Baird Private Wealth Management

Legacy Wealth Management, located in Lexington, KY, specializes in helping individuals and families navigate the complexities of financial planning, with a focus on retirement preparation, tax strategies, and wealth preservation. The firm's commitment to transparent communication and proactive advice ensures clients receive tailored solutions that align with their unique financial goals. With a dedicated team that encompasses a diverse range of expertise, Legacy Wealth Management serves pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, empowering them to attain financial independence and secure their life aspirations. By upholding fiduciary standards and emphasizing financial clarity, Legacy Wealth fosters confident decision-making throughout every client's financial journey. Generated from the website

LPL Financial, situated in Lexington, KY, serves as a prominent independent broker-dealer, specializing in a diverse range of investment offerings, advisory solutions, and holistic wealth management services. By collaborating closely with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with the essential tools and technological infrastructure to provide tailored financial counsel. The emphasis lies on furnishing comprehensive support in regulatory compliance, operational management, and advanced technology solutions to enable advisors in delivering personalized financial strategies. At the core of LPL Financial's mission in Lexington, KY, is the dedication to fortifying financial advisors' capabilities, efficacy, and autonomy amidst the intricate financial sector landscape. Their distinctive approach revolves around bolstering advisors' operational efficiency, precision, and self-sufficiency, thereby facilitating meaningful client interactions and fostering sustainable financial outcomes. Through a commitment to empowering advisors with the requisite resources and expertise, LPL Financial plays a pivotal role in elevating the standards of financial advisory services within the industry. Generated using this brand's available information

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lexington, KY area, Lanie Phillips will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.