Best Financial Advisors in Blount County, TN

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List of Firms

Blount County, TN Fiduciary Financial Advisors

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Quality Financial Concepts
Location 115 W Broadway Ave, Maryville, TN 37801, USA
Phone (865) 984-3550
Directions
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Kefauver Financial Planning & Wealth Management - Russ Kefauver, AWMA®, CRPC®
SEC File# 801-71997
CRD# 155733
Location 1020 William Blount Dr, Maryville, TN 37801, USA
Phone (865) 268-9585
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 327 W Broadway Ave, Maryville, TN 37801, USA
Phone (865) 681-0455
Directions
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Harwell Valuation Advisors
Location 1025 Buckskin Trail, Knoxville, TN 37920, USA
Phone (865) 225-9644
Directions
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Carol Biladeau - Financial Advisor, Ameriprise Financial Services, LLC
Location 1408 Currier Ln, Knoxville, TN 37919, USA
Phone (865) 531-9185
Directions
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Walker & Cummings CPA's
3 out of 5
Location 402 S Washington St, Maryville, TN 37804, USA
Phone (865) 984-5019
Directions
Financial Advisors in Blount County, TN

Where Certified Financial Advisors in Blount County, TN Serve

Blount County, TN is a vibrant and diverse community nestled in the foothills of the Great Smoky Mountains. With a population of over 130,000, Blount County boasts a rich history and a thriving economy. From the stunning vistas of the Foothills Parkway to the quaint streets of Maryville, there is something for everyone in this dynamic region. Landmarks in Blount County include the Great Smoky Mountains National Park, which draws millions of visitors each year, as well as the historic Sam Houston Schoolhouse and the imposing Tuckaleechee Caverns. Top employers in the area include Blount Memorial Hospital, Clayton Homes, and Denso Manufacturing, all of which offer competitive salaries and benefits packages. Major highways in Blount County include US-321, which runs north-south through the heart of the county, and US-129, also known as the "Dragon" for its winding curves and scenic vistas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Blount County, TN can benefit greatly from the services of a financial advisor. With a median household income of $52,000, many families in this area are looking for ways to make their money work harder for them. A financial advisor can help residents create a budget, plan for retirement, and invest in their future. Additionally, with tourism being a major industry in Blount County due to its proximity to the Great Smoky Mountains National Park, a financial advisor can provide guidance on how to manage seasonal income fluctuations and plan for unexpected expenses. Overall, a financial advisor can help residents of Blount County achieve financial stability and peace of mind.

Insurance Broker

Residents of Blount County, TN can benefit greatly from the services of an insurance broker. With the county being home to a large number of small businesses, an insurance broker can help these businesses navigate the complex world of insurance and find the coverage that best fits their needs and budget. Additionally, with the Great Smoky Mountains National Park located partially within the county, many residents may require specialized insurance coverage for outdoor activities such as hiking and camping. An insurance broker can help these individuals find the right coverage to protect themselves and their families while enjoying the natural beauty of the area. Overall, an insurance broker can provide valuable guidance and support to the residents of Blount County, TN when it comes to navigating the often-confusing world of insurance.

Retirement Planning

Residents of Blount County, TN can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized retirement plan that takes into account the unique needs and circumstances of the individual. This is particularly important for residents of Blount County, TN, as the area has a large population of retirees and seniors. A retirement planner can help navigate the complex world of retirement planning, including managing investments, creating a budget, and making decisions about Social Security and Medicare. Additionally, a retirement planner can provide peace of mind and help ensure that residents are able to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Blount County, TN can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This is especially important in Blount County, where many residents are retirees or nearing retirement age. A wealth manager can help them plan for their future by assessing their current financial situation, identifying potential risks and opportunities, and developing a strategy to achieve their long-term goals. Additionally, a wealth manager can help residents of Blount County navigate the complex world of taxes, investments, and estate planning, ensuring that they are taking advantage of all available options to maximize their wealth and minimize their financial risks.

Mortgage Loan Officer

Residents of Blount County, TN can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can guide them through the process of obtaining a mortgage, which can be particularly helpful for first-time homebuyers. Additionally, a loan officer can help residents understand the various types of mortgages available and which one would be best suited to their needs. One specific aspect of Blount County that a loan officer may be able to assist with is navigating the local housing market. Blount County has experienced a steady increase in population over the past decade, which has led to a competitive housing market. A loan officer can help residents understand the current state of the market and how to make an attractive offer on a home. Overall, a mortgage loan officer can provide invaluable support to residents of Blount County, TN looking to purchase a home.

Tax Services

Residents of Blount County, TN can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to take advantage of local tax incentives and deductions. For example, Blount County offers a property tax relief program for eligible senior citizens and disabled individuals. A tax advisor can help these residents understand the eligibility requirements and ensure they are taking full advantage of the program. Additionally, many small business owners in Blount County may benefit from tax planning services, such as identifying tax credits and deductions available to them. Overall, a tax advisor can provide valuable expertise and help residents navigate the complex world of taxes to ensure they are maximizing their savings and minimizing their liabilities.

Estate Planning Lawyer

Residents of Blount County, TN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Blount County, TN, where many residents own property and may want to ensure that their land stays in the family for generations to come. Additionally, an estate planning lawyer can help residents with healthcare directives and powers of attorney, which can be crucial in the event of a medical emergency. Overall, an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out in the future.

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