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Lexington Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Lexington.

Jennifer E.
Verified review

It was been a pleasure working with Mr. Nazario. He is very professional, knowledge about the market and up to speed on the investment options available to me at my stage in life. Investing can be scary and confusing but working with a professional can make the whole experience much easier. Highly recommend.


Doug has over 36 years of experience in public accounting and private industry. He has an extensive knowledge on various areas of financial and tax concerns. Doug counsels clients on various estate, tax, divorce planning, as well as challenging business planning concerns. His expertise involves operational and strategic planning, ownership transition, new business startup, wealth management and financial divorce issues. Securities are offered through 1st Global Capital Corp. FINRA and SIPC. Investment advisory services are provided via 1st Global Advisors, Inc. I will not ask or request for personal or account information via this site. Any of such request must be deleted and ignored. All personal and account updates must be accomplished over the phone or in person. Kindly ensure that you have built security features on your site to protect your privacy. I will not accept trading instruction through this site. Investment Services, Inc. provides people in our community a huge variety of financial services and products. We believe that retirement planning, tax planning, as well as estate conservation procedures should be a main priority for families and individuals of all income ranges and ages. Because many people regard financial planning as confusing and complex, they usually miss out on a lot of potentially rewarding financial opportunities. They also fail to adequately protect their assets and take unnecessary risks. That's where Investment Services, Inc. can assist. Our objective is to get the enigma out of investing, preserving your wealth, preparing for retirement, and managing risk. By assist you in getting the strategies and information you require to pursue your financial goals, we hope to create long and trusted relationships with our clients. Here are some of our offerings: * Disability Insurance * Life Insurance * Sep-IRA, Roth and Education IRAs * Mutual Funds and Annuities * Estate Planning * 401(k) and Profit Sharing Plans * Financial Planning * College and Retirement Planning * Long-Term Nursing Care Insurance * Long-Term Disability Plans * 403(k) Services and Analysis * Pre-Tax Life Insurance We're currently licensed to provide securities in the state of FL, CA, KS, ID, OH, KY, VA and TX. This isn't an offer to sell securities or offer investment advice in any other jurisdiction or state.


We have a very unique & proven concept to assist people in achieving financial & time freedom.


We provide fee-only financial planning and investment advisory services. Our dynamic team provides a different approach to assist you in making highly informed investment decisions from among the broadest selection of available, qualified managers while giving you a unique level of control and understanding of both the investment selection and performance monitoring process.


Williams Tax & Financial Services provides comprehensive financial solutions. We are here to help through each stage in life and every step of the way. We have set ourselves apart by looking at your personal financial picture as a whole. Our experienced staff works as a team to provide tax services, investment services, retirement planning, and insurance services to achieve outstanding comprehensive solutions for our clients. We can effectively handle complex matters of individuals or businesses. It is critical to have one financial advisor who is knowledgeable about your complete financial picture so you can be given appropriate advice and recommendations. Our clients enjoys our personal approach and the time we spend answering questions for them. Contact us today for a free consultation!

  • 10 years in business

Toby Jenkins, CERTIFIED FINANCIAL PLANNER™, has been working in the financial industry since 1997. He is a fee-based advisor, experienced financial planner, and Principal of Keystone Financial Group. His client base consists of pre-retirees, retirees, business owners and affluent families. Toby specializes in wealth accumulation, retirement planning, estate planning and charitable strategies. Toby obtained his Bachelor of Science in Accounting from the University of Kentucky, as well as his Master of Science in Financial Planning from the College of Financial Planning. His career before KFG includes experience in both public and corporate accounting, and personal finance. Toby is a CERTIFIED FINANCIAL PLANNER™, as well as an Accredited Asset Management Specialist (AAMS). Toby holds his Security Series 7, 24, 31, 63, and 66 qualifications through LPL Financial. He also holds his Life and Health Insurance license in multiple states. Toby lives in Lexington with his wife Stephanie, sons Zachary and Silas, and their dog Nala. He is a member of the Financial Planning Association, Bluegrass Estate Planning Council and Simple Church. Toby’s hobbies include snow skiing, flyfishing, hiking, and boating.


Edward Jones- Financial Advisor: David Gannon in Richmond, KY, can help you set up financial goals to eliminate debt, save for retirement, and more! Please call today!

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