237 East Main Street
Lexington, KY 40507
A no-pressure sit-down with our advisors. We’ll ask you some questions, answer any of yours, and get to know you. This usually takes about half an hour, but we’re not watching the clock. This and all meetings are completely free of charge, and always will be.
Any financial information you have. This includes account statements, financial documents, your portfolio, and anything else you’d like our team to look over.
Right next door in the Chase Bank garage, which you can access from Esplanade or Martin Luther King Boulevard. We’ll validate your parking before you leave. Just dropping something off? Park on the street—there are almost always meters open on Esplanade.