Traditional Financial Services

Through our relationship with LPL Financial, we offer our customers access to professional investment services tailored to fit individual investment goals.

  • 401-K Rollovers & Reviews
  • 529 College Savings Plan
  • Mutual Funds
  • Stocks & Bonds
  • IRAs
  • Tax Exempt Investments
  • Portfolio Evaluations
  • Retirement Planning
  • Life Insurance & Reviews
  • Tax Deferred Annuities

Already have a plan? Consider a review to verify or update it. Call today to schedule an appointment.

Rowena Ruff
Financial Consultant
Traditional Financial Services
3720 Palomar Centre Drive
Lexington, KY 40513 

859.296.0000 ph
859.296.5511 fax

Joel Godby
Financial Consultant
Traditional Financial Services
49 West Main Street
Mt. Sterling, KY 40353

859.497.8671 ph
859.498.0643 fax


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA   /    SIPC Insurance products offered through LPL Financial or its licensed affiliates.  LPL Branch Office located at 49 W. Main Street, Mt. Sterling, KY.

This site is designed for U.S. residents only.  The services offered within this site are offered exclusively through our U.S. registered representatives.  LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services are available in every state. 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by Any Government Agency Not a Bank Deposit