Principal Financial Group

WealthSouth is a leading financial services firm based in Kentucky, dedicated to unlocking financial well-being through a distinctive three-step process that includes understanding clients' situations, engaging customized financial plans, and validating their goals. With over 600 years of combined experience and $4.4 billion in assets under advisement, the firm has been serving clients since 1909, emphasizing personal service and a commitment to the local community. Offering a comprehensive range of services, WealthSouth specializes in wealth planning, investment management, institutional services, trusts, and commercial banking. Their experienced team of 40 specialists ensures a personalized approach, guiding clients through every stage of life from building net worth to planning for retirement and wealth transfer. Generated from the website

Robert W Baird & Co is a financial services firm based in Lexington, KY, specializing in investment banking, wealth management, and asset management services. With a focus on providing personalized financial solutions to individuals, businesses, and institutions, the company aims to help clients achieve their financial goals through strategic planning and expert advice. Generated from their business information

Seacure Advisors is a financial consulting firm based in Lexington, KY, specializing in providing personalized investment strategies and wealth management services to individuals and businesses. With a focus on long-term financial planning and risk management, Seacure Advisors aims to help clients navigate the complexities of the financial markets and achieve their financial goals. Generated from their business information