Banks, Financial Services
Bank of the Bluegrass & Trust Co.
Banking, financial services, trust
101 E. High St.
Lexington, KY 40507
(859)280-3853
E-mail Bank of the Bluegrass & Trust Co.
Web Site: www.bankofthebluegrass.com
Bank of the Bluegrass & Trust Co. is a locally owned, independent bank that has been in business for over 36 years. Our primary goal is to help individuals and businesses achieve their dreams by providing financial services.
Davidson Financial Services
Investments
1795 Alysheba Way, Suite 3101
Lexington, KY 40509
(859)245-5880
E-mail Davidson Financial Services
Web Site: www.wealthhappens.net
CPA Financial Advisor providing investment advisory and management. Focus on 401(k) rollovers/transfers for people in transition, new jobs, retirement.
Incorporate tax planning to reduce or eliminate tax and penalties on investments.
Keystone Financial Group, LLC
Financial Planning
535 Wellington Way, Ste. 140
Lexington, KY 40503
859-317-8316
E-mail Keystone Financial Group, LLC
Web Site: www.keystoneky.com
Keystone Financial Group is a locally-owned, independant financial consulting firm. As an independent consulting firm, the mission of KFG is to partner with our clients to make informed decisions through education, communication, and service that exceed client expectations. We provide financial planning and retirement planning (including 401K rollovers) for individuals, families, and businesses.
Payroll Solutions Inc.
Payroll, payroll taxes, time & attendance, human resources
770 Enterprise Dr.
Lexington, KY 40510
(859)255-7020
E-mail Payroll Solutions Inc.
Web Site: www.payrollsolutions.cc
People's Exchange Bank
Personal and Business Banking Products and Solutions
901 Richmond Road
Lexington, KY 40502
859-269-0235
E-mail People's Exchange Bank
Web Site: www.pebank.com
People's Exchange Bank is a community bank that has been serving the needs of people in Kentucky for over ninety years. Our motto is People Serving People. We have a wide array of personal and business products to meet almost every need, as well as knowledgable staff and lenders that know their communities. We currently have locations in Beattyville, Stanton, Clay City, Mount Sterling, Winchester, Georgetown and Lexington.
Retirement Tax Advisory Group
Investments, Financial Planning and Insurance
160 Moore Drive, Suite 201
Lexington, KY 40503
859-233-1083
E-mail Retirement Tax Advisory Group
Web Site: www.retirementtag.com
Financial Planning at Retirement Tax Advisory Group is about valued relationships and trusted advice, not transactions. Our services are fee-based, so investment recommendations are made to benefit you, not to generate a commission or meet a quota. We provide you Financial Planning with Investment Advisory Services that include tax-efficient investement strategies, Retirement Plans Planning to coordinate your taxes along with your investment and financial planning strategies. Our regular tax return rates are only $59. We also offer a free initial financial improvement session.
Royal Mortgage Company
Residential Mortgages
1795 Alysheba Way #3106
Lexington, KY 40509
859-264-8183
E-mail Royal Mortgage Company
Web Site: www.royalmortgageco.com
Purchase, refinance, cash-out refinances. Low price leader. Face to face appointments. Small atmosphere with GLOBAL connections. 18 years experience. 30 years combined experience.
Strategic Financial Solutions
Accounting & Tax Services
971 Cooper Dr.
Lexington, KY 40502
(859)268-3218
E-mail Strategic Financial Solutions
Web Site: www.strategicfinancialsolutions.net
Strategic Financial Solutions is a provider of CFO & controller services, booking, payroll tax and income tax preparation & planning.
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