Financial Consultants in Lexington

“I had a great experience from start to finish. Professional, knowledgeable, and shockingly easy to work with for anything involving finances. Everything was explained in a way that actually made sense and the entire process felt smooth and stress free, which I did not think was possible. Wheeler Financial Services is the kind of business that deserves more visibility. Being family run really shows in the way they build trust and long term relationships. Would absolutely recommend if you like your money handled by people who clearly know what they’re doing.“

“Wonderful customer service. Lydia helped me with my 401K rollover. Efficient and friendly!“

“I’ve worked all my life, starting off as a teenaged lifeguard and ended up a doctor running a Covid Unit during the pandemic. I came to Morgan Stanley several years ago to help me plan for a life after a professional career.While intimidating, the folks at Morgan Stanley took their time over the years and explained pivotal features of a secure retirement and put me on a clear path. After working a lifetime, these folks helped me secure a strong and stable future for me and my family.It is such a relief to NEVER have to worry about my finances. Morgan Fister and his crew are one of a kind.“