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Mutual Funds in Lexington, KY

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United Bank

1. United Bank

2509 Sir Barton Way, Lexington, KY, 40509

From Business: United Bank is committed to going above and beyond for our customers and our communities. We pride ourselves on offering great service with a focus on each…

Dupree Mutual Funds

2. Dupree Mutual Funds

125 S Mill St, Lexington, KY, 40507

Edward Jones - Financial Advisor: Audrey Back

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Allen E. Dummitt

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Jeff Moore

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Chris Cantrell

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Donald & Company PSC

7. Donald & Company PSC

2410 Greatstone Pt, Lexington, KY, 40504

Amenities:
Wheelchair accessible

From Business: CERTIFIED PUBLIC ACCOUNTANTS Accounting/Bookkeeping/Payroll Services Tax & Compliance Services New Business Startup/Entity Selection IRS Representation…

Edward Jones - Financial Advisor: Wilson B Wise

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Brock Jones

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Nationwide Insurance

10. Nationwide Insurance

185 Pasadena Dr, Lexington, KY, 40503

From Business: Nationwide Insurance: McGuire Insurance Agency is located in Lexington, KY. We are a family owned insurance company with over 50 years of experience. Our main…

Robert Adams - Financial Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Central Bank & Trust Co.

From Business: Rooted in the community since 1946, Central Bank remains dedicated to serving the people and businesses in the areas we call home. We are here, as always, with…

Mutual of Omaha® Advisors - Lexington

From Business: We are proud to be making a difference in the lives of others in Lexington and throughout Kentucky, West Virginia, Southern Ohio. Our advisors are helping to…

Cetera Investors - Chip Collins

From Business: Money is often the biggest contributor to anxiety, stress, and depression. We fear money when we don't understand how it works. That fear turns in to…

Matt Walters - Old National Bank

From Business: Matt Walters - Old National Bank can help you secure the financing you need to purchase, renovate, build, or refinance your dream home. At Old National Bank, we…

Cardinal Pointe Financial Group - Ameriprise Financial Services

From Business: At Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

TIAA Financial Services

17. TIAA Financial Services

2365 Harrodsburg Rd Ste B, Lexington, KY, 40504

From Business: Our wealth management advisors in TIAA’s Lexington, KY office are available to help clients achieve their financial goals by planning for lifelong income, saving…

Triple Crown Advisors - Ameriprise Financial Services

From Business: At Triple Crown Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

Stephanie Lyttle - Financial Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Geraldine Gordon - Financial Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Scott Bergstrom - Associate Financial Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Edelman Financial Engines

22. Edelman Financial Engines

4383 Old Harrodsburg Rd Ste 125, Lexington, KY, 40513

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

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