The Brooks Bulleit Group

Services Offered

The Brooks Bulleit Group offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They focus on creating personalized strategies to help clients secure their financial future.

Local Tips

• Located in downtown Lexington, the office is easily accessible by public transportation and is close to various dining options for a convenient lunch break.
• Parking is available nearby, but it is advisable to arrive a little early to secure a spot, especially during peak hours.

FAQ

Do I need to make an appointment for a consultation?

Yes, it is recommended to schedule an appointment to ensure a financial planner is available to meet with you and discuss your needs in detail.

What should I bring to my first meeting?

Bring any relevant financial documents, such as bank statements, tax returns, and details of any investments, to help the planner assess your financial situation thoroughly.

Are there any initial consultation fees?

Initial consultations are typically free of charge, allowing you to discuss your financial goals and see if their services align with your needs.

Contact Information

For more information or to schedule an appointment, call The Brooks Bulleit Group at (insert phone number) or visit their office during business hours.