Reviews for Family Financial Partners

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Aug 2024
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.

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From Family Financial Partners

Regardless of your current situation, having clear-cut goals can help you work towards future financial security. Saving money and making smart investments now can pay off down the road. Family Financial Partners will help you devise a plan to work toward your goals and help you enjoy a worry-free retirement. Since 2005, our financial advisors have committed to helping families in Lexington, KY, organize their financial lives. We get to know each of their clients on a personal level so they have an in-depth understanding of your immediate and future goals. Financial Planning | Retirement Planning | Estate Management | Insurance Planning | Tax Management

Hours

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