Christopher Perry TIAA Wealth Management Advisor

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 tax-smart investor.

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

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, Stephanie Lyttle 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.