Alliance Financial Planning
Alliance Financial Planning
525 Darby Creek Rd 29
LexingtonKY 40509
 (859) 977-6006
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FINANCIAL PLANNER IN LEXINGTON, KY

If you're searching for an experienced financial planner in Lexington, KY, who offers superior customer service, Alliance Financial Planning is the premier choice in the area. We offer a variety of services that are designed to help our clients secure their financial futures. As the largest independent brokerage in the area with more than 13 years in the industry, we truly know what we're doing.

Our certified financial planners are experienced and knowledgeable in the wealth management and financial planning fields. Whether you need education planning, life insurance, retirement planning, or tax preparation, our advisors can handle it all.

We believe that in order to be successful in the industry, we must provide the most personalized services available in order to help our clients succeed. You can rest assured in knowing that we will put your needs at the forefront of all that we do, from risk management to wealth accumulation strategy planning, and everything between. When you want a company founded on the principle of education that also seeks to understand your financial situation before implementing a plan, contact Alliance Financial Planning today.

Our services include:
  • Education Planning
  • Estate Planning
  • Family Protection
  • Insurance
  • Personal Finance
  • Retirement
  • Risk Management
  • Taxes
  • Wealth Accumulation Strategies
For more information or to schedule a complimentary review, call (859) 977-6006 today.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, GA, IN, KY, MT, NC, OH, SC, TN, & TX.

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More Details about Alliance Financial Planning

We are open:

Monday 8:00 AM – 5:00 PM
Tuesday 8:00 AM – 5:00 PM
Wednesday 8:00 AM – 5:00 PM
Thursday 8:00 AM – 5:00 PM
Friday 8:00 AM – 5:00 PM