Edward Jones Investments

Raymond James Financial Services in Lexington, KY is a global financial firm established in 1962, specializing in providing trusted advice and tailored sophisticated strategies for individuals and institutions. The firm's comprehensive services include wealth management, investment solutions, financial and retirement planning, estate planning, banking and lending services, insurance solutions, and institutional services. With a commitment to prioritizing clients' best interests, Raymond James aims to help individuals and institutions achieve their financial goals and success while also realizing their own personal objectives. Their focus on doing what's right for clients underscores their dedication to helping clients navigate the complexities of financial planning and investment management. Generated from the website

Stifel in Shelbyville is a full-service brokerage and investment banking firm offering a range of financial services. They cater to individual investors, professional money managers, businesses, and municipalities with services such as securities brokerage, investment banking, trading, and investment advisory. The company provides comprehensive financial solutions to meet the diverse needs of their clients, ensuring they receive expert guidance and support in managing their investments and financial goals. Generated from their website's infomation

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.