Financial analysis and planning in Tennessee

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.

Merrill Lynch Financial Advisor Jake T Embry is a finance institution located at 201 Franklin Road, Brentwood, Tennessee, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. Our experienced team collaborates with you to develop a personalized investment strategy tailored to your lifestyle goals, taking into account your objectives, time horizon, liquidity needs, and risk tolerance. We believe in achieving financial success by making investment-related decisions that align with your goals. Recognized by Forbes as "Best-in-State Wealth Advisors," our team is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, we are dedicated to helping you achieve your financial goals and stay on track, regardless of market fluctuations. Our focus is on getting to know you personally so we can create a financial approach that reflects your priorities and helps you address changes in the market and in your life. Let us work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Christine Cash is a prestigious finance institution located at 201 Franklin Road in Brentwood, Tennessee, United States. The team at Merrill Lynch is comprised of industry professionals with diverse skill sets and educational backgrounds, dedicated to supporting clients' full financial needs throughout their lives. With a commitment to ongoing education, the team holds numerous industry certifications and designations to provide clients with expert guidance for generations to come. From retirement strategies to IPO support, Merrill Lynch offers access to specialists and resources for clients' varied goals, no matter how complex. The institution delivers a well-defined process for effective wealth management and client service, setting and exceeding expectations from day one. By working closely with clients to identify and define their goals, Merrill Lynch creates a personalized financial strategy that reflects their investment style and life plan. The team is committed to helping clients address their financial goals at every stage of life, whether focused on growing, preserving, or transferring wealth. With years of experience and insight into market fluctuations, Merrill Lynch develops a personalized investment strategy to pursue clients' lifestyle goals, taking into account their objectives, time horizon, liquidity needs, investment style, and risk tolerance. The institution has received recognition from financial industry publications for exemplary client service, setting the standard for wealth management teams. Supported by the global resources of Merrill Lynch, the team is dedicated to building strong client relationships based on trust and personalized service. The focus of Merrill Lynch includes working closely with high-net-worth individuals and families, advising divorced and widowed women in navigating their financial futures, and supporting corporate retirement plans and business owners. Please note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.

Estate & Financial Strategies, Inc. is a trusted finance and insurance agency located at 750 Old Hickory Boulevard in Brentwood, Tennessee, United States. Our experienced team of professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their long-term goals. Whether you are looking to protect your assets, plan for retirement, or secure your family's financial future, Estate & Financial Strategies, Inc. is here to help. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

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.

Merrill Lynch Financial Advisor Jim Taylor, located at 222 2nd Avenue South in Nashville, Tennessee, is a finance institution dedicated to understanding your life priorities. They believe it's not just about markets and returns, but about what matters most to you and your family. By collaborating with you, they aim to create a personalized financial plan tailored to your goals and aspirations. Their mission is to truly understand you and your unique situation. By asking smart questions and listening carefully, they strive to create a comprehensive financial strategy that can help you pursue your personal goals while managing investment risk effectively. With a focus on your priorities, they provide the experience and resources needed to build a plan that aligns with the complexities of your life.

Southern Financial Research LLC is a finance institution located at 904 Tinnell Road in Mt. Juliet, Tennessee, United States. Specializing in financial research, this institution provides expert analysis and insights into the financial markets to help clients make informed investment decisions. With a team of experienced professionals, Southern Financial Research LLC offers a wide range of services tailored to meet the unique needs of each client. Whether you are an individual investor or a corporate entity, you can rely on this institution for accurate and timely financial information.

Raymond James Financial Services is a reputable financial institution located at 1950 Old Fort Parkway in Murfreesboro, Tennessee, United States. As a leading finance company, Raymond James offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James Financial Services is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James is here to help you navigate the complexities of the financial world.

Financial Wellness Solutions, LLC is a finance institution located at 303 Constitution Court in Smyrna, Tennessee, United States. We specialize in providing comprehensive financial wellness solutions to individuals and businesses. Our team of experts is dedicated to helping our clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to manage your investments, plan for retirement, or improve your financial literacy, Financial Wellness Solutions, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start your journey towards financial success.

Raymond James Financial Services is a finance institution located at 551 North Mount Juliet Road in Mt. Juliet, Tennessee, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Thomas Atkinson, located at 201 Franklin Road in Brentwood, Tennessee, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Thomas Atkinson can help you navigate today's changing market conditions and work towards achieving your financial aspirations. By participating in the community and volunteering with local organizations, Thomas Atkinson upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your specific goals. As a Merrill Lynch Wealth Management Advisor, Thomas Atkinson focuses on understanding your evolving needs and aspirations, providing guidance on various financial decisions such as retirement planning, education funding, and wealth transfer strategies. By utilizing the Investment Personality Assessment, Thomas Atkinson can tailor a financial approach that aligns with your unique preferences and goals. Regular check-ins and adjustments to your financial approach ensure that it remains in line with your changing life circumstances. With a commitment to putting your interests first, Thomas Atkinson aims to help you achieve your financial goals and navigate market fluctuations with confidence. Contact Thomas Atkinson to start building a customized investment approach that addresses your needs and helps you pursue your long-term objectives.

Merrill Lynch Financial Advisor Heather Downs, located at 201 Franklin Road, Brentwood, Tennessee, United States, is a reputable finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their “Best-in-State Wealth Management Teams” in 2024, the team at Merrill Lynch focuses on understanding your unique goals, priorities, and financial situation to create a personalized financial strategy tailored to your needs. By collaborating with you to define your goals and investment style, they aim to help you pursue your financial objectives at every stage of your life. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they can customize their approach to align with your values and preferences. With a commitment to staying on track and adapting to changes in your life and the market, Merrill Lynch Financial Advisor Heather Downs is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Thomas A Hall is a finance institution located at 201 Franklin Road, Brentwood, Tennessee, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with our clients to craft customized financial strategies to help them pursue their goals. We believe in involving our clients fully in planning for their financial future, starting with determining their investment style. By understanding individual goals and priorities, we can design comprehensive strategies to make the most of financial resources. With access to the investment insights of Merrill and the banking convenience of Bank of America, we offer potential strategies to grow, preserve, and distribute wealth.

Fortitude Fee-Only Financial Planning is a reputable finance institution located at 120 East Main Street in Murfreesboro, Tennessee, United States. Specializing in fee-only financial planning services, our experienced team is dedicated to helping individuals and families achieve their financial goals with transparency and integrity. Whether you are looking to create a comprehensive financial plan, manage your investments, or plan for retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to start building a strong financial future with Fortitude Fee-Only Financial Planning.

Raymond James Financial Services, located at 214 West College Street in Murfreesboro, Tennessee, is a reputable finance institution that offers a wide range of financial services to individuals and businesses. With a focus on personalized financial planning and investment strategies, Raymond James helps clients achieve their financial goals and secure their financial future. The experienced professionals at this institution are dedicated to providing top-notch financial advice and guidance to help clients make informed decisions about their money. Whether you are looking to invest for retirement, save for your child's education, or grow your wealth, Raymond James Financial Services can help you navigate the complex world of finance with confidence.

LPL Financial is a leading financial institution located at 805 South Church Street in Murfreesboro, Tennessee. With a strong presence in the United States, LPL Financial provides a wide range of financial services including investment advice, retirement planning, and wealth management. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit LPL Financial today to learn more about their services and how they can help you reach your financial objectives.

Ameriprise Financial: Lytle Elaine is a finance institution located in Murfreesboro, Tennessee, United States. With a focus on providing personalized financial planning services, Ameriprise Financial: Lytle Elaine helps clients achieve their financial goals through comprehensive investment strategies, retirement planning, and wealth management. With a commitment to excellence and a dedication to customer service, Ameriprise Financial: Lytle Elaine is a trusted partner in helping individuals and families secure their financial future.

Financial Partners Group LLC is a leading accounting and finance institution located at 607 Commons Drive in Gallatin, Tennessee, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax planning, bookkeeping, and investment advice. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Quest Financial Group LLC is a leading finance institution located at 716 South Church Street in Murfreesboro, Tennessee, United States. Specializing in financial planning, investment management, and wealth management services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Quest Financial Group LLC is here to provide expert guidance and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial success.

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 James T Gattis, located at 120 East Main Street in Murfreesboro, Tennessee, is a finance institution that is part of The Gattis Whitmore Group. The group believes in building strong relationships through teamwork and personalized involvement, offering access to global investment capabilities and banking convenience through Merrill and Bank of America. Their wealth management philosophy focuses on placing the investor at the center, offering customized investment approaches to address individual concerns and goals. The team follows Merrill's goals-based wealth management process to understand clients' investing preferences and financial resources needed to achieve specific goals such as retirement planning and wealth transfer. The Gattis Whitmore Group emphasizes the importance of planning for the financial future, providing personalized financial strategies using Merrill's investment insights and Bank of America's banking services. Their approach is transparent, focusing on potential risks and opportunities, and offering adjustments as needed to stay on track towards clients' goals. The team is comprised of experienced individuals committed to building trust-based client relationships, providing personalized service and tailored financial advice.

Hardin Valley Wealth Management - Ameriprise Financial Services, LLC is a reputable finance institution located at 2220 Award Winning Way in Knoxville, Tennessee, United States. They offer a wide range of financial services to help individuals and businesses manage their wealth effectively. With a team of experienced financial advisors, they provide personalized solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for investment advice, retirement planning, or estate planning, Hardin Valley Wealth Management can help you achieve financial success and security. Contact them today to schedule a consultation and start planning for a brighter financial future.

Paige Krause is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2220 Award Winning Way in Knoxville, Tennessee. With a focus on providing personalized financial planning and investment solutions, Paige is dedicated to helping clients achieve their financial goals. Ameriprise Financial Services, LLC is a trusted name in the finance industry, known for its expertise and commitment to client success. Contact Paige Krause today to start planning for your financial future.

WMG Financial Advisors: Bill Bergner is a finance institution located at 620 Mabry Hood Road Northwest in Knoxville, Tennessee, United States. They offer advisory services through WMG Financial Advisors, LLC, a registered investment advisor. With a focus on helping clients navigate the fluctuations of the securities market, they provide personalized financial advice to help mitigate investment risks and protect principal. Their commitment to transparency is evident through their disclosure page, where all relevant documents can be accessed. Trust WMG Financial Advisors: Bill Bergner to guide you towards financial success and security.

John Tucker is a financial advisor at Ameriprise Financial Services, LLC located at 4509 Papermill Drive Northwest in Knoxville, Tennessee. With background and qualification information available on FINRA's BrokerCheck website, John Tucker offers a Client Relationship Summary Disclosure to provide transparency to clients. Specializing in stock prices and market trends, John Tucker helps clients navigate the current bull market rally and plan for the future. Residents of specific states can benefit from John Tucker's expertise in securities business. The initial consultation with John Tucker offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial Services, LLC reminds clients that future financial results cannot be guaranteed. By abiding by the Ameriprise Financial Website Rules and Regulations, clients can trust in the professionalism and integrity of the institution. With a focus on privacy and security, Ameriprise Financial Services, LLC ensures the protection of client information. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and providing a secure online experience. Feel free to refer friends and family to John Tucker for personalized financial guidance.

Roger E Kiefer is a financial advisor at Ameriprise Financial Services, LLC located at 9724 Kingston Pike in Knoxville, Tennessee, United States. With a background and qualification information available on FINRA's BrokerCheck website, Roger E Kiefer offers a complimentary initial consultation to help clients work towards a more confident financial future. Specializing in investment products and services, Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Potential clients can expect a discussion on financial planning concepts during the initial consultation, with no written analysis or recommendations provided. Roger E Kiefer is only able to conduct securities business with residents of states in which he is properly registered, as listed on FINRA's BrokerCheck website. Clients can rest assured that their financial goals will be prioritized, with a focus on achieving positive results. The institution also offers a referral program for clients looking to help their friends or family members achieve their financial goals. For more information, clients can visit the Ameriprise Financial Services, LLC website for important disclosures, rules, and regulations.

Christen Elicia Kiefer is a financial advisor at Ameriprise Financial Services, LLC located at 9724 Kingston Pike in Knoxville, Tennessee, United States. Specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Christen helps clients achieve their financial objectives such as retirement planning, education savings, or major purchases. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive personalized advice. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have access to their investments and accounts from any device, ensuring secure and convenient monitoring of their financial health.

Bryce Hodge - Financial Advisor at Ameriprise Financial Services, LLC, located at 4509 Papermill Drive Northwest, Knoxville, Tennessee, United States, is a reputable finance institution. As part of Vantage Point Financial Planning, they have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. Bryce Hodge offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Bryce Hodge is registered in states where securities business is conducted and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Clients can trust in the expertise and dedication of the team at Ameriprise Financial Services, LLC.

Lori Miller - Financial Advisor at Ameriprise Financial Services, LLC is located at 4509 Papermill Drive Northwest, Knoxville, Tennessee, United States. As a finance institution, we offer personalized financial planning services to help you achieve your goals. Our initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations are provided at this stage. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. At Ameriprise Financial Services, LLC, we adhere to strict rules and regulations to ensure the security and privacy of our clients. We are a member of FINRA and SIPC, providing added protection for your investments. If you refer your friends or family members to us, we will reach out to them to discuss their financial goals.

Evan Roberts, a financial advisor at Ameriprise Financial Services, LLC, located at 4509 Papermill Drive Northwest in Knoxville, Tennessee, offers expert financial planning services. Evan Roberts is part of Vantage Point Financial Planning, recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. With a commitment to helping clients achieve their long-term financial goals, Evan Roberts and his team provide personalized advice and guidance. By staying focused on the positive market trends and outlook, Evan Roberts helps clients navigate the current bull market rally. As a registered advisor, Evan Roberts can only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, with no written analysis or recommendations provided. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, does not guarantee future financial results. Clients can trust Evan Roberts to assist their friends or family members with achieving their financial goals, as he reaches out to referrals promptly. The Ameriprise Financial Website Rules and Regulations ensure privacy and security for all users.