The 30 Best Legacy planning in Tennessee

Brent Trentham - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 371 Fountain View Circle in Alcoa, Tennessee, United States. With a focus on personalized wealth management services, our team is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, our experienced advisors are here to provide expert guidance and tailored solutions to meet your unique needs. Trust Brent Trentham and Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and make informed decisions that will set you on the path to financial success.

Jeff Marzolf - Raymond James is a reputable finance institution located at 412 North Cedar Bluff Road in Knoxville, Tennessee. With a strong commitment to providing personalized financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Jeff Marzolf - Raymond James is dedicated to providing expert advice and guidance to help clients make informed decisions about their investments. Whether you are planning for retirement, saving for college, or building wealth for the future, Jeff Marzolf - Raymond James is here to help you every step of the way.

Edward Jones - Financial Advisor: Sean Wilson is a trusted financial institution located at 8905 Linksvue Drive in Knoxville, Tennessee. As a dedicated financial advisor, Sean Wilson provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Sean Wilson and Edward Jones are committed to helping individuals and families navigate the complex world of finance with confidence. Whether you are planning for retirement, saving for college, or investing for the future, Sean Wilson is here to provide expert guidance and support every step of the way.

Cumberland Trust is a reputable finance institution located at 334 Ebenezer Road in Knoxville, Tennessee, United States. With a strong focus on trust and wealth management services, Cumberland Trust offers personalized financial solutions to help clients achieve their long-term financial goals. Their team of experienced professionals provides expert guidance and support to individuals, families, and organizations seeking to secure their financial future. Whether you are looking to plan for retirement, manage your investments, or establish a trust, Cumberland Trust is dedicated to providing exceptional service and tailored solutions to meet your needs.

Edward Jones - Financial Advisor: Heather D Cook, CFP® is a reputable finance institution located at 137 West End Avenue in Farragut, Tennessee, United States. Heather D Cook, a Certified Financial Planner, offers 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 a trusted partner in financial planning and wealth management. Whether you are looking to plan for retirement, save for college, or invest for the future, Heather D Cook and the team at Edward Jones are dedicated to helping you secure your financial future.

Edward Jones Investments is a leading financial institution located in Pigeon Forge, Tennessee, United States. Specializing in personalized investment services, Edward Jones aims to help individuals reach their financial goals through tailored investment strategies. With a focus on building long-term relationships with clients, Edward Jones provides expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones Investments offers a wide range of services to meet your financial needs.

Bruce Shahan is a Financial Advisor at Ameriprise Financial Services, LLC located at 213 Overlook Circle in Brentwood, Tennessee, United States. Bruce 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 cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. Bruce is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services. With a commitment to ethics and continuing education, Bruce Shahan is a trusted and knowledgeable financial advisor in the Brentwood area.

Amanda Cook Webb - Ameriprise Financial Services, LLC is a finance institution located at 371 Fountain View Circle, Alcoa, Tennessee, United States. They offer a range of certifications and designations 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®, 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 cover various aspects of financial planning, investment management, estate planning, and specialized services for specific client needs. The institution is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.

TSG Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 371 Fountain View Circle, Alcoa, Tennessee, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The team at TSG Financial Advisors provides personalized advice to help clients achieve their financial goals. They offer insights on the current market trends and strive to help clients feel more confident and in control of their financial lives. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations and compliance standards. They offer initial consultations to provide an overview of financial planning concepts and discuss what is most important to the client. Ameriprise Financial Services cannot guarantee future financial results, but they work diligently to assist clients in reaching their financial objectives.

Core Benefits & Investments is a leading finance and insurance agency located at 1111 North Northshore Drive in Knoxville, Tennessee. With a focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Core Benefits & Investments is committed to providing top-notch services tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.

Athens Pediatrics PLLC, located at 111 Epperson Street in Athens, Tennessee, is a trusted institution dedicated to providing the highest quality care to pediatric patients. Established in 1973 by Dr. George Ackaouy and joined by Dr. Iris Snider in 1974, Athens Pediatrics has been a pioneer in pediatric healthcare in McMinn County. The founding physicians were passionate advocates for children's health and worked tirelessly to ensure access to quality medical care for all pediatric patients in Tennessee. Today, the providers at Athens Pediatrics continue the legacy of Dr. Ackaouy and Dr. Snider by staying up-to-date with the latest medical literature and recommendations. The team is committed to providing compassionate, knowledgeable, and helpful care to all children. Same day sick appointments are available daily, and after hours, there is a provider on call to provide emergency advice.

Iris Snider, MD is a healthcare institution located at 111 Epperson Street in Athens, Tennessee, United States. Specializing in pediatric care, our team of providers is dedicated to offering the highest quality medical services to our patients. We accept most healthcare plans and are committed to providing up-to-date care based on current medical literature. Established in 1973 by Dr. George Ackaouy and joined by Dr. Iris Snider in 1974, Athens Pediatrics was the first pediatric practice in McMinn County. Drs. Ackaouy and Snider dedicated their lives to caring for children in the region and advocating for quality medical coverage for pediatric patients in Tennessee. Although these founding physicians have passed on, our team at Athens Pediatrics continues their legacy by providing compassionate and knowledgeable care to all children.

Jessica Pine is a reputable finance institution located at 8833 Skybrook Drive in Ooltewah, Tennessee, United States. With a team of experienced professionals, Jessica Pine offers a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Jessica Pine is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Jessica Pine is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Cameron & Cameron P.C. is a reputable finance and law firm located in Jasper, Tennessee, United States. With a convenient address at 28 Courthouse Square, this institution offers expert legal services and financial advice to individuals and businesses alike. The team at Cameron & Cameron P.C. is dedicated to providing top-notch representation and guidance in a variety of legal and financial matters. Whether you need assistance with estate planning, business transactions, or any other legal or financial issue, you can trust Cameron & Cameron P.C. to provide professional and personalized service.

Revollo Castlebary & Associates Law Firm is a trusted legal institution located at 7522 East Brainerd Road in Chattanooga, Tennessee. Specializing in estate planning, our team of experienced lawyers make it easy and affordable to get your will or trust handled. Contact us at 423-661-4214 or email priscillarc@rcalawfirm.com for more information. Trust Revollo Castlebary & Associates Law Firm to provide you with top-notch legal services for all your estate planning needs.

Globe Life American Income Division: AO is a financial institution located at 901 Mountain Creek Road in Chattanooga, Tennessee. Our team of experts is dedicated to helping individuals and families achieve financial security and peace of mind through a range of insurance and investment products. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources they need to build a secure financial future. Contact us today to learn more about how we can help you reach your financial goals.

Life is an insurance agency located at 1512 East 17th Street in Chattanooga, Tennessee. We provide a range of insurance products to protect you and your loved ones from life's uncertainties. Our dedicated team of professionals is committed to helping you find the right coverage to meet your needs and budget. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to guide you every step of the way. Trust Life to safeguard your future and give you peace of mind.

Merrill Lynch Financial Advisor Xiuming Jin is a reputable finance institution located at 2 Union Square in Chattanooga, Tennessee, United States. With a team of experienced professionals, they offer expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Xiuming Jin provides personalized solutions tailored to your individual needs. Trustworthy and reliable, this institution is dedicated to helping clients secure their financial future.

Bridging Wealth Solutions is a reputable finance and insurance agency located at 2601 Broad Street in Chattanooga, 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 are looking for investment advice, retirement planning, insurance coverage, or wealth management solutions, we are here to help bridge the gap between where you are now and where you want to be financially. Contact us today to learn more about how we can help secure your financial future.

The Trust Company of Tennessee, located at 832 Georgia Avenue in Chattanooga, offers a wide range of financial services to help you live a life of financial confidence. Whether you need help making better decisions with your money, eliminating 401(k) hassles, protecting your loved ones, or preserving your family's legacy, our team of trusted advisors is here to guide you every step of the way. We offer full-service corporate retirement plans, personalized wealth management, family office services, and specialized estate planning. Our team of CPAs and attorneys can work with your advisors to create a solid estate plan that fulfills your wishes. Trusts are also a key part of our services, allowing you to take care of those you care most about.

Kellye Phillips - Raymond James is a trusted financial institution located at 537 Market Street in Chattanooga, Tennessee. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Robin Moldenhauer - Raymond James is a reputable finance institution located at 537 Market Street in Chattanooga, Tennessee. With a focus on providing personalized financial solutions, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer comprehensive services tailored to your individual needs. Trust Robin Moldenhauer - Raymond James to provide expert guidance and support as you navigate the world of finance.

Keel Point, located at 25 East Main Street in Chattanooga, Tennessee, is a finance institution dedicated to helping clients manage and grow their wealth. Our team of financial advisors offers personalized solutions for personal, family, and philanthropic wealth management, utilizing comprehensive tools for investment management, generational wealth planning, and retirement planning. For clients with substantial, multi-generational wealth, Keel Point Horizon offers specialized services tailored to their specific needs and goals. We understand the importance of balancing financial responsibilities among personal, family, and business obligations, and strive to help our clients achieve financial stability for both the present and the future.

Darin Hurley - Raymond James is a reputable financial institution located at 537 Market Street in Chattanooga, Tennessee. As a branch of Raymond James, this institution offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Darin Hurley - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their services and how they can help you manage your finances effectively.

Powell & Associates is a reputable finance institution located at 424 Hampton Road in Signal Mountain, Tennessee, United States. With a team of experienced financial experts, Powell & Associates offers a wide range of financial services to individuals and businesses, including investment planning, retirement planning, wealth management, and more. Clients can trust Powell & Associates to provide personalized and professional financial advice to help them achieve their financial goals. Visit them today to learn more about how they can help you secure your financial future.

The Colquette Group Wealth Advisors is a leading financial institution located at 6918 Shallowford Road in Chattanooga, Tennessee. Specializing in accounting and finance, our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on integrity, transparency, and expertise, we offer comprehensive financial planning, investment management, and retirement planning solutions. Trust The Colquette Group Wealth Advisors to provide you with the guidance and support you need to secure your financial future.

Franklin Wealth Management is a trusted financial advisor located in Chattanooga, Tennessee. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. We offer a wide range of services including retirement planning, wealth management, estate planning, and more. Visit us at our convenient location on Hixson Pike to learn how we can help you secure your financial future.

Merrill Lynch Financial Advisor Catherine Smith is a prestigious financial institution located at 2 Union Square in Chattanooga, Tennessee, United States. Catherine Smith is a highly experienced and knowledgeable financial advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Merrill Lynch Financial Advisor Catherine Smith is committed to helping clients build and protect their wealth for the future. Contact Catherine Smith today to schedule a consultation and start planning for a secure financial future.

Davis Wealth Partners is a leading finance institution located at 7047 Lee Highway in Chattanooga, Tennessee. With a team of experienced financial advisors, Davis Wealth Partners offers a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, their experts provide personalized solutions to meet the unique needs of each individual. With a focus on building long-term relationships based on trust and integrity, Davis Wealth Partners is dedicated to helping clients secure their financial future.

Shane E. Unsworth, CRPC, CFP - UBS Financial Services Inc. is a renowned financial institution located in Chattanooga, Tennessee, United States. Specializing in finance, they provide expert advice and services to help clients achieve their financial goals. With a team of highly qualified professionals, including Certified Retirement Planning Counselors and Certified Financial Planners, they offer personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Shane E. Unsworth and his team at UBS Financial Services Inc. are dedicated to helping you navigate the complex world of finance with confidence.