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Investment & Financial Strategies
Referral from
Jul 28, 2014
Jeffrey H.:
Is looking for suggestions on a good financial advisor. I have some children's college fund questions
Darren D.:
J.Eric Mullins 859-543-8188. Hamburg area super nice knows Toyota stuff A++ Brecek & Young Advisors
- Financial Advisor, Accountant, Cpa
- 1795 Alysheba Way Lexington, KY 40509
- Closed
Referral from
Dec 04, 2013
Ann H.:
Anyone know a good financial planner I can use to start a 529 account??
Kim M.:
Anthony Davidson- 859-245-5880 College Savings
- Financial Advisor
- 2760 Research Park Dr Lexington, KY 40511
Referral from
Dec 10, 2013
Yvette R.:
We are going to invest in a 529 plan. We are trying to decide on whether we go with the California 529 plan or with a personal service...
Bill F.:
might want to look at collegesavings.org to see if they have info that helps
Referral from October 21, 2013
Rachel S. asked:
Can anyone recommend us a financial advisor? We aren't really interested in investing right now...mostly just help in saving up for a house but need advice;)
Rob B. replied:
Kiper-O'Connor Wealth Managemet@502 589 4000
Briana M. replied:
http://www.daveramsey.com/home/
Bob B. replied:
Rachel, contact My Son in Law, he was at your Wedding, he is married to my Daughter Lisa, he is with UBS and my Grandson works there also and is an excellent Financial Advisor. Call me if you need additional info.
Rob B. replied:
Www.ubs.com/financialservices
Rob B. replied:
Call my brother inlaw Kevin O'Connor and Ryan O'Connor at UBS
Referral from July 28, 2014
Jeffrey H. asked:
Is looking for suggestions on a good financial advisor. I have some children's college fund questions
Referral from October 30, 2013
walk_35 asked:
i need a financial advisor. badly.
Debbie H. replied:
Are you with PNC Bank? https://www.twitter.com/bookemper is my brother-in-law! Works for PNC Bank
Referral from April 25, 2014
David D. asked:
The ads about Mitch sure don't describe the Mitch I know. The one in the ad sounds like one great Senator so who the heck has been in DC for 30 years and how did he...
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