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αlpha Financial Partners
αlpha Financial Partners: Clear guidance and tailored financial planning in Lexington.
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Business
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αlpha Financial Partners: Clear guidance and tailored financial planning in Lexington.
αlpha Financial Partners in Lexington, KY offers finance and consulting services with a focus on thoughtful financial planning. Clients praise clear explanations of investment options, diligent communication, and tailored plans to help reach goals. The team, including Greg Turcotte and Ashley Montgomery, and front desk staff such as Katie are noted for dedication, follow-up, and integrity.
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Personalized strategies for asset allocation and growth tailored to your financial goals.
Comprehensive plans to help you save and invest for a secure retirement future.
Ongoing management and advice to optimize your financial portfolio and net worth.
One-on-one sessions to educate and guide you through investment options and decisions.
Services that integrate local engagement and ethical practices into financial planning.
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Overall rating
george stamper
Alpha Financial are a good group of people to be associated with. They are ready and willing to assist with financial planning.
Grafton Black
We love working with Greg Turcotte. He always takes time to explain the different investment options and decisions with us. Katie at the front desk is excellent as well, great communication and follow up skills.
isaura jeronimo
I had the pleasure to met Ashley Montgomery and she is very dedicated to her work and overall such a kind person. I love how Alpha Financial Partners not only is a great company but they show support to their local community!
Ellie Ransdell
I have been absolutely blown away by the dedication of these professionals! They truly care about how they handle my money. Ashley Montgomery and Greg were willing to meet with me, educated me, and planned a very detailed outline to help me reach my goals. I highly recommend!
John Montgomery
Knowledge, communication, planning, & integrity - just some of the reasons I chose Alpha Financial Partners as my advisors. The advice I receive on how to allocate, & more importantly, structure my investments is priceless. Give Marc, Aaron, or Greg a call today - you'll be glad you did.
