Financial management advice in Franklin, Tennessee

Ted Macri is a Financial Advisor at Ameriprise Financial Services, LLC, located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Ted Macri holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Ted Macri is dedicated to providing personalized and comprehensive financial solutions for his clients.

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

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

Tate Lamastus is a financial advisor at Ameriprise Financial Services, LLC located at 751 Cool Springs Boulevard in Franklin, Tennessee, United States. Tate holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tate is also a Certified Military Financial Advisor® (CFMA®) and specializes in providing financial advice to veterans, active duty, Reserve, National Guard, and their families. Tate is dedicated to helping individuals with asset management, retirement planning, estate planning, investment strategies, risk management, and other financial needs. With a commitment to ethics and ongoing education, Tate provides comprehensive and personalized financial solutions to clients.

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.

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

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

Lincoln Financial Group is a renowned finance and insurance agency located at 6840 Carothers Parkway in Franklin, Tennessee, United States. With a strong reputation for providing comprehensive financial services and insurance solutions, Lincoln Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, the institution offers a wide range of services including retirement planning, investment management, life insurance, and more. Visit Lincoln Financial Group today to secure your financial future and gain peace of mind.

Matt Harper, Financial Advisor at Eagle Strategies in Knoxville, Tennessee, is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and expert advice, Matt Harper provides a range of financial services including investment planning, retirement planning, and wealth management. With a commitment to integrity and professionalism, clients can trust in Matt Harper to provide sound financial guidance for a secure financial future.

Mark Le Clair - State Farm Insurance Agent is an insurance agency located at 5548 Franklin Pike in Nashville, Tennessee. Situated at the N.E Corner of OHB and Franklin off Brentwood I-65 Exit, this agency is convenient to all of Middle TN. They offer tips for driving in rural areas, appraisals for determining property value, and advice for leaving endowments to charities. The office is dedicated to making a positive impact on the community and provides a fun, challenging, and rewarding work environment. For inquiries, please call (615) 292-9233. Securities are distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. Rocket Mortgage, LLC is also affiliated with State Farm. Please note that State Farm entities do not provide tax or legal advice.

Mr. Nice Guy Medicare Advisor, located at 2008 Canyon Echo Drive in Franklin, Tennessee, is an independent insurance agency specializing in helping those on Medicare understand and select their options. Randy W. Hall, also known as Mr. Nice Guy Medicare Advisor, has been providing unbiased advice to clients since 2010. Unlike other helpline numbers or insurance companies, Mr. Nice Guy is dedicated to putting the client's best interests first. With a focus on personal service and easy-to-understand explanations, Mr. Nice Guy aims to make the Medicare process as stress-free as possible. Clients can expect honest and unbiased recommendations, with no pressure to purchase anything. As an independent broker, Mr. Nice Guy is authorized to offer plans from all major carriers in Tennessee, ensuring clients get a comprehensive view of their options. For a consultation, quote, or more information, clients can contact Mr. Nice Guy directly at 615-578-5174 or visit www.mrniceguymedicareadvisor.com. Don't settle for confusing information or high-pressure sales tactics - choose Mr. Nice Guy Medicare Advisor for a pleasant and informative experience.

American Health Plans is a provider-owned health insurance agency located at 201 Jordan Road in Franklin, Tennessee, United States. Specializing in Medicare Advantage Plans for providers, by providers, our Institutional Special Needs Plans (ISNPs) are designed to help nursing home owners enhance patient care and increase revenues. As owners of nursing homes ourselves, we understand the unique challenges and opportunities in the healthcare industry. Our comprehensive, coordinated model of care focuses on improving the overall health, well-being, and quality of life for our members. With years of experience in operating Medicare Advantage plans and post-acute care services, we offer a reliable and effective solution for nursing homes looking to control their financial future. By sponsoring an ISNP Medicare Advantage Plan, nursing homes can expand patient services, improve health outcomes, and generate a shared revenue stream. Watch our video to learn more about how American Health Plans can benefit your institution.

Persistent Capital is a leading finance and insurance agency located at 1169 Westhaven Boulevard in Franklin, Tennessee, United States. With a focus on providing clients with innovative financial solutions and reliable insurance coverage, Persistent Capital prides itself on its commitment to helping individuals and businesses achieve their financial goals and protect their assets. The dedicated team at Persistent Capital works tirelessly to ensure that clients receive personalized service and expert advice to navigate the complexities of the financial and insurance industries. Whether you are looking to grow your wealth or safeguard your investments, Persistent Capital is the trusted partner you can rely on for all your financial and insurance needs.

Carlton Wealth, located at 2000 Mallory Lane in Franklin, Tennessee, is a finance and insurance agency dedicated to helping high-earning individuals make the most of every opportunity. With a team of experienced professionals, Carlton Wealth offers coaching and investment strategies tailored to each client's unique goals and needs. Whether you need guidance for your business, a fresh perspective on your financials, or assistance with estate planning, Carlton Wealth is here to support you every step of the way. Our Kai-Zen investing approach combines insurance and investing for enhanced growth potential, while our comprehensive planning ensures that your financial, business, and career success are all aligned to achieve your ultimate goals. Let Carlton Wealth help you build the strategies needed to achieve your financial dreams.

F&M Bank Clarksville - Downtown is a trusted financial institution located at 50 Franklin Street in Clarksville, Tennessee, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you're looking for personal banking solutions, business loans, or investment opportunities, our experienced team is here to help. Visit us today to experience exceptional customer service and secure your financial future with F&M Bank Clarksville - Downtown.

Citizens Savings & Loan is a trusted financial institution located at 1113 Murfreesboro Road in Franklin, Tennessee. As a leading provider of financial services in the United States, we offer a wide range of banking products and services to meet the needs of our customers. Whether you're looking to open a savings account, take out a loan, or invest in your future, our experienced team of professionals is here to help you every step of the way. Visit us today to experience the convenience and security of banking with Citizens Savings & Loan.

Truist is a financial institution located at 1109 Murfreesboro Road in Franklin, Tennessee, United States. We offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, and mortgage products. Our affiliates, including Truist Bank, Truist Investment Services, and McGriff Insurance Services, provide expert advice and solutions to meet your financial needs. Our team of professionals at Truist Advisors are here to assist you with personalized financial planning and wealth management. Please note that all communications and documents will be provided in English, and we offer translation services for customers with Limited English Proficiency. Visit us today to see if you're pre-qualified for a Truist credit card or to find the right loan for your needs.

The U.S. Bank Branch located at 2040 Mallory Lane in Franklin, Tennessee, is a trusted financial institution offering a wide range of banking services to individuals and businesses. With a commitment to providing excellent customer service and innovative financial solutions, U.S. Bank is a leading bank in the United States. Whether you need assistance with personal banking, loans, mortgages, or business banking services, the knowledgeable staff at the U.S. Bank Branch in Franklin is dedicated to helping you achieve your financial goals. Visit us today to experience the difference that U.S. Bank can make in your financial future.

Wilson Bank & Trust is a reputable financial institution located at 9200 Carothers Parkway in Franklin, Tennessee. Offering a range of banking services including ATM access, this trusted bank provides personalized financial solutions to meet the needs of individuals and businesses alike. With a commitment to excellent customer service and a strong presence in the community, Wilson Bank & Trust is a reliable choice for all your financial needs.

The Bank of America branch located at 1211 Murfreesboro Road in Franklin, Tennessee, offers convenient banking services for customers in the area. In addition to traditional banking services, this branch also features a Drive-thru ATM for quick and easy access to cash and account information. Whether you need to make a deposit, withdraw funds, or speak with a financial advisor, the Bank of America branch in Franklin is here to assist with all of your banking needs.

Fidelity Investments is a leading financial institution located at 4031 Aspen Grove Drive in Franklin, Tennessee, United States. Specializing in finance, Fidelity Investments offers a wide range of investment options and financial services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise, Fidelity Investments is a trusted partner for those looking to secure their financial future.

The U.S. Bank Branch located at 289 Franklin Road in Brentwood, Tennessee, is a trusted financial institution serving the local community. As a full-service bank, U.S. Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. From personal checking and savings accounts to business loans and investment options, customers can rely on U.S. Bank for all their banking needs. With a commitment to customer service and financial expertise, the U.S. Bank Branch in Brentwood is dedicated to helping clients achieve their financial goals and secure their financial future.

Liberty Tax is a finance institution located at 209 South Royal Oaks Boulevard in Franklin, Tennessee. Specializing in tax preparation and financial services, Liberty Tax offers expert guidance and support to individuals and businesses looking to navigate the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their returns and minimize their liabilities. Whether you're filing your personal taxes or seeking assistance with corporate finances, Liberty Tax is committed to providing top-notch service and ensuring your financial success.

Vincent Law Group & Tax Service is a reputable institution located at 1014 Fulton Greer Lane in Franklin, Tennessee, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, financial planning, or legal advice, we are here to offer expert guidance and support. Trust Vincent Law Group & Tax Service for all your accounting and legal needs.

Expert of Counsel, PLLC is a professional institution located at 220 Prospect Avenue in Franklin, Tennessee, United States. Founded and managed by Mike Collins, a seasoned expert in business and finance, the institution offers a wide range of services including expert witness testimony, arbitration, mediation, and strategic advisory. With over 50 years of experience in the industry, Mike has a unique perspective on various businesses and industries, particularly in healthcare services, medical devices, pharmaceuticals, and defense. He has served on numerous corporate boards and has been a key figure in complex business disputes. Mike is also a well-known speaker and author on topics such as corporate governance, finance, intellectual property valuation, and business dispute resolution. As an Adjunct Professor of Law, he has shared his expertise with various professional associations, law schools, and business schools. With a long list of major cases under his belt, Mike has proven himself to be a reliable and knowledgeable expert in the field. Some of the cases he has been involved in include disputes in the healthcare industry, bankruptcy proceedings, and intellectual property conflicts.

Thurman Campbell Group Plc is a reputable accounting and finance institution located at 324 Franklin Street in Clarksville, Tennessee, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, financial planning, auditing, and more. Trust Thurman Campbell Group Plc to help you navigate the complexities of accounting and finance with expertise and precision.

The Valiant Group - Morgan Stanley is a prestigious finance institution located at 2000 Meridian Boulevard in Franklin, Tennessee, United States. With a strong reputation for excellence in financial services, The Valiant Group offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals through expert advice and personalized strategies. Visit The Valiant Group - Morgan Stanley today to experience top-tier financial services in a welcoming and professional environment.

Wood Smith Advisors is a leading finance institution located at 100 McCallister Court in Franklin, Tennessee, United States. With a team of experienced financial advisors, we specialize in providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our dedicated team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future with Wood Smith Advisors.

First Horizon Advisors is a reputable financial institution located at 320 Liberty Pike in Franklin, Tennessee, United States. As a trusted provider of financial services, we offer expert guidance and personalized solutions to help clients achieve their financial goals. Our team of experienced advisors is dedicated to providing exceptional service and tailored advice to help individuals and businesses make informed financial decisions. Whether you are planning for retirement, investing for the future, or managing your wealth, First Horizon Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.