Retirement Planning in Blount County, TN

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Top Retirement Planners in Blount County, TN

Sheets Financial Group - Rob Sheets
5 out of 5
Location 679 Morganton Square Dr, Maryville, TN 37801, USA
Phone (865) 681-1133
Directions
Core Benefits & Investments
SEC File# 801-121597
CRD# 313195
5 out of 5
Location 422 Marilyn Ln, Alcoa, TN 37701, USA
Phone (865) 268-8001
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 208 Simmons St, Maryville, TN 37801, USA
Phone (865) 982-2546
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 208 Simmons St, Maryville, TN 37801, USA
Phone (865) 982-2546
Directions
Wealth and Retirement Strategies, Inc
5 out of 5
Location 9724 Kingston Pike Suite 305B, Knoxville, TN 37922, USA
Phone (865) 691-1211
Directions
Panoramic Financial Planning LLC
5 out of 5
Location 200 Prosperity Dr, Knoxville, TN 37923, USA
Phone (865) 443-2305
Directions
Vantage Point Financial Planning - Ameriprise Financial Services, LLC
Location 4509 Papermill Dr NW, Knoxville, TN 37909, USA
Phone (865) 212-2376
Directions
Edelman Financial Engines
4 out of 5
Location 1111 N Northshore Dr Suite S-200, Knoxville, TN 37919, USA
Phone (833) 752-6333
Directions
Integrity Bookkeeping & Tax
Location 2747 E Broadway Ave, Maryville, TN 37804, USA
Phone (865) 983-1135
Directions
Shannondale Assisted Living
2 out of 5
Location 805 Shannondale Way, Maryville, TN 37803, USA
Phone (865) 982-4599
Directions
Brent Trentham - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 371 Fountain Vw Cir, Alcoa, TN 37701, USA
Phone (865) 982-2653
Directions
Morrell Investment Management, Inc.
Location 636 W Lamar Alexander Pkwy, Maryville, TN 37801, USA
Phone (865) 981-1439
Directions
Andy Wallace, CFP®; Comprehensive Financial Strategies, LLC
4 out of 5
Location 636 Wall St #2, Sevierville, TN 37862, USA
Phone (865) 577-0166
Directions
Foothills Retirement Income Solutions, LLC
Location 200 E Broadway Ave Suite 412, Maryville, TN 37804, USA
Phone (865) 268-5014
Directions
Tennessee Pension Administrators
Location 11911 Kingston Pike Suite 201, Knoxville, TN 37934, USA
Phone (865) 769-9395
Directions
The Trentham Santiago Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 371 Fountain Vw Cir, Alcoa, TN 37701, USA
Phone (865) 982-2653
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Steven M. Walker, CFP
Location 609 W Lamar Alexander Pkwy, Maryville, TN 37801, USA
Phone (865) 379-9310
Directions
Leading Edge Financial Planning
SEC File# 801-120413
CRD# 277149
5 out of 5
Location 6921 Office Pk Cir NW, Knoxville, TN 37909, USA
Phone (865) 240-2292
Directions
SEC File# 801-54952
CRD# 42803
3 out of 5
Location 9041 Executive Park Dr #115, Knoxville, TN 37923, USA
Phone (865) 312-9659
Directions
The Trentham Santiago Group - Ameriprise Financial Services, LLC
Location 1309 Kalmia Rd NW, Knoxville, TN 37909, USA
Phone (865) 588-4484
Directions
Leconte Wealth Management
SEC File# 801-78438
CRD# 168539
Location 703 William Blount Dr, Maryville, TN 37801, USA
Phone (865) 379-8200
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
IntelliPlan Inc.
Location Brantley Park Blvd, Maryville, TN 37804, USA
Phone (865) 441-1794
Directions
Avery Wealth Management
SEC File# 801-71997
CRD# 155733
5 out of 5
Location 1020 William Blount Dr, Maryville, TN 37801, USA
Phone (865) 233-3386
Directions
Blount County Planning Department
3 out of 5
Location 1223 McArthur Rd, Maryville, TN 37804, USA
Phone (865) 681-9301
Directions
Proffitt Kevin S
Location 404 S Washington St, Maryville, TN 37804, USA
Phone (865) 251-5120
Directions
Holston Capital Group Inc.
Location 101 W Broadway Ave #210, Maryville, TN 37801, USA
Phone (865) 980-1677
Directions
RidgeBrooke Tax & Retirement Planning
Location 9724 Kingston Pike #103, Knoxville, TN 37922, USA
Phone (865) 888-7383
Directions
Blount County Community Action Agency
4 out of 5
Location 3509 Tuckaleechee Pike, Maryville, TN 37803, USA
Phone (865) 983-8411
Directions
Retirement Planning in Blount County, TN

About Blount County, TN for Those Planning to Retire

Nestled in the heart of Tennessee, Blount County is a region that is bursting with charm and beauty. This county is home to a plethora of landmarks, including the Great Smoky Mountains National Park, which is a popular destination for outdoor enthusiasts. The county is also home to the Maryville College, which is a renowned institution of higher education that has been educating students for over 200 years. Some of the top employers in Blount County include the Blount Memorial Hospital, which provides top-notch healthcare services to the community, and Alcoa, which is a major producer of aluminum products. The county is also home to several small businesses and startups, which contribute to the local economy and provide job opportunities for residents. When it comes to transportation, Blount County is well-connected to the rest of the state and beyond. Major highways such as the I-40 and the I-75 run through the county, making it easy to travel to nearby cities such as Knoxville and Chattanooga.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Blount County, TN can benefit greatly from the services provided by a bank. One specific aspect that stands out is the county's thriving tourism industry, which is centered around the Great Smoky Mountains National Park. A bank can offer loans and financial advice to small business owners who operate in the tourism sector, helping them to grow and expand their businesses. Additionally, many residents in the county work in the healthcare industry, which is a major employer in the area. A bank can provide financial services such as mortgages, personal loans, and investment opportunities to healthcare professionals, helping them to manage their finances and plan for the future. With its diverse range of financial services, a bank can play a crucial role in supporting the economic growth and prosperity of Blount County, TN.

Insurance Broker

Residents of Blount County, TN would benefit greatly from the services of an insurance broker. With its diverse population and thriving economy, Blount County is home to a wide range of businesses and individuals who all have unique insurance needs. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with the Great Smoky Mountains National Park located within its borders, Blount County residents may require specialized insurance coverage for outdoor recreational activities such as hiking, camping, and rock climbing. Additionally, with the county's growing healthcare industry, an insurance broker can assist residents in finding the best health insurance plans that fit their individual needs and budget. Overall, an insurance broker can provide invaluable assistance to Blount County residents in protecting their assets and ensuring peace of mind.

Wealth Management

Residents of Blount County, TN could greatly benefit from the services of a wealth manager in a number of ways. For instance, a wealth manager could assist individuals in navigating the complex tax laws that are unique to Tennessee. Additionally, a wealth manager could help residents of Blount County to diversify their investments in a way that is tailored to their specific financial goals and needs. This is particularly important in a county like Blount, which has a diverse economy that includes both agriculture and manufacturing. A wealth manager could also provide guidance on estate planning, which is especially important in a county where many families own land and other assets that they wish to pass down to future generations. With the help of a skilled wealth manager, residents of Blount County could achieve greater financial stability and security, ensuring a brighter future for themselves and their families.

Financial Advisor

Residents of Blount County, TN could benefit greatly from the services of a financial advisor. With a population of just over 130,000, the county is home to a mix of urban and rural areas, with a diverse range of income levels. A financial advisor could help residents in a number of ways, such as creating a budget and savings plan, investing for retirement, and planning for major life events like buying a home or starting a family. Additionally, given the county's location in the foothills of the Great Smoky Mountains, many residents may have unique financial considerations related to owning property in a high-risk natural disaster area. A financial advisor could help residents navigate these challenges and develop a comprehensive financial plan that takes into account their specific needs and goals.

Mortgage Loan Officer

Residents of Blount County, TN can benefit from the expertise of a mortgage loan officer in several ways. For instance, the loan officer can help them navigate the complex process of applying for a mortgage loan, which can be quite daunting for many people. This is particularly important in Blount County, TN, where the real estate market is highly competitive and home prices are relatively high. Additionally, the loan officer can help residents understand the different types of mortgage loans available to them, such as fixed-rate and adjustable-rate mortgages, and help them choose the best option for their financial situation. Moreover, the loan officer can assist residents in obtaining pre-approval for their mortgage, which can give them an advantage when making an offer on a home in Blount County, TN. Overall, the services of a mortgage loan officer can be invaluable to residents of Blount County, TN who are looking to purchase a home.

Tax Services

Residents of Blount County, TN can benefit from the expertise of a tax advisor in numerous ways. Firstly, a tax advisor can assist individuals in navigating the complex tax laws and regulations specific to Tennessee. This could include state income tax, property tax, and sales tax. Additionally, a tax advisor can provide guidance on deductions and credits that are unique to Blount County, such as the property tax relief program for elderly and disabled homeowners. Furthermore, a tax advisor can help small business owners in the county to maximize their tax savings and avoid costly mistakes. For example, they can provide advice on the best tax structure for their business, help them to understand payroll taxes, and provide guidance on tax planning strategies that can reduce their tax liability. Overall, working with a tax advisor can provide residents of Blount County with peace of mind and financial security.

Estate Planning Lawyer

Residents of Blount County, TN can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important for Blount County, TN residents who own property in the Great Smoky Mountains National Park, which spans over 500,000 acres and attracts millions of visitors each year. An estate planning lawyer can help residents ensure their property is properly accounted for in their estate plan and can also help with the complex legal issues that can arise when dealing with federal land. Additionally, an estate planning lawyer can help residents navigate Tennessee's complex probate laws and minimize their tax liability, ensuring their assets are distributed according to their wishes. Overall, an estate planning lawyer can provide invaluable assistance to residents of Blount County, TN in protecting their assets and securing their legacy for future generations.

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