BBB Accredited Business Profile

Wheeler Financial Services, PLLC.

Wheeler Financial Services, PLLC.

(859) 219-2400

Wheeler Financial Services, PLLC.

12 years in business
535 Wellington Way
Suite 240
Lexington, KY 40503
BBB File Opened: 10/05/2011
Business Started: 01/01/2005
Business Incorporated: 08/22/2006 in KY
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Pete Wheeler, Partner
Business Category
  • Accountants - Certified Public
  • Financial Planning Consultants
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • Risk Management
  • Business Consultants
  • Estate Planning & Management
  • Tax Return Preparation

Products & Services
This company offers Accountants,& Financial Investment Services.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Wheeler Financial Services, PLLC.

Wheeler Financial Services, PLLC.

BBB ACCREDITED SINCE 01/01/2013

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