TOP Investments in Franklin, Tennessee

William Bevins CFP CTFA Financial Advisor & Fiduciary is a finance institution located at 436 Main Street in Franklin, Tennessee, United States. As a Certified Financial Planner and fiduciary, William Bevins is committed to helping clients achieve their financial goals. With a focus on wealth management and financial planning, William Bevins provides unbiased advice tailored to each client's individual objectives. As a fiduciary, he always puts his clients' interests first, ensuring that recommendations are based on goals rather than commissions. With a well-defined fee structure and a focus on building custom portfolios to help capital grow, William Bevins stands out from other financial advisors in Franklin TN. Clients can expect personalized guidance, conservative financial models, and a true partnership focused on achieving financial objectives. Whether you are a young professional, nearing retirement, business owner, entrepreneur, or family, William Bevins is dedicated to helping you secure your financial future. Contact William Bevins CFP CTFA Financial Advisor & Fiduciary today to start working towards your financial goals.

Kramer Financial Group, LLC is a premier finance institution located at 99 East Main Street in Franklin, Tennessee, United States. With a dedicated team of financial experts, we provide a wide range of services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Tony Boykin, a Private Wealth Advisor at Ameriprise Financial Services, LLC in Franklin, Tennessee, offers personalized advice to help clients achieve their financial goals. With a focus on retirement planning, Tony helps clients navigate important questions about their financial future, such as ensuring they have enough money to last through retirement and understanding how market fluctuations and inflation can impact their income. Clients can take advantage of the Retirement InteractiveSM tool to explore potential challenges to their retirement income. If you are not already a client, you can schedule a complimentary initial consultation with Tony to discuss your financial needs and goals.

Edward Jones - Financial Advisor: Jim Sipes, AAMS™|CRPC™ is a reputable finance institution located at 218 4th Avenue North in Franklin, Tennessee, United States. With a focus on providing personalized financial advice and planning services, Jim Sipes, a certified AAMS™ and CRPC™ professional, helps clients achieve their financial goals and secure their futures. Whether you are looking to invest, save for retirement, or plan for your children's education, Jim Sipes and his team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: David G Rowland, CFP®|AAMS™ is a reputable financial institution located at 390 Mallory Station Road in Franklin, Tennessee, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, David G Rowland provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Contact David G Rowland today to schedule a consultation and start building a solid financial plan tailored to your needs.

Edward Jones - Financial Advisor: Brian Riddle, CFP® is a reputable finance institution located at 720 Cool Springs Boulevard in Franklin, Tennessee, United States. With a focus on providing personalized financial planning services, Brian Riddle, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or navigate complex financial decisions, Edward Jones is committed to providing top-tier service and support. Contact Brian Riddle today to schedule a consultation and take the first step towards securing your financial future.

Falcon Financial & Insurance Solutions, Inc. is a finance institution located at 3401 Mallory Lane in Franklin, Tennessee, United States. We provide a range of financial and insurance services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, insurance coverage, or retirement planning, Falcon Financial & Insurance Solutions, Inc. is here to help you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Mark A Leuellen is a reputable finance institution located at 1945 Mallory Lane in Franklin, Tennessee, United States. Mark A Leuellen is a trusted financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Mark A Leuellen is dedicated to helping individuals and families secure their financial future.

Jeremy Sweeney - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8086 Berry Farms X-ing, Franklin, Tennessee, United States. Jeremy Sweeney holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services to individuals looking to secure their financial future, including wealth transfers, federal taxation, and retirement planning for domestic partners. Jeremy Sweeney is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals.

Lighthouse Wealth Group is a premier financial institution located at 801 Crescent Centre Drive in Franklin, Tennessee, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, we provide personalized services and expert guidance to help you navigate the complexities of the financial world. Trust Lighthouse Wealth Group to be your beacon of light in the world of finance.

Paul Winkler, Inc Cool Springs is a reputable financial institution located at 725 Cool Springs Boulevard in Franklin, Tennessee. With a focus on providing top-notch financial services and advice, the team at Paul Winkler, Inc Cool Springs is dedicated to helping clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your wealth, the experienced professionals at this institution are here to assist you every step of the way. Trust in Paul Winkler, Inc Cool Springs for all your financial needs.

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

Edward Jones - Financial Advisor: Bret Robbe, CEPA® is a reputable financial institution located at 5550 Franklin Pike in Nashville, Tennessee, United States. Specializing in finance, Bret Robbe is a Certified Exit Planning Advisor (CEPA®) who provides expert financial advice and guidance to clients looking to secure their financial future. With a commitment to personalized service and a thorough understanding of the complexities of financial planning, Bret Robbe and the team at Edward Jones strive to help clients achieve their financial goals and build a solid foundation for long-term success.

Robert Henry Wins Wills III: Primerica - Financial Services is a prominent finance and insurance agency located at 5556 Franklin Pike in Nashville, Tennessee, United States. With a strong focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals. Whether it's retirement planning, investments, or insurance needs, the experienced professionals at Robert Henry Wins Wills III: Primerica are committed to providing personalized solutions tailored to each client's unique situation. Trustworthy and reliable, this institution is a go-to destination for those seeking expert financial advice and assistance.

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

Merrill Lynch Wealth Management, located at 201 Franklin Road in Brentwood, Tennessee, offers clients the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The financial advisors at the branch provide years of combined wealth management knowledge and experience, offering strategies to help clients preserve, grow, and distribute wealth. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services. The advisors are committed to client service and satisfaction, working with clients to create financial strategies tailored to their long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help them pursue personal and professional financial goals. The institution offers continuing professional training, mentoring, and technology for new and experienced advisors, as well as individually customized investment approaches and wealth management advice. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their unique financial goals. Customers are advised to consult their legal and tax advisors before making financial decisions, as investing involves risk. Additional information about products and services is available through the Client Relationship Summary. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and member of SIPC, offering investment products sponsored by affiliates of Bank of America Corporation. Insurance, annuity products, trust, fiduciary, and investment management services are also available through affiliated entities. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients can access FINRA's BrokerCheck for information about brokers and brokerage firms.

John Sant Amour - Morgan Stanley is a prestigious finance institution located in Franklin, Tennessee. With a focus on providing top-notch financial services, our team of experts at 2000 Meridian Boulevard is dedicated to helping our clients achieve their financial goals. From investment planning to wealth management, we offer a wide range of services to meet the needs of individuals, families, and businesses. Trust in John Sant Amour - Morgan Stanley for all your financial needs in the United States.

The Gold Rush Store is a prestigious establishment located in Franklin, Tennessee. Specializing in finance and jewelry, this appointment-only store offers a unique and personalized shopping experience for those looking to invest in high-quality gold and precious metals. With a reputation for exceptional customer service and a wide selection of stunning pieces, The Gold Rush Store is the go-to destination for those seeking luxury and sophistication in their investments. Visit us at 1650 Murfreesboro Road to discover the beauty and value of our exquisite collection.

Hawthorne Carter Real Estate Services is a premier real estate agency located at 600a Frazier Drive in Franklin, Tennessee, United States. With a team of experienced and dedicated real estate professionals, Hawthorne Carter provides top-notch services for buying, selling, and renting properties in the Franklin area. Whether you are a first-time homebuyer or a seasoned investor, Hawthorne Carter Real Estate Services is committed to helping you achieve your real estate goals. Contact us today to learn more about our personalized and professional services.

Pacific Pride is a prestigious institution located at 400 Downs Boulevard in Franklin, Tennessee, United States. As a leading educational facility, Pacific Pride offers a wide range of academic programs and extracurricular activities to help students reach their full potential. With a dedicated faculty and state-of-the-art facilities, Pacific Pride is committed to providing a supportive and enriching environment for students to thrive. Join us at Pacific Pride and embark on a journey towards academic excellence and personal growth.

Welcome to Mortgage Investors Group, your trusted partner in securing your dream home. Located at 9724 Kingston Pike, Knoxville, Tennessee, we specialize in providing tailored mortgage solutions to meet your unique financial needs. With years of experience and a dedicated team of professionals, we pride ourselves on offering personalized service and expert guidance throughout the home buying process. Whether you're a first-time homebuyer or looking to refinance, Mortgage Investors Group is committed to helping you achieve your homeownership goals with competitive rates and exceptional customer service. Visit us today and let us help you find the perfect mortgage solution.

Old Town Lending is a reputable finance institution located at 1216 West Main Street in the charming town of Franklin, Tennessee. With a commitment to providing personalized financial solutions to individuals and businesses in the area, Old Town Lending offers a range of services including loans, mortgages, and investment opportunities. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how Old Town Lending can help you with your financial needs.

Fourth Capital Bank - Cool Springs is a premier financial institution located in the bustling city of Franklin, Tennessee. Situated at 9000 Carothers Parkway, this bank offers a wide range of banking and financial services to meet the needs of individuals, businesses, and organizations in the area. With a focus on personalized service and innovative solutions, Fourth Capital Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, savings account, loans, or investment options, the knowledgeable team at Fourth Capital Bank is ready to assist you. Stop by the Cool Springs branch today and experience the difference that Fourth Capital Bank can make in your financial future.

Ascend Federal Credit Union, located at 4051 Franklin Road in Murfreesboro, Tennessee, is a finance institution dedicated to putting you in the driver's seat with auto loans. The institution shares its profits with members, giving back $5 million in bonus dividends and loan interest refunds in 2023. You can estimate how much you could earn by using their products and services, based on average monthly account balances and APR or APY rates. Ascend also offers a $50 bonus towards savings goals for opening a new Ascend Youth Account in April. With benefits like interest on daily balances, Telehealth Service, and Fuel Savings, Ascend helps your money work for you. Keep in mind that annual member return of profits is not guaranteed, and certain products like secondary market mortgages and student loans are not eligible for member return. Join Ascend Federal Credit Union and start reaching your financial goals today.

First Bank and Trust Company is a reputable financial institution located at 1185 North State of Franklin Road in Johnson City, Tennessee. As a full-service bank, we offer a wide range of financial products and services to our customers, including personal and business banking, loans, mortgages, and investment options. Our experienced team of professionals is dedicated to providing superior customer service and helping our clients achieve their financial goals. Whether you're looking to open a checking account, secure a loan, or plan for your future, First Bank and Trust Company is here to assist you every step of the way. Visit us today to experience the difference of banking with a trusted partner.

Edward Jones - Financial Advisor: Patrick E McFarland is a trusted finance institution located at 1015 Westhaven Boulevard in Franklin, Tennessee, United States. As a dedicated financial advisor, Patrick E McFarland provides personalized investment advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Patrick E McFarland and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Charles Schwab is a financial institution located at 520 Cool Springs Boulevard in Franklin, Tennessee, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help individuals and businesses achieve their financial goals. With a commitment to transparency, low fees, and exceptional customer service, Charles Schwab is a trusted partner for those looking to grow and protect their wealth.

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.

Raymond James is a leading financial institution located at 354 Cool Springs Boulevard in Franklin, Tennessee, United States. Specializing in finance, Raymond James offers a wide range of services including investment banking, wealth management, and financial planning. With a reputation for excellence and a commitment to personalized service, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future.