INVESTMENTS & FINANCIAL PLANNING
Investments & Financial Planning provides insurance, education, tax, estate, financial, investment and retirement planning services.
INVESTMENTS & FINANCIAL PLANNING
Industry:
Finance Financial Services Insurance Retirement
Address:
Lexington, Kentucky, United States
Country:
United States
Website Url:
http://www.investfp.com
Status:
Active
Contact:
+1-859-543-8188
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Google Tag Manager Content Delivery Network Google Universal Analytics
Similar Organizations
KeyStone Financial Rescources
Keystone Financial Resources is an advisory firm that provides investments and retirement planning services.
Napa Valley Wealth Management
NVWM provides financial planning, insurance, tax minimization, business solutions, investment and retirement management services.
Stalwart Financial Planning
Stalwart Financial Planning provides insurance analysis, cash management, education funding, tax, estate and retirement planning services.
Official Site Inspections
http://www.investfp.com
- Host name: ec2-54-148-180-146.us-west-2.compute.amazonaws.com
- IP address: 54.148.180.146
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818

More informations about "Investments & Financial Planning"
About Us | Investments & Financial Planning, LLC - investfp.com
Investments & Financial Planning, LLC. 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 Office 859.543.8188 | Fax 859.543.8242 Schedule a free consultationSee details»
Investments & Financial Planning - Crunchbase โฆ
Investments & Financial Planning provides insurance, education, tax, estate, financial, investment and retirement planning services.See details»
Investments & Financial Planning, LLC - LinkedIn
Investments & Financial Planning, LLC | 4 followers on LinkedIn. Investments & Financial Planning, LLC is a full-service investment advisory and financial planning firm with over 40 years of ...See details»
Our Team | Investments & Financial Planning, LLC - investfp.com
Phone: (859) 543-8188 Fax: (859) 543-8242 E-mail: [email protected] Jennifer has always worked with clients and provided excellent customer service and support. She has an โฆSee details»
investRFP.com
Uphold fiduciary duty throughout the process and act in the interest of beneficiaires.: Define the level of transparency to match your individual requirements.: Communicate with providers utilizing the integrated message โฆSee details»
Investments & Financial Planning, LLC | Lexington KY
Investments & Financial Planning, LLC, Lexington, Kentucky. 5 likes. A full-service investment advisory and financial planning firm with over 40 years of...See details»
INVESTMENTS & FINANCIAL PLANNING, LLC | Financial Advisor in โฆ
Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets. $241,444,815.00See details»
investfp.com - 2025 Company Profile & Competitors - Tracxn
Feb 8, 2025 investfp.com - Provider of financial & retirement planning, tax, investment, and asset management services. investfp.com has 27085 competitors.See details»
David B. Short - Managing Partner, Financial Advisor - LinkedIn
Managing Partner, Financial Advisor · Please see my website www.investfp.com for additional information and disclosure. Third party comments may not be representative of all customer โฆSee details»
investRFP.com | Profile on ESG.Guide
InvestRFP.com LinkedIn Profile investRFP.com: The Digital Solution for Asset Manager and Fund Selection A leading digital platform used by asset owners, asset managers, and consultants to โฆSee details»
DAVID BRIAN SHORT, CFP , CFS ChFC®, RICP - investfp.com
Feb 18, 2025 DAVID BRIAN SHORT, CFP ®, CFS ®, ChFC RICP ® 1795 Alysheba Way, Suite 7104 Lexington, KY 40509 Phone: 859-543-8188 Fax: 859-543-8242 www.investfp.com โฆSee details»
Financial Wisdom Forum โ Where Canadian investors meet for โฆ
Feb 18, 2025 The discussion forum is where FWF members talk about Canadian financial matters. Individual investors can pose questions about financial matters of all kinds, help โฆSee details»
Investing | FP Canada - Consumer Site
FP Canadaโข is a national not for profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better โฆSee details»
Private Investment Fund Organizational Structure: A โฆ
Explore the essential roles and hierarchical structure of private investment funds, from Board of Directors to Portfolio Managers and Support Teams.See details»
5 Professional Organizations for Financial Planners - U.S. News
Dec 9, 2019 The organization aims to support treasury and corporate finance professionals. It administers the certified treasury professional and certified corporate financial planning and โฆSee details»
Investments & Financial Planning, LLC | Investments & Financial ...
Form CRS | FORM ADV PART 2A | Privacy Policy Brochure Supplement - FORM ADV PART 2B (Eric Mullins) Brochure Supplement - FORM ADV PART 2B (David Short) | Wrap Fee ...See details»
Trump's global shakeup complicates life for Canada pension giants ...
6 days ago The policies and rhetoric of the U.S. administration under Trump โ including threats of escalating trade tariffs, threats to annex Greenland, the Panama Canal and Canada, and โฆSee details»
JAMES ERIC MULLINS, RICP - investfp.com
Jan 18, 2025 JAMES ERIC MULLINS, RICP ® 1795 Alysheba Way, Suite 7104 Lexington, KY 40509 Phone: 859-543-8188 Fax: 859-543-8242 www.investfp.com February 18, 2025See details»
New Money Smart Financial Coaching Program (MSFCP) โฆ
Mar 25, 2025 The new organization, MSFCP.org, is fiscally sponsored by FJC and supported by $1.9 million in philanthropic capital from JPMorganChase. It combines financial coaching and โฆSee details»
Retirement Planning | Investments & Financial Planning, LLC
As a firm, we take a long-term view of our clientsโ retirement plans by creating financial roadmaps that address specific goals and objectives. Periodical reviews allow room for adjustments โฆSee details»