Best Financial Advisors in Kingsport, TN

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List of Firms

Kingsport, TN Fiduciary Financial Advisors

John Davison - Raymond James
Location 445 W Sullivan St Ste 151, Kingsport, TN 37660, USA
Phone (423) 392-4556
Directions
1st Franklin Financial
4 out of 5
Location 1001 E Stone Dr Suite C, Kingsport, TN 37660, USA
Phone (423) 230-6482
Directions
Gregory Alan Tilley - Ameriprise Financial Services, Inc.
Location 108 E Main St, Kingsport, TN 37660, USA
Directions
Roger Goin - Financial Advisor, Ameriprise Financial Services, LLC
Location 108 W Main St, Kingsport, TN 37660, USA
Phone (423) 246-6200
Directions
Baird Private Wealth Management
1 out of 5
Location 1555 S Wilcox Dr Suite 1, Kingsport, TN 37660, USA
Phone (423) 246-5222
Directions
Roger Goin - Ameriprise Financial Services, Inc.
Location 2412 Memorial Blvd, Kingsport, TN 37664, USA
Phone (423) 246-6200
Directions
Brown Edwards: Donna W. Jones, CPA, MACC, CSEP
Location 433 E Center St Suite 101, Kingsport, TN 37660, USA
Phone (423) 246-6104
Directions
Blue Ridge Financial Services Inc
Location 108 E Main St, Kingsport, TN 37660, USA
Phone (423) 246-2300
Directions
Merrill Lynch Wealth Management Advisor Thomas L Dixon
Location 7 Sheridan Square, Kingsport, TN 37660, USA
Phone (423) 782-2225
Directions
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 108 W Main St, Kingsport, TN 37660, USA
Phone (423) 246-1686
Directions
RLC Financial Services
Location 2762E E Center St, Kingsport, TN 37664, USA
Phone (203) 457-9120
Directions
Edward Jones - Financial Advisor: Lori J Lawson
Location 1567 N Eastman Rd Suite 10, Kingsport, TN 37664, USA
Phone (423) 230-0535
Directions
Merrill Lynch Wealth Management Advisor Alexandra D. Frazier
Location 7 Sheridan Square Suite 110, Kingsport, TN 37660, USA
Phone (423) 782-2237
Directions
Carl Trail - Prudential Financial
Location 3833 Alderwood Dr, Kingsport, TN 37664, USA
Phone (423) 392-4119
Directions
Financial Advisors in Kingsport, TN

Where Certified Financial Advisors in Kingsport, TN Serve

Kingsport, TN is a charming city located in the northeastern part of the state, nestled in the foothills of the Appalachian Mountains. The city is known for its rich history, vibrant culture, and stunning natural beauty. Kingsport boasts a plethora of landmarks, including the Netherland Inn, a restored 18th-century inn and museum, and the Kingsport Carousel, a beautifully crafted carousel featuring hand-carved animals and intricate details. In terms of employment, Kingsport is home to several major employers, including Eastman Chemical Company, Wellmont Health System, and Holston Valley Medical Center. These companies provide a wide range of job opportunities for residents and contribute significantly to the local economy. Kingsport is easily accessible via several major highways, including Interstate 26 and U.S. Route 23. The city is also home to several major streets, including Broad Street, Center Street, and Fort Henry Drive, which offer easy access to shopping, dining, and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kingsport, TN can benefit greatly from the assistance of a financial advisor. One of the most common ways that a financial advisor can help Kingsport residents is by providing guidance on how to save for retirement. With the cost of living in Kingsport being slightly lower than the national average, residents may have more disposable income to put towards retirement savings. However, navigating the complex world of retirement planning can be overwhelming. A financial advisor can help residents understand their options and create a personalized plan to ensure they have enough saved for a comfortable retirement. Additionally, with Kingsport being home to several major employers, a financial advisor can also provide guidance on employee benefits and stock options. Overall, a financial advisor can be a valuable resource for Kingsport residents looking to secure their financial future.

Insurance Broker

Residents of Kingsport, TN can greatly benefit from the services of an insurance broker. An insurance broker can help residents find the best insurance policies that fit their unique needs and budget. Specifically, Kingsport is known for its unpredictable weather patterns, with heavy rainfall and occasional storms. An insurance broker can help residents find the right coverage for their homes and vehicles to protect them from potential damage caused by severe weather. Additionally, an insurance broker can assist residents in navigating the complex world of health insurance, helping them find the best coverage for their medical needs. With the help of an insurance broker, Kingsport residents can have peace of mind knowing they are adequately protected in the face of unexpected events.

Retirement Planning

Residents of Kingsport, TN can benefit greatly from the expertise of a retirement planner. With the city's median age being 44.5 years old, many individuals are approaching retirement age and need guidance on how to plan for their future. A retirement planner can assist in creating a personalized plan that takes into account factors such as income, expenses, and investments. They can also provide advice on how to maximize social security benefits and navigate the complexities of Medicare. Additionally, with Kingsport being home to Eastman Chemical Company, a retirement planner can help employees navigate the company's retirement plans and ensure they are making the most of their benefits. Overall, a retirement planner can provide peace of mind and a clear path forward for Kingsport residents as they approach their golden years.

Wealth Management

Residents of Kingsport, TN could benefit greatly from the services of a wealth manager. With a population of over 50,000, many individuals in Kingsport are likely to have accumulated significant assets over time. A skilled wealth manager can help these individuals manage their wealth effectively, providing guidance on investment opportunities, tax planning, and retirement planning. Additionally, with Kingsport's proximity to the Great Smoky Mountains National Park, many residents may be interested in estate planning and passing on their wealth to future generations. A wealth manager can help ensure that these assets are protected and passed on in a way that aligns with the individual's wishes. Overall, a wealth manager can provide valuable support to residents of Kingsport as they navigate the complexities of managing their wealth.

Mortgage Loan Officer

Residents of Kingsport, TN can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or looking to refinance. One specific way in which a mortgage loan officer can help Kingsport residents is by offering guidance on local housing market trends. With a deep understanding of the local real estate market, a mortgage loan officer can provide valuable insights into the best neighborhoods to buy in, as well as the right time to buy. Additionally, they can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. By working with a mortgage loan officer, Kingsport residents can take the stress out of the home buying process and achieve their homeownership goals.

Tax Services

Residents of Kingsport, TN can benefit greatly from the services of a tax advisor. With its diverse economy and growing population, Kingsport presents unique challenges when it comes to taxation. A tax advisor can help residents navigate the complex tax code and ensure they are taking advantage of all available deductions and credits. In addition, a tax advisor can assist with tax planning and preparation, helping residents avoid costly mistakes and penalties. For example, Kingsport is home to many small businesses, and a tax advisor can provide valuable advice on how to structure and manage these businesses to minimize tax liability. Overall, a tax advisor can provide invaluable assistance to Kingsport residents looking to maximize their financial well-being and minimize their tax burden.

Estate Planning Lawyer

Residents of Kingsport, TN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Kingsport residents is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Kingsport, where many residents may own property or have significant financial assets. An estate planning lawyer can also help Kingsport residents create a plan for long-term care, which is important given the large number of retirees in the area. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and establishing power of attorney, all of which can provide peace of mind for Kingsport residents and their families.

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