Financial education and planning in Franklin, Tennessee

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.

Edward Jones - Financial Advisor: Liam Radtke is a reputable finance institution located at 725 Cool Springs Boulevard in Franklin, Tennessee, United States. With a focus on providing personalized financial services, Liam Radtke and his team offer expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Edward Jones - Financial Advisor: Liam Radtke is dedicated to helping you make informed financial decisions. Contact them today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Channing Martin is a reputable finance institution located at 720 Cool Springs Boulevard in Franklin, Tennessee, United States. As a dedicated financial advisor, Channing Martin provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Channing Martin is committed to helping clients secure their financial future.

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.

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 Financial Advisor Patrick J Konyn, located at 341 Cool Springs Boulevard in Franklin, Tennessee, is a trusted finance institution dedicated to providing exemplary client service. The team at Merrill is committed to understanding your financial goals and creating a personalized wealth management strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you navigate today's changing market conditions. Patrick Konyn, a Registered Senior Wealth Management Client Associate, believes in building strong client relationships based on trust and personalized service. By listening to your priorities and aspirations, he can help you design and implement a plan to pursue your financial goals while managing investment risk. Whether you're planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Wealth Management Advisors are here to help you achieve your goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch is dedicated to helping you live your best financial life.

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.

Edward Jones - Financial Advisor: Collin L Brace, AAMS™ is a reputable finance institution located at 725 Cool Springs Boulevard in Franklin, Tennessee, United States. Collin L Brace, an Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and a commitment to building long-term relationships, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your child's education, or build wealth for the future, Collin L Brace and the team at Edward Jones are here to help you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Timothy Roberson, located at 201 Franklin Road in Brentwood, Tennessee, is a finance institution dedicated to providing comprehensive financial support to clients. The team at Merrill Lynch believes in uniting a group of industry professionals with diverse skills and backgrounds to cater to clients' financial needs throughout their lives. With a commitment to ongoing education, the team holds numerous industry certifications and designations to stay up-to-date with the evolving global economy. Clients of Merrill Lynch Financial Advisor Timothy Roberson have access to a wide range of resources, from retirement strategies to IPO support, to help them achieve their financial goals. The institution delivers a well-defined process for effective wealth management and client service, setting and exceeding expectations from day one.

Merrill Lynch Financial Advisor Chris Mitchell, located at 201 Franklin Road in Brentwood, Tennessee, offers personalized financial services tailored to each client's unique needs. With a focus on understanding not just financial goals, but also clients' lives, interests, and passions, Chris takes a holistic approach to financial planning. He holds the Certified Private Wealth Advisor® designation and has extensive experience in the financial services industry. Chris and his team at Merrill Lynch Wealth Management provide comprehensive investment strategies and banking solutions to help clients achieve their financial goals. By staying informed about changes in clients' lives and the financial markets, Chris ensures that their financial approach remains aligned with their priorities. With a commitment to putting clients first and providing personalized service, Chris Mitchell helps clients navigate the complexities of their financial lives and pursue their long-term 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.

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.

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.

Boykin Wealth Management - Ameriprise Financial Services, LLC located at 2550 Meridian Boulevard, Franklin, Tennessee, United States, is a finance institution that offers personalized financial planning services tailored to your individual goals and risk tolerance. They provide investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial aspirations, whether it be retirement, education, or a major purchase. With regular progress reviews and updates to your financial approach as life changes, Boykin Wealth Management ensures that you stay on track towards your goals. Their team of financial advisors are dedicated to providing exceptional client service and one-to-one financial advice to help you navigate through various financial challenges and unexpected events.

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.

SCORE is a finance institution located at 5726 Marlin Road, Chattanooga, Tennessee, United States. Our experienced mentors are here to assist entrepreneurs at any stage of their journey, offering guidance and knowledge to help achieve business goals. If you're interested in giving back, consider becoming a SCORE mentor yourself. Join us at the National Small Business Week Virtual Summit on April 30 – May 1, 2024, for educational webinars, networking opportunities, and professional guidance. Our SCORE for All program provides personalized support for individuals with diverse backgrounds and needs. With over 11 million small business owners mentored since 1964, we're always looking for new volunteers to join our team.SCORE is funded in part by the U.S. Small Business Administration, and we welcome individuals from all backgrounds to contribute to our mission.

Hunter Bolden - State Farm Insurance Agent is a reputable insurance agency located at 7072 Charlotte Pike in Nashville, Tennessee, United States. With a unique approach to insurance, Hunter Bolden and his team focus on providing genuine value to their customers by finding the right policy for each individual. They prioritize ensuring that every person who walks through their doors leaves knowing they are properly protected. Specializing in a range of insurance needs including auto, home, life, property, business, condo and renters, health, and financial services, Hunter Bolden's team offers personalized and high-quality service. They are committed to building strong relationships with their customers and are dedicated to helping them manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Benton White Insurance is a health insurance agency located at 231 Public Square in Franklin, Tennessee, United States. With over 43 years in the business and a combined staff experience of over 65 years, we are dedicated to providing our customers with the best possible experience. We are a local, independent agency that is available 24/7 to create relationships with our clients and educate them on their insurance coverage. Our goal is to connect with our customers and provide personalized service, unlike the larger, impersonal insurance companies. We have long-standing relationships with customers who have been with us for over 40 years, and we would be honored to earn your business as well.

Victoria Hood - State Farm Insurance Agent is an insurance agency located at 3325 Aspen Grove Drive in Franklin, Tennessee. Close to the clock tower off of Cool Springs Blvd, this agency is dedicated to serving the insurance and financial service needs of the community. Lead by Victoria Hood, a University of Tennessee at Martin graduate, the team at this agency has over two decades of experience in the insurance industry. Whether you're looking for auto, homeowners, renters, life, health, or pet insurance, Victoria and her team can assist you. They also offer checking and savings accounts, as well as notary public services. For business owners, they provide various insurance options tailored to different types of businesses, including employee benefits.

American Fidelity Assurance Company, located in Franklin, Tennessee, is a caring and compassionate institution that understands the unique challenges faced by the education community, public sector leaders, and the automotive industry. With a focus on providing comprehensive benefits tailored to meet the specific needs of each client, American Fidelity acts as an extension of your HR department to help create and manage strategic benefit plans. Whether you are a teacher, government employee, or automotive industry professional, American Fidelity is here to support you in understanding and maximizing the value of your benefits. Visit americanfidelity.com for more information and customer support resources.

The Wittman Group, located at 330 Mallory Station Road in Franklin, Tennessee, is a finance, health, and insurance agency specializing in business and personal financial and retirement consulting. They offer a wide range of services including life insurance, retirement planning, home and auto insurance solutions, business asset protection, employee protection and retention, business succession planning, education planning, and longevity and legacy planning. The institution partners with the best insurance carriers to provide personalized solutions for individuals and businesses with 1 to 100 employees. They also offer an online risk analyzer to determine risk tolerance and help clients keep more money by minimizing taxes. Clients rave about the knowledgeable and personable staff at The Wittman Group, praising their excellent customer service skills and satisfaction with the results. Pete Wittman, the founder, is highly praised for his expertise and advice, making the institution a top choice for financial and insurance needs.

American Fidelity Assurance Company, located at 1650 Murfreesboro Road in Franklin, Tennessee, is a caring and compassionate institution dedicated to providing tailored benefits solutions for the unique challenges faced by the education community, public sector leaders, and the fast-paced automotive industry. With a focus on understanding the needs of their clients, American Fidelity acts as an extension of your HR department to create strategic benefit plans that meet the diverse needs of your employees. Whether you are looking to retain quality teachers, navigate budget cuts, or educate employees on their benefits options, American Fidelity is here to help. Visit americanfidelity.com for more information and customer support.

Farmers Insurance - David Yates is an insurance agency located at 1881 General George Patton Drive, Franklin, Tennessee, United States. David Yates, the owner, has a strong work ethic and self-reliance instilled in him from his upbringing in Southern California. He graduated from Arizona State University with a B.S. in Advertising and moved to the Nashville area in 1990 to start a family. After working in the marketing field for 14 years, he established his own insurance agency in Franklin in 2006, offering Farmers Insurance Group products. David is dedicated to helping families in Franklin and Williamson County make wise decisions about their auto, home, and life insurance coverage. He enjoys educating clients about their policies and is actively involved in the local community through sponsorships and events. The agency offers a range of insurance options, including auto, home, renters, life, business, and more. David also provides financial planning services through Farmers Insurance and Financial Services. Contact Farmers Insurance - David Yates for personalized insurance solutions tailored to your needs.

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.

Northwestern Mutual is a reputable finance and insurance agency located at 501 Corporate Centre Drive in Franklin, Tennessee, United States. Known for their commitment to helping clients achieve financial security and peace of mind, Northwestern Mutual offers a range of services including insurance, investment, and retirement planning. With a strong reputation for reliability and customer service, they have become a trusted partner for individuals and families looking to secure their financial future.

Freedom Dream Team is an insurance agency located at 725 Cool Springs Boulevard in Franklin, Tennessee, United States. Our focus is on helping individuals protect their nest egg and ensure long-term financial stability in retirement. Whether you are just starting to plan for retirement or looking to optimize your current strategies, our team led by Blake Powell can provide you with the necessary information and guidance. We offer educational seminar events and one-on-one meetings to help you understand your options and make informed decisions about your retirement future. Our goal is to show you how to achieve a successful retirement while balancing safety and reasonable rates of return. We believe that simplicity is key, and we can guide you towards straightforward strategies that provide confidence and stability.

Susan S. Han is a reputable health institution located at 106 Mission Court in Franklin, Tennessee, United States. Specializing in providing top-notch healthcare services, Susan S. Han is dedicated to promoting wellness and healing for all patients. With a team of experienced and compassionate healthcare professionals, the institution offers a wide range of medical services to cater to the diverse needs of the community. Patients can expect personalized care and treatment plans that are tailored to their individual health needs. Visit Susan S. Han for quality healthcare services in a welcoming and caring environment.