Financial Planners near Lexington

“Does anyone know if American Financial is still open? I tried calling, but I get a message saying that the number is disconnected.“

“There are times when you need someone who is willing to help. Doug is that kind of person. I was uncertain about how to complete some documents after my mother’s death. Doug was kind enough to spend time listening to my questions and helping me with the documents at no charge! I learned that not only is he a caring person, he is very knowledgeable and an excellent person to talk to about retirement planning, long-term care expenses and other financial matters. People like Doug, make the world a better place.!“

“Roger and staff are great people and very very professional and understanding and making sure you understand you financial goals masking sure that your money going to do for you when you retired.“