Investments & Financial Planning, LLC is a full service investment advisory and financial planning firm. It was formed to deliver you the resources, information and investment platforms necessary to help you navigate and succeed in the financial market place. The products and services being offered by banks, broker dealers and insurance companies have become more and more complex which has made financial decision-making more challenging. With over 20 years of combined experience, let us help you with these challenges while guiding you through the process with the objectivity you deserve so you can make the best choices for yourself, your family and your business.
View Top Employees from Investments & Financial Planning LLCWebsite | http://www.investments-financialplanning.com |
Revenue | $6 million |
Employees | View employees |
Address | 1795 Alysheba Way, Ste 7104, Lexington, Kentucky 40509, US |
Phone | (859) 543-8188 |
Fax | (859) 543-8242 |
Industry | Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Investments & Financial Planning LLC annual revenue was $6 million in 2024.
Investments & Financial Planning LLC is based in Lexington, Kentucky.
The NAICS codes for Investments & Financial Planning LLC are [52393, 5239, 523, 52].
The SIC codes for Investments & Financial Planning LLC are [628, 62].