Best Financial Advisors in Sumner County, TN

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List of Firms

Sumner County, TN Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Todd A Johnson, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1526 Hunt Club Blvd Suite 510, Gallatin, TN 37066, USA
Phone (615) 451-0541
Tennessee Financial Associates Inc
Location 170 W Franklin St, Gallatin, TN 37066, USA
Phone (615) 452-4587
Sumner Asset Management
Location 639 E Main St # B204, Hendersonville, TN 37075, USA
Phone (615) 264-8228
Edward Jones - Financial Advisor: Brian S Homra

5 out of 5

Location 203 Anderson Ln N Suite 101, Hendersonville, TN 37075, USA
Phone (615) 824-4114
Collier Wealth Management Inc.

5 out of 5

Location 323 W Main St, Hendersonville, TN 37075, USA
Phone (615) 826-5203
Edward Jones - Financial Advisor: Jerry Conner

3 out of 5

Location 247 W Main St Suite L, Hendersonville, TN 37075, USA
Phone (615) 822-8998
Edward Jones - Financial Advisor: Robert L Evans
Location 533 Rivergate Pkwy, Goodlettsville, TN 37072, USA
Phone (615) 448-6128
Edward Jones - Financial Advisor: Brian A Smith

5 out of 5

Location 900 Conference Dr Suite 15A, Goodlettsville, TN 37072, USA
Phone (615) 859-0597
Raymond James Financial Services

5 out of 5

Location 847 Conference Dr, Goodlettsville, TN 37072, USA
Phone (615) 744-3290
Zettergren Financial Group
Location 100 Bluegrass Commons Blvd Suite 2165, Hendersonville, TN 37075, USA
Phone (615) 822-4780
Edward Jones - Financial Advisor: Kevin Commander
Location 311 E Main St Suite 1, Hendersonville, TN 37075, USA
Phone (615) 824-8398
Location 115 Caudill Dr, Hendersonville, TN 37075, USA
Phone (615) 561-5930
Edward Jones - Financial Advisor: Linda Murphy, CFP®|CLU®|CRPS™
SEC File# 801-3297
CRD# 250
Location 600 Commons Dr Ste 100, Gallatin, TN 37066, USA
Phone (615) 452-9927
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About Sumner County, TN

Sumner County is a county located in the U.S. state of Tennessee. As of the 2010 census, the population was 153,068. The county seat is Gallatin. Sumner County comprises the Nashville-Davidson–Murfreesboro–Franklin, TN Metropolitan Statistical Area. Some of the most notable landmarks in Sumner County are the Bledsoe Creek State Park, the Cedars of Lebanon State Park, and the Long Hunter State Park. The top employers in Sumner County are Nissan North America, Vanderbilt University Medical Center, and St. Thomas Health. Major highways and streets in Sumner County include I-24, I-65, US 31E, and TN 252. Some of the most notable neighborhoods in Sumner County are Hendersonville, White House, Portland, and Goodlettsville.

Where Certified Financial Advisors in Sumner County, TN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Sumner County, TN offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a number of other services, such as online banking and bill pay, which make it easy for customers to manage their finances. In addition, banks provide a number of insurance products, such as car insurance and home insurance.

Insurance Broker

Sumner County, TN residents can get help with their insurance needs from insurance brokers. Brokers are licensed professionals who can help you find the right insurance policy for your needs and budget. They can also help you file claims and answer any questions you have about your policy. If you're looking for a broker, be sure to ask around for referrals or look for one online.

Retirement Planning

Sumner County, TN residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge to help people create a realistic plan for their retirement years. They can work with people to identify their goals and figure out the best way to achieve them. Advisors can also provide guidance on how much money people will need saved up in order to retire comfortably. In addition, they can offer advice on where to invest money in order to get the highest return on investment. All of this information can be extremely helpful in ensuring that Sumner County residents have a successful retirement.

Wealth Management

Residents of Sumner County, TN can take advantage of wealth management services to help them save money and grow their assets. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include investing your money in stocks, bonds, or other types of investments, as well as setting aside money for savings and retirement.There are many different wealth management services available, so it is important to find one that fits your needs. A good wealth management service will work with you to create a custom plan based on your specific goals and financial situation. They will also help you stay on track with your plan by providing regular updates and recommendations.If you are looking for a way to grow your money and protect your assets, then wealth management may be the right solution for you. Contact a local wealth manager today to learn more about how they can help you reach your financial goals.

Estate Planning Lawyer

The lawyers at the estate planning firm of XXX can help residents of Sumner County, TN plan for the future. No matter what your age or financial status, our attorneys can work with you to create a will, trust, or other estate planning document that meets your needs. We understand that everyone's situation is unique, and we will take the time to listen to your concerns and craft a plan that is right for you.

Mortgage Loan Officer

Mortgage loan officers in Sumner County, TN can help residents by providing them with the best options for their home buying needs. They can also provide helpful information about the different types of mortgages available, and they can assist residents in applying for a mortgage. In addition, mortgage loan officers can help residents understand the terms of their mortgage, and they can help them to stay on track with their payments.

Tax Services

Tax accountants can help Sumner County, TN residents in a few ways. They can help with preparing tax returns, ensuring that people are taking advantage of all the deductions and credits they qualify for, and helping to plan for future tax liabilities. They can also help to keep records of income and expenses, so that taxpayers can stay organized and be aware of what they need to report. Overall, tax accountants provide valuable assistance to taxpayers, and can help them save money and avoid trouble with the IRS.


FAQs About Personal Financial Advisors in Sumner County, TN