Best Financial Advisors in Washington County, TN

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List of Firms

Washington County, TN Fiduciary Financial Advisors

Carson Wealth
5 out of 5
Location 2674 Peoples St #10, Johnson City, TN 37604, USA
Phone (423) 247-8840
Directions
MCB Investment Services
Location 121 Boone Ridge Dr # 1002, Johnson City, TN 37615, USA
Phone (423) 232-5017
Directions
Edward Jones - Financial Advisor: Richard M Haney, CFP®|CLU®|AAMS™
Location 104 E Unaka Ave, Johnson City, TN 37601, USA
Phone (423) 926-5943
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 302 Sunset Dr Ste 107, Johnson City, TN 37604, USA
Phone (423) 282-0662
Directions
Financial Advisors in Washington County, TN

Where Certified Financial Advisors in Washington County, TN Serve

Washington County, TN is a vibrant and diverse community nestled in the heart of the Appalachian Mountains. With a rich history dating back to the Revolutionary War, this county boasts a plethora of landmarks, including the historic Jonesborough Courthouse, the Gray Fossil Site, and the Tipton-Haynes Historic Site. In addition to its historical significance, Washington County is also home to a number of top employers, including Eastman Chemical Company, Ballad Health, and Washington County Schools. These companies provide a wide range of job opportunities for residents, from manufacturing and healthcare to education and technology. Major highways and streets in Washington County include Interstate 26, State Route 36, and State Route 75, which connect the county to neighboring cities and states. The county is also home to several bustling neighborhoods, including Boones Creek, Gray, and Jonesborough, each offering a unique blend of residential and commercial properties.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Washington County, TN can benefit greatly from the services provided by a financial advisor. With its diverse economy and growing population, the county presents unique financial challenges that require expert guidance. A financial advisor can help residents navigate the local real estate market, plan for retirement, and manage investments. Additionally, with the county's close proximity to East Tennessee State University, many residents may be dealing with student loan debt, which a financial advisor can help to manage and pay off efficiently. Overall, a financial advisor can provide invaluable assistance to Washington County residents looking to secure their financial futures and achieve their financial goals.

Insurance Broker

Residents of Washington County, TN can benefit greatly from the services of an insurance broker. With the county's diverse population and varying insurance needs, an insurance broker can help individuals and families navigate the complex world of insurance. For example, many residents in the county work in agriculture and may require specialized insurance coverage for their farms and equipment. An insurance broker can help them find the best policies that fit their unique needs and budget. Additionally, with the county's proximity to the Appalachian Mountains, residents may require additional coverage for flood and landslide damage. An insurance broker can provide expert advice and guidance on the right insurance policies to protect against these risks. Overall, an insurance broker can save residents time, money, and provide peace of mind knowing that they have the right insurance coverage for their specific situation.

Retirement Planning

Residents of Washington County, TN could greatly benefit from the guidance of a retirement planner in a number of ways. For one, a retirement planner can help individuals in the county navigate the complex world of retirement savings and investments, ensuring that they are making the most of their resources and maximizing their future financial security. Additionally, a retirement planner can help residents of Washington County, TN plan for specific challenges that are unique to the region, such as the high cost of healthcare and the potential impact of natural disasters like flooding and severe weather. By working with a retirement planner, residents of Washington County, TN can feel confident that they are taking the necessary steps to secure their financial future and protect themselves and their loved ones against unexpected events.

Wealth Management

Residents of Washington County, TN would be helped by a wealth manager in several ways. Firstly, a wealth manager would provide personalized financial planning and investment advice to help residents achieve their financial goals. This is particularly important in Washington County, TN, where many residents are employed in industries such as healthcare and education, which may not offer traditional pension plans. A wealth manager can help residents plan for retirement and ensure they have enough savings to support their lifestyle after they stop working. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that are unique to Tennessee, such as the state's inheritance tax. Overall, a wealth manager can provide valuable guidance and support to help residents in Washington County, TN achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Washington County, TN can benefit from the expertise of a mortgage loan officer in several ways. For instance, Washington County is home to many first-time homebuyers who may not be familiar with the home buying process. A mortgage loan officer can guide them through the process, explain the different types of loans available, and help them find the right mortgage that suits their financial situation. Additionally, residents who are looking to refinance their existing mortgage can also benefit from the services of a loan officer. They can help them find the best rates and terms, and also help them consolidate their debts. Overall, a mortgage loan officer can provide valuable assistance to residents of Washington County, TN, making the home buying or refinancing process less stressful and more manageable.

Tax Services

Residents of Washington County, TN could greatly benefit from the expertise of a tax advisor. With the county being home to a diverse range of industries, such as healthcare, education, and manufacturing, navigating the tax laws can be overwhelming for individuals and businesses alike. A tax advisor can provide valuable guidance on tax planning, deductions, and credits to maximize savings and minimize liabilities. Furthermore, with Washington County being a popular retirement destination, a tax advisor can assist retirees with complex tax issues related to social security, pensions, and investments. Overall, a tax advisor can provide peace of mind and financial security for residents of Washington County, TN.

Estate Planning Lawyer

Residents of Washington County, TN can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by helping individuals create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is especially important in Washington County, TN, where many residents own property and have significant assets that they want to protect and pass down to their loved ones. An estate planning lawyer can also help residents minimize their tax liability, establish trusts for their children or grandchildren, and plan for long-term care needs. Overall, working with an estate planning lawyer can provide peace of mind and help residents of Washington County, TN protect their legacy for future generations.

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