“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.“
“I cannot recommend Audrey highly enough. She has always been beyond patient and extremely knowledgeable. She’s great about explaining things to me and conscientious of the level of risk I’m comfortable with. I have never felt like she talks down to me and I’ve always felt like she’s personally invested with how my money is handled.“
“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!“
Financial Consultants
Financial Consultants
Financial Consultants
“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.“