Best Financial Advisors in Sullivan County, TN

We did the hard work of finding trustworthy partners in Sullivan County, TN. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Sullivan County, TN Fiduciary Financial Advisors

Todd Bevins - Financial Advisor, Ameriprise Financial Services, LLC
Location 200 E Main St Ste 302, Kingsport, TN 37660, USA
Phone (423) 396-1215
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 114 E Main St, Kingsport, TN 37660, USA
Phone (423) 378-5678
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
Directions
Craig Torbett - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 108 W Main St, Kingsport, TN 37660, USA
Phone (423) 246-1686
Directions
Craig Torbett - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 102 W Springbrook Dr, Johnson City, TN 37604, USA
Phone (423) 930-8959
Directions
B&H Wealth Strategies
5 out of 5
Location 1402 E Center St, Kingsport, TN 37664, USA
Phone (423) 247-1152
Directions
Trust First Financial Advisors
5 out of 5
Location 5813 Hwy 11 E, Piney Flats, TN 37686, USA
Phone (423) 538-9696
Directions
Edward Jones - Financial Advisor: Taylor S Griffin
Location 1323 TN-394 F, Blountville, TN 37617, USA
Phone (423) 279-7752
Directions
Kevin White - Financial Advisor, Ameriprise Financial Services, LLC
Location 208 Sunset Dr Ste 101, Johnson City, TN 37604, USA
Phone (423) 283-9660
Directions
Center Street Wealth Management Group
Location 125 W Center St #101, Kingsport, TN 37660, USA
Phone (423) 765-1000
Directions
Aspire Financial Services
5 out of 5
Location 2025 Meadowview Pkwy Suite 100, Kingsport, TN 37660, USA
Phone (423) 530-7788
Directions
Edward Jones - Financial Advisor: Michele Delawder
Location 406 Roy Martin Rd Suite 5, Gray, TN 37615, USA
Phone (423) 207-1045
Directions
The Torbett Group - Ameriprise Financial Services, LLC
Location 108 W Main St, Kingsport, TN 37660, USA
Phone (423) 246-1686
Directions
Edward Jones - Financial Advisor: Teresa E Ring
5 out of 5
Location 309 8th St, Bristol, TN 37620, USA
Phone (423) 652-2850
Directions
Values First Advisors, Inc.
SEC File# 801-70391
CRD# 148532
Location 101 Old Gray Station Rd, Johnson City, TN 37615, USA
Phone (877) 832-3847
Directions
Calvin Rue Klem - Financial Advisor, Ameriprise Financial Services, LLC
Location 208 Sunset Dr Ste 101, Johnson City, TN 37604, USA
Phone (423) 283-9660
Directions
Wells Fargo Advisors Financial Network
SEC File# 801-57434
CRD# 11025
Location Kingsport, TN 37660, USA
Directions
Edward Jones - Financial Advisor: Mike Haas, AAMS™
5 out of 5
Location 4045 Fort Henry Dr, Kingsport, TN 37663, USA
Phone (423) 239-2520
Directions
Merrill Lynch Wealth Management Advisor Rebecca Loyd-Frazier
Location 7 Sheridan Square Suite 110, Kingsport, TN 37660, USA
Phone (423) 782-2226
Directions
Financial Advisors in Sullivan County, TN

Where Certified Financial Advisors in Sullivan County, TN Serve

Sullivan County, TN, nestled in the foothills of the Appalachian Mountains, boasts a wealth of landmarks that reflect its rich history and natural beauty. From the iconic Bristol Motor Speedway to the historic Netherland Inn, there is no shortage of places to explore and discover. The county's top employers include Eastman Chemical Company, Ballad Health, and the Sullivan County school system, providing ample job opportunities for residents. Major highways and streets, such as Interstate 81 and U.S. Route 11W, make transportation a breeze, while neighborhoods like Colonial Heights and Kingsport offer a diverse range of housing options for those looking to call Sullivan County home. With its blend of history, natural beauty, and economic opportunity, Sullivan County is a gem of the Volunteer State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sullivan County, TN could greatly benefit from the expertise of a financial advisor. With a median household income of $44,000, many families in the area may struggle to manage their finances effectively. A financial advisor can offer guidance on budgeting, saving, and investing, helping individuals and families to make the most of their money. Additionally, with a poverty rate of 16.5%, many residents may be facing financial challenges that require more specialized support, such as debt management or retirement planning. A financial advisor can work with clients to create personalized plans that address their unique needs and goals, providing ongoing support and guidance to help them achieve financial stability and security.

Insurance Broker

Residents of Sullivan County, TN can benefit greatly from the assistance of an insurance broker. One of the most common ways an insurance broker can help is by navigating the complex world of health insurance. With the high cost of medical care, it's essential to have the right coverage to protect oneself and their family. An insurance broker can help residents of Sullivan County, TN find the right health insurance plan that fits their budget and meets their specific needs. Additionally, an insurance broker can provide guidance on other types of insurance, such as home, auto, and life insurance, ensuring that residents have comprehensive coverage that protects them from unexpected events. With the knowledge and expertise of an insurance broker, residents of Sullivan County, TN can have peace of mind knowing they are properly covered.

Retirement Planning

Residents of Sullivan County, TN can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Sullivan County navigate the often complex world of retirement planning and ensure that they have a solid financial plan in place for their golden years. Specifically, with a high poverty rate of 19.5% in Sullivan County, a retirement planner can help residents maximize their Social Security benefits, create a budget, and invest wisely to ensure a comfortable retirement. Additionally, a retirement planner can help residents in Sullivan County plan for unexpected expenses such as medical bills or long-term care costs. With the help of a retirement planner, residents of Sullivan County can have peace of mind knowing that their financial future is secure.

Wealth Management

Residents of Sullivan County, TN would benefit greatly from the services of a wealth manager. With a population of over 158,000 people, the county is home to a diverse range of individuals with varying financial needs. A wealth manager can help these residents with everything from investment planning to retirement savings, ensuring that they are able to meet their financial goals and secure their future. Additionally, Sullivan County is known for its strong agricultural industry, and a wealth manager can provide specialized advice to farmers and other agricultural business owners to help them manage their finances and grow their businesses. Overall, a wealth manager can provide invaluable support and guidance to residents of Sullivan County, TN, helping them to achieve financial success and peace of mind.

Mortgage Loan Officer

Residents of Sullivan County, TN can benefit from the expertise of a mortgage loan officer in many ways. First and foremost, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging in a rural area like Sullivan County. Additionally, loan officers can provide valuable guidance on the best loan products for residents' unique financial situations and goals. For example, many residents of Sullivan County may be interested in USDA loans, which are designed specifically for rural homebuyers. A knowledgeable loan officer can help residents understand the requirements and benefits of this type of loan, and can guide them through the application process. By working with a mortgage loan officer, residents of Sullivan County can feel confident that they are making informed decisions about their home financing options.

Tax Services

Residents of Sullivan County, TN can greatly benefit from the guidance of a tax advisor. With the county's median household income being lower than the national average, many individuals and families may struggle with navigating the tax system and maximizing their tax deductions. A tax advisor can assist in identifying deductions and credits that may be overlooked, such as those related to home ownership and education expenses. Additionally, the county has a high percentage of elderly residents who may require specialized tax planning for retirement and estate planning. With the help of a tax advisor, Sullivan County residents can ensure they are taking advantage of all available tax benefits and making informed decisions for their financial future.

Estate Planning Lawyer

Residents of Sullivan County, TN can greatly benefit from the services of an estate planning lawyer. Specifically, with its aging population, many residents may need help with creating a plan to protect their assets and ensure their wishes are carried out after they pass away. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes and that loved ones are taken care of. Additionally, an estate planning lawyer can help with planning for long-term care, including Medicaid planning and nursing home care. With the personalized attention and guidance of an estate planning lawyer, residents of Sullivan County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Sullivan County, TN