First Kentucky Securities

First Kentucky Securities is a financial planner in Louisville, KY. The firm is a full-service wealth management company established and owned by Kentuckians, providing financial advice and services to institutions and individuals in Kentucky and throughout the United States. Operating since 1977, the business serves clients through offices in Lexington and Louisville, with in-home and virtual appointments available.

The team builds one-on-one relationships with clients, offering personalized attention and financial guidance. Clients receive one-on-one personalized strategic planning, education, and direct participation in setting goals for their financial futures. The advisers work closely with clients to help guide them toward the right choices.

Services span investment planning and solutions, asset allocation, tax planning and efficiency, and executive stock option management. Additional offerings include insurance solutions, income planning, estate planning, multi-generational planning, Social Security and Medicare planning, education planning, and gifting and charitable contributions. For business clients, the firm provides business management and accounting services, business planning, retirement plan services, and business exit and succession planning. The firm also handles municipal bond issuance, underwriting, and trading.

The Louisville office is located at 4360 Brownsboro Road, Suite 300, and can be reached at 502-893-7288 or [email protected]. The Lexington office is at 1500 Leestown Road, Suite 330, with phone 859-425-1100 and email [email protected].

With decades of continuous operation since 1977, First Kentucky Securities has served Kentuckians across multiple generations with personalized wealth management grounded in local ownership.

First Kentucky Securities performs well on BizScoreAI, earning a Technical score of 97 out of 100, which means the website is technically sound, secure, and easy for search engines to read without errors. Its Content Quality score is 75 out of 100, reflecting that the website answers the questions customers ask and describes its pages clearly in a way AI assistants can quote directly. Together these strengths give the firm a solid and accessible online presence.

Services:

• Asset Allocation
• Estate Planning
• Investment Planning & Solutions
• Multi-Generational Planning
• Tax Planning & Efficiency