Financial planning for families in Memphis, Tennessee

JAM Family Travels, located at 1800 Falls Creek Circle in Memphis, Tennessee, is a family-owned finance and travel agency dedicated to helping people create life-long memories. The company offers a range of services including travel planning, diabetes prevention education, Zumba classes, notary services, microlocs/braids, and doula services. JAM Family Travels is also the owner of Twin JAMz Moves, providing dancing, fun, and fitness classes. The company's focus is on promoting a wholistic approach to living life to the fullest, with a team of experienced professionals ready to assist with all your needs. Contact JAM Family Travels today to start planning your next adventure or to explore their range of services to enhance your life experience.

Melvin E Morgan: Primerica - Financial Services is a reputable finance and insurance agency located at 1840 Pyramid Place in Memphis, Tennessee. With a focus on providing quality financial services to individuals and families, Melvin E Morgan and his team at Primerica are dedicated to helping clients achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or insurance needs, you can trust Melvin E Morgan and Primerica to provide expert guidance and personalized solutions. Contact them today to learn more about how they can help you secure your financial future.

Dywaine Anthony: Primerica - Financial Services is a finance and insurance agency located at 5220 Park Avenue in Memphis, Tennessee, United States. With a focus on providing comprehensive financial services, the institution offers a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Dywaine Anthony: Primerica is dedicated to helping you secure a stable financial future. Their team of experienced professionals is committed to providing personalized service and tailored recommendations to meet your specific needs. Visit their office today to learn more about how they can help you plan for a secure financial future.

Charlie Cook: Primerica - Financial Services is a reputable finance and insurance agency located at 5220 Park Avenue in Memphis, Tennessee, United States. With a focus on providing comprehensive financial services to individuals and families, Charlie Cook and his team strive to help clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Primerica offers personalized solutions to meet your needs. Trust in Charlie Cook and his experienced team to guide you towards a more secure financial future.

Washburn Financial, Representing American National, is a General Agency located at 763 Walnut Knoll Lane in Memphis, Tennessee. As an insurance agency, we specialize in providing Business Insurance, Farm & Ranch Insurance, Life Insurance, Annuities, and more. Our business model focuses on making smart, conservative decisions and taking a personal interest in protecting what our clients value most. We understand that running a business involves a significant investment, which is why we offer business insurance to protect your investment from unexpected events. Our coverage options can help expand your level of protection and provide peace of mind.

Lawrence O Mcfarland: Primerica - Financial Services is a finance and insurance agency located at 245 Germantown Bend Cove in Memphis, Tennessee, United States. With a focus on providing financial services to individuals and families, Lawrence O Mcfarland offers a range of products and solutions to help clients achieve their financial goals. From investment planning to insurance coverage, their team of experts is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking to secure your family's financial future or grow your wealth, Lawrence O Mcfarland: Primerica - Financial Services is here to help.

George Howell: Primerica - Financial Services is a reputable finance and insurance agency located at 2500 Mount Moriah Road in Memphis, Tennessee. With a commitment to providing top-notch financial services to individuals and families, George Howell: Primerica offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to helping you make informed decisions and secure your financial future. Visit George Howell: Primerica - Financial Services today to explore their comprehensive offerings and take control of your financial well-being.

The Family Cancer Center is a leading healthcare institution located at 6005 Park Avenue in Memphis, Tennessee. Our dedicated team of doctors and health professionals specialize in providing comprehensive care and support to families affected by cancer. From diagnosis to treatment and survivorship, we offer personalized care plans tailored to each patient's unique needs. With state-of-the-art facilities and cutting-edge technology, we are committed to delivering the highest standard of care to our patients. Visit us today to learn more about our services and how we can help you and your loved ones on the journey to healing and recovery.

1st Franklin Financial is a leading finance institution located at 1250 North Germantown Parkway in Memphis, Tennessee, United States. With a reputation for exceptional customer service and a wide range of financial products, 1st Franklin Financial is dedicated to helping individuals and families achieve their financial goals. Whether you need a personal loan, debt consolidation, or assistance with unexpected expenses, their team of experienced professionals is ready to provide personalized solutions to meet your needs. Visit 1st Franklin Financial today to experience top-notch financial services in a welcoming and supportive environment.

Stokes Family Law, PLLC is a reputable law firm located at 5050 Poplar Avenue in Memphis, Tennessee. Specializing in high-net-worth divorce cases, our experienced team is dedicated to advising and empowering clients to make informed decisions. We understand the complexities of financial issues that can arise during divorce proceedings and work diligently to protect our clients' assets. Our skilled negotiators strive to reach fair settlements without the need for court intervention. However, if litigation becomes necessary, we are prepared to aggressively fight for our clients' rights in court. With a client-focused approach, we take the time to understand each individual's unique needs and goals, tailoring our strategies to achieve the best possible outcomes.

Oath - Memphis Estate Planning & Investment Attorneys is a reputable institution located at 1661 International Drive in Memphis, Tennessee. Specializing in finance and legal services, our team of experienced attorneys is dedicated to helping clients navigate the complexities of estate planning and investment matters. With a commitment to providing personalized and professional guidance, we strive to ensure that our clients' financial futures are secure. Trust Oath - Memphis Estate Planning & Investment Attorneys to provide expert advice and support for all your financial and legal needs.

Better Days Financial Services is a Tennessee-based wealth management company located at 3487 Summer Avenue in Memphis. Our dedicated team works with individuals and businesses to help them achieve their fiscal goals through services such as tax preparation, financial consulting, and business consulting. With a holistic approach, we aim to save you time and reduce stress so you can focus on what matters most. Our experienced professionals stay up-to-date with the latest trends to provide excellent services. In today's complex economic landscape, financial literacy is essential for empowering our Black community. We are committed to equipping you with the knowledge and skills needed to make informed financial decisions, ensuring a brighter future for yourself and your loved ones. Our team offers comprehensive financial education, budgeting assistance, and investment guidance to help you break barriers, embrace financial empowerment, and build a lasting legacy of prosperity for future generations.

Financial Peace University is a renowned school located at 6000 Briarcrest Avenue in Memphis, Tennessee, United States. This institution is dedicated to providing individuals with the knowledge and skills needed to achieve financial stability and peace of mind. Through a comprehensive curriculum and expert instructors, students learn how to take control of their finances, eliminate debt, and build wealth for the future. Whether you are struggling with money management or simply want to improve your financial literacy, Financial Peace University is the perfect place to start your journey towards financial freedom.

The University of Memphis Bursar's Office is responsible for managing student accounts, billing, and payments. Located at 115 John Wilder Tower in Memphis, Tennessee, the office provides assistance to students and families with financial matters related to tuition, fees, and other expenses. The staff at the Bursar's Office are dedicated to helping students navigate the financial aspects of their education and ensuring a smooth and efficient payment process. Whether you have questions about your bill, need to set up a payment plan, or require assistance with financial aid, the Bursar's Office is here to help.

Quraishi Law Firm and Wealth Management in Memphis, Tennessee, offers a unique combination of financial and legal services to help individuals and small business owners protect their wealth and loved ones. Located at 6000 Poplar Avenue, our team of attorneys, accountants, and financial planners provides proactive tax planning, wealth management, estate and asset protection planning, and business planning legal services tailored to meet your specific needs. Our comprehensive approach includes developing lasting relationships with our clients, understanding their personal and financial goals, and providing free annual reviews and asset updates through our VIP Client Care Program. We believe that all families and small business owners can benefit from integrated legal and financial services, not just ultra-high net worth individuals.

Matthews Kiersky Wealth Consulting Services - UBS Financial Services Inc. is a renowned financial institution located at 6070 Poplar Avenue in Memphis, Tennessee, United States. Specializing in wealth consulting services, they offer expert financial advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for the future, or manage your assets, Matthews Kiersky Wealth Consulting Services - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

The GrandView Group - UBS Financial Services Inc. is a leading finance institution located at 6070 Poplar Avenue in Memphis, 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 financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, The GrandView Group - UBS Financial Services Inc. is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Memphis Planning and Wealth is a finance institution located at 795 Ridge Lake Boulevard in Memphis, Tennessee, United States. Our Wealth Management Advisors are dedicated to helping you achieve financial freedom, preserve it, and pass it on to future generations. We provide holistic advice and exemplary service to meet all of your financial planning needs, regardless of your life stage. During your initial financial planning review, we focus on understanding what is important to you and your family. We address the needs of your loved ones in the event of unexpected circumstances such as death, disability, or long-term care, and match your values with a practical insurance budget.

Merrill Lynch Financial Advisor Kelly Bolton is a finance institution located at 6060 Poplar Avenue in Memphis, Tennessee, United States. With over 130 years of combined industry experience, Bolton and Associates offers a tailored holistic approach to wealth planning. They collaborate with clients to develop personalized strategies to meet individual financial goals. The institution also works closely with small businesses, corporations, medical groups, and non-profit organizations to address their complex needs. Bolton and Associates believe in providing value-added service and results through Merrill's service offerings, resources, and research. They offer a high level of client commitment and welcome the opportunity to assist clients in achieving their financial goals. The institution believes in the importance of understanding each client's unique priorities, goals, risk tolerance, and financial needs to provide customized financial solutions. They use tools like the Investment Personality Assessment to refine investing preferences and create personalized financial approaches. The institution's team is dedicated to building strong client relationships based on trust and personalized service. Merrill Lynch Financial Advisor Kelly Bolton has received recognition from financial industry publications for exemplary client service, setting the standard for excellence in wealth management.

Creative Planning is a leading finance institution located at 700 Colonial Road in Memphis, Tennessee, United States. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to provide financial peace of mind globally and in your local area. Our team of wealth managers in Memphis is dedicated to helping you reach your financial goals and achieve a richer way to wealth. By agreeing to provide us with personal information, you can rest assured knowing that we prioritize privacy and do not share your information with third parties. Contact us today to schedule a free, no-obligation consultation with one of our team members within one business day.

Momentum Financial Mid-South is a leading financial institution based in Memphis, Tennessee. Located at 1919 Lynnfield Road, this finance company offers a wide range of services including wealth management, investment advice, and financial planning. With a team of experienced professionals, Momentum Financial Mid-South is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, this institution is committed to providing personalized solutions tailored to your specific needs. Visit Momentum Financial Mid-South today and take control of your financial future.

United Capital Financial Advisors is a leading finance institution located at 5350 Poplar Avenue in Memphis, Tennessee, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized guidance and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide expert advice and tailored solutions to meet your needs. Trust United Capital Financial Advisors to provide you with the expertise and support you need to secure your financial future.

Ruleman Asset Management & Planning is a premier financial institution located at 6000 Poplar Avenue in Memphis, Tennessee. Our team of expert financial advisors provides personalized wealth management and investment planning services to help clients achieve their financial goals. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing risks for our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ruleman Asset Management & Planning is here to provide you with the guidance and expertise you need to succeed in today's complex financial landscape.

Executive Financial Services Inc is a leading finance institution located at 3350 Players Club Parkway in Memphis, Tennessee, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or wealth management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Executive Financial Services Inc to help you secure a stable financial future.

Diversified Financial Group is a leading finance institution located at 3400 Players Club Parkway in Memphis, Tennessee, United States. With a strong reputation for providing a wide range of financial services, including investment management, financial planning, and wealth management, Diversified Financial Group is dedicated to helping clients achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Diversified Financial Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

The Sims Financial Group, Inc. is a finance institution located at 855 Ridge Lake Boulevard in Memphis, Tennessee, United States. We offer solutions for risk management, retirement products, and insurance for financial security. Our independent risk management firm is comprised of experienced insurance professionals dedicated to helping individuals, families, professionals, and businesses achieve their goals. We provide recommendations for strategies to help pay for education, maximize retirement plans, review insurance policies, reduce tax burdens, and preserve estates. Additionally, we offer annuities and insurance for retirement and estate conservation. Please note that we do not offer investment products, tax, or legal advice. Visit our website to access interesting calculators and watch informative videos.

Pierce Financial is a reputable finance institution located at 6465 North Quail Hollow Road in Memphis, Tennessee, United States. With a team of experienced financial experts, Pierce Financial offers a wide range of services including investment management, retirement planning, and wealth management. Clients can trust Pierce Financial to provide personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Pierce Financial is dedicated to helping you achieve your financial objectives. Contact us today to schedule a consultation and take the first step towards financial success.

Dogwood Financial Planning is a finance institution located at 8295 Tournament Drive in Memphis, Tennessee. Our team of expert financial planners are dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are saving for retirement, planning for your child's education, or looking to build wealth, Dogwood Financial Planning is here to provide you with the guidance and support you need to secure your financial future. With a focus on transparency, integrity, and client satisfaction, we strive to build long-lasting relationships with our clients based on trust and mutual success. Visit us today to start planning for a brighter tomorrow.

Roland (Trey) Raffanti, a financial advisor at Ameriprise Financial Services, LLC, located at 6750 Poplar Avenue in Memphis, Tennessee, is dedicated to helping clients achieve their financial goals. Trey is registered to conduct securities business in certain states and offers consultations to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, Trey is committed to providing personalized advice and guidance. Clients can expect professionalism and expertise when working with Trey, who is a member of FINRA and SIPC. Referrals are welcomed, and Trey looks forward to helping friends and family members with their financial needs. Visit the Ameriprise Financial website for more information on rules and regulations, privacy and security, and protection against email fraud.

Sassy Financials LLC is a reputable accounting and finance institution located at 3292 East Shelby Drive, Memphis, Tennessee, United States. With over 21 years of experience, our family-owned business has been dedicated to serving the community with personalized financial services. Our team of experienced professionals is committed to providing both personal and professional financial assistance. Recently, the IRS has issued warnings regarding potential changes to tax refunds in 2023. Taxpayers may see smaller refunds due to new regulations, such as the requirement to submit Form 1099-K for third party transactions exceeding $600. Additionally, taxpayers who do not itemize deductions may not be able to deduct charitable contributions.