Best Financial Advisors in Rutherford County, TN

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Rutherford County, TN Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
4 out of 5
Location 630 S Church St #100, Murfreesboro, TN 37130, USA
Phone (615) 216-1340
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 – 3:00 PM Saturday: Closed Sunday: Closed
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Teresa Clements, CFP®, AWMA® Financial Advisor
Location 805 S Church St Suite 9, Murfreesboro, TN 37130, USA
Phone (615) 890-9810
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Michael Eckholdt | LPL Financial
Location 500 N Walnut St Suite 201, Murfreesboro, TN 37130, USA
Phone (615) 624-7487
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Reed & Associates of Primerica
5 out of 5
Location 745 S Church St Building A, Suite 111, Murfreesboro, TN 37130, USA
Phone (615) 367-0100
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Edward Jones - Financial Advisor: Jeff Edge, CFP®|ChFC®|AAMS™
Location 1602 W Northfield Blvd Suite 503, Murfreesboro, TN 37129, USA
Phone (615) 895-8282
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Edward Jones - Financial Advisor: Jeremy D McLean
SEC File# 801-3297
CRD# 250
Location 1715 S Rutherford Blvd, Murfreesboro, TN 37130, USA
Phone (615) 907-7056
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Genesis Financial Planning
5 out of 5
Location 805 S Church St, Murfreesboro, TN 37130, USA
Phone (615) 691-3699
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Edward Jones - Financial Advisor: Brian D Coleman, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1608 Williams Dr Suite 100, Murfreesboro, TN 37129, USA
Phone (615) 890-5122
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Edward Jones - Financial Advisor: Jessica L Wheeler
5 out of 5
Location 125 N Spring St, Murfreesboro, TN 37130, USA
Phone (615) 896-2556
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Choice Companies, LLC
5 out of 5
Location 151 Heritage Park Dr STE 403, Murfreesboro, TN 37130, USA
Phone (615) 243-0377
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Edward Jones - Financial Advisor: Alan Brown, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 2706 Old Fort Pkwy D, Murfreesboro, TN 37128, USA
Phone (615) 217-0366
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Fortitude Fee-Only Financial Planning
Location 120 E Main St STE 300, Murfreesboro, TN 37130, USA
Phone (615) 878-2134
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Harvest Wealth Group, LLC
Location 805 S Church St Suite 14, Murfreesboro, TN 37130, USA
Phone (615) 558-8130
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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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Sexton and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 270 Glenis Dr Ste B, Murfreesboro, TN 37129, USA
Phone (615) 890-9411
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Jennifer Sexton - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 270 Glenis Dr Ste B, Murfreesboro, TN 37129, USA
Phone (615) 890-9411
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Fortitude Wealth Management
Location 120 E Main St STE 300, Murfreesboro, TN 37130, USA
Phone (615) 878-2134
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Financial Advisors | U.S. Bancorp Investments
Location 806 Medical Center Pkwy, Murfreesboro, TN 37129, USA
Phone (615) 898-6523
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Chad G Molitor Retirement & Financial Planning
5 out of 5
Location 805 S Church St STE 9, Murfreesboro, TN 37130, USA
Phone (615) 890-9810
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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
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Investment & Retirement Advisors LLC (Hull Wealth Management)
Location 215 Castlewood Dr, Murfreesboro, TN 37129, USA
Phone (615) 896-1181
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Edward Jones - Financial Advisor: Blake Hudson
SEC File# 801-3297
CRD# 250
Location 133 James Luscinski Dr #102, Murfreesboro, TN 37129, USA
Phone (615) 895-0276
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Jason W. Qualls, CFP
Location 120 E Main St STE 300, Murfreesboro, TN 37130, USA
Phone (615) 878-2134
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Raymond James
Location 3110 Memorial Blvd, Murfreesboro, TN 37129, USA
Phone (615) 904-6373
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Edward Jones - Financial Advisor: Lee Colvin, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1715 S Rutherford Blvd, Murfreesboro, TN 37130, USA
Phone (615) 907-7056
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 237 Castlewood Dr # E, Murfreesboro, TN 37129, USA
Phone (615) 890-7562
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Phillips Financial Group
Location City Center Building, 100 E Vine St # 402, Murfreesboro, TN 37130, USA
Phone (615) 216-1217
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Edward Jones - Financial Advisor: David P Sproles
Location 19 S Public Square, Murfreesboro, TN 37130, USA
Phone (615) 956-6167
Directions
Financial Advisors in Rutherford County, TN

Where Certified Financial Advisors in Rutherford County, TN Serve

Nestled in the heart of Tennessee lies Rutherford County, a vibrant and bustling community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Stones River National Battlefield to the iconic Murfreesboro Courthouse, Rutherford County is steeped in rich history and cultural significance. When it comes to top employers, Rutherford County is home to major corporations such as Amazon, Nissan, and Bridgestone, providing ample job opportunities for residents. The county is also conveniently located near major highways such as I-24 and I-840, making it easy to travel in and out of the area. As for neighborhoods, Rutherford County has a diverse mix of communities ranging from the charming downtown Murfreesboro to the upscale neighborhoods of Brentwood and Franklin. Each area offers its own unique blend of amenities, attractions, and local flavor, making it easy to find the perfect place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rutherford County, TN could benefit greatly from the guidance of a financial advisor. With a growing population and a diverse economy that includes healthcare, education, and manufacturing industries, there are many opportunities for individuals to invest and plan for their financial future. A financial advisor could provide expertise on topics such as retirement planning, investment strategies, and debt management, helping residents make informed decisions about their money. Additionally, with the recent growth in the housing market in Rutherford County, a financial advisor could assist homebuyers in navigating the complex process of securing a mortgage and managing their finances throughout the home buying process. Overall, a financial advisor could provide valuable support and guidance to residents of Rutherford County as they work towards achieving their financial goals.

Insurance Broker

Residents of Rutherford County, TN can benefit greatly from the services of an insurance broker. With the county's growing population and diverse economy, an insurance broker can provide personalized guidance and support in navigating the complex world of insurance. For example, Rutherford County is home to a large number of small businesses, and an insurance broker can help these businesses find the right coverage to protect their assets and employees. Additionally, the county's proximity to Nashville and its thriving music industry means that many residents work in the entertainment field, which often requires specialized insurance coverage. An insurance broker can help these individuals find policies that meet their unique needs and protect their livelihoods. Overall, an insurance broker can provide invaluable assistance to Rutherford County residents in finding the right insurance coverage for their specific situations.

Retirement Planning

Residents of Rutherford County, TN can benefit from a retirement planner in a number of ways. Firstly, a retirement planner can help individuals in the county to determine the best ways to save for retirement, taking into account their unique financial situation and goals. This is especially important in Rutherford County, which has a rapidly growing population of retirees. Additionally, a retirement planner can help individuals in the county to navigate the complex world of retirement benefits, such as Social Security and Medicare, which can be especially confusing for those who are not familiar with the system. Finally, a retirement planner can help individuals in Rutherford County to plan for unexpected events, such as illness or disability, which can have a major impact on their retirement savings. Overall, a retirement planner can provide invaluable guidance and support for residents of Rutherford County as they plan for their future.

Wealth Management

Residents of Rutherford County, TN can benefit from a wealth manager in various ways. One of the most common ways is through investment planning. A wealth manager can help residents create a personalized investment strategy that aligns with their financial goals and risk tolerance. Additionally, with the growing population of Rutherford County and the increasing number of small businesses, a wealth manager can assist in creating a comprehensive financial plan that includes retirement planning, estate planning, and tax planning. With the county being home to Middle Tennessee State University, a wealth manager can also provide guidance on education planning for families with college-bound children. Overall, a wealth manager can help residents of Rutherford County navigate the complex financial landscape and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Rutherford County, TN can benefit greatly from the expertise of a mortgage loan officer. These professionals can help guide residents through the home buying process, from pre-approval to closing. In a county where the median home value is $242,300, having a mortgage loan officer on your side can make all the difference. They can help residents find the best loan options to fit their unique financial situation, whether that be a conventional loan, FHA loan, or VA loan. Additionally, mortgage loan officers can assist with refinancing existing mortgages to potentially lower monthly payments or obtain cash-out equity. With their knowledge of the local market and lending options, a mortgage loan officer can help residents of Rutherford County, TN achieve their dream of homeownership.

Tax Services

Residents of Rutherford County, TN could benefit from the assistance of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to navigate the unique tax laws and regulations specific to Tennessee and Rutherford County. Additionally, a tax advisor can help residents maximize their tax deductions and credits, ultimately reducing their tax liability. With the recent growth of Rutherford County, many residents may also require assistance with tax planning for investments in real estate or small businesses. By working with a tax advisor, residents can ensure they are taking advantage of all available tax benefits and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Rutherford County, TN can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals plan for the future by creating legal documents such as wills, trusts, and powers of attorney. In Rutherford County, where the population is rapidly growing, an estate planning lawyer can ensure that your assets are protected and distributed according to your wishes. Additionally, an estate planning lawyer can help you navigate the complex tax laws in Tennessee, which can save you and your family money in the long run. By working with an estate planning lawyer, residents of Rutherford County can have peace of mind knowing that their loved ones will be taken care of after they pass away.

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FAQs About Personal Financial Advisors in Rutherford County, TN