Michael W Kretz Inc is a financial advisory firm based in Lexington, KY, offering a range of services including business ownership, investment management, tax planning, retirement planning, and charitable giving. With a focus on creating value for their clients, they provide customized solution-based advice tailored to individual needs, backed by their team of certified financial professionals who share their knowledge and expertise in navigating the shifting market.
As a Keystone Financial Group client, they prioritize putting clients first and building a strong foundation for their financial needs. Partnering with LPL as the custodian for client assets, they offer a comprehensive investment plan and regular communication to ensure clients have a clear understanding of their portfolio and the market outlook. With multiple offices across Kentucky, including Lexington, Ashland, Leitchfield, Mt. Sterling, Somerset, and Louisville, Michael W Kretz Inc is dedicated to providing personalized financial solutions to help clients achieve their goals.
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