TOP 30 Estate planning services in Franklin, Tennessee

189 results found

Jeremy Sweeney - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8086 Berry Farms X-ing, Franklin, Tennessee, United States. Jeremy Sweeney holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services to individuals looking to secure their financial future, including wealth transfers, federal taxation, and retirement planning for domestic partners. Jeremy Sweeney is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals.

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.

Joe Creecy is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Joe Creecy holds multiple 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 Joe Creecy's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Joe Creecy is dedicated to providing high-quality financial advice and services to clients, including veterans and military personnel. Contact Joe Creecy at Ameriprise Financial Services, LLC for comprehensive and personalized wealth management solutions.

Nick Stamatis is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Nick holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Nick is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continued education, Nick is committed to helping clients achieve their financial goals.

Raymond James Financial Services is a well-established finance institution located at 3326 Aspen Grove Drive in Franklin, Tennessee, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, Raymond James is dedicated to helping clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James Financial Services is a trusted partner for individuals and businesses seeking sound financial guidance.

Wakefield Wealth Management - UBS Financial Services Inc. is a renowned finance institution located at 6100 Tower Circle in Franklin, Tennessee, United States. Specializing in wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, Wakefield Wealth Management - UBS Financial Services Inc. provides personalized investment strategies tailored to meet each client's unique needs. Whether you are planning for retirement, saving for education, or growing your wealth, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and success.

The Legacy Group - UBS Financial Services Inc. is a prestigious finance institution located at 6100 Tower Circle in Franklin, Tennessee, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their legacy for future generations. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust The Legacy Group - UBS Financial Services Inc. to provide you with personalized financial solutions tailored to your unique needs.

Peter Smith - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 725 Cool Springs Boulevard, Franklin, Tennessee, United States. Peter Smith holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a strong focus on ethical practices and continuing education, Peter Smith offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need advice on investment opportunities, insurance products, or estate planning, Peter Smith is a trusted financial advisor who can help you achieve your financial goals.

Drew Britt is a financial advisor at Ameriprise Financial Services, LLC located at 751 Cool Springs Boulevard, Franklin, Tennessee, United States. Drew Britt 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®. Drew Britt specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a strong commitment to ethics and continuing education, Drew Britt is dedicated to helping clients achieve their financial goals and secure their financial future.

Matt Robins - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 751 Cool Springs Boulevard, Franklin, Tennessee, United States. The institution offers a range of certifications and designations 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 cover a variety of topics such as asset management, retirement planning, estate planning, investment analysis, and more. The institution aims to provide comprehensive financial planning services to individuals and businesses, ensuring that clients receive expert advice and guidance tailored to their specific needs.

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.

Vance Lahey - Financial Advisor, Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard, Franklin, Tennessee, United States, offers a wide range of financial services to individuals seeking expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. Vance Lahey holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to upholding high ethical standards and providing clients with comprehensive financial solutions tailored to their specific needs. With expertise in areas such as portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and estate planning, Vance Lahey is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Vance Lahey - Financial Advisor, Ameriprise Financial Services, LLC, is equipped to provide you with the guidance and support you need to secure your financial future.

Nolan Phillips, a Financial Advisor at Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard in Franklin, Tennessee, offers a wide range of financial services to help individuals achieve their investment goals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Nolan Phillips is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. The institution also offers specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. With a focus on comprehensive financial planning, Nolan Phillips is dedicated to helping clients make informed decisions to secure their financial future.

Tate Lamastus is a financial advisor at Ameriprise Financial Services, LLC located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Tate 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®. Tate is also a Certified Military Financial Advisor® (CFMA®) and specializes in providing financial advice to veterans, active duty, Reserve, National Guard, and their families. Tate is dedicated to helping individuals with asset management, retirement planning, estate planning, investment strategies, risk management, and other financial needs. With a commitment to ethics and ongoing education, Tate provides comprehensive and personalized financial solutions to clients.

David Wuller, a Financial Advisor at Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard in Franklin, Tennessee, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, David Wuller is dedicated to providing expert advice and guidance in asset management, estate planning, retirement planning, and investment strategies. With a focus on professionalism and ethics, David Wuller ensures that clients receive personalized financial solutions tailored to their specific needs. Contact David Wuller today to take the first step towards achieving your financial goals.

Pivotal Financial & Insurance Services is a leading finance institution located at 730 Cool Springs Boulevard in Franklin, Tennessee, United States. We specialize in providing a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Southern Immigration Services is a reputable institution located at 1274 West Main Street in Franklin, Tennessee, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch services to individuals and businesses in need of immigration-related financial assistance. Whether you are looking for help with tax preparation, financial planning, or other accounting services, Southern Immigration Services is here to help you navigate the complex world of immigration finance. Contact us today to learn more about how we can help you achieve your financial goals.

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.

The Honeysuckle is a charming bar and restaurant located at 1770 Galleria Boulevard in Franklin, Tennessee. Known for its warm and inviting atmosphere, The Honeysuckle offers a diverse menu of delicious food and handcrafted cocktails. Whether you're looking for a casual spot to grab a bite with friends or a cozy date night destination, The Honeysuckle has something for everyone. Come experience the unique flavors and friendly service that make The Honeysuckle a favorite among locals and visitors alike.

Solomon D. Gilliam, P.C. is a reputable law firm located at 595 Hillsboro Road in Franklin, Tennessee, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to clients in need of expert representation. With a focus on integrity, professionalism, and client satisfaction, Solomon D. Gilliam, P.C. is committed to achieving the best possible outcomes for each individual case. Whether you are facing a criminal charge, dealing with a family law matter, or in need of estate planning assistance, the experienced team at Solomon D. Gilliam, P.C. is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Michael Smallbone, Esq. is a reputable law firm located at 330 Mallory Station Road in Franklin, Tennessee, United States. Specializing in various areas of law, including but not limited to, family law, estate planning, and business law, Michael Smallbone, Esq. provides expert legal services to clients in need. With a strong dedication to achieving favorable outcomes for their clients, the firm is known for its professionalism, integrity, and commitment to excellence. Whether you are facing a legal dispute or need assistance with legal matters, Michael Smallbone, Esq. is here to help. Contact them today to schedule a consultation with an experienced lawyer.

Mezera Law Office is a reputable legal institution located at 1284 West Main Street in Franklin, Tennessee. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, Mezera Law Office is here to help. With a commitment to excellence and a passion for justice, our lawyers strive to achieve the best possible outcomes for our clients. Schedule a consultation with us today to discuss your legal needs.

Smallbone & Associates PLLC is a reputable law firm located at 330 Mallory Station Road in Franklin, Tennessee. Specializing in a wide range of legal services, including estate planning, real estate law, and business law, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Smallbone & Associates PLLC is the go-to firm for all your legal needs in the Franklin area.

Cobb Law Group, LP is a reputable law firm located at 2550 Meridian Boulevard in Franklin, Tennessee, United States. With a team of experienced attorneys, they provide a wide range of legal services to clients in the area. Specializing in various practice areas such as business law, real estate law, and estate planning, Cobb Law Group, LP is dedicated to providing personalized and effective legal solutions for their clients. Their commitment to excellence and client satisfaction sets them apart as a trusted legal partner in the community.

Heldman Law is a reputable law firm located at 218 4th Avenue North in Franklin, Tennessee, United States. Specializing in various legal matters, their team of experienced lawyers provides expert counsel and representation to clients in need. With a commitment to professionalism and integrity, Heldman Law is dedicated to delivering top-notch legal services tailored to meet the unique needs of each individual client. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Heldman Law is here to help you navigate the complexities of the legal system with confidence and peace of mind.

The Nesheiwat Law Group is a reputable law firm located at 1224-B Columbia Avenue in Franklin, Tennessee, United States. Specializing in various legal matters, the firm is known for its dedicated team of experienced lawyers who provide expert guidance and representation to clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, The Nesheiwat Law Group is committed to delivering top-notch services tailored to meet your specific needs. With a focus on professionalism and client satisfaction, this institution is a trusted choice for legal assistance in the Franklin area.

Jon D Curtis is a lawyer located at 2020 Fieldstone Parkway in Franklin, Tennessee, United States. He is a member of the Tennessee Bar Association and the Community Association Institute. If you need to make a payment, you can mail checks to the address: 2020 Fieldstone Parkway, Suite 900-92, Franklin, TN 37069 or drop them off at the UPS Store #3371 in the Publix Shopping Center. The drop box is open Monday to Friday from 8 a.m. to 6:30 p.m., Saturday from 9 a.m. to 3:00 p.m., and Sunday from 11 a.m. to 4 p.m. Please note that the use of the website does not constitute legal advice or form an attorney/client relationship. For payoff requests, you can email [email protected] with the required information. Jon D Curtis typically provides payoff within 48 hours.

Vulcan Legal Group LLC is a reputable finance and law firm located at 725 Cool Springs Boulevard in Franklin, Tennessee, United States. With a team of experienced lawyers and financial experts, we provide top-notch legal and financial services to our clients. Our expertise in various areas of law and finance enables us to assist individuals and businesses with a wide range of legal and financial matters. Whether you need help with estate planning, business transactions, or financial planning, Vulcan Legal Group LLC is here to provide you with expert guidance and support. Contact us today to schedule a consultation and see how we can help you achieve your legal and financial goals.

Cadence Cool Springs Apartments is a real estate agency located at 200 Resource Parkway in Franklin, Tennessee, United States. Our apartments offer a variety of floor plans to suit every individual, with gourmet kitchens, open-concept layouts, and impressive amenities such as a year-round saltwater swimming pool, urban-industrial style clubhouse, and business center. Choose from one-, two-, or three-bedroom homes, some of which include a built-in desk and flexible home office space. Stay active with our fitness center and independent yoga/spin studio. Our convenient location is within walking or biking distance to work, shopping, and dining, with nearby attractions like Nissan HQ, Williamson Medical Center, and Liberty Park. We're also just a short drive from historic Downtown Franklin and Cool Springs Galleria, with easy access to I-65 for quick trips to Brentwood, Berry Hill, and Nashville. If you can't find what you're looking for at Cadence Cool Springs, be sure to check out our nearby communities for more options. Stay up to date with industry news, community living advice, home decorating tips, and more with our informative articles. Make your dream home near Cool Springs Galleria a reality with Cadence Cool Springs Apartments.

Simmons Ridge is a prestigious institution located at 3067 Orangery Drive in Franklin, Tennessee, United States. Our institution is known for its commitment to academic excellence and providing a nurturing environment for students to thrive. With state-of-the-art facilities and a dedicated faculty, Simmons Ridge offers a comprehensive education that prepares students for success in their future endeavors. Join us at Simmons Ridge and unlock your full potential today.