Wealth Management in Nicholasville, KY

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Nicholasville, KY Wealth Management Firms

Financial Advisors | U.S. Bancorp Investments
Location Done, 2020 Nicholasville Rd, Lexington, KY 40503, USA
Phone (859) 232-8154
Blacksummit Financial Group, Inc.
Location 99 Wind Haven Dr Suite 2, Nicholasville, KY 40356, USA
Phone (859) 305-0602
Wealth Management of Kentucky
4 out of 5
Location 444 E Main St, Lexington, KY 40507, USA
Phone (859) 268-4425
Wealth Management at Bank of the Bluegrass
5 out of 5
Location 215 Southland Dr #200, Lexington, KY 40503, USA
Phone (859) 233-8916
Sealey Investment Group
5 out of 5
Location 508 N Main St B, Nicholasville, KY 40356, USA
Phone (859) 885-5004
Edward Jones - Financial Advisor: Geri Polvino, AAMS™
SEC File# 801-3297
CRD# 250
Location 504 N Main St Suite E, Nicholasville, KY 40356, USA
Phone (859) 881-8246
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
Cornerstone Wealth Management
SEC File# 801-51066
CRD# 106950
Location 3620 Walden Dr, Lexington, KY 40517, USA
Phone (859) 381-0555
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Joshua Branham
Location 4023 Finn Wy, Lexington, KY 40517, USA
Phone (859) 788-4541
Meridian Wealth Management, LLC
SEC File# 801-76586
CRD# 161144
5 out of 5
Location 250 W Main St #3150, Lexington, KY 40507, USA
Phone (859) 543-4516
Boyd J Stephen CPA
5 out of 5
Location 171 Imperial Way, Nicholasville, KY 40356, USA
Phone (859) 887-1122
Edward Jones - Financial Advisor: Daniel B Van Horn
SEC File# 801-3297
CRD# 250
5 out of 5
Location 119 Quinn Dr, Nicholasville, KY 40356, USA
Phone (859) 885-1778
Legacy Wealth Management
SEC File# 801-117015
CRD# 304659
5 out of 5
Location 2525 Harrodsburg Rd #100, Lexington, KY 40504, USA
Phone (859) 296-1200
Suzanne Powell, by Meridian Wealth Management
5 out of 5
Location 250 W Main St Suite 2520, Lexington, KY 40507, USA
Phone (859) 806-8368
Heritage Point Wealth Management
Location 710 E Main St Suite 26R, Lexington, KY 40502, USA
Phone (859) 788-7678
Realiant LLC
Location 1140 Keene Rd, Nicholasville, KY 40356, USA
Phone (859) 321-3346
Moneyline Wealth Management
Location 220 E Reynolds Rd UNIT A1, Lexington, KY 40517, USA
Phone (859) 271-8694
Spectrum Financial Alliance Ltd. L.L.C.
SEC File# 801-79371
CRD# 125147
5 out of 5
Location 105 Wind Haven Dr, Nicholasville, KY 40356, USA
Phone (859) 223-6333
Mc Daniel Wealth Management PLLC
Location 103 Wind Haven Dr # 201, Nicholasville, KY 40356, USA
Phone (859) 977-9797
McFarland Wealth Management Group - UBS Financial Services Inc.
Location 307 S Ashland Ave, Lexington, KY 40502, USA
Phone (859) 219-6429
Lexington Wealth Management
Location 2969 Hemingway Ln, Lexington, KY 40513, USA
Phone (859) 225-2596
VFG Wealth Management & Benefit Solutions
5 out of 5
Location 131 Prosperous Pl Ste 14a, Lexington, KY 40509, USA
Phone (859) 263-2304
Baird Private Wealth Management
1 out of 5
Location 3120 Wall St #310, Lexington, KY 40513, USA
Phone (859) 219-4260
Edward Jones - Financial Advisor: Morgan Murray, CRPC™
5 out of 5
Location 504 N Main St Suite E, Nicholasville, KY 40356, USA
Phone (859) 881-8246
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
Fresca Keller Wealth - UBS Financial Services Inc.
Location 307 S Ashland Ave, Lexington, KY 40502, USA
Phone (859) 335-8107
Peter Sutton McFarland - UBS Financial Services Inc.
Location 307 S Ashland Ave, Lexington, KY 40502, USA
Phone (859) 219-6429
Wealth Management in Nicholasville, KY

Where Wealth Management Advisors in Nicholasville, KY Serve

Nicholasville is a city in Jessamine County, Kentucky, United States. The population was 27,472 at the 2010 census. It is the county seat of Jessamine County. Nicholasville is located in the Bluegrass Region of Kentucky. The city is home to numerous businesses and landmarks, including Rupp Arena, the Lexington Convention Center, and the University of Kentucky Markey Cancer Center. Top employers in Nicholasville include Toyota Motor Manufacturing Kentucky, Inc., Walmart, and Lowe's Home Improvement Warehouse. Major highways and streets in Nicholasville include U.S. Route 27 and Kentucky Route 169. The city's neighborhoods include Brannon Crossing, Cherry Blossom Ridge, and Glenview.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks provide a variety of services to their customers, which can include checking and savings accounts, loans, mortgages, and more. In Nicholasville, KY, there are a number of banks to choose from, so it's important to do your research before choosing one. Some factors you may want to consider include the bank's hours of operation, the type of accounts they offer, and the interest rates they charge.

Retirement Planning

Nicholasville, KY is a great place to retire. There are many different retirement planning options available in Nicholasville, KY that can help you make the most of your retirement years. You can choose from a variety of plans that fit your specific needs and budget.

Tax Services

Tax accountants in Nicholasville, KY provide individuals and businesses with tax advice and prepare and file tax returns. They may also represent clients before the IRS. Tax accountants typically have a degree in accounting or a related field, and must be licensed by the state.

Financial Advisor

A financial advisor in Nicholasville, KY helps people manage their money and make smart investments. They can help you save for retirement, plan for a child's education, or buy a new home. They can also help you find the best rates on mortgages, car loans, and other types of financing.

Insurance Broker

An insurance broker in Nicholasville, KY is a professional who helps clients find the best insurance policies for their needs. They work with a variety of insurance companies to find the best rates and coverage for their clients. Insurance brokers are licensed and insured themselves, so clients can trust them to help them find the right policy.

Mortgage Loan Officer

Mortgage loan officers in Nicholasville, KY work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Nicholasville, KY helps people create wills and trusts, and can also help with probate and guardianship issues. They can advise you on how to best protect your assets and ensure that your wishes are carried out after you die. If you have questions about estate planning, or if you need help creating a will or trust, please contact an experienced estate planning lawyer today.

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