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Financial PlannerInvestment ServiceFinancial Consultant
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Lexington is here for you, serving the areas of Winchester, Georgetown, Versailles, Frankfort and Nicholasville. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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- Wheelchair accessible restroomAvailable
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- MBMitzi BlankenshipMay 11, 20235.0Mr Murphy is the best. He has been patient with my skepticism and is a truly honest and kind person. They will help your money grow without making you feel like a $.
- FHFran HoaglandJan 13, 20205.0After trying several financial planners, I finally decided to try Edelman (formerly Financial Engines). I'm so comfortable with Gary and I feel like he's my personal financial adviser. I've had great returns and I like that Gary does not make you feel uncomfortable asking questions you may not understand. He makes it so easy to understand my needs. I finally found the BEST. Courtney, his assistant is such a delight to speak with too.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Lexington offer?
Edelman Financial Engines provides financial advice, financial planning, retirement planning, investment management, and operates as a registered investment adviser.
Where is Edelman Financial Engines located in Lexington?
They are located at 3094 Harrodsburg Road, Suite 202, Lexington, KY 40503, US.
What are the business hours of Edelman Financial Engines in Lexington?
Their office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Does Edelman Financial Engines provide help with estate and tax planning?
Yes, in addition to retirement and investment planning, they offer assistance with tax and estate planning through in-house experts.
Is the facility at Edelman Financial Engines wheelchair accessible?
Yes, they have wheelchair accessible restrooms to accommodate clients.
What types of clients does Edelman Financial Engines in Lexington serve?
They serve clients across Winchester, Georgetown, Versailles, Frankfort, and Nicholasville, assisting with wealth accumulation, retirement transition, and legacy planning.
How can I contact Edelman Financial Engines in Lexington?
You can reach them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.KY.Lexington
Are there any nearby financial or insurance services close to Edelman Financial Engines?
Yes, nearby you can find WesBanco, a bank and mortgage broker, Clint Conrad - State Farm Insurance Agent, and State Farm Insurance agencies, which may be useful for additional financial or insurance needs.
What medical facilities are near Edelman Financial Engines that clients might visit?
Nearby medical and health-related places include QC Kinetix Lexington, Journey Health family practice, and PetVet365 Pet Hospital, providing convenient options for health or veterinary care when visiting the area.
Are there any notable attractions or community places near Edelman Financial Engines in Lexington?
Yes, clients might enjoy visiting the Kentucky Horse Park, the Lexington Public Library, or consider accommodations like Comfort Suites Keeneland while in the area.