About αlpha Financial Partners
Reviews for αlpha Financial Partners
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
Alpha Financial Partners, located in Lexington, KY, is a trusted financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With over 50 years of combined experience, the team provides comprehensive services including wealth management, employee benefits, and retirement planning. Clients appreciate the excellent communication, genuine investment in their goals, and the absence of judgment when it comes to financial literacy or ambitions. Alpha Financial Partners is also recognized for their welcoming and kind demeanor, creating a comfortable atmosphere for all who seek their financial guidance.
My first time visiting PKL Lex was for a pickleball social, and the atmosphere was incredibly welcoming. The pickleball instructor provided did a great job, and my friend and I really enjoyed playing. We’re not on the competitive side just yet, but this experience definitely added pickleball to our list of regular activities.
Alpha is a lot different than any other financial service company we have been with over the years, in a very good way…the diversity of investment options, the unique tax/ retirement strategies, the vast referrals of business contacts have given me and my family opportunities that have allowed us to become successfully semi-retired with our own company to be able to slow down and enjoy the young grandchildren and still be generous in our giving without worrying about whether we have enough to live out our lives. Thank you, Marc and the wonderful team of professionals/ friends who work so hard so that we don’t have to work as much!
The Alternative Investment Conference was excellent. The speakers were truly informative. Sometimes it is important to look outside the traditional stock market for investment opportunities. Thanks to Marc Cobane and Alpha for putting this together.