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Lexington Financial
Lexington Financial: Clear explanations, personal care, and no-fee portfolio options.
5
Business
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Lexington Financial: Clear explanations, personal care, and no-fee portfolio options.
Lexington Financial offers finance and consultant services in Lexington, Kentucky. Customers praise clear explanations, friendly and professional staff, and personalized, attentive care. Reviews note no-fee portfolio options and an outstanding, welcoming experience, underscoring the firm’s commitment to helping clients understand and manage their financial needs.
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Tailored strategies to help clients achieve their financial goals with customized portfolio management.
Expert management of investment portfolios with a focus on growth and risk assessment, offered with no hidden fees.
One-on-one sessions to explain complex financial concepts in simple terms, ensuring client understanding and confidence.
Comprehensive planning services to secure a stable and prosperous retirement through strategic investments.
Holistic approach to managing assets, including estate planning and tax-efficient strategies for long-term wealth.
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Overall rating
Jayne Wood
Jason is very good and very kind thru my experience with the company, as is everyone we have dealt with there. Very professional.
Sherri D
Jason has been wonderful. I’m very happy with my financial portfolio for no fees
Becki Hogsten
So far so good! Nice people that explain everything very well so I can understand. So much so, I gave them all my $$$! Lol! Excited to see what comes next.
Jeanie Byrd Bailey
Outstanding experience; the venue was gorgeous, the food was awesome, and Lexington Financial always goes above and beyond to take excellent care of their guest. I would highly recommend this company for your financial needs!
Loretta Byrd
Professional, personalized service with a genuine care for their clients. Highly recommend!
