First Kentucky Securities is a full-service wealth management firm established & owned by Kentuckians. Our team works on wealth management strategies, but more importantly, we truly know our clients and work closely with them.
Our clients enjoy one-on-one personalized strategic planning, pertinent education and direct participation in setting goals for their financial futures.
With offices in Lexington and Louisville, in-home & virtual appointments available, we’re here to best serve you.
FIRST KENTUCKY SECURITIES SERVICES:
Investment Planning & Solutions • Asset Allocation • Tax Planning & Efficiency • Executive Stock Option Management • Insurance Solutions • Income Planning • Estate Planning • Multi-Generational Planning • Social Security / Medicare Planning • Education Planning • Gifting / Charitable Contributions • Business Management and Accounting Services • Business Planning • Retirement Plan Services • Business Exit / Succession Planning • Municipal Bond Issuance, Underwriting & Trading