Customized investment strategy in Franklin, Tennessee

1st Franklin Financial is a reputable financial institution located at 696 Nashville Pike in Gallatin, Tennessee. We offer a wide range of financial services to meet the needs of our customers, including personal loans, debt consolidation, and financial planning. Our experienced team of professionals is dedicated to providing personalized and efficient service to help our clients achieve their financial goals. Whether you need assistance with a large purchase or unexpected expenses, 1st Franklin Financial is here to help. Visit us today to learn more about how we can assist you with your financial needs.

1st Franklin Financial is a reputable finance institution located at 641 President Place in Smyrna, Tennessee, United States. We offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you need a personal loan, debt consolidation, or assistance with managing your finances, our experienced team is here to help. With a commitment to excellent customer service and competitive rates, 1st Franklin Financial is a trusted partner for all your financial needs. Visit us today to learn more about how we can assist you in reaching your financial goals.

U.S. Bancorp Investments - Financial Advisors: Steve Below is a reputable finance institution located at 2040 Mallory Lane in Franklin, Tennessee, United States. With a focus on providing expert financial advice and guidance, their team of experienced professionals, led by financial advisor Steve Below, is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, U.S. Bancorp Investments is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help secure your financial future.

Merrill Lynch Financial Advisor Jason Daniel Patrick, located at 341 Cool Springs Boulevard in Franklin, Tennessee, offers personalized financial services to help clients achieve their goals. With a team of experienced professionals supported by the global resources of Merrill, they focus on building strong client relationships based on trust and personalized service. Their advisors have received recognition from financial industry publications, setting the standard for exemplary client service. Whether it's planning for retirement, saving for a home, or funding a child's education, they start by listening to understand your priorities and goals. Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can customize a financial approach tailored to your needs. As your life and goals change, they will help you stay on track and adjust your approach accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Let Merrill Lynch Financial Advisor Jason Daniel Patrick help you achieve your financial goals and navigate the complexities of your financial life.

Mutual of Omaha® Advisors - Nashville, located at 830 Crescent Centre Drive in Franklin, Tennessee, is a finance and insurance agency dedicated to developing talented individuals in the field. Our comprehensive advisor training program is designed to provide a graduate school education in entrepreneurship, equipping our advisors with the knowledge and tools needed to succeed as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to help our advisors gain exposure and build their digital brand, along with a world-class CRM and extensive resources to support their business growth. Our work environment prioritizes work-life balance and offers opportunities for career advancement within one company, including the possibility of managing and growing a team.

Truist is a financial institution located at 1109 Murfreesboro Road in Franklin, Tennessee, United States. We offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, and mortgage products. Our affiliates, including Truist Bank, Truist Investment Services, and McGriff Insurance Services, provide expert advice and solutions to meet your financial needs. Our team of professionals at Truist Advisors are here to assist you with personalized financial planning and wealth management. Please note that all communications and documents will be provided in English, and we offer translation services for customers with Limited English Proficiency. Visit us today to see if you're pre-qualified for a Truist credit card or to find the right loan for your needs.

Pinnacle Financial Partners is a leading financial institution located at 216 South Royal Oaks Boulevard in Franklin, Tennessee. As a full-service bank, Pinnacle offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing exceptional customer service and innovative financial solutions, Pinnacle is dedicated to helping individuals and businesses achieve their financial goals. Whether you need to withdraw cash from an ATM or open a new account, Pinnacle Financial Partners is here to serve you.

Jeff East - Raymond James is a reputable finance institution located at 128 Franklin Road in Brentwood, Tennessee, United States. With a strong commitment to providing personalized financial solutions, the team at Jeff East - Raymond James offers a wide range of services including investment planning, retirement planning, and wealth management. Clients can expect expert advice and guidance tailored to their individual financial goals and needs. Trust in Jeff East - Raymond James for all your financial planning needs.

Ameriprise Financial is a well-established finance institution located at 412 Main Street in Franklin, Tennessee, United States. With a strong reputation for providing personalized financial planning and investment services, Ameriprise Financial helps individuals and families achieve their financial goals and secure their financial future. Their team of experienced financial advisors offers a wide range of services, including retirement planning, investment management, insurance, and estate planning. Whether you are looking to build wealth, save for the future, or protect your assets, Ameriprise Financial can help you create a customized financial plan tailored to your unique needs and objectives. Visit their office in Franklin today to start planning for a brighter financial future.

Merrill Lynch Financial Advisor Kevin E Reid is located at 341 Cool Springs Boulevard, Suite 200, Franklin, Tennessee, United States. As a finance institution, Merrill Lynch is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Kevin Reid focuses on personalized wealth management strategies tailored to your goals and priorities, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a team of experienced individuals, Merrill Lynch Wealth Management aims to build strong client relationships based on trust and personalized service. Kevin Reid believes that financial success can be achieved by making investment decisions that align with your goals and preferences. By utilizing the Investment Personality Assessment, Merrill can customize a financial approach to help you pursue what matters most to you. The team at Merrill Lynch Wealth Management will work with you to develop a plan to manage, grow, and preserve your wealth while considering your long-term financial needs. Kevin Reid is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and it's important to consult legal and tax advisors before making any financial decisions. Let Merrill Lynch Wealth Management help you achieve your financial goals and live your best financial life.

Retirement Solutions Group is a finance institution located at 101 Southeast Parkway Court in Franklin, Tennessee, United States. Serving Middle Tennessee and beyond, RSG's mission is to provide individuals and families with innovative financial strategies and solutions that result in clarity, security, and overall financial health. The institution offers custom-tailored financial plans to meet short and long-term needs, with a goal to help clients realize their retirement dreams through creative solutions. The team at Retirement Solutions Group includes professionals like Amy Hall, Tom Elmlinger, David McKnight, Nathan Abbott, Michael, Matt Bryant, and Keith Gangl, each bringing their expertise to provide trusted guidance and support to clients. The institution is committed to building lifelong relationships with clients, offering transparent processes, and ongoing support to help clients achieve financial independence. Additionally, RSG has partnered with Gradient Gives Back non-profit foundation to give back in a meaningful way to the community.

Scott Ewing - Regions Financial Advisor is located at 329 Franklin Road in Brentwood, Tennessee, United States. As a Financial Advisor for Regions Investment Solutions, Scott Ewing is dedicated to helping clients not only with their immediate financial needs, but also in developing a comprehensive strategy to achieve long-term financial goals. With a focus on personalized solutions, Scott aims to make the journey towards financial success as easy as possible for each client. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank.

Elevated Wealth Management is a finance institution located at 256 Seaboard Lane in Franklin, Tennessee. Specializing in helping clients unlock their dream retirement, our team of Chartered Financial Consultants will work closely with you to create a customized plan tailored to your unique goals and financial situation. Worried about running out of money in retirement? Our strategies ensure your financial security, providing peace of mind for you and your loved ones. We can help you maximize your Social Security benefits and create a diversified investment portfolio designed to meet your income and growth objectives while minimizing risk. Let us help you safeguard your legacy and enjoy your retirement to the fullest while we handle the financial complexities. Please note that the content of our website is for informational purposes only and investments involve risk. Our Registered Investment Advisors act as fiduciaries for all clients, ensuring we always act in your best interests. Contact us today to start your path to retirement bliss with Elevated Wealth Management.

Garrett Wealth Management, LLC is a premier financial institution located at 725 Cool Springs Boulevard in Franklin, Tennessee, United States. Specializing in wealth management services, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies and exceptional customer service, Garrett Wealth Management, LLC is committed to providing top-notch financial guidance and support to individuals and families seeking to build and protect their wealth. Contact us today to learn more about how we can help you reach your financial objectives.

Haumschilt Wealth Team, located at 801 Crescent Centre Drive in Franklin, Tennessee, is a finance institution dedicated to helping individuals achieve financial independence. Their unique process involves getting to know each client personally and developing customized financial plans to help them reach their goals. The team at Haumschilt Wealth Team focuses on doing what is right for their clients and is committed to guiding them every step of the way. They offer services in insurance, estate planning, lifetime income, tax strategies, and tailored asset allocation investment strategies. With access to leading experts in tax and estate planning, as well as cutting-edge software for tracking financial plans in real time, clients can feel confident in their financial future. Haumschilt Wealth Team is affiliated with SageSpring Wealth Partners and Raymond James Financial Services, providing clients with a comprehensive range of financial services. Their dedication to client success has earned them recognition in the Forbes ranking of Best-In-State Wealth Advisors and Chairman's Council Ranking. Contact Haumschilt Wealth Team today to start planning for a secure financial future.

New Day IRA is a finance institution located at 3326 Aspen Grove Drive in Franklin, Tennessee, United States. We believe in empowering investors to take control of their retirement funds by allowing them to invest in a wide range of options, including real estate, gold, and silver. With features such as checkbook control, asset protection, and high contribution limits, we offer a flexible and accessible way for individuals to secure their financial future. At New Day IRA, we prioritize client relationships and strive to provide the highest level of expertise and customer service. Our team is dedicated to staying up-to-date on all changes that could impact self-directed retirement accounts, ensuring that our clients have every advantage available to them. We aim to exceed our clients' expectations by offering customized professional services at a fair price.

Merrill Lynch Financial Advisor Rob Cook, located at 201 Franklin Road in Brentwood, Tennessee, offers insights, observations, and ideas to help clients pursue their financial goals. With 25 years of experience in the financial industry, Rob focuses on investment planning and wealth management for families, corporate executives, business owners, and those approaching retirement. He holds various certifications and registrations, including being a CERTIFIED FINANCIAL PLANNER professional. Rob is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. His team works to understand each client's goals and priorities, providing customized financial approaches to help achieve those goals. By staying active in the community and volunteering, Rob exemplifies his commitment to helping clients reach their financial aspirations. With access to investment insights and banking solutions, Rob works with clients to develop personalized plans that address their financial needs. Through ongoing reviews and adjustments, Rob helps clients stay on track to achieve their financial goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Financial Advisor Rob Cook.

Merrill Lynch Financial Advisor Daniel Greaves is a finance institution located at 341 Cool Springs Boulevard, Franklin, Tennessee, United States. With over a decade of experience in the financial services industry, Daniel Greaves focuses on developing personalized strategies and advice for individuals, families, and businesses to help them achieve their short and long-term financial objectives. As a graduate of Wheeling Jesuit University with a degree in Professional Communications, Dan holds the Financial Advisor title and is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the team, led by Daniel Greaves, provides personalized financial plans through the Merrill Personal Wealth Analysis™ program, tailored to each client's goals and priorities. By understanding each client's unique situation and goals, the team offers advice and guidance to help them make informed decisions, regardless of market conditions or life changes.

Merrill Lynch Wealth Management, located at 341 Cool Springs Boulevard in Franklin, Tennessee, is a leading finance institution offering a wide range of wealth planning services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. We provide personalized financial strategies based on years of combined knowledge and experience in wealth management. Our services go beyond traditional wealth planning advice, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, working closely with clients to understand their goals and create financial strategies to meet their long-term objectives. We are committed to giving back to our communities through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights and technology resources. Our advisors are dedicated to helping clients pursue their financial and life goals, preparing them for future challenges. Whether you are a seasoned investor or new to the financial world, Merrill Lynch Wealth Management offers training, mentoring, and technology to support your professional growth. With a focus on individually customized investment approaches and wealth management advice, we strive to enhance client relationships and help you achieve your financial goals. Please consult with your legal and tax advisors before making any financial decisions.

Edward Jones - Financial Advisor: Cari E Weaver is a reputable finance institution located at 218 4th Avenue North in Franklin, Tennessee, United States. As a dedicated financial advisor, Cari E Weaver provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Cari E Weaver is a trusted partner for individuals and families seeking expert financial guidance.

Edward Jones - Financial Advisor: Adam P Smith, AAMS™ is a trusted financial institution located at 311 South Royal Oaks Boulevard in Franklin, Tennessee, United States. Specializing in personalized financial planning and investment strategies, Adam P Smith, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, this institution is committed to guiding individuals towards financial success and security. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Adam P Smith, AAMS™ is here to provide expert advice and support every step of the way.

Philip M Watson Financial is a reputable finance institution located at 367 Riverside Drive in Franklin, Tennessee, United States. With a focus on providing personalized financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, we are here to assist you every step of the way. Trust Philip M Watson Financial for expert financial guidance and superior customer service.

Edward Jones - Financial Advisor: Mark A Leuellen is a reputable finance institution located at 1945 Mallory Lane in Franklin, Tennessee, United States. Mark A Leuellen is a trusted financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Mark A Leuellen is dedicated to helping individuals and families secure their financial future.

Andrew Lofton is a Financial Advisor located at 1206 Murfreesboro Road in Franklin, Tennessee, United States. As a part of Regions Investment Solutions, Andrew Lofton focuses on providing solutions for immediate needs as well as developing a comprehensive strategy to meet long-term financial goals. With a personalized approach, Andrew aims to make your journey towards financial success as easy as possible. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, while Regions Investment Management, Inc. provides investment advisory services. RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank.

Raymond James Financial Services is a reputable finance institution located at 106 Mission Court in Franklin, Tennessee, United States. With a focus on providing personalized financial services to individuals and businesses, Raymond James offers a wide range of investment and wealth management solutions. Their team of experienced financial advisors work closely with clients to develop customized financial plans tailored to their specific needs and goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Raymond James Financial Services is dedicated to helping you achieve financial success.

Merrill Lynch Financial Advisor Robert A Lauer, located at 341 Cool Springs Boulevard in Franklin, Tennessee, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. Through conversations, the advisor will help you identify and prioritize your most important goals, whether it's wealth transfer, financial customization, or advice and guidance. Drawing upon research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you achieve your goals. The team at Merrill Lynch will work with you to develop a personalized plan to manage, grow, and preserve your wealth, with access to investment insights and banking solutions. Your financial advisor's mission is to understand what matters most to you and help you pursue your goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and what you want to achieve. Regular check-ins and adjustments to your financial approach will help you stay on track to achieve what's most important to you. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and create a customized investment approach tailored to your needs and goals. With a dedicated Merrill advisor, you will have access to personalized investment strategies and comprehensive financial solutions from Bank of America. Whether you're planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Robert A Lauer is here to help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 201 Franklin Road in Brentwood, Tennessee, offers clients the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The financial advisors at the branch provide years of combined wealth management knowledge and experience, offering strategies to help clients preserve, grow, and distribute wealth. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services. The advisors are committed to client service and satisfaction, working with clients to create financial strategies tailored to their long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help them pursue personal and professional financial goals. The institution offers continuing professional training, mentoring, and technology for new and experienced advisors, as well as individually customized investment approaches and wealth management advice. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their unique financial goals. Customers are advised to consult their legal and tax advisors before making financial decisions, as investing involves risk. Additional information about products and services is available through the Client Relationship Summary. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and member of SIPC, offering investment products sponsored by affiliates of Bank of America Corporation. Insurance, annuity products, trust, fiduciary, and investment management services are also available through affiliated entities. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients can access FINRA's BrokerCheck for information about brokers and brokerage firms.

Ted Macri is a Financial Advisor at Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Ted Macri holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Ted Macri is dedicated to providing personalized and comprehensive financial solutions for his clients.

Tommy Doerfler - Raymond James is a finance institution located at 801 Crescent Centre Drive in Franklin, Tennessee, United States. With a focus on providing top-quality financial services, Tommy Doerfler - Raymond James offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing exceptional customer service and expert guidance in navigating the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Tommy Doerfler - Raymond James is committed to helping you make informed decisions and build a strong financial foundation.

Merrill Lynch Financial Advisor Ginger Moore, located at 201 Franklin Road, Brentwood, Tennessee, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to your changing needs over time. The mission is to understand you and your needs, asking thoughtful questions to create a personalized plan to help you pursue financial goals while managing investment risk. By focusing on potential solutions, the institution aims to turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop an approach tailored to your financial needs. Through the Investment Personality Assessment, Merrill gets to know you better as an investor to customize a financial approach that aligns with your goals and priorities. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what matters most to you. By understanding what matters most to you, Merrill Lynch Wealth Management Advisors can help you create a financial approach that reflects your personality and priorities. Together, let's work towards achieving your goals with a customized investment strategy.