Five Star Life and Wealth

Lexington, Kentucky

5.0 (3 reviews)
Call (859) 317-6848 Visit website →

About

Five Star Life and Wealth is a Lexington, Kentucky–based financial advisory firm that serves individuals and businesses with retirement planning, life insurance strategies, Social Security guidance, and income planning. The firm offers targeted education and planning services for women and provides a digital document storage platform called Generational Vault. Services include coordination with tax professionals and risk analysis, with referral relationships to Gradient Investments, LLC for investment management.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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