Best Financial Advisors in Oak Ridge, TN

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List of Firms

Oak Ridge, TN Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 708 S Illinois Ave Ste E101, Oak Ridge, TN 37830, USA
Phone (865) 272-3829
Edward Jones
SEC File# 801-3297
CRD# 250
Location 575 Oak Ridge Turnpike Ste 204, Oak Ridge, TN 37830, USA
Phone (865) 685-5713
David C Kirkwood - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 683 Emory Valley Rd Ste C, Oak Ridge, TN 37830, USA
Phone (865) 482-1982
Jack Hill - Raymond James
Location 661 Emory Valley Rd, Oak Ridge, TN 37830, USA
Phone (865) 777-4700
Rather & Kittrell Capital Management
SEC File# 801-66996
CRD# 114885

5 out of 5

Location 11905 Kingston Pike, Knoxville, TN 37934, USA
Phone (865) 218-8400
David Jones - Raymond James
Location 11400 Parkside Dr, Farragut, TN 37934, USA
Phone (865) 777-5800
Surge Financial
Location 1021 Alvin Weinberg Dr, Oak Ridge, TN 37830, USA
Phone (865) 483-1949
Bill Timm Financial Planning
Location 7324 Oak Ridge Hwy, Knoxville, TN 37931, USA
Phone (865) 249-8525
Amy Suzanne Allen - Financial Advisor, Ameriprise Financial Services, LLC
Location 139 S Charles G Seivers Blvd, Clinton, TN 37716, USA
Phone (865) 463-9411
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About Oak Ridge, TN

Oak Ridge, Tennessee is a city in the eastern United States, located in Anderson and Roane counties. The city was established in 1942 as a secret city as part of the Manhattan Project. Oak Ridge is home to several landmarks, including the Oak Ridge National Laboratory and the American Museum of Science and Energy. The top employers in Oak Ridge are the Department of Energy, UT-Battelle LLC, and Y-12 National Security Complex. Major highways and streets in Oak Ridge include State Route 95 and U.S. Route 62. Some neighborhoods in Oak Ridge include West Hills, Melton Hill, and Robertsville.

Where Certified Financial Advisors in Oak Ridge, TN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Oak Ridge, TN residents are fortunate to have access to a wide variety of banking services. Banks offer a variety of products and services that can help residents manage their money and save for the future. Some of the most popular services offered by banks include checking and savings accounts, loans, and credit cards. Banks also offer a range of specialized services, such as retirement planning, investment advice, and insurance products.

Insurance Broker

If you live in Oak Ridge, TN and are looking for insurance, you may want to consider working with an insurance broker. An insurance broker can help you find the best coverage for your needs and budget, and they can also help you file claims and navigate the complex world of insurance. If you're looking for a broker, be sure to ask around for recommendations, or check with the Tennessee Department of Commerce and Insurance.

Retirement Planning

Oak Ridge, TN is home to the Y-12 National Security Complex, which is run by Babcock & Wilcox Technical Services Y-12, LLC. The company employs around 1,800 people and is responsible for maintaining the U.S. nuclear weapons stockpile. It's also a major employer in the area. Babcock & Wilcox Technical Services Y-12, LLC offers a 401(k) retirement savings plan that employees can participate in. Employees contribute money to their accounts on a pre-tax basis and the company matches a percentage of employee contributions. The company also offers other benefits, such as medical insurance and paid time off. Employees who are nearing retirement age may want to speak with a financial advisor about their options for withdrawing money from their 401(k) account without penalty. Advisors can help retirees understand how to make withdrawals without incurring taxes or penalties.

Wealth Management

Oak Ridge, TN residents can take advantage of wealth management services to help them grow their assets and achieve their financial goals. Wealth management is a comprehensive approach to managing your money that combines investment advice, risk management, and tax planning into one cohesive strategy. By working with a wealth manager, you can get access to the latest investment strategies and have someone who is knowledgeable about tax laws and regulations overseeing your portfolio. This can help you save money on taxes and protect your investments from market volatility.

Estate Planning Lawyer

Estate planning lawyers in Oak Ridge, TN can help residents protect their assets and plan for the future. Planning ahead is essential for everyone, but especially important for those with children or other dependents. A good estate lawyer can help you create a will, trust, and other legal documents that will ensure your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Oak Ridge, TN can help residents by providing them with the best rates and services available. In addition, these professionals can offer guidance to those who are looking to purchase a new home or refinance an existing mortgage. By working with a qualified loan officer, residents can save money and time while getting the most from their mortgage.

Tax Services

Oak Ridge, TN residents can benefit from the help of tax accountants in order to make sure they are getting the most out of their tax returns. Tax accountants can help residents save money and time, as well as make sure that they are filing their taxes correctly.


FAQs About Personal Financial Advisors in Oak Ridge, TN