Wealth Management in Franklin, TN

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List of Firms

Franklin, TN Wealth Management Firms

SEC File# 801-121406
CRD# 116907
Location 142 5th Ave N, Franklin, TN 37064, USA
Phone (615) 591-1210
Directions
John Sant Amour - Morgan Stanley
Location 2000 Meridian Blvd Suite 290, Franklin, TN 37067, USA
Phone (615) 617-6011
Directions
Hollis/Anderson Institutional Consulting Group - UBS Financial Services Inc.
Location 6100 Tower Cir Suite 100, Franklin, TN 37067, USA
Phone (615) 721-4902
Directions
SEC File# 801-108697
CRD# 285903
5 out of 5
Location 317 Main St Suite 201, Franklin, TN 37064, USA
Phone (615) 226-3667
Directions
New Horizons Family Wealth Management, Financial Advisors
Location 3326 Aspen Grove Dr Suite 404 Building D, Franklin, TN 37067, USA
Phone (615) 988-5820
Directions
Brent Thompson - UBS Financial Services Inc.
Location 6100 Tower Cir Suite 100, Franklin, TN 37067, USA
Phone (615) 721-4925
Directions
B. Riley Financial
Location 3000 Meridian Blvd Suite 180, Franklin, TN 37067, USA
Phone (866) 490-7949
Directions
Merrill Lynch Wealth Management Advisor Kevin E Reid
Location 341 Cool Springs Blvd Suite 200, Franklin, TN 37067, USA
Phone (615) 778-7613
Directions
HawsGoodwin Wealth
SEC File# 801-79585
CRD# 165771
5 out of 5
Location 5000 Meridian Blvd Suite 530, Franklin, TN 37067, USA
Phone (615) 771-1012
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Molly Cloud - Morgan Stanley
Location 2000 Meridian Blvd Suite 290, Franklin, TN 37067, USA
Phone (615) 764-4487
Directions
Wealth Management in Franklin, TN

Where Wealth Management Advisors in Franklin, TN Serve

Franklin, TN is a charming southern city with a rich history and an abundance of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Franklin Theatre to the historic Carnton Plantation, there is no shortage of places to explore. The city is home to several major employers, including Nissan North America, Community Health Systems, and Mars Petcare. Major highways like I-65 and State Route 96 make it easy to get around, while streets like Main Street and Columbia Avenue offer a glimpse into the city's past. Neighborhoods like Westhaven and Fieldstone Farms offer a mix of modern amenities and historic charm, making Franklin a popular place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Franklin, TN can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals who wish to start a business in the city. Franklin, TN is known for its thriving business community, and a bank can offer loans and other financial products to entrepreneurs who want to establish their businesses in the city. Additionally, a bank can help residents manage their finances by providing savings and checking accounts, credit cards, and other financial products that can help them save money and build their credit scores. Furthermore, a bank can offer investment services to residents who want to grow their wealth and plan for their future. With its rich history, vibrant culture, and strong economy, Franklin, TN is an ideal place for a bank to serve its customers and help them achieve their financial goals.

Insurance Broker

Residents of Franklin, TN can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the right coverage that suits their unique needs. Additionally, an insurance broker can help residents save money by comparing policies from multiple insurers and negotiating better rates on their behalf. Furthermore, Franklin, TN is home to a diverse population with varying insurance needs, such as homeowners insurance for those living in the historic downtown area or flood insurance for those living near the Harpeth River. An insurance broker can provide tailored solutions to these unique needs and ensure that residents are adequately covered. Overall, an insurance broker can provide invaluable assistance to residents of Franklin, TN by simplifying the insurance process and providing expert guidance.

Retirement Planning

Residents of Franklin, TN can greatly benefit from the expertise of a retirement planner. With its picturesque downtown and thriving economy, Franklin is an attractive place for retirees to settle down. However, navigating the complexities of retirement planning can be overwhelming without the guidance of a professional. A retirement planner can assist in creating a comprehensive financial plan that takes into account factors such as healthcare costs, Social Security benefits, and tax implications. Additionally, Franklin has a high cost of living, which can be a challenge for those on a fixed income. A retirement planner can help retirees make the most of their savings and investments to ensure they can maintain their desired lifestyle in their golden years. Overall, the guidance of a retirement planner can provide peace of mind and financial security for residents of Franklin, TN.

Financial Advisor

Residents of Franklin, TN could benefit from the guidance of a financial advisor in several ways. For instance, the advisor could help them create a comprehensive financial plan that aligns with their long-term goals and objectives. This plan could include strategies for saving for retirement, paying off debt, and investing in the local real estate market, which has seen a surge in demand in recent years due to the city's booming economy and growing population. Additionally, the advisor could provide advice on tax planning, estate planning, and risk management, helping residents protect their wealth and assets. With the help of a skilled financial advisor, Franklin residents could achieve financial security and peace of mind, even in the face of economic uncertainty and market volatility.

Mortgage Loan Officer

Residents of Franklin, TN can greatly benefit from the services of a mortgage loan officer. These professionals can assist in finding the best mortgage options for individuals looking to purchase a home in Franklin, a city known for its historic charm and vibrant community. With its prime location just 21 miles south of Nashville, residents of Franklin have easy access to the city's thriving music scene and booming job market. However, with the city's median home price reaching over $500,000, many residents may struggle to secure a mortgage on their own. A mortgage loan officer can help navigate the complexities of the home buying process, from finding the best interest rates to securing financing options that fit each individual's unique financial situation. With their expertise and guidance, residents of Franklin can make their dream of owning a home in this beautiful city a reality.

Tax Services

Residents of Franklin, TN can benefit greatly from the expertise of a tax advisor. With its booming economy and high standard of living, Franklin is home to many successful businesses and individuals who require specialized tax planning and advice. A tax advisor can help residents navigate the complex tax laws and regulations specific to Tennessee, including the state's unique sales tax system. Additionally, a tax advisor can assist residents with retirement planning, estate planning, and investment strategies tailored to their specific financial goals. With the constant changes in tax laws and regulations, it's crucial for Franklin residents to have a knowledgeable and experienced tax advisor to ensure they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Franklin, TN can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. This is especially important in Franklin, TN, where many residents own significant amounts of property and assets. An estate planning lawyer can help create a plan that takes into account the unique needs and circumstances of each individual, including factors such as taxes, healthcare, and family dynamics. They can also assist with creating wills, trusts, and other legal documents that are necessary to ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can help with probate and estate administration, ensuring that the process is as smooth and efficient as possible for all parties involved. Overall, an estate planning lawyer can provide invaluable assistance to residents of Franklin, TN who want to ensure that their assets and property are protected and distributed according to their wishes.

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