Best Financial Consultants In Lexington

Wheeler Financial Solutions

535 Wellington Way Ste 240, Lexington

Thu 9AM - 4:30PM

“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.”

Edward Jones - Financial Advisor: Audrey Back, CFP®

802 Euclid Avenue, Lexington

Thu 8AM - 5PM

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

Nathan A Bay - Thrivent Financial

771 Corporate Dr Suite 700, Lexington

Thu 8AM - 5PM

“I've never worked with a company that was so exceptional about caring for people before anything else. Nathan Bay is not only phenomenal at financial planning, but I'll never go anywhere else because he has my best interest in mind 100% of the time. I don't need to worry about my money because I know my finances and future are in good hands with someone so dedicated to excellence and finding the best plan for me. He treats my family like his own and that is something you just can't put a price tag on.”

Morgan Stanley Financial Advisors

444 E Main St Ste 111, Lexington