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State DirectoryMutual Funds in Tates Creek Lexington, KY
5. Edward Jones
1060 Chinoe Rd Ste 136, Lexington, KY, 40502
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 education and be a…
6. Edward Jones - Financial Advisor: Audrey Back
1065 Dove Run Rd Ste 2, Lexington, KY, 40502
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 education and be a…
8. Edward Jones - Financial Advisor: Allen E. Dummitt
4071 Tates Creek Centre Dr Ste 201, Lexington, KY, 40517
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 education and be a…
9. Central Bank & Trust Co.
3101 Mapleleaf Dr, Lexington, KY, 40509
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 local customer…
10. 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 customer. We offer a…
11. Mutual of Omaha® Advisors - Lexington
1792 Alysheba Way Ste 180, Lexington, KY, 40509
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 make a difference…
13. Fresca Keller Wealth - UBS Financial Services Inc.
307 S Ashland Ave, Lexington, KY, 40502
16. Fifth Third Securities - Matt Cooper
550 Euclid Ave, Lexington, KY, 40502
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
17. Fifth Third Securities - Eric Warren
2051 Pleasant Ridge Dr, Lexington, KY, 40509
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
18. Robert Adams - Financial Advisor, Ameriprise Financial Services
265 Regency Cir Ste D, Lexington, KY, 40503
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 those goals can…
20. Keystone Financial Group
527 Wellington Way, Suite 225, Lexington, KY, 40503
22. Cetera Investors - Chip Collins
201 E Main St Ste 520, Lexington, KY, 40507
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 procrastination. We push…
24. Old National Bank
110 W Vine St Ste 100, Lexington, KY, 40507
From Business: Old National Bank is your bank for Lexington. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…
25. Cardinal Pointe Financial Group - Ameriprise Financial Services
250 W Main St Ste 2530, Lexington, KY, 40507
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 future is…
26. MCF Advisors
333 W Vine St Ste 1640, Lexington, KY, 40507
Wheelchair accessible28. Edward Jones - Financial Advisor: Chris Cantrell
3801 Dylan Pl Ste 120, Lexington, KY, 40514
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 education and be a…
29. 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 for…
30. Lexington Investment Co
2365 Harrodsburg Rd Ste B375, Lexington, KY, 40504
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