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CONTACT
LEXINGTON OFFICE
3306 Clays Mill Road
Suite 101
Lexington, KY 40503
Phone: (859) 219-1601
Fax: (859) 449-4494
YOUR ACCOUNTANT & FINANCIAL ADVISOR
UNDER ONE ROOF
Most families get tax advice from one office and investment advice from another, and the two rarely talk. Our CPA-led team plans both together, so every financial decision supports the rest.
