TOP 10 Financial advice for seniors in Tennessee

28 results found

Edward Jones - Financial Advisor: G. Leslie Wright, CFP® is a reputable financial institution located at 444 Clinchfield Street in Kingsport, Tennessee, United States. As a Certified Financial Planner, G. Leslie Wright offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or managing your wealth, G. Leslie Wright and the team at Edward Jones are dedicated to helping you secure a stable financial future.

Ameriprise Financial, located at 108 West Main Street in Kingsport, Tennessee, is a finance institution that offers a wide range of certifications and designations for financial professionals. The institution provides courses and exams covering topics such as asset management, retirement planning, estate planning, and investment strategies. Some of the certifications offered by Ameriprise Financial include the AAMS™ certification for asset management, the ADPA™ designation for domestic partnership advising, the AEP® designation for estate planning, and the AIF® designation for investment fiduciary practices.

Allstate Personal Financial Representative: Carter Honeycutt is an insurance agency located at 1510 Bluff City Highway in Bristol, Tennessee, United States. As a trusted representative of Allstate, Carter Honeycutt offers a range of financial services to help clients protect their assets and plan for the future. With a focus on personalized service and tailored solutions, clients can feel confident knowing their financial needs are in good hands. Whether it's insurance coverage, retirement planning, or investment strategies, Carter Honeycutt is dedicated to helping individuals and families achieve their financial goals.

J. Mark Webb - Regions Financial Advisor is a finance institution located at 151 Major Reynolds Place in Knoxville, Tennessee, United States. J. Mark Webb is a trusted Financial Advisor with Regions Investment Solutions, dedicated to helping clients develop a comprehensive strategy to meet their long-term financial goals. With a focus on personalized solutions for immediate needs and long-term objectives, J. Mark Webb aims to make the journey toward financial success as easy as possible for clients. 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. This communication is for educational and general marketing purposes only, not as a recommendation for specific investments. Regions Bank, with the iconic LifeGreen logo and bike, is committed to providing convenient and secure financial services to clients. Please contact us with any questions or to schedule an appointment. Thank you for considering J. Mark Webb - Regions Financial Advisor for your financial needs.

Edward Jones - Financial Advisor: Ben Payne is a reputable financial institution located at 1053 Peerless Crossing in Cleveland, Tennessee, United States. As a trusted financial advisor, Ben Payne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ben Payne is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and wealth management. Contact Ben Payne today to schedule a consultation and start planning for a secure financial future.

Senior Consulting Financial Group, Inc. is a reputable finance and insurance agency located at 202 South Maple Street in Covington, Tennessee, United States. With years of experience in the industry, our team of experts provides personalized financial consulting services to seniors looking to secure their financial future. Whether you are planning for retirement, investing in insurance policies, or seeking advice on managing your assets, our dedicated professionals are here to help. Trust Senior Consulting Financial Group, Inc. to guide you towards a secure and prosperous financial future.

Seniors Financial Guidance is a trusted finance institution located at 119 Dedham Court in Rockvale, Tennessee, United States. Our dedicated team specializes in providing tailored financial advice and guidance to seniors, ensuring they make informed decisions about their money management and investment options. Whether you are planning for retirement, looking to maximize your savings, or need assistance with estate planning, our experts are here to help. Trust Seniors Financial Guidance to help you navigate the complexities of financial planning in your golden years.

Edward Jones - Financial Advisor: Amanda A White is a trusted financial institution located at 200 Chickasaw Ridge Drive in Oakland, Tennessee, United States. Specializing in personalized financial planning and investment services, Amanda A White is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, this institution offers comprehensive financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Amanda A White is committed to helping you secure a strong financial future.

Merrill Lynch Financial Advisor Tom Williams, located at 6060 Poplar Avenue in Memphis, Tennessee, is a finance institution supported by the global resources of Merrill. The team is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Tom Williams focuses on understanding your family, goals, and priorities, adapting as they change over time. Through conversations, personalized plans, and the Investment Personality Assessment, the team works to help you pursue your most important financial goals. Whether planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch is committed to developing a customized approach to address your unique financial needs. With access to investment insights and banking solutions, the team will help you manage, grow, and preserve your wealth for the future. By regularly reviewing your goals and progress, adjustments can be made to keep you on track. The team at Merrill Lynch takes pride in making your needs a priority, providing advice and guidance to help you plan for the retirement you envision. Through the Merrill Personal Wealth Analysis™ and ongoing support, the team will work with you to develop a personalized plan centered on your goals. With a focus on building a customized investment approach to address your needs and pursue your goals, Merrill Lynch is dedicated to putting you first every day.

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.

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.

Merrill Lynch Financial Advisor J Brett Whitmore, located at 120 East Main Street in Murfreesboro, Tennessee, is a finance institution that believes in building strong relationships through teamwork and involvement. The Gattis Whitmore Group provides personalized wealth management services, connecting your personal goals with financial strategies tailored to your unique concerns and goals. Their investment approach is centered around the investor, focusing on retirement income planning, education funding, and wealth transfer. The team at The Gattis Whitmore Group is committed to helping you achieve your financial goals by offering advice and guidance that is centered on what's important to you. They believe in transparency, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America to help you plan for your financial future. Their team of experienced individuals is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Brian Holladay, located at 6060 Poplar Avenue in Memphis, Tennessee, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. As a Senior Resident Director and Wealth Management Advisor, Brian Holladay focuses on understanding your family, goals, and priorities to create a customized financial approach that evolves with you over time. By starting with a conversation to identify your most important goals, the team at Merrill Lynch helps you make investment decisions that align with your values and aspirations. Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can tailor a plan to help you pursue your unique financial objectives. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch can provide advice and guidance to help you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is committed to helping you manage, grow, and preserve your wealth for the long term. By regularly reviewing your progress and making adjustments as needed, they strive to keep you on track to achieve what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors work with you to develop a customized approach that addresses your needs and helps you pursue your goals. Whether you're seeking guidance on retirement planning, investment strategies, or financial decision-making, Merrill Lynch Financial Advisor Brian Holladay is dedicated to helping you navigate the complexities of your financial life and build a secure future.

Welcome to Michael Jenkins - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 371 Fountain View Circle, Alcoa, Tennessee. As a dedicated and experienced financial advisor, Michael Jenkins is committed to helping you achieve your financial goals through personalized and comprehensive wealth management strategies. Michael holds an impressive array of certifications, ensuring that you receive expert guidance tailored to your unique financial situation. His credentials include the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. Each designation represents a commitment to excellence and a deep understanding of various financial planning aspects, from asset allocation and estate planning to retirement strategies and investment opportunities.

Western & Southern Life Insurance Company is an insurance agency located at 300 Professional Park Drive in Kingsport, Tennessee, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and tailored solutions can help you navigate through the many options available to you. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. We are committed to helping you evaluate your financial goals and learn more about family finances and money management to achieve your dreams.

Bledsoe Pam is a reputable dentist institution located at 1700 Pinebrook Drive in Kingsport, Tennessee, United States. Specializing in providing top-notch dental care, Bledsoe Pam offers a wide range of services to ensure the oral health and well-being of their patients. With a team of experienced and skilled professionals, patients can expect personalized and compassionate care in a comfortable and welcoming environment. Whether you need a routine check-up, cleaning, or more complex dental treatments, Bledsoe Pam is dedicated to helping you achieve a healthy and beautiful smile.

The Tipton Team - Benchmark Home Loans is a finance institution located at 4138 Bristol Highway in Johnson City, Tennessee, United States. Led by Senior Mortgage Planner Jonathan Tipton, the team is dedicated to helping individuals take the first step towards owning their new home by getting pre-approved for a mortgage. Licensed in multiple states including TN, AR, VA, FL, GA, SC, and OH, the institution offers a transparent mortgage loan process with a custom-built tool to guide clients from finding a loan officer to receiving the keys to their new home. Jonathan Tipton also provides valuable insights through his blog on market trends, mortgage tips, and the financial benefits of homeownership. With a team of industry professionals, the institution focuses on providing personal service, competitive rates, and efficient loan processing based on Benchmark Core Values. To get started on your home buying journey, contact Jonathan Tipton at 423-491-5405 or visit their office in Johnson City.

Edward Jones is a well-established financial institution located at 114 East Main Street in Kingsport, Tennessee, United States. With a focus on personalized service and long-term financial planning, Edward Jones offers a wide range of investment options and financial services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, the experienced advisors at Edward Jones are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Visit us today to start planning for a secure financial future.

Neal Wandell - State Farm Insurance Agent is an insurance agency located at 2685 Boones Creek Road in Johnson City, Tennessee, United States. Situated across the street from the Brightridge and Cracker Barrel in Boones Creek, Neal Wandell is a U.S. Air Force Veteran with a strong work ethic and a commitment to serving both his country and community. With a highly experienced team, Neal Wandell State Farm Agency offers a range of insurance coverage options to meet the needs of individuals at every stage of life. The agency specializes in auto insurance, homeowners insurance, renters insurance, life insurance, business insurance, and more. The team at Neal Wandell State Farm is dedicated to building relationships, providing personal service, and helping customers prepare for life's unexpected events. The agency has received multiple awards for excellence and is actively involved in the local community, including membership in The Rotary Club of Johnson City. Whether you need assistance with insurance or financial services, Neal Wandell and his team are ready to help you plan for the future and protect your assets. Contact them today for personalized service and expert advice.

Nicholas Maclellan, Bankers Life Agent is an insurance agency located at 1301 Riverfront Parkway in Chattanooga, Tennessee, United States. Specializing in life insurance, this institution offers personalized and comprehensive insurance solutions to meet the needs of individuals and families. With a focus on financial security and peace of mind, Nicholas Maclellan provides expert advice and guidance to help clients protect their loved ones and plan for the future. Whether you are looking for term life, whole life, or other insurance products, this agency is dedicated to providing top-notch service and support to ensure that you have the coverage you need.

Bank of America Private Client Advisor John Murfee is located at 222 2nd Avenue South in Nashville, Tennessee. John Murfee, a Senior Vice President, offers personalized financial guidance to business owners, corporate executives, and high-net-worth families in the Southeast. With decades of experience in finance, John helps clients manage sudden liquidity events such as selling a business or receiving an inheritance. He focuses on preserving wealth for future generations and building strong relationships with his clients. John joined Bank of America Private Bank in 2014 and holds a bachelor's degree in economics from Vanderbilt University. He is passionate about conservation and is actively involved in the community, serving on the board of Operation StandDown Tennessee. John and his wife have two sons, one of whom is a surgical resident and the other a minor league baseball pitcher.

Protective Life Corporation is an insurance agency located at 1620 Westgate Circle in Brentwood, Tennessee, United States. As a leading provider of insurance products and services, Protective Life Corporation offers a wide range of coverage options to help individuals and families protect their financial futures. With a commitment to innovation and customer service, the institution strives to provide personalized solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment products, Protective Life Corporation is dedicated to helping you secure a brighter tomorrow.

Heartland Retirement Group is an insurance agency located in Murfreesboro, Tennessee, United States. Specializing in retirement planning, they offer a range of insurance options to help individuals secure their financial future. With a focus on personalized service and expert advice, Heartland Retirement Group is dedicated to helping clients navigate the complexities of retirement planning with ease and confidence. Visit their office at 1639 Medical Center Parkway to learn more about how they can help you achieve your retirement goals.

Caroline Lee, Bankers Life Agent is a trusted insurance agency located at 308 North Peters Road in Knoxville, Tennessee. As a dedicated Bankers Life agent, Caroline Lee provides personalized insurance solutions to meet the unique needs of each client. With a focus on customer service and expertise in the insurance industry, Caroline Lee is committed to helping individuals and families protect their financial future. Contact Caroline Lee, Bankers Life Agent today to discuss your insurance needs and receive personalized guidance and support.

New American Funding - Bryce Sellers is a finance institution located at 1606 Schaeffer Road in Knoxville, Tennessee, United States. Bryce Sellers, a Senior Loan Consultant, is dedicated to providing excellent customer service and unbiased advice to help individuals achieve their dream of homeownership. The institution offers the Pathway to Homeownership initiative, providing up to $8,000 in assistance to qualified borrowers in select areas. This program, along with NAF Cash, aims to support first-time homebuyers in realizing their homeownership goals. Reviews praise Bryce's knowledge, kindness, and efficiency in making the home purchase process seamless. For expert advice on refinancing or mortgage payments, New American Funding is the go-to institution. Contact them for assistance or visit their corporate office in Tustin, CA for any complaint resolution.

Bank of America Private Client Advisor Heather R Barbour, located at 222 2nd Avenue South in Nashville, Tennessee, is a finance institution led by Senior Vice President and Private Client Advisor Heather Barbour. With 24 years of experience in the financial services industry, Heather and her team of professionals specialize in providing customized lending, investment management, and wealth and estate planning strategies for high-net-worth families, entrepreneurs, executives, and multi-generational families. Heather Barbour and her team work closely with clients to understand their needs and goals before creating personalized strategies to meet their financial objectives. As part of Bank of America Private Bank, they offer a personalized approach and draw on the resources of Bank of America to help clients navigate the complexities of managing significant wealth, whether it be preserving and sharing wealth, building philanthropic legacies, or planning for future growth.

Rockefeller Capital Management, located at 2550 Meridian Boulevard in Franklin, Tennessee, is a prestigious finance institution that has been serving families, individuals, institutional investors, and corporations for over seven generations. With a commitment to innovation and personalized service, Rockefeller Capital Management offers independent, strategic business advice and guidance to private and public companies through a team of senior investment bankers. Drawing on over 140 years of experience working alongside the Rockefeller family, the institution is dedicated to delivering the future of financial services to its clients. The talented and experienced team at Rockefeller Capital Management approaches each challenge with creativity and care, ensuring that clients receive the highest level of service. With a focus on growth and innovation, Rockefeller Capital Management continues to expand its national wealth management presence and explore new opportunities in the finance industry.

Welcome to State Farm - Tabatha Smith, your trusted insurance agency located in the heart of Downtown LaFollette, Tennessee, at 102 North 5th Street, within the historic Fleet Building. Since 1955, our office has proudly served the communities of Campbell County, including LaFollette, Jacksboro, Speedwell, Lake City, Caryville, Jellico, Duff, White Oak, Clairfield, Newcomb, Harrogate, Pioneer, Tazewell, and Norris Lake. With over a century of combined experience in the insurance industry, our dedicated team is committed to providing exceptional service tailored to your individual needs. Our expertise and dedication have earned us prestigious accolades such as the Senior Vice Presidents Club and Ambassador Club, as well as recognition as a State Farm Top 100 New Agent Program qualifier in 2014.