Financial Consultants in Lexington

“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.“

“I always get good professional treatment from Schwab. They are always courteous & polite & knowledgeable“

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

“I was introduced a year ago to Wheeler Financial. They are experts in what they do. They serve clients with the utmost professionalism and I highly recommend them to any business looking to save time by outsourcing their accounting services, bookkeeping, tax services and preparation, preparation of financial statements and documents and more. Wheeler Financial has an eye for detail and acts as an outsourced Chief Financial Officer for many businesses. Thank you guys for your integrity and amazing service to Lexington KY and beyond!“