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Below is the list of Top 50 Financial Services Companies in Lexington ranked based on company size, client reviews, services, and awards.
Industry: Financial Services
Location: Lexington, Kentucky
Website: saacedisus.com
Company Founded: 2015
Company Size: 1-10
Company Address: 1592 Meade Court, Lexington, Kentucky, United States
Saa Cedisus Eb-5 Projects Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jerry Clark | Founder |
Industry: Financial Services
Location: Lexington, Kentucky
Website: ukfcu.org
Company Founded: 1937
Company Size: 51-200
Company Address: 1730 Alysheba Way, Lexington, Kentucky, United States
University Of Kentucky Federal Credit Union Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Southworth Brad | Director Of Risk Management | |||
Southworth Brad | Director Of Risk Management | |||
Greg Baker | Vice President - Sales And Marketing | |||
Michelle Bliffen | Vice President, Human Resources | |||
Bob Doucette | Vice President Of Information Technology And Marketing | |||
Todd Mccoy | Vice President For Finance And Risk Management | |||
Harry Song | Financial Services Advisor |
Industry: Financial Services
Location: Lexington, Kentucky
Website: unifiedtrust.com
Company Founded: 1985
Company Size: 51-200
Company Address: 2353 Alexandria Drive, Lexington, Kentucky, United States
Unified Trust Company, N.a. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Monika Hubbard | Institutional Consultant, Retirement Services Consulting Group At Unified Trust Company, N.a | |||
Daniel Snodgrass | Business Analyst | |||
Talia May | Associate Benefit Consultant | |||
Billy Lanter | Fiduciary Investment Advisor | |||
Drew Almy | Advisor, Retirement Plan Services | |||
Danny Wilkinson | Wealth Advisor | |||
Christopher Anderson | Director |
Industry: Financial Services
Location: Lexington, Kentucky
Website: bankofthebluegrass.com
Company Founded: 1972
Company Size: 51-200
Company Address: 215 Southland Drive, Lexington, Kentucky, United States
Bank Of The Bluegrass & Trust Co. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jennifer Frye | Avp, Senior Loan Officer | |||
Jeff Schriefer | Vice-president, Senior Wealth Advisor | |||
Lynn Tsiboukas | Human Resources Director, Vice President | |||
Mark Herren | Chairman, Chief Executive Officer | |||
Courtney Barker | Relationship Manager | |||
Corey Zacher | Assistant Financial Center Manager | |||
Clay Branham | Credit Analyst |
Industry: Financial Services
Location: Lexington, Kentucky
Website: cvky.org
Company Founded: 1982
Company Size: 51-200
Company Address: 1450 North Broadway, Lexington, Kentucky, United States
Community Ventures Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Aimee Bartels | Director Of Human Resources | |||
Jonah Brown | Marketing President | |||
Jojuana Greene | Vice Chair | |||
Ron Burkins | Assistant Vice President Western Kentucky Region | |||
Jacinta Webb | Loan Servicing Specialist | |||
Michael Hillock | Commercial Lender | |||
Karen Morgison | Vice President |
Industry: Financial Services
Location: Lexington, Kentucky
Website: keystoneky.com
Company Founded: 2008
Company Size: 11-50
Company Address: 527 Wellington Way, Lexington, Kentucky, United States
Keystone Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Morton | Financial Advisor | |||
Janessa Widzinski | Wealth Manager | |||
Gene Richardson | Independent Financial Advisor | |||
Jill Gookin | Client Relations Manager | |||
Joel Godby | Financial Advisor | |||
Scott Morrison | Financial Advisor | |||
Daniel Lemens | Registered Representative |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 1-10
Company Address: 824 East Euclid Avenue, Lexington, Kentucky, United States
Wealth Management Of Kentucky Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Justin Hanks | Investment Advisor |
Industry: Financial Services
Location: Lexington, Kentucky
Website: familyfinancialpartners.com
Company Founded: 2005
Company Size: 1-10
Company Address: 1792 Alysheba Way, Lexington, Kentucky, United States
Family Financial Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kyrk Davis | Wealth Advisor | |||
Ryan Petrunyak | Operations Associate And Paraplanner | |||
Katherine Gruver | Client Relations And Event Coordinator | |||
Mckellar Ciurlizza | Director Of Client Services | |||
Tj Atwell | Operations Associate |
Industry: Financial Services
Location: Lexington, Kentucky
Website: salomonco.com
Company Founded: 1975
Company Size: 1-10
Company Address: 3217 Summit Square Place, Lexington, Kentucky, United States
Salomon & Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Seth Salomon | Wealth Consultant, Mba, Cfp | |||
Austin Macginnis | Financial Advisor | |||
Joseph Overbee | Summer Intern | |||
Amanda Wallace | Secretary | |||
Eric Gile | Marketing Intern |
Industry: Financial Services
Location: Lexington, Kentucky
Website: lcgcpa.com
Company Founded: 2003
Company Size: 11-50
Company Address: 3306 Clays Mill Road, Lexington, Kentucky, United States
Legacy Consulting Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Foster | Founding Partner | |||
Bill Bellet | Partner | |||
Jennifer Quillen | Wealth Management Advisor | |||
Tyler Nguyen | Staff Accountant | |||
Sharon Dunn | Office Administrative Assistant | |||
Marty Rohde | Retirement Specialist | |||
Brad Jones | Executive Vice President |
Industry: Financial Services
Location: Lexington, Kentucky
Company Founded: 1985
Company Size: 1-10
Company Address: 2353 Alexandria Drive, Lexington, Kentucky, United States
Unified Trust Company, N.a. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brett Ervin | Business Analyst | |||
John Kirkland | Trust Compliance And Policy Consultant | |||
Brett Trusty | Manager, Retirement Plan Services | |||
Logan Specht | Associate Portfolio Manager | |||
Jennifer Hale | Program Manager | |||
Stephen Rowlette | Customer Service Center Supervisor | |||
Annette Coleman | Conversion Administrator |
Industry: Financial Services
Location: Lexington, Kentucky
Website: wrennefinancial.com
Company Founded: 2014
Company Size: 1-10
Company Address: 3399 Tates Creek Road, Lexington, Kentucky, United States
Wrenne Financial Planning Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Daniel Wrenne | Financial Planner |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 11-50
Castle Financial Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Claudine Mcginnity | Executive Assistant | |||
Mohit Nakrani | Software Developer | |||
Michael Mariolis | Financial Analyst And Accountant | |||
Donald Castle | C.f.o |
Industry: Financial Services
Location: Lexington, Kentucky
Website: legacywealthky.com
Company Founded: 2008
Company Size: 1-10
Company Address: 2525 Harrodsburg Road, Lexington, Kentucky, United States
Legacy Wealth Management, Ky Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Davis | Managing Partner And Financial Consultant | |||
Richard Oakley | Financial Advisor Assistant |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 1-10
Company Address: 121 Walton Avenue, Lexington, Kentucky, United States
Moneywatch Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Byars | Vice President |
Industry: Financial Services
Location: Lexington, Kentucky
Website: tbredfa.com
Company Founded: 1998
Company Size: 51-200
Company Address: 3217 Summit Square Place, Lexington, Kentucky, United States
Thoroughbred Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bryce Cooper | Office Facilitator | |||
Brian Hartman | Business Development Director |
Industry: Financial Services
Location: Lexington, Kentucky
Website: wealthcoachofkentucky.com
Company Size: 1-10
Company Address: 651 Perimeter Drive, Lexington, Kentucky, United States
Wealth Coach Of Kentucky Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Larry Botts | Chief Executive Officer |
Industry: Financial Services
Location: Lexington, Kentucky
Website: echosat.com
Company Founded: 1973
Company Size: 11-50
Company Address: 250 West Main Street, Lexington, Kentucky, United States
Echosat, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jason Delph | Senior Software Engineer | |||
West Shepherd | Software Engineer | |||
Terry Nevil | Helpdesk Technician | |||
Steve Courtiour | Satellite Uplink Manager | |||
Ben Litz | Senior Helpdesk Analyst | |||
Chris Rutherford | Vice President | |||
John Sparks | Senior Help Desk Analyst |
Industry: Financial Services
Location: Lexington, Kentucky
Website: athleteessentialsgroup.com
Company Founded: 2015
Company Size: 1-10
Company Address: 135 West Main Street, Lexington, Kentucky, United States
Athlete Essentials Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kathleen Smith | Director Of Wealth Management |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 11-50
Company Address: 847 Lane Allen Road, Lexington, Kentucky, United States
Professional Expediting, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gregg Greer | Office Manager |
Industry: Financial Services
Location: Lexington, Kentucky
Website: msilending.com
Company Founded: 2012
Company Size: 1-10
Company Address: 271 West Short Street, Lexington, Kentucky, United States
Msi Lending Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Marvin Dubose | Loan Officer | |||
Ponya Soth | Loan Officer | |||
Tom Cooper | Branch Manager | |||
Marvin Dubose | Loan Originator | |||
Keith Julius | Executive Vice President |
Industry: Financial Services
Location: Lexington, Kentucky
Website: gratzparkprivatewealth.com
Company Founded: 2018
Company Size: 1-10
Company Address: 190 Market Street, Lexington, Kentucky, United States
Gratz Park Private Wealth Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sherry Holley | President, Gppw | Senior Wealth Advisor, Rjfs | |||
Ginger Ford | Vice President, Gppw | Senior Wealth Advisor, Rjfs | |||
Shannon Seltsam | Client Relationship Manager, Gppw | Paraplanner, Rjfs |
Industry: Financial Services
Location: Lexington, Kentucky
Company Founded: 1993
Company Size: 1-10
Company Address: 400 East Vine Street, Lexington, Kentucky, United States
Fishback Management And Research Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bryan Strain | Option Trading Analyst And Instructor | |||
James Hughbanks | Director Of It | |||
Robin Fishback | Graphic Design | |||
Optionapps Odds | Options Derivatives Decision Support |
Industry: Financial Services
Location: Lexington, Kentucky
Website: moneylinewealthmanagement.com
Company Founded: 1987
Company Size: 1-10
Company Address: 176 East Reynolds Road, Lexington, Kentucky, United States
Moneyline Financial Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Francis Almeida | Financial Consultant |
Industry: Financial Services
Location: Lexington, Kentucky
Website: microsleasing.com
Company Founded: 1989
Company Size: 11-50
Micros Leasing Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Angela Blanch | Senior Sales Executive |
Industry: Financial Services
Location: Lexington, Kentucky
Website: ascensionfunding.com
Company Founded: 2017
Company Size: 1-10
Ascension Funding Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tricia Maysfield | Lead Generation Specialist |
Industry: Financial Services
Location: Lexington, Kentucky
Website: alphaky.com
Company Founded: 2020
Company Size: 1-10
Company Address: 710 East Main Street, Lexington, Kentucky, United States
Alpha Financial Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Aaron Ammerman | Co-founder, Partner |
Industry: Financial Services
Location: Lexington, Kentucky
Website: ckaca.com
Company Founded: 1934
Company Size: 11-50
Company Address: 640 South Broadway, Lexington, Kentucky, United States
Central Kentucky Agcredit Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Courtney Bartenslager | Assistant Vice President And Marketing Specialist | |||
Thomas Whitaker | Accountant Iii | |||
Russell Gray | Assistant Vice President And Relationship Manager | |||
Anna Browning | Loan Officer | |||
Russell Gray | Avp-relationship Manager | |||
Ben Robin | Information Systems Specialist | |||
Ben Robin | Loan Officer |
Industry: Financial Services
Location: Lexington, Kentucky
Company Founded: 1996
Company Size: 1-10
Company Address: 117 South Ashland Avenue, Lexington, Kentucky, United States
Pinnacle Planning Group, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Laura Mckew | Vice President Group Benefits |
Industry: Financial Services
Location: Lexington, Kentucky
Company Founded: 2005
Company Size: 11-50
Company Address: 360 East Vine Street, Lexington, Kentucky, United States
Ballast, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Frank Yozwiak | Director Of Estate Planning And Tax And Financial Advocate |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 11-50
Company Address: 1084 East New Circle Road, Lexington, Kentucky, United States
Benchmark Mortgage Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Madeeha Trepanier | Mortgage Loan Processor | |||
Lindsay Eaton | Mortgage Loan Coordinator | |||
Jessica Dye | Loan Officer Assistant | |||
Bo Hunter | Team Manager | |||
Cal Reed | Certified Mortgage Planner |
Industry: Financial Services
Location: Lexington, Kentucky
Website: dsneal.com
Company Founded: 1995
Company Size: 11-50
Company Address: 3292 Eagle View Lane, Lexington, Kentucky, United States
D. Scott Neal, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jerry Zimmerer | Owner |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 1-10
Bankers Service Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Victor Penix | Internal Auditor |
Industry: Financial Services
Location: Lexington, Kentucky
Website: usmiles.com
Company Founded: 1996
Company Size: 11-50
Dealers Financial Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Phil Rieck | Area Production Manager | |||
Angela Lee | Administrative Assistant | |||
Bill Robinson | Assistant Vice President Human Resources | |||
Marcy Shaikh | Allotment And Gap Claims Specialist At Dealers Financial Services | |||
Edwin Perez | Area Sales Manager | |||
Patsy Hall | Secretary |
Industry: Financial Services
Location: Lexington, Kentucky
Website: enhancewealth.com
Company Founded: 2010
Company Size: 1-10
Company Address: 2343 Alexandria Drive, Lexington, Kentucky, United States
Enhance Wealth, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ann Veinot | Director Of Client Services |
Industry: Financial Services
Location: Lexington, Kentucky
Website: joulefinancial.com
Company Founded: 2001
Company Size: 1-10
Company Address: 146 Deweese Street, Lexington, Kentucky, United States
Joule Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Daniel Czulno | Managing Director And Investment Advisor |
Industry: Financial Services
Location: Lexington, Kentucky
Website: cs-llc.com
Company Founded: 2003
Company Size: 51-200
Company Address: 2277 Thunderstick Drive, Lexington, Kentucky, United States
Credit Solutions, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kathy Johnson | Collections Agent | |||
Kathy Skipper | Collections Agent | |||
Rebecca Bryant | Account Receivables Specialist | |||
Ashley Wallace | Collector | |||
Kierra Joseph | Collections Specialist | |||
Donyale Taylor | Medical Coder | |||
Roiana Cunningham | Debt Collector |
Industry: Financial Services
Location: Lexington, Kentucky
Website: acupofcommonwealth.com
Company Size: 1-10
Company Address: 105 Eastern Avenue, Lexington, Kentucky, United States
A Cup Of Common Wealth Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Evan Drysdale | Lead Coffee Roaster | |||
Bailee Watson | Barista |
Industry: Financial Services
Location: Lexington, Kentucky
Website: ballastplan.com
Company Founded: 2005
Company Size: 1-10
Company Address: 360 East Vine Street, Lexington, Kentucky, United States
Ballast, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Amanda Travale | Administrative Assistant |
Industry: Financial Services
Location: Lexington, Kentucky
Website: talibfinancial.com
Company Founded: 2004
Company Size: 1-10
Talib Financial Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Shamis Talib | Founder, Chief Executive Officer |
Industry: Financial Services
Location: Lexington, Kentucky
Company Size: 1-10
Company Address: 3840 Wyndsong Trail, Lexington, Kentucky, United States
Internet Management Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sheila Kennebrew | General Manager |
Industry: Financial Services
Location: Lexington, Kentucky
Website: dupreefinancial.com
Company Founded: 2003
Company Size: 1-10
Company Address: 237 East Main Street, Lexington, Kentucky, United States
Dupree Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Margaret Grider | Administrative Assistant |
Industry: Financial Services
Location: Lexington, Kentucky
Company Founded: 1999
Company Size: 1-10
Company Address: 1104 Tanbark Road, Lexington, Kentucky, United States
Investment Services Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mark Brown | Registered Representative |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Jerry Clark | Saa Cedisus Eb-5 Projects | Founder | |||
2 | Southworth Brad | University Of Kentucky Federal Credit Union | Director Of Risk Management | |||
3 | Southworth Brad | University Of Kentucky Federal Credit Union | Director Of Risk Management | |||
4 | Greg Baker | University Of Kentucky Federal Credit Union | Vice President - Sales And Marketing | |||
5 | Michelle Bliffen | University Of Kentucky Federal Credit Union | Vice President, Human Resources | |||
6 | Bob Doucette | University Of Kentucky Federal Credit Union | Vice President Of Information Technology And Marketing | |||
7 | Todd Mccoy | University Of Kentucky Federal Credit Union | Vice President For Finance And Risk Management | |||
8 | Harry Song | University Of Kentucky Federal Credit Union | Financial Services Advisor | |||
9 | Monika Hubbard | Unified Trust Company, N.a. | Institutional Consultant, Retirement Services Consulting Group At Unified Trust Company, N.a | |||
10 | Daniel Snodgrass | Unified Trust Company, N.a. | Business Analyst | |||
11 | Talia May | Unified Trust Company, N.a. | Associate Benefit Consultant | |||
12 | Billy Lanter | Unified Trust Company, N.a. | Fiduciary Investment Advisor | |||
13 | Drew Almy | Unified Trust Company, N.a. | Advisor, Retirement Plan Services | |||
14 | Danny Wilkinson | Unified Trust Company, N.a. | Wealth Advisor | |||
15 | Christopher Anderson | Unified Trust Company, N.a. | Director | |||
16 | Jennifer Frye | Bank Of The Bluegrass & Trust Co. | Avp, Senior Loan Officer | |||
17 | Jeff Schriefer | Bank Of The Bluegrass & Trust Co. | Vice-president, Senior Wealth Advisor | |||
18 | Lynn Tsiboukas | Bank Of The Bluegrass & Trust Co. | Human Resources Director, Vice President | |||
19 | Mark Herren | Bank Of The Bluegrass & Trust Co. | Chairman, Chief Executive Officer | |||
20 | Courtney Barker | Bank Of The Bluegrass & Trust Co. | Relationship Manager | |||
21 | Corey Zacher | Bank Of The Bluegrass & Trust Co. | Assistant Financial Center Manager | |||
22 | Clay Branham | Bank Of The Bluegrass & Trust Co. | Credit Analyst | |||
23 | Aimee Bartels | Community Ventures | Director Of Human Resources | |||
24 | Jonah Brown | Community Ventures | Marketing President | |||
25 | Jojuana Greene | Community Ventures | Vice Chair | |||
26 | Ron Burkins | Community Ventures | Assistant Vice President Western Kentucky Region | |||
27 | Jacinta Webb | Community Ventures | Loan Servicing Specialist | |||
28 | Michael Hillock | Community Ventures | Commercial Lender | |||
29 | Karen Morgison | Community Ventures | Vice President | |||
30 | John Morton | Keystone Financial Group | Financial Advisor | |||
31 | Janessa Widzinski | Keystone Financial Group | Wealth Manager | |||
32 | Gene Richardson | Keystone Financial Group | Independent Financial Advisor | |||
33 | Jill Gookin | Keystone Financial Group | Client Relations Manager | |||
34 | Joel Godby | Keystone Financial Group | Financial Advisor | |||
35 | Scott Morrison | Keystone Financial Group | Financial Advisor | |||
36 | Daniel Lemens | Keystone Financial Group | Registered Representative | |||
37 | Justin Hanks | Wealth Management Of Kentucky | Investment Advisor | |||
38 | Kyrk Davis | Family Financial Partners | Wealth Advisor | |||
39 | Ryan Petrunyak | Family Financial Partners | Operations Associate And Paraplanner | |||
40 | Katherine Gruver | Family Financial Partners | Client Relations And Event Coordinator |
Financial Services companies in different cities of Kentucky
No. | Industry | Number of Contacts | Download |
---|---|---|---|
1 | Financial services Companies in Louisville | 40832 | |
2 | Financial services Companies in Frankfort | 3248 | |
3 | Financial services Companies in Bowling Green | 2784 | |
4 | Financial services Companies in Paducah | 1856 | |
5 | Financial services Companies in Owensboro | 464 |