Crowe Horwath

Wheeler Financial Services, operating under Keystone Financial Group, is committed to providing customized financial solutions tailored to meet the individual needs of clients in Lexington, Kentucky, and surrounding areas. Their approach emphasizes client experience and active management, ensuring that strategies for business ownership, investment management, tax planning, retirement, and charitable giving are built around the unique circumstances of each client. The firm is structured to foster open communication and strong client relationships, beginning with no-obligation initial meetings. With a clear focus on creating lasting foundations for financial growth, they partner with LPL Financial to manage client assets and prioritize education, technology, and personalized strategies in their investment planning processes. Generated from the website

Jaynes & Jaynes PSC is a full-service accounting firm located in Richmond, KY, offering a wide range of financial services tailored to meet the needs of individuals and businesses. Their expertise includes small business accounting, payroll, tax preparation, and estate trust tax services, ensuring comprehensive support for their clients' financial health. The firm prides itself on its values and commitment to client satisfaction, with a dedicated team ready to assist with tax planning, IRS audit representation, and various other financial strategies. Jaynes & Jaynes PSC also provides resources such as newsletters and financial calculators to help clients stay informed and make the best financial decisions. Generated from the website