Services Offered

Financial Planning

Personalized strategies for retirement, investments, and wealth accumulation tailored to your goals.

Investment Management

Expert advice on portfolio management and asset allocation to optimize returns and minimize risk.

Retirement Planning

Comprehensive plans to secure your financial future and ensure a comfortable retirement.

Tax Advisory Services

Guidance on tax-efficient strategies and compliance to maximize savings and minimize liabilities.

Business Financial Consulting

Professional support for businesses in budgeting, forecasting, and financial decision-making.

Reviews

5(5 reviews)

Rating Distribution

5

4

0

3

0

2

0

1

0

Rating Distribution

5

4

0

3

0

2

0

1

0

D

Debbra Santiago

via Google

over 1 year ago

Extremely helpful, professional and friendly staff.

L

Lizzyy Barwick

via Google

over 1 year ago

This company is very helpful they answer all your questions with so much detail they also are very professional thank you so much for all the help

O

Orville Henry

via Google

over 2 years ago

Lawrence has been a friend of mine for as long as I can remember, Great guy and truly wants to help his clients.

T

Tona Barkley

via Google

over 3 years ago

I’ve been a client for several decades, and I’ve always received excellent advice and service. These are good people.

B

Billy Hammond

via Google

almost 5 years ago

The best people I ever met in my life the most professional highly trustworthy financial planners it's been a pleasure they do business but somebody is honest and knowledgeable if these people are

PA

ProActive Advisors

Name: ProActive Advisors
Address: 836 Euclid Avenue, Lexington, KY, 40502, US
Telephone: (859) 263-8500
Price range: $$$
Rating: 5

Your trusted partner for proactive financial planning and wealth management in Lexington.

5(5 reviews)

$$$

Business

financial-advising

business-consultants

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About ProActive Advisors

ProActive Advisors is a premier financial consulting firm in Lexington, KY, dedicated to providing personalized and comprehensive financial planning services. With decades of experience and a 4.7-star rating from satisfied clients, we specialize in helping individuals and businesses achieve their financial goals through expert advice, detailed analysis, and professional guidance. Our team is committed to honesty, knowledge, and building long-term relationships to ensure your financial success.