Bright Financial Planning

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

Paducah, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paducah, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Lexington, Kentucky

Seals Financial Planning & Investments is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 13 Google reviews.

Prospect, Kentucky

Mercurio Walker Financial Advisors of Louisville, based in Prospect, Kentucky, provides insurance analysis and planning services alongside financial planning. The firm was formerly known as Wealthcare Investments & Insurance and rebranded to reflect its founding principals; co-owner Mark Mercurio has worked in financial services since 2002 and holds licenses in life, health, property, and casualty insurance. The practice emphasizes a personalized planning process designed to align clients' financial decisions with their stated goals and values, with no stated minimum investment requirement to begin.