Blount County, TN Financial Advisors and Resources



Financial Advisor Firms in Blount County, TN


EQUITA FINANCIAL NETWORK, INC.

Website

(858) 751-9074

1328 Perkins Street

Alcoa, TN 33701

SEC#: 801-120628
Years in Business: 0 years


How Retirement-Friendly is Blount County, TN?

  • Population: 129,927
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $189,700
  • Average Monthly Housing Cost: $805
  • Average Household Income: $75,873
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


Blount County, TN Financial Advisor FAQs

It's good to ask about the investment style that the advisor uses, if they use directed investments or portfolio management. You should also find out how your investments might benefit from a downturn and what their fees are like.
The majority of financial advisors are compensated in a commission or fee matrix.
It's important to take these three things into consideration before hiring a financial advisor: 1) what is the fee structure, 2) how much experience does he or she have, 3) does your investment philosophy align with theirs.
It is recommended to have an advisor assist in your financial matters for many reasons. For starters, you can use their skills to improve the efficiency of your investments. They will also have insight into which long-term investments are best suited for you based on your specific needs and goals.