Wealth Management in Cookeville, TN

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Cookeville, TN Wealth Management Firms

SEC File# 801-72137
CRD# 25853
5 out of 5
Location 1330-A, Neal St, Cookeville, TN 38501, USA
Phone (931) 400-0140
MapleCross Wealth Management, LLC
5 out of 5
Location 480 Neal St #101, Cookeville, TN 38501, USA
Phone (931) 526-0777
SmartPro Financial
Location 1435 S Jefferson Ave Unit B, Cookeville, TN 38501, USA
Phone (931) 303-8172
Financial Advisors | U.S. Bancorp Investments
Location 2 W Jackson St, Cookeville, TN 38501, USA
Phone (931) 520-2920
Wealth Management in Cookeville, TN

Where Wealth Management Advisors in Cookeville, TN Serve

Cookeville is a city located in Putnam County, Tennessee. The population was 30,435 at the 2010 census. It is the county seat of Putnam County. Cookeville is located on the Cumberland Plateau. Some landmarks in Cookeville include the courthouse square, the Putnam County Memorial Library, and Sunset Park. The top employers in Cookeville are Tennessee Tech University, Cookeville Regional Medical Center, and Walmart. Major highways and streets in Cookeville include Interstate 40 and U.S. Route 70. Some neighborhoods in Cookeville include Dogwood Trace, Heritage Hills, and The Pines.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Most people think of banks as places where they can deposit money, get loans, and use their ATMs. However, banks in Cookeville, TN offer a variety of services to their customers. Some banks offer online banking which allows customers to check their account balances, make transfers, and pay bills online. Other services include mobile banking which allows customers to access their accounts with a smart phone or tablet, and text banking which sends account information via text message. Many banks also have branches located outside of the city limits for those who may not live near a bank branch. And finally, many banks offer free checking accounts with no monthly service fees.

Retirement Planning

Retirement planning in Cookeville, TN is a very important process that everyone should undergo. There are many different factors to consider when planning for retirement, and it's important to make sure you have all your bases covered. One of the most important things to think about when planning for retirement is how you will fund it. There are a variety of options available, such as 401(k)s, IRAs, and annuities. You'll need to decide which option is best for you, and start saving as early as possible so you can afford to retire comfortably. Another thing to consider when planning for retirement is where you will live. Many retirees choose to move to warmer climates or other areas that offer a lower cost of living. If you're not sure where you want to retire, do some research and find the best place for you. Finally, don't forget about health care costs. As we get older, our health tends to decline, which means our medical expenses will likely increase. Make sure you have enough saved up so you can afford to pay for quality health care during your golden years.

Tax Services

A tax accountant in Cookeville, TN helps individuals and businesses with their tax filings. They can help with preparing and filing taxes, as well as answering any questions about taxes that you may have. If you are looking for assistance with your taxes, a tax accountant in Cookeville, TN can be a great resource.

Financial Advisor

A financial advisor in Cookeville, TN helps individuals and businesses make sound financial decisions. They can provide advice on a variety of topics, including investment planning, retirement planning, and risk management. Financial advisors typically have a degree in finance or economics, and they must be licensed to sell securities.

Insurance Broker

An insurance broker in Cookeville, TN helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Cookeville, TN helps people get mortgages. They help people find the best mortgage for their needs, and work with them to get the mortgage paperwork done. They also help people keep up with their mortgage payments, if needed.

Estate Planning Lawyer

An estate planning lawyer in Cookeville, TN helps you create a will and other legal documents that ensure your wishes are carried out after you die. They can also help with trusts, powers of attorney, and other matters related to estate planning. If you have questions about what an estate planning lawyer can do for you, contact one today for a consultation.


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