Moneywise Inc
Your Trusted Fee-Only Financial Planning Partner
BUSINESS LOCATION
836 Euclid Ave Suite 318, Lexington, KY, 40502, USCONTACT HUB
BUSINESS OVERVIEW
Moneywise, Inc. is a fee-only investment and financial planning firm in Lexington, KY, helping individuals and business owners create wealth and maximize their finances for over 25 years with personalized, fiduciary advice.
SERVICE AREAS
Lexington
Kentucky
WORKING HOURS
CLOSED UNTIL 08:00 AMSERVICES & SPECIALTIES
- Fee-Only Financial Planning
- Certified Financial Planner™ Professionals
- Fiduciary Standard Advice
- Personalized Wealth Management
- Retirement and Pension Planning
- Estate Plan Analysis
- Asset Management
- Investment Consulting / 2nd Opinions
- Retirement Planning
- Pension Plan Decisions
- Integrating Financial Planning Areas
- Social Security & Medicare Decisions
- Career Change Advice
- Estate Plan Analysis
- Insurance Needs Analysis
Frequently Asked Questions (FAQs)
Moneywise Inc is located at 836 Euclid Ave Suite 318, Lexington, KY 40502.
You can contact Moneywise Inc by calling +1(859) 266-3207.
Moneywise Inc is listed under the following categories: Financial Planner .
Moneywise Inc provides services in the following areas: Lexington, Kentucky .
Moneywise Inc offers the following products: Investment Portfolios, Retirement Plans, Pension Plan Options .
Moneywise Inc provides a range of services, including: Asset Management, Investment Consulting / 2nd Opinions, Retirement Planning, Pension Plan Decisions, Integrating Financial Planning Areas, Social Security & Medicare Decisions, Career Change Advice, Estate Plan Analysis, Insurance Needs Analysis .
Moneywise Inc specializes in: Fee-Only Financial Planning, Certified Financial Planner™ Professionals, Fiduciary Standard Advice, Personalized Wealth Management, Retirement and Pension Planning, Estate Plan Analysis .
Moneywise Inc was established in 1996.
The languages spoken at Moneywise Inc include: English .
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