Johnson City, TN Financial Advisors and Resources



Financial Advisor Firms in Johnson City, TN


MARMO FINANCIAL GROUP, LLC

Website

(423) 282-0514

801 Sunset Drive
Bldg A, Suite One
Johnson City, TN 37604

SEC#: 801-113718
Years in Business: 3 years

BCS WEALTH MANAGMENT, LLC

Website

(423) 283-9821

801 C Sunset Drive
Suite 100
Johnson City, TN 37604

SEC#: 801-60905
Years in Business: 19 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(423) 477-4311

119 Boone Ridge Drive
Suite 403
Johnson City, TN 37615

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(423) 477-4311

119 Boone Ridge Drive
Suite 403
Johnson City, TN 37615

SEC#: 801-54905
Years in Business: 24 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(888) 887-9060

4104 North Roan Street
Suite B
Johnson City, TN 37601

SEC#: 801-80075
Years in Business: 7 years

FIRST HORIZON ADVISORS, INC

Website

(423) 461-1277

2112 N Roan Street
8th Floor
Johnson City, TN 37601

SEC#: 801-78594
Years in Business: 8 years

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Website

(855) 270-7787

2335 Knob Creek Road
Suite 105
Johnson City, TN 37604

SEC#: 801-64239
Years in Business: 16 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(423) 477-4311

119 Boone Ridge Drive
Suite 403
Johnson City, TN 37615

SEC#: 801-54905
Years in Business: 24 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(423) 282-0662

302 Sunset Drive
Suite 107
Johnson City, TN 37604

SEC#: 801-78808
Years in Business: 7 years


How Retirement-Friendly is Johnson City, TN?

  • Population: 66,515
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $177,800
  • Average Monthly Housing Cost: $789
  • Average Household Income: $69,596
  • 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.)


Johnson City, TN Financial Advisor FAQs

A financial advisor helps their clients to manage their finances and day-to-day spending. They provide services such as estate planning, retirement counseling, investment analysis, education about how money works, and sometimes insurance coverage. Some have additional training to work with people who have disabilities or medical conditions which affect them financially.
Just make sure whoever you hire has the credentials they need; someone certified by the Certified Financial Planner Board of Standards, Inc., or by another recognized certification organization, will provide proof that he fully understands financial planning markets and issues.
It's debatable. Wealth cannot fall upon us if we do not have the tools to gain control over it in higher-risk industries like equity trading at first . The decision lies in finding an advisor more suitable for short-term goals versus long-term planning so individuals can maximize gains.
Most financial advisors get paid through commissions which are dependent on the product being sold.