Financial Planners in Lexington

“Everyone at Lexington Financial has been so helpful and nice. I really appreciated Jason going over all my investments with me since I am not very knowledgeable about that myself.
Also I really appreciated the fun day at Talon Winery... You really know how to treat your clients ! Thank you again ?“

“This team truly cares about educating and bettering the community in any way they can. The services and professionalism Legacy Wealth Management brings to the table are top tier and client's best interests is always their priority.“

“Kyrk Davis is an amazing financial planner and person! It feels good to have someone we can trust with our money. You won’t regret opening an account with him!“

“We love working with Greg Turcotte. He always takes time to explain the different investment options and decisions with us. Katie at the front desk is excellent as well, great communication and follow up skills.“

“Amazing quality service from this firm. I have been working with Daniel for over a year now and whenever I email him regarding financial decisions I always get a response same day with a very helpful constructive analysis taking into consideration my whole financial picture. Highly recommended!“

“We couldn't be happier with our decision to partner up with Carolynn and Jonathan. We strongly recommend Seacure Advisors. Thank you Carolyn and Jonathan“