Financial education and planning in Franklin, Tennessee

Tom Nelson - Financial Advisor at Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard in Franklin, Tennessee, offers personalized financial services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Tom provides investment recommendations tailored to individual risk tolerance. Regular meetings and progress tracking ensure that strategies are adjusted as life changes. Clients can access their accounts and track progress online securely. To learn more, schedule a complimentary initial consultation. Tom Nelson is registered in specific states for securities business. Ameriprise Financial cannot guarantee future results. Member FINRA and SIPC.

James A. Austin III, CFP®, CRPS® - UBS Financial Services Inc. is a reputable finance institution located at 6100 Tower Circle in Franklin, Tennessee, United States. Specializing in financial planning and retirement services, James A. Austin III and his team provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management and investment strategies, this institution offers a comprehensive range of services to individuals, families, and businesses. Trustworthy and experienced, James A. Austin III, CFP®, CRPS® - UBS Financial Services Inc. is dedicated to helping clients secure their financial future.

New Horizons Family Wealth Management is a team of experienced financial advisors located in Franklin, Tennessee. Our dedicated team is committed to helping individuals and families achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial planning strategies, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team at New Horizons Family Wealth Management is here to help you every step of the way. Visit us at 3326 Aspen Grove Drive to learn more about how we can help you reach your financial goals.

Jack Ricker - Financial Advisor at Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard in Franklin, Tennessee, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Jack provides investment recommendations and portfolio analysis to help you track your progress towards financial success. Schedule a complimentary initial consultation to learn more about how Jack can assist you in achieving your financial goals. As a member of FINRA and SIPC, Jack Ricker is registered to conduct securities business in select states. Take the first step towards financial security and schedule a meeting today.

Edward Jones - Financial Advisor: David M Upshaw, CFP® is a reputable finance institution located at 330 Franklin Road in Brentwood, Tennessee, United States. With a focus on providing personalized financial planning services, David M Upshaw, a Certified Financial Planner®, helps clients achieve their financial goals through strategic investment and wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: David M Upshaw, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.

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

Cherie Swain, a financial advisor at Ameriprise Financial Services, LLC, located at 2550 Meridian Boulevard in Franklin, Tennessee, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Cherie documents goals, provides regular progress reviews, and adjusts strategies as life changes. Clients can securely access and track their investments and accounts from any device. Cherie specializes in multi-generational financial planning, ensuring that every family member's unique aspirations are addressed. To schedule a complimentary initial consultation and learn more about achieving financial goals, contact Cherie Swain today. Please note that investment products involve risks and are not insured by the FDIC or NCUA. Securities are offered through Ameriprise Financial Services, LLC, and Cherie Swain may only conduct securities business in certain states where properly registered.

GuidingPoint Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 3401 Mallory Lane in Franklin, Tennessee, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During your initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. We value your trust and appreciate the opportunity to assist your friends or family members with their financial goals as well. Our privacy and security center is designed to protect your information and ensure a safe online experience. Thank you for considering GuidingPoint Financial Group - Ameriprise Financial Services, LLC for your financial needs.

Motivation Wealth - Ameriprise Financial Services, LLC is a finance institution located at 8086 Berry Farms X-ing, Franklin, Tennessee, United States. At Motivation Wealth, we focus on helping our clients get closer to their retirement goals by providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. We document your goals, meet regularly to review progress, and update your approach as life changes. With secure online access, you can track your investments and progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial objectives. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states. Contact us to discuss what's most important to you and start planning for your financial future. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. We are committed to helping your friends and family achieve their financial goals, so feel free to refer them to us. Privacy and security are our top priorities, and we adhere to strict rules and regulations to protect your information. Contact us today to start planning for a secure financial future with Ameriprise Financial Services, LLC.

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

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.

Five Points Financial Services, LLC, a Member of Advisory Services Network, LLC, is a finance institution located at 3401 Mallory Lane in Franklin, Tennessee, United States. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Five Points Financial Services is here to guide you every step of the way. Trust us to help you navigate the complex world of finance with confidence and peace of mind.

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.

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 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 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.

Patriot Mortgage Group Inc is a finance institution located at 725 Cool Springs Boulevard in Franklin, Tennessee, United States. We specialize in providing mortgage services to individuals and families looking to purchase or refinance a home. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of home financing, ensuring they find the best loan options to meet their needs. Whether you are a first-time homebuyer or a seasoned homeowner, Patriot Mortgage Group Inc is committed to providing personalized and attentive service to help you achieve your homeownership goals.

Grant Kairdolf at CrossCountry Mortgage is a leading finance institution located in Franklin, Tennessee. With a commitment to providing top-notch financial services, Grant Kairdolf offers a wide range of mortgage solutions to help clients achieve their homeownership goals. Their team of experienced professionals is dedicated to providing personalized assistance and guidance throughout the mortgage process. Visit Grant Kairdolf at 302 Innovation Drive to experience exceptional service and expert advice for all your mortgage needs.

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.