Best Financial Advisors in Murfreesboro, TN

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List of Firms

Murfreesboro, TN Fiduciary Financial Advisors

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Senior Financial Advisors, Inc.
5 out of 5
Location 530 Brandies Cir Ste C, Murfreesboro, TN 37128, USA
Phone (615) 216-1048
Directions
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Jason W. Qualls, CFP
Location 120 E Main St STE 300, Murfreesboro, TN 37130, USA
Phone (615) 878-2134
Directions
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Edward Jones - Financial Advisor: Jimmy Wheeler
5 out of 5
Location 1817 New, Lascassas Pike, Murfreesboro, TN 37130, USA
Phone (615) 890-7361
Directions
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Baird Private Wealth Management
5 out of 5
Location 1639 Medical Center Pkwy #305, Murfreesboro, TN 37129, USA
Phone (615) 867-7700
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Investment & Retirement Advisors LLC (Hull Wealth Management)
Location 215 Castlewood Dr, Murfreesboro, TN 37129, USA
Phone (615) 896-1181
Directions
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Edward Jones - Financial Advisor: Alan Brown, CFP®|ChFC®|AAMS™
Location 2706 Old Fort Pkwy D, Murfreesboro, TN 37128, USA
Phone (615) 217-0366
Directions
Financial Advisors in Murfreesboro, TN

Where Certified Financial Advisors in Murfreesboro, TN Serve

Murfreesboro, TN is a bustling city with a rich history and vibrant culture. Some of the most iconic landmarks in the city include the Stones River National Battlefield, the historic Rutherford County Courthouse, and the Oaklands Mansion. With a diverse economy, the top employers in Murfreesboro include Nissan North America, Middle Tennessee State University, and Amazon. The city is also home to major highways such as I-24 and I-840, as well as bustling streets like Broad Street and Church Street. Neighborhoods in Murfreesboro range from historic districts like the Cannonsburgh Village to modern developments like the Westlawn community. Overall, Murfreesboro is a dynamic city with something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Murfreesboro, TN can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by helping them create a personalized financial plan that aligns with their goals and aspirations. This is especially important for residents of Murfreesboro, TN who may be looking to invest in the local real estate market, which has been experiencing steady growth in recent years. A financial advisor can provide guidance on how to invest in this market while also diversifying their portfolio to mitigate risk. Additionally, a financial advisor can help residents of Murfreesboro, TN navigate complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Overall, a financial advisor can provide invaluable support to residents of Murfreesboro, TN looking to achieve financial stability and security.

Insurance Broker

Residents of Murfreesboro, TN can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies at the most affordable rates. Murfreesboro is a growing city with a diverse population, and an insurance broker can help residents navigate the complex insurance market and find policies tailored to their specific needs. For example, with the city's proximity to Nashville, many residents may need specialized auto insurance coverage for commuting purposes. An insurance broker can help residents find the best policies to protect them and their assets, whether it be for home, auto, or health insurance. Overall, an insurance broker can provide invaluable assistance to Murfreesboro residents by taking the stress out of insurance shopping and ensuring they have the coverage they need.

Retirement Planning

Residents of Murfreesboro, TN can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing guidance on how to maximize retirement income while minimizing taxes. This is especially important for Murfreesboro residents, as Tennessee does not have a state income tax, making it an attractive destination for retirees. However, there are still federal taxes to consider, and a retirement planner can help navigate the complex tax code to ensure that retirees are not paying more than necessary. Additionally, a retirement planner can help residents of Murfreesboro plan for healthcare expenses, which can be a significant burden in retirement. By working with a retirement planner, residents can ensure that they are prepared financially for their golden years and can enjoy a comfortable retirement in one of Tennessee's most vibrant cities.

Wealth Management

Residents of Murfreesboro, TN can benefit from the services of a wealth manager in a number of ways. For example, a wealth manager can help individuals and families in Murfreesboro navigate the complexities of tax planning, retirement planning, and estate planning. They can also provide guidance on investment strategies and help clients build diversified portfolios that align with their financial goals. In particular, given the growing population of Murfreesboro and the influx of new businesses and industries, a wealth manager can help residents take advantage of local investment opportunities and ensure they are making the most of their financial resources. Overall, a wealth manager can provide invaluable support to those in Murfreesboro who want to secure their financial future and achieve long-term financial success.

Mortgage Loan Officer

Residents of Murfreesboro, TN can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with the process of securing a mortgage loan, which is often a daunting task for many individuals. Specific to Murfreesboro, TN, a mortgage loan officer can help residents navigate the local housing market. With the city's growing population and expanding job market, the demand for housing is high. A mortgage loan officer can provide guidance on available properties and help residents find a home that fits their budget and lifestyle. Additionally, a loan officer can assist with securing the best possible interest rates and loan terms, which can save residents thousands of dollars over the life of their mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Murfreesboro, TN looking to purchase a home.

Tax Services

Residents of Murfreesboro, TN can benefit greatly from the advice of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is especially important in Murfreesboro, where the cost of living is higher than the national average. A tax advisor can help residents identify deductions for things like mortgage interest, property taxes, and charitable donations, which can help reduce their tax liability and keep more money in their pockets. Additionally, a tax advisor can provide guidance on tax planning strategies, such as contributing to retirement accounts or setting up a small business, that can have long-term financial benefits. Overall, working with a tax advisor can help residents of Murfreesboro navigate the complex world of taxes and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Murfreesboro, TN can benefit greatly from the services of an estate planning lawyer. With the city's growing population and diverse demographics, it is important for individuals to have a solid plan in place for their assets and property. An estate planning lawyer can assist with drafting wills, establishing trusts, and creating power of attorney documents to ensure that an individual's wishes are carried out in the event of their incapacitation or death. Additionally, with Murfreesboro being home to several universities and colleges, an estate planning lawyer can also help families navigate the complex process of planning for the future education expenses of their children. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Murfreesboro, TN.

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FAQs About Personal Financial Advisors in Murfreesboro, TN