Best Financial Advisors in Brentwood, TN

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List of Firms

Brentwood, TN Fiduciary Financial Advisors

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Thoroughbred Financial Services
SEC File# 801-56741
CRD# 47893
5 out of 5
Location 5110 Maryland Way # 300, Brentwood, TN 37027, USA
Phone (615) 371-0001
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
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Edward Jones - Financial Advisor: Robert Stokes, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 5214 Maryland Way Ste 307, Brentwood, TN 37027, USA
Phone (615) 372-8660
Time Monday: 6:30 AM – 5:00 PM Tuesday: 6:30 AM – 5:00 PM Wednesday: 6:30 AM – 5:00 PM Thursday: 6:30 AM – 5:00 PM Friday: 6:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Premier Private Wealth, LLC
SEC File# 801-121765
CRD# 314516
Location 112 Westwood Pl #310, Brentwood, TN 37027, USA
Phone (615) 777-2125
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Whit Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 213 Overlook Cir Ste A2, Brentwood, TN 37027, USA
Phone (615) 234-7526
Directions
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Edward Jones - Financial Advisor: David M Upshaw, CFP®
SEC File# 801-3297
CRD# 250
Location 330 Franklin Rd Suite 114, Brentwood, TN 37027, USA
Phone (615) 221-2767
Directions
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Prudent Street Financial Advisors LLC
SEC File# 801-74401
CRD# 160436
Location 104 Continental Pl Suite 100, Brentwood, TN 37027, USA
Phone (615) 523-0660
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
Directions
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David H Stacey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1616 Westgate Cir, Brentwood, TN 37027, USA
Phone (615) 844-6125
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
Directions
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McCall & Associates
Location 5217 Maryland Way Suite 401, Brentwood, TN 37027, USA
Phone (615) 370-4040
Directions
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Shoemaker Financial
5 out of 5
Location 750 Old Hickory Blvd, Brentwood, TN 37027, USA
Phone (615) 383-0262
Directions
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Ascension Financial Partners
5 out of 5
Location 216 Centerview Dr #222, Brentwood, TN 37027, USA
Phone (615) 377-6254
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 109 W Park Dr Suite 120, Brentwood, TN 37027, USA
Phone (833) 752-6333
Directions
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Goldman Sachs Personal Financial Management Nashville - Brentwood
SEC File# 801-48238
CRD# 106693
Location 5141 Virginia Way Suite 470, Brentwood, TN 37027, USA
Phone (615) 373-6865
Directions
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Raymond James Financial Services
Location 5500 Maryland Way, Brentwood, TN 37027, USA
Phone (615) 457-3481
Directions
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TBH Advisors
SEC File# 801-96279
CRD# 226555
Location 6 Cadillac Dr #300, Brentwood, TN 37027, USA
Phone (615) 690-4820
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Sailer Financial LLC
SEC File# 801-64641
CRD# 127411
5 out of 5
Location 340 Seven Springs Way Ste 710, Brentwood, TN 37027, USA
Phone (615) 370-1253
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Franklin Financial Advisors
Location 1648 Westgate Cir Suite 101, Brentwood, TN 37027, USA
Phone (615) 771-9266
Directions
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Bruce Shahan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 213 Overlook Cir Ste A2, Brentwood, TN 37027, USA
Phone (615) 234-7526
Directions
Financial Advisors in Brentwood, TN

Where Certified Financial Advisors in Brentwood, TN Serve

Brentwood, TN is a picturesque city located in Williamson County, Tennessee, known for its affluent neighborhoods, top-notch schools, and thriving business community. The city boasts a number of notable landmarks, including the historic Ravenswood Mansion, the stunning Radnor Lake State Park, and the popular Brentwood Country Club. The city is also home to several of the area's top employers, including Nissan North America, Comdata, and Tractor Supply Company. Major highways and streets that run through Brentwood include I-65, Old Hickory Boulevard, and Franklin Road. The city is divided into several distinct neighborhoods, including the Brentwood Hills, Forest Hills, and Governor's Club, each offering its own unique charm and character. With its blend of natural beauty, cultural attractions, and economic opportunities, Brentwood, TN is a true gem of the South.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brentwood, TN can benefit greatly from the expertise of a financial advisor. With its affluent population and high cost of living, Brentwood presents unique financial challenges that require specialized knowledge and experience. A financial advisor can help residents navigate these challenges by providing guidance on investment strategies, retirement planning, tax optimization, and estate planning. Additionally, a financial advisor can help Brentwood residents make informed decisions about major purchases such as homes and cars, as well as provide guidance on budgeting and debt management. Ultimately, a financial advisor can help residents of Brentwood achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Brentwood, TN can benefit greatly from the services of an insurance broker. With a population of just over 42,000, Brentwood is a relatively small community, but it is home to many families and businesses. An insurance broker can assist these individuals and organizations by helping them find the best insurance policies to suit their needs. For example, a broker can help a family find affordable health insurance that covers the specific medical needs of their children. Alternatively, a broker can help a small business owner find liability insurance that will protect them from lawsuits and other legal issues. With the help of an insurance broker, residents of Brentwood can feel confident that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Brentwood, TN can greatly benefit from the services of a retirement planner. With the city being home to a large number of affluent retirees, a retirement planner can help individuals navigate the complexities of retirement planning and ensure they are financially secure for the future. Specifically, Brentwood residents may face unique challenges such as managing large estates or navigating the tax implications of their wealth. A retirement planner can provide personalized advice and guidance on investment strategies, estate planning, and tax planning to help residents maximize their retirement savings and achieve their financial goals. By working with a retirement planner, Brentwood residents can enjoy peace of mind knowing that they have a solid plan in place for their golden years.

Wealth Management

Residents of Brentwood, TN can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that aligns with the unique needs and goals of each individual. This is particularly important in Brentwood, TN, where the cost of living is higher than the national average. A wealth manager can help residents navigate the expensive real estate market, plan for retirement, and invest wisely to maximize their wealth. Additionally, a wealth manager can provide valuable advice on tax planning, estate planning, and risk management, ensuring that residents are prepared for any financial challenges that may arise. Overall, a wealth manager can provide peace of mind and financial security for residents of Brentwood, TN.

Mortgage Loan Officer

Residents of Brentwood, TN can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in Brentwood, TN, many residents may need assistance in securing a mortgage loan that fits their financial needs. A mortgage loan officer can provide guidance on the different types of mortgage loans available and help residents navigate the complex application process. Additionally, with the growing population and demand for housing in Brentwood, TN, a mortgage loan officer can help residents stay competitive in the housing market by providing pre-approval letters and assisting with negotiations. Overall, a mortgage loan officer can be a valuable resource for residents of Brentwood, TN looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Brentwood, TN can benefit greatly from the guidance and expertise of a tax advisor. With its affluent population and high property values, Brentwood presents unique tax challenges that require specialized knowledge and experience. A tax advisor can help residents navigate complex tax laws and regulations, minimize their tax liability, and ensure compliance with state and federal tax requirements. Additionally, with the recent changes to the tax code, a tax advisor can help Brentwood residents take advantage of new deductions and credits that can save them money. Whether it's preparing tax returns, providing advice on investment strategies, or assisting with estate planning, a tax advisor can provide invaluable assistance to residents of Brentwood, TN.

Estate Planning Lawyer

Residents of Brentwood, TN could benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is through the creation of a comprehensive estate plan that outlines how their assets will be distributed after their passing. This can be especially important for residents of Brentwood, which is known for its affluent population and high property values. An estate planning lawyer can help residents ensure that their assets are protected and distributed according to their wishes, and can also provide guidance on other important matters such as guardianship of minor children and healthcare directives. Overall, working with an estate planning lawyer can provide peace of mind and help residents of Brentwood feel more secure about the future.

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FAQs About Personal Financial Advisors in Brentwood, TN