Financial planning for retirees in Knoxville, Tennessee

Senior Financial Group is a health insurance agency located at 10201 Parkside Drive in Knoxville, Tennessee, United States. Our team is dedicated to helping you navigate your Medicare choices, ensuring you get the right coverage for the right price. With over 40,000 clients served since 1992, we have the expertise to help you find the best insurance plan for your needs. Our Medicare experts are licensed in all 50 states, providing personalized guidance through every step of the Medicare journey. We offer free, personalized plan comparisons with trusted local experts, so you can enroll, save money, and get the benefits you deserve. Our goal is to empower your healthcare decision-making through education and advocacy, before, during, and after Medicare enrollment.

Ameriprise Financial, located at 121 North Northshore Drive in Knoxville, Tennessee, offers personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out for its comprehensive approach that helps clients feel more confident about their financial futures. With a focus on individual goals and personalized advice, Ameriprise sets itself apart from other financial firms. Clients can receive an initial complimentary consultation to discover what they might be missing with their current financial advisor. With a commitment to safeguarding personal information and providing tailored advice based on each client's unique goals, Ameriprise ensures that every client receives the personalized attention they deserve. For those looking to improve their financial situation and work towards their dreams, Ameriprise Financial is a trusted partner in achieving long-term financial success.

SageSpring Wealth Partners - Financial Advisors is a client-focused finance institution located at 136 Concord Road, Knoxville, Tennessee, United States. At SageSpring, we believe in going beyond cookie-cutter retirement plans and truly understanding and caring for our clients like family. Our team of financial stewards works collaboratively to help wealth accumulators, retirees, business owners, and executives navigate their financial needs. We offer comprehensive financial planning services that take into account tax, investment, estate, and risk management perspectives. Our goal is to help you save on taxes, enjoy a fulfilling retirement, and live a life of generosity and purpose. As an independent financial firm, we prioritize serving our clients' best interests without any sales quotas or minimum requirements.

First Command Financial Advisor - Christina Alford is a finance institution located at 123 Center Park Drive in Knoxville, Tennessee, United States. This institution offers financial services to help clients with their financial planning and investment needs. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. Testimonials from clients are provided voluntarily and without any direct or indirect compensation. The experiences shared by clients may vary and are not a guarantee of future success. Contact First Command Financial Advisor - Christina Alford for personalized financial guidance and support.

Roger R Williams is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 10025 Investment Drive in Knoxville, Tennessee. With a strong background in finance, Roger is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Roger R Williams can provide expert guidance and support every step of the way. Contact Ameriprise Financial Services, LLC today to schedule a consultation with Roger and start building a secure financial future.

Michael Jenkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1309 Kalmia Road Northwest, Knoxville, Tennessee, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Michael Jenkins provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding a high standard of ethics and continuing education to ensure his clients receive the best financial guidance. Contact Michael Jenkins today for expert financial planning services.

Randy White - Private Wealth Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 2220 Award Winning Way, Knoxville, Tennessee, United States. Randy White holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Randy White offers a wide range of services to meet the diverse needs of his clients. From behavioral financial advising to specialized certifications in areas such as philanthropy, annuities, and divorce financial analysis, Randy White is dedicated to helping clients make informed financial decisions and achieve their long-term goals. Whether you are looking for expert advice on investment opportunities, estate planning, or retirement strategies, Randy White - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to providing personalized solutions to help you secure your financial future.

Justin Wilson is a Financial Advisor at Ameriprise Financial Services, LLC located at 4509 Papermill Drive Northwest, Knoxville, Tennessee, United States. He 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®, CFP®, 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®. Justin provides expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He specializes in asset management, estate planning, investment strategies, risk management, income tax planning, and retirement planning. Justin is dedicated to helping his clients make informed financial decisions and achieve their financial goals.

Anna White is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1309 Kalmia Road Northwest in Knoxville, Tennessee, United States. Anna holds various certifications such as 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®, CFP®, 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 designations showcase Anna's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various client needs. With a commitment to ethical practices and continuous education, Anna provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Noell S Lewis is a reputable finance institution located at 103 Suburban Road in Knoxville, Tennessee, United States. Noell S Lewis is a skilled financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and offering tailored investment strategies, Edward Jones - Financial Advisor: Noell S Lewis is committed to helping clients secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Noell S Lewis is dedicated to providing expert guidance and support every step of the way.

Gregory Ward is a Financial Advisor at Ameriprise Financial Services, LLC located at 817 East Oldham Avenue Avenue, Knoxville, Tennessee, United States. Gregory Ward holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. He specializes in asset management, retirement planning, estate planning, and investment strategies for retirees and small business owners. Gregory Ward is dedicated to providing comprehensive financial services and adheres to a strict code of ethics. Contact Gregory Ward today for expert financial advice and personalized wealth management solutions.

Bailey Cutrell - Financial Advisor, Ameriprise Financial Services, LLC, located at 817 East Oldham Avenue, Knoxville, Tennessee, United States, offers a wide range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Bailey Cutrell is well-equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Bailey Cutrell is trained in behavioral finance, philanthropic planning, divorce financial analysis, and exit planning, ensuring comprehensive support for clients in various financial situations. With a commitment to excellence and ethics, Bailey Cutrell is dedicated to helping clients make informed decisions and achieve their financial goals.

The Odom Group - UBS Financial Services Inc. is a reputable finance institution located at 800 South Gay Street in Knoxville, Tennessee, United States. With a focus on providing comprehensive financial services, the institution offers expert advice and tailored solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch service and personalized guidance to their clients. Whether you are looking to invest, plan for retirement, or manage your wealth, The Odom Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and success.

Welcome to Ledyard Gardner - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 111 Center Park Drive in Knoxville, Tennessee, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our experienced team of professionals specializes in a wide range of services, including investment management, retirement planning, life insurance, and more. At Ledyard Gardner - Prudential Financial, we understand that each client’s financial journey is unique, and we strive to build lasting relationships based on trust, integrity, and exceptional service. Whether you're planning for the future, protecting your assets, or seeking financial advice, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence.

Welcome to Michael Jenkins - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 371 Fountain View Circle, Alcoa, Tennessee. As a dedicated and experienced financial advisor, Michael Jenkins is committed to helping you achieve your financial goals through personalized and comprehensive wealth management strategies. Michael holds an impressive array of certifications, ensuring that you receive expert guidance tailored to your unique financial situation. His credentials include the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. Each designation represents a commitment to excellence and a deep understanding of various financial planning aspects, from asset allocation and estate planning to retirement strategies and investment opportunities.

Welcome to the City of Knoxville Pension Board! Located at 917 East 5th Avenue, Knoxville, Tennessee, the City of Knoxville Pension Board is a dedicated local government office committed to serving the retirement needs of city employees. Our mission is to ensure the financial security and peace of mind for those who have devoted their careers to serving the Knoxville community.

Thierry Sommer & Associates is a reputable finance and insurance agency located at 9724 Kingston Pike in Knoxville, Tennessee. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or comprehensive insurance coverage, Thierry Sommer & Associates is here to provide personalized and reliable guidance to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Marsh Wealth Management is a trusted institution located at 504 Ebenezer Road in Knoxville, Tennessee. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or tax preparation services, we are here to provide personalized solutions tailored to your needs. With a commitment to excellence and a focus on client satisfaction, Marsh Wealth Management is the go-to institution for all your financial needs in the United States.

WealthSource Partners, LLC is a finance institution located at 10641 Deerbrook Drive in Knoxville, Tennessee, United States. Our team of financial advisors in Knoxville is committed to helping clients overcome their toughest financial challenges and achieve their greatest ambitions. We offer investment management, financial planning, retirement income planning, and tax planning services to local families and business owners. One of our advisors, Amy, brings a wealth of experience from her background in various industries, including mechanical contracting, logistics, education, and sales. She is dedicated to creating systems, improving processes, and empowering individuals to reach their full potential. Amy holds a Bachelor of Arts degree in History from Liberty University and enjoys activities such as reading, hiking, baking, and traveling in her free time.

Blue Ridge Wealth Planners is a finance institution located at 9725 Cogdill Road in Knoxville, Tennessee. We specialize in empowering retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles. Our comprehensive retirement services cater to families in Knoxville, Chattanooga, and beyond, helping them create a Plan for Everything that covers all the bases in their wealth world. Our team at Blue Ridge Wealth Planners knows how to simplify financial planning and offers resources such as the Retirement Income Planning Booklet, Checklist Challenge, and guides on Social Security decisions, recession-proofing your retirement, and tax strategies in retirement. We strive to help you optimize your retirement and preserve your assets, ensuring your money lasts as long as you do.

First Horizon Bank is a full-service financial institution located at 4416 Chapman Highway in Knoxville, Tennessee. As a trusted bank with a long history of serving the community, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. Visit us today to experience our commitment to providing exceptional customer service and helping you achieve your financial goals.

A Medicare Beacon LLC is an insurance agency located at 1018 Orchid Drive Northwest in Knoxville, Tennessee, United States. Specializing in Medicare coverage, they offer personalized assistance to help individuals find the right options and benefits to ensure complete protection. With a background in the U.S. Army, the team at A Medicare Beacon LLC is dedicated to providing trustworthy advice to seniors who may feel overwhelmed or confused by the complexities of Medicare. Contact them today to discuss your needs and find the perfect plan for you. Please note that they are not affiliated with the United States government or the federal Medicare program.

Dia Isa, Bankers Life Agent is an insurance agency located at 308 North Peters Road in Knoxville, Tennessee. As a representative of Bankers Life, Dia Isa offers a range of insurance products and services to help individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Dia Isa is dedicated to providing personalized and professional guidance to meet your insurance needs. Visit us today to learn more about how we can help you secure your financial well-being.

Jerry Lowery, Bankers Life Agent is an insurance agency located at 308 North Peters Road in Knoxville, Tennessee. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. At Bankers Life, we are currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Start planning your next steps with Bankers Life today!

Lucas Jones, Bankers Life Agent is an insurance agency located at 308 North Peters Road in Knoxville, Tennessee. Specializing in life insurance products, Lucas Jones provides personalized and comprehensive coverage options to meet the unique needs of each client. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Lucas Jones is dedicated to helping individuals and families protect their financial future. Contact Lucas Jones, Bankers Life Agent today to discuss your insurance needs and find the perfect policy for you.

Derek Knoernschild - Thrivent is a finance institution located at 531 Callahan Drive, Knoxville, Tennessee, United States. They are licensed in multiple states including AL, AZ, CA, CO, CT, FL, IL, IN, MA, MD, ME, MI, MO, MT, NC, NM, NY, SC, TN, TX, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Clients can consult their attorney or tax professional for legal, accounting, or tax advice. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Scarlett Loy, CPA is a reputable accounting and finance institution located at 6809 Evan Spencer Way in Knoxville, Tennessee, United States. With a team of experienced and knowledgeable Certified Public Accountants, Scarlett Loy offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Scarlett Loy, CPA to provide accurate and reliable financial advice and assistance to help them achieve their financial goals.

Northwestern Mutual - Jeffrey M. Pinchok is a reputable finance institution located at 110 Triplett Lane in Knoxville, Tennessee, United States. With a focus on providing top-notch financial services, clients can trust in the expertise and professionalism of the team at Northwestern Mutual to help them achieve their financial goals. Whether it's planning for retirement, investing for the future, or protecting assets, Northwestern Mutual - Jeffrey M. Pinchok is dedicated to providing personalized and tailored financial solutions for each client.

Carpenter & Associates is a reputable accounting and finance institution located at 321 Troy Circle Southwest in Knoxville, Tennessee. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or bookkeeping, Carpenter & Associates is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and efficient, they are committed to helping you achieve financial success. Contact Carpenter & Associates today to schedule a consultation and take the first step towards securing your financial future.

Welcome to Local Retirement Group, your trusted insurance agency located in the heart of Knoxville, Tennessee. Situated at 9041 Executive Park Drive, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of retirees and those planning for retirement. Our dedicated team of experienced professionals is committed to helping you secure a financially stable future by offering a wide range of insurance products, including life insurance, health insurance, and annuities. At Local Retirement Group, we understand that planning for retirement can be overwhelming. That’s why we take the time to listen to your individual needs and goals, ensuring that we craft personalized strategies that align with your financial aspirations. Our client-focused approach means you can expect transparent advice, exceptional service, and peace of mind knowing that your retirement plans are in capable hands.