Cookeville, TN Financial Advisors and Resources



Financial Advisor Firms in Cookeville, TN


COMPASS ADVISORY PARTNERS LLC

Website

(931) 400-0012

480 One Eleven Place

Cookeville, TN 38056

SEC#: 801-89171
Years in Business: 6 years

CRAVENS & COMPANY WEALTH MANAGEMENT

Website

(931) 528-6865

1080 Interstate Drive

Cookeville, TN 38501

SEC#: 801-112875
Years in Business: 3 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(931) 738-4733

1125 Perimeter Park Dr
Suite 301
Cookeville, TN 38501

SEC#: 801-115232
Years in Business: 2 years


How Retirement-Friendly is Cookeville, TN?

  • Population: 33,454
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $173,100
  • Average Monthly Housing Cost: $729
  • Average Household Income: $55,601
  • 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.)


Cookeville, TN Financial Advisor FAQs

A financial advisor will look at a prospective client's assets, income, debts, retirement accounts and other sources of income to try to figure out how they can best be set up for success in the future. The advisor can help with investing education as well as retirement planning.
Yes. A personal advisor will help guide you on your investments, ensure they are diversified, and provide unbiased opinions about what is best for you.
The interest and other benefits an advisor can provide, such as tax and insurance planning services, depend on your needs. Advisors generally recommend a service plan to meet those needs. Important factors in determining fees are the amount of assets managed and the scope of services requested by the client.
Check for experience. Overall time in industry is a good measure, but if this is your first advisor it may be more important to find someone who has several years' worth of work that you can review up front. Read reviews before committing if possible, and think about what type of guidance you need.