Cetera Investors- Triple Crown Financial

Lexington, Kentucky

Call (502) 754-3374 Visit website →

About

Triple Crown Financial is an independent financial advisory firm in Lexington, Kentucky, offering financial planning services with a focus on personalized strategies aligned to individual goals and circumstances. The team, with over 50 years of combined experience, works with clients on retirement planning, education funding, estate planning, tax-efficient income strategies, and risk management, and maintains particular expertise in public school 403(b) plans and public pension vehicles including KTRS and CERS. The firm operates as fiduciaries and emphasizes direct client relationships and transparent communication in developing financial strategies.

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No
0 selected
Compare →