tax Services

Residents of Nicholasville, KY can benefit from the expertise of tax accountants in order to maximize their tax savings. Tax accountants are knowledgeable in all areas of taxation, and can help taxpayers file their returns correctly and on time. In addition, tax accountants can advise taxpayers on which deductions and credits they are eligible for, ensuring that they receive the maximum possible refund.

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FAQs About Personal Financial Advisors in Nicholasville, KY