Creative Capital Group At Money Concepts- James E. Wright, Jr.

ETA Investments & Tax Advisors in Williamstown, KY, prioritizes its clients by establishing a foundation of trust and customized financial advice. With a commitment to transparency and accountability, the firm focuses on multi-generational wealth management strategies that meet the unique needs of families. Leveraging a state-of-the-art platform through RFG Advisory, ETA Investments handles the intricacies of financial advising, allowing their team to dedicate efforts solely to client care. The firm operates on the principle that the client's family and future should always come first, offering tailored guidance while maintaining flexibility in communication methods. Generated from the website

ACCESS WEALTH MANAGEMENT ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world. Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09. We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed. We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.

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