Best Financial Advisors in Brentwood, TN

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Brentwood, TN Fiduciary Financial Advisors

Prudent Street Financial Advisors LLC
SEC File# 801-74401
CRD# 160436
Location 104 Continental Pl Suite 100, Brentwood, TN 37027, USA
Phone (615) 523-0660
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Thoroughbred Financial Services
SEC File# 801-56741
CRD# 47893
5 out of 5
Location 5110 Maryland Way # 300, Brentwood, TN 37027, USA
Phone (615) 371-0001
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Robert Stokes, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 5214 Maryland Way Ste 307, Brentwood, TN 37027, USA
Phone (615) 372-8660
Time Monday: 6:30 AM – 5:00 PM Tuesday: 6:30 AM – 5:00 PM Wednesday: 6:30 AM – 5:00 PM Thursday: 6:30 AM – 5:00 PM Friday: 6:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
David H Stacey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1616 Westgate Cir, Brentwood, TN 37027, USA
Phone (615) 844-6125
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Premier Private Wealth, LLC
SEC File# 801-121765
CRD# 314516
Location 112 Westwood Pl #310, Brentwood, TN 37027, USA
Phone (615) 777-2125
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
TBH Advisors
SEC File# 801-96279
CRD# 226555
Location 6 Cadillac Dr #300, Brentwood, TN 37027, USA
Phone (615) 690-4820
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
McCall & Associates
Location 5217 Maryland Way Suite 401, Brentwood, TN 37027, USA
Phone (615) 370-4040
Sailer Financial LLC
SEC File# 801-64641
CRD# 127411
5 out of 5
Location 340 Seven Springs Way Ste 710, Brentwood, TN 37027, USA
Phone (615) 370-1253
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Franklin Financial Advisors
Location 1648 Westgate Cir Suite 101, Brentwood, TN 37027, USA
Phone (615) 771-9266
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 109 W Park Dr Suite 120, Brentwood, TN 37027, USA
Phone (833) 752-6333
Shoemaker Financial
5 out of 5
Location 750 Old Hickory Blvd, Brentwood, TN 37027, USA
Phone (615) 383-0262
Goldman Sachs Personal Financial Management Nashville - Brentwood
SEC File# 801-48238
CRD# 106693
Location 5141 Virginia Way Suite 470, Brentwood, TN 37027, USA
Phone (615) 373-6865
Whit Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 213 Overlook Cir Ste A2, Brentwood, TN 37027, USA
Phone (615) 234-7526
Raymond James Financial Services
Location 5500 Maryland Way, Brentwood, TN 37027, USA
Phone (615) 457-3481
Edward Jones - Financial Advisor: David M Upshaw, CFP®
SEC File# 801-3297
CRD# 250
Location 330 Franklin Rd Suite 114, Brentwood, TN 37027, USA
Phone (615) 221-2767
Ascension Financial Partners
5 out of 5
Location 216 Centerview Dr #222, Brentwood, TN 37027, USA
Phone (615) 377-6254
Bruce Shahan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 213 Overlook Cir Ste A2, Brentwood, TN 37027, USA
Phone (615) 234-7526
Financial Advisors in Brentwood, TN

Where Certified Financial Advisors in Brentwood, TN Serve

Brentwood, TN is a suburb of Nashville, located in Williamson County. It is home to many corporate headquarters, including Nissan North America and Vanderbilt University. The major highways and streets in Brentwood are Franklin Road, I-65, and Old Hickory Boulevard. Some of the neighborhoods in Brentwood include Brentwood Estates, Brentwood Forest, and Raintree.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Brentwood, TN offer a wide variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. This allows residents of Brentwood to bank however is most convenient for them.

Insurance Broker

Brentwood, TN is a city in Williamson County, Tennessee. It is a suburb of Nashville and is located about 18 miles southeast of downtown Nashville. The population was 37,060 at the 2010 census. Residents of Brentwood have access to a variety of insurance services from local brokers. These services can be vital in protecting the residents during difficult times.

Retirement Planning

Financial advisors can help Brentwood, TN residents with retirement planning in a number of ways. For example, they can provide guidance on how much money to save each month, and suggest different investment options that will provide a steady income stream during retirement. Additionally, financial advisors can help retirees stay on track with their budget, and make adjustments as needed. Ultimately, having a financial advisor is an important part of ensuring a comfortable retirement.

Wealth Management

Just as there are many different types of investments, there are also many different ways to manage your wealth. A good wealth management plan will take all of your assets and liabilities into account, as well as your current and future financial goals. It will also be tailored to your unique risk tolerance and investment preferences.If you're a Brentwood, TN resident who is looking for help managing your wealth, consider working with a professional wealth manager. They can help you find the right investments for your needs and make sure that you're on track to reach your financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Brentwood, TN residents protect their families and assets in case of an unexpected death or disability. A well-drafted estate plan can ensure that your loved ones are taken care of and your assets are distributed according to your wishes. An estate planning lawyer can help you choose the right type of estate plan for your needs and draft the documents accordingly.

Mortgage Loan Officer

Mortgage loan officers can help Brentwood, TN residents in a number of ways. They can work with borrowers to find the best mortgage products available, they can provide guidance on the home-buying process, and they can assist in the completion of the loan application. In addition, mortgage loan officers can help borrowers understand their credit reports and credit scores, and they can offer advice on how to improve a credit score if necessary.

Tax Services

Residents of Brentwood, TN can take advantage of the services of tax accountants to ensure that they are getting the best return on their investment. Tax accountants can help residents understand what deductions they qualify for and how to file their taxes correctly. This can save residents time and money in the long run.

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FAQs About Personal Financial Advisors in Brentwood, TN