Best Financial Advisors in Gallatin, TN

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List of Firms

Gallatin, TN Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Evan R Muldoon
Location 879 Green Lea Blvd Suite 104, Gallatin, TN 37066, USA
Phone (615) 206-7500
Directions
Apex Financial Planning
5 out of 5
Location 1529 Hunt Club Blvd Suite 100, Gallatin, TN 37066, USA
Phone (615) 206-8731
Directions
Edward Jones - Financial Advisor: Rick Murphy
Location 600 Commons Dr Ste 100, Gallatin, TN 37066, USA
Phone (615) 452-9927
Directions
Financial Partners Group LLC
Location 607 Commons Dr, Gallatin, TN 37066, USA
Phone (615) 230-9700
Directions
Raymond James Financial Services
Location 455 W Main St, Gallatin, TN 37066, USA
Phone (615) 442-1470
Directions
Zettergren Financial Group
Location 100 Bluegrass Commons Blvd Suite 2165, Hendersonville, TN 37075, USA
Phone (615) 822-4780
Directions
Tennessee Financial Associates Inc
Location 170 W Franklin St, Gallatin, TN 37066, USA
Phone (615) 452-4587
Directions
Financial Advisors in Gallatin, TN

Where Certified Financial Advisors in Gallatin, TN Serve

Gallatin, TN is a vibrant city nestled in the heart of Sumner County. It boasts a plethora of landmarks, including the historic Palace Theater, the Sumner County Museum, and the beautiful Bledsoe Creek State Park. The city is also home to several top employers, including the Sumner County Board of Education, Volunteer State Community College, and the Gap Distribution Center. Major highways such as I-65 and TN-386 provide easy access to surrounding areas, while streets like Nashville Pike and Main Street offer a charming small-town feel. Neighborhoods like Fairvue Plantation and Foxland Harbor offer picturesque views of the lake and rolling hills, while areas like downtown Gallatin provide a bustling urban atmosphere. Overall, Gallatin is a city full of history, charm, and opportunity.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gallatin, TN could benefit greatly from the guidance of a financial advisor. With a population of over 40,000 people, many individuals and families in the area may struggle with managing their finances. A financial advisor can assist with creating a budget, developing a savings plan, and investing wisely. In particular, the advisor can help residents navigate the unique financial landscape of Gallatin, TN, which is home to a diverse mix of industries including healthcare, manufacturing, and retail. Additionally, with the city's proximity to Nashville, many residents may work in the music or entertainment industry, which can present its own financial challenges. By working with a financial advisor, individuals in Gallatin can gain the knowledge and tools necessary to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Gallatin, TN can benefit from the services of an insurance broker in a number of ways. One of the most common ways an insurance broker can help is by providing personalized guidance on the best insurance policies for their specific needs. For example, Gallatin is located in a region that is prone to severe weather, including tornadoes and thunderstorms. An insurance broker can help residents find comprehensive coverage that includes protection against weather-related damages. Additionally, an insurance broker can help residents navigate the complex world of insurance policies and claims, ensuring that they receive the best possible coverage and support in the event of an accident or disaster. By working with an insurance broker, residents of Gallatin can feel confident that they have the protection they need to weather any storm.

Retirement Planning

Residents of Gallatin, TN can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized retirement plan based on the individual's specific needs and goals. This is especially important in Gallatin, TN, where the cost of living is slightly higher than the national average. A retirement planner can help residents navigate their retirement savings options, such as 401(k)s and IRAs, and provide guidance on how to maximize their savings. Additionally, a retirement planner can help residents plan for healthcare costs, which can be a significant expense in retirement. With the help of a retirement planner, residents of Gallatin, TN can feel confident in their retirement plan and have peace of mind knowing they are prepared for the future.

Wealth Management

Residents of Gallatin, TN could benefit from a wealth manager in several ways. Firstly, a wealth manager can help them plan for retirement and ensure that they have enough savings to live comfortably. Secondly, they can help residents manage their investments and make informed decisions about where to invest their money. Additionally, a wealth manager can help residents with estate planning and ensure that their assets are distributed according to their wishes. One specific aspect of Gallatin, TN that a wealth manager could address is the growing population and the resulting increase in demand for housing and other resources. A wealth manager could help residents navigate the changing economic landscape and make smart financial decisions that will benefit them in the long run.

Mortgage Loan Officer

Residents of Gallatin, TN can benefit greatly from the services of a mortgage loan officer when seeking to buy a new home or refinance an existing one. A mortgage loan officer can provide guidance on the best type of mortgage for their unique financial situation, help them understand the terms and conditions of their loan, and assist with the application process. In particular, residents of Gallatin, TN may benefit from a loan officer who is familiar with the local real estate market and can provide insight into specific neighborhoods and properties. With the help of a mortgage loan officer, residents of Gallatin, TN can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of Gallatin, TN can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting residents with tax planning and preparation. This is especially important in Gallatin, where the cost of living is relatively high compared to other cities in Tennessee. A tax advisor can help residents identify deductions and credits that they may be eligible for, which can help reduce their tax liability and save them money. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are in compliance with all applicable tax laws. With the help of a tax advisor, residents of Gallatin can rest assured that they are making the most of their tax situation and avoiding any potential pitfalls.

Estate Planning Lawyer

Residents of Gallatin, TN can benefit from hiring an estate planning lawyer in a number of ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust. This is especially important for residents of Gallatin, TN who own property or have significant assets, as it ensures that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which can provide peace of mind and protection in the event of incapacity. By working with an estate planning lawyer, residents of Gallatin, TN can ensure that their wishes are carried out and their loved ones are taken care of in the future.

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