Wealth Management in Blount County, TN

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List of Firms

Blount County, TN Wealth Management Firms

Morrell Investment Management, Inc.
Location 636 W Lamar Alexander Pkwy, Maryville, TN 37801, USA
Phone (865) 981-1439
Quality Financial Concepts
Location 115 W Broadway Ave, Maryville, TN 37801, USA
Phone (865) 984-3550
Marsh Wealth Management
5 out of 5
Location 504 Ebenezer Rd, Knoxville, TN 37923, USA
Phone (865) 622-2162
SEC File# 801-78438
CRD# 168539
Location 703 William Blount Dr, Maryville, TN 37801, USA
Phone (865) 379-8200
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Goodman Wealth Management Group
Location 1111 N Northshore Dr p250, Knoxville, TN 37919, USA
Phone (865) 415-2070
Granite Capital Wealth Advisors, Inc.
Location 609 W Lamar Alexander Pkwy, Maryville, TN 37801, USA
Phone (865) 379-9310
Wealth Management in Blount County, TN

Where Wealth Management Advisors in Blount County, TN Serve

Nestled in the foothills of the Great Smoky Mountains, Blount County, TN is a picturesque slice of paradise that boasts a rich history and diverse economy. From the towering peaks of the national park to the tranquil waters of the Little River, this region is a treasure trove of natural wonders and cultural landmarks. Whether you're exploring the historic sites of Maryville or sampling the local cuisine in Townsend, there's something for everyone in this vibrant community. Some of the top employers in Blount County include Denso Manufacturing, Clayton Homes, and Blount Memorial Hospital, which provide thousands of jobs and contribute to the area's economic growth. Major highways and streets like US-321, US-129, and Alcoa Highway connect the county to nearby cities and make transportation a breeze. Meanwhile, neighborhoods like Wildwood, Royal Oaks, and Foothills Pointe offer a variety of housing options for residents of all ages and lifestyles.

Services Provided by Wealth Management Companies

Banks and Credit Unions

As a resident of Blount County, TN, there are several ways in which a bank could be of assistance. Firstly, given that the county is a popular tourist destination, a bank could provide foreign currency exchange services to visitors. Additionally, with the county's economy being largely driven by agriculture, a bank could offer loans and financial advice to farmers looking to expand their operations or invest in new equipment. Furthermore, with the county experiencing a growth in its population, a bank could provide mortgage and home equity loans to those looking to purchase or renovate a home. Lastly, a bank could also offer financial education programs to residents, particularly those from low-income households, to help them better manage their finances and achieve their financial goals.

Insurance Broker

Residents of Blount County, TN can benefit from an insurance broker in numerous ways. For starters, an insurance broker can help residents navigate the complex world of insurance policies, ensuring they secure the best coverage for their needs. This is especially important in Blount County, which is known for its diverse economy, including agriculture, manufacturing, and tourism. A knowledgeable insurance broker can help farmers protect their crops from natural disasters, assist manufacturers in securing liability coverage, and help tourism businesses protect themselves against unexpected events that could damage their reputation. Additionally, an insurance broker can help residents save money by comparing policies and finding discounts that they may not have been aware of. This is particularly important in Blount County, where many residents are self-employed or work for small businesses that may not offer comprehensive insurance coverage. Ultimately, working with an insurance broker can provide peace of mind for Blount County residents, knowing that they are protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Blount County, TN could benefit from the guidance of a retirement planner in several ways. Firstly, a retirement planner can assist individuals in creating a comprehensive plan for their retirement years, taking into account their specific financial situation and goals. This is particularly important in a county like Blount, where the median household income is below the national average. Secondly, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they are maximizing their benefits. Additionally, a retirement planner can provide advice on tax-efficient strategies for withdrawing retirement funds, which can be especially important in a state like Tennessee, where there is no state income tax but high sales tax. Overall, a retirement planner can help residents of Blount County, TN achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Blount County, TN can benefit greatly from the guidance of a financial advisor. With a population of over 130,000 people, the county has a diverse mix of individuals with varying financial goals and challenges. For example, the county's economy is heavily reliant on tourism, which can bring in significant revenue but also means that many residents work in seasonal or part-time jobs. A financial advisor can help these individuals with budgeting and planning for periods of lower income. Additionally, the county has a high percentage of retirees, many of whom may be looking for ways to maximize their retirement savings and ensure they have enough money to last through their golden years. A financial advisor can help these individuals navigate complex retirement planning options and make informed decisions about their investments. Overall, a financial advisor can provide valuable guidance and support to the residents of Blount County, TN as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Blount County, TN can benefit from the services of a mortgage loan officer in various ways. One of the most common ways is by helping them secure a mortgage loan to purchase a home. With the median home value in Blount County being $186,700, many residents may struggle to afford a down payment without the assistance of a loan officer. Additionally, a loan officer can help residents refinance their existing mortgage to take advantage of lower interest rates or to access equity in their home. Furthermore, a loan officer can provide guidance and education on the home buying process, which can be particularly helpful for first-time homebuyers. With the county being home to the Great Smoky Mountains National Park, a loan officer can also assist residents in securing loans for vacation homes or investment properties in the area. Overall, a mortgage loan officer can provide invaluable assistance to Blount County residents looking to achieve their homeownership goals.

Tax Services

Residents of Blount County, TN can greatly benefit from the expertise of a tax advisor. With the unique tax laws and regulations in Tennessee, a tax advisor can provide valuable guidance to residents on the most effective ways to manage their finances and minimize their tax liabilities. Specifically, in Blount County, TN, a tax advisor can assist residents in navigating the state's tax laws related to agriculture and farming. With a large population of farmers in the county, a tax advisor can provide specialized knowledge on tax deductions and credits available to farmers, such as the Agricultural Equipment and Machinery Tax Credit. Additionally, a tax advisor can offer guidance on the tax implications of selling farmland or transitioning ownership to family members. By seeking the help of a tax advisor, residents of Blount County, TN can ensure they are making informed financial decisions and maximizing their tax savings.

Estate Planning Lawyer

Residents of Blount County, TN can benefit from the services of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help Blount County residents draft a will, which is a legal document that outlines how their assets will be distributed after their death. This is especially important for residents of Blount County, TN, as it has a relatively high population of retirees who may have accumulated significant assets over their lifetimes. Additionally, an estate planning lawyer can help Blount County residents create trusts, which are legal arrangements that allow individuals to transfer assets to a trustee who will manage them on behalf of beneficiaries. Trusts can be especially useful for Blount County residents who have children or grandchildren who are minors or who have special needs. Finally, an estate planning lawyer can help Blount County residents minimize their tax liability by creating tax-efficient estate plans that take into account the unique tax laws and regulations of Blount County, TN.


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