Best Financial Advisors in Wilson County, TN

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List of Firms

Wilson County, TN Fiduciary Financial Advisors

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Equitable / Waypoint Financial Partners, LLC
5 out of 5
Location 1020 N Castle Heights Ave C, Lebanon, TN 37087, USA
Phone (615) 444-6548
Directions
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Edward Jones - Financial Advisor: Laura K Headley, CRPC™
5 out of 5
Location 1050 Hamilton Station Blvd Suite 102, Lebanon, TN 37087, USA
Phone (615) 449-0785
Directions
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Edward Jones - Financial Advisor: Patrick Sims
5 out of 5
Location 11313 Lebanon Rd, Mt. Juliet, TN 37122, USA
Phone (615) 754-5081
Directions
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Wilson Bank & Trust Investment Services - Raymond James
5 out of 5
Location 623 W Main St, Lebanon, TN 37087, USA
Phone (615) 443-6509
Directions
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Edward Jones - Financial Advisor: Rick Murphy, AAMS™
Location 600 Commons Dr Ste 100, Gallatin, TN 37066, USA
Phone (615) 452-9927
Directions
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Edward Jones - Financial Advisor: John D Lankford
5 out of 5
Location 1424 W Baddour Pkwy Suite C, Lebanon, TN 37087, USA
Phone (615) 443-2090
Directions
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Edward Jones - Financial Advisor: Lyn Williams
Location 228 W Main St A, Lebanon, TN 37087, USA
Phone (615) 549-0015
Directions
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Edward Jones - Financial Advisor: Brittany A Greenwood
5 out of 5
Location 879 Green Lea Blvd Suite 104, Gallatin, TN 37066, USA
Phone (615) 675-5907
Directions
Financial Advisors in Wilson County, TN

Where Certified Financial Advisors in Wilson County, TN Serve

Wilson County, TN is a vibrant and bustling county located in the heart of the state. It boasts a variety of landmarks that attract visitors from all over, such as the historic Lebanon Square, the Wilson County Fairgrounds, and the Cedars of Lebanon State Park. The county is also home to several top employers, including Cracker Barrel, Amazon, and Bridgestone, providing ample job opportunities for residents. Major highways and streets, such as I-40, US-70, and TN-109, connect the county to neighboring cities and make commuting a breeze. Wilson County is comprised of several unique neighborhoods, each with their own charm and character. From the quaint and cozy homes in Mt. Juliet to the sprawling estates in Lebanon, there is something for everyone in this diverse and dynamic county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wilson County, TN can benefit greatly from the assistance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This can include strategies for saving for retirement, managing debt, and investing in the local economy. Additionally, residents of Wilson County may face specific financial challenges, such as navigating the local real estate market or managing the costs of healthcare. A financial advisor can provide valuable guidance and support in these areas, helping residents to make informed decisions and achieve long-term financial stability.

Insurance Broker

Residents of Wilson County, TN can benefit greatly from the expertise of an insurance broker. With the county's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance and find the coverage that best fits their unique needs. For example, Wilson County is home to many small business owners who may need assistance in finding the right insurance policies to protect their business and employees. Additionally, with the county's proximity to Nashville and the increasing number of commuters, an insurance broker can help residents find affordable auto and home insurance that provides adequate coverage for their daily needs. Overall, an insurance broker can provide invaluable support to the residents of Wilson County, TN in securing the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Wilson County, TN could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique characteristics of Wilson County. For example, many residents of Wilson County work in industries such as healthcare, education, and manufacturing, which may have different retirement benefits and options. A retirement planner could help individuals navigate these complexities and ensure they have a solid plan for retirement. Additionally, Wilson County has a growing population of retirees, and a retirement planner could help them make the most of their retirement savings and investments to ensure they have a comfortable and secure retirement.

Wealth Management

Residents of Wilson County, TN can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. With a growing population of retirees in Wilson County, it is important to have a solid plan in place to ensure a comfortable retirement. A wealth manager can help residents navigate the complexities of retirement planning, such as determining the appropriate amount to save, choosing the right investment vehicles, and managing risks. Additionally, a wealth manager can provide advice on estate planning, tax planning, and investment management, all of which can help residents of Wilson County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Wilson County, TN can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help is by assisting residents in securing a loan to purchase a home in the area. Wilson County is a rapidly growing community with a strong real estate market, and a knowledgeable loan officer can help residents navigate the process of obtaining a mortgage that fits their unique financial situation. Additionally, a loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates and save money on their monthly payments. With the help of a mortgage loan officer, residents of Wilson County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Wilson County, TN can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by getting help with tax planning and preparation. With a tax advisor's assistance, residents can ensure that they are paying the correct amount of taxes and taking advantage of all available deductions and credits. In addition, a tax advisor can provide guidance on how to structure their finances in a tax-efficient manner, such as through retirement accounts or charitable giving. For residents of Wilson County, TN, a tax advisor can also provide specific knowledge about local tax laws and regulations, which can vary from state to state. By working with a tax advisor, residents can feel confident that they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Wilson County, TN can greatly benefit from the services of an estate planning lawyer. Estate planning involves creating legal documents that outline how a person's assets will be managed and distributed after their death. An estate planning lawyer can help residents of Wilson County, TN create wills, trusts, and powers of attorney that protect their assets and ensure that their wishes are carried out. This is especially important in Wilson County, TN, where many families own farms and other types of property that they want to pass down to future generations. An estate planning lawyer can also help residents minimize their tax liabilities and avoid probate court, which can be time-consuming and expensive. Overall, working with an estate planning lawyer can provide peace of mind and ensure that a person's legacy is protected.

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FAQs About Personal Financial Advisors in Wilson County, TN