About Family Financial Partners
Reviews for Family 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
Family Financial Partners is a financial services company that has been serving families in Lexington, KY, since 2005. Their team of financial advisors is committed to helping clients organize their financial lives and work towards their goals, whether it's saving for retirement or managing their estate. The company takes a personalized approach, getting to know each client on a deep level to understand their immediate and future objectives. Clients praise the advisors, such as Kyrk Davis, David, and Jacob Buckley, for their expertise, trustworthiness, and dedication to ensuring the best possible outcomes for their clients. Customers feel confident and comfortable working with the team at Family Financial Partners, who go the extra mile to meet their expectations and help them achieve financial security. Services offered include financial planning, retirement planning, estate management, insurance planning, and tax management.
My husband and I have been working with Kyrk Davis and Family Financial Partners for more than 10 years, and we couldn't be happier with the experience. Over the years, we've watched our investments grow steadily under Kyrk's guidance and expertise.
What sets Kyrk apart is his ability to explain financial strategies in a way that is easy to understand while always keeping our long-term goals in focus. He is knowledgeable, trustworthy, and genuinely cares about his clients' success.
We have complete confidence in his advice and appreciate the personalized attention he provides. If you're looking for a financial advisor who is committed to helping you build...read full review
David and his team always take the time to make sure they are meeting your expectations. They truly want the best for their clients. They go out of their way to make sure you have a positive experience while visiting with them as well as making sure your accounts are doing the best they can for you.
Jacob Buckley is awesome he is very knowledgeable and confident in his field and work and has helped me with all of my finances to put me in a better position for the future. I 100% recommend meeting with him or giving him a call to get you on the right track and feel comfortable about where you are financially. Thanks so much Jacob