Wealth Management in Rutherford County, TN

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List of Firms

Rutherford County, TN Wealth Management Firms

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Merrill Lynch Wealth Management Advisor J Brett Whitmore
Location 120 E Main St, Murfreesboro, TN 37130, USA
Phone (615) 396-1920
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Miller Loughry Beach Insurance
5 out of 5
Location 214 W College St, Murfreesboro, TN 37130, USA
Phone (800) 998-9016
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Evergreen Consulting Inc
5 out of 5
Location 315 Robert Rose Dr Suite B, Murfreesboro, TN 37129, USA
Phone (615) 893-4025
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SEC File# 801-72172
CRD# 156482
Location 2034 Hamilton Pl Blvd #230, Chattanooga, TN 37421, USA
Phone (423) 521-3283
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Houston Financials
Location 1306 Bradyville Pike, Murfreesboro, TN 37130, USA
Phone (800) 938-0135
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Dempsey Vantrease & Follis PLLC
5 out of 5
Location 630 S Church St #300, Murfreesboro, TN 37130, USA
Phone (615) 893-6666
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McFarlin Capital
5 out of 5
Location 1119 Virginia Ave, Murfreesboro, TN 37130, USA
Phone (615) 890-1070
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Yarusi Holdings - Multifamily Real Estate Investment Firm
5 out of 5
Location 2911 Middle Tennessee Blvd, Murfreesboro, TN 37130, USA
Phone (615) 624-6994
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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
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Tennessee Wealth Management
Location 725 Cool Springs Blvd, Franklin, TN 37067, USA
Phone (615) 261-1388
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Heritage South Community Credit Union
4 out of 5
Location 839 W College St, Murfreesboro, TN 37129, USA
Phone (615) 217-3240
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Wealth Management in Rutherford County, TN

Where Wealth Management Advisors in Rutherford County, TN Serve

Rutherford County, located in the heart of Tennessee, boasts a rich history and culture. From the iconic Stones River National Battlefield to the stunning Oaklands Mansion, there are countless landmarks that showcase the area's past. In terms of employment, Rutherford County is home to several top employers, including Nissan North America, Amazon, and Middle Tennessee State University. The county is also intersected by major highways such as I-24, I-840, and US-231, making it easy to travel in and out of the area. When it comes to neighborhoods, Rutherford County has something for everyone, with options ranging from the charming downtown Murfreesboro area to the sprawling suburbs of Smyrna and La Vergne. Overall, Rutherford County is an exciting and diverse place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rutherford County, TN could benefit from a bank in a multitude of ways. For one, the bank could provide financial assistance to those who may be struggling to make ends meet, especially in a county that has seen a recent increase in poverty rates. Additionally, a bank could offer various loan options to help residents finance large purchases or investments, such as a home or education. With the county being home to several universities and colleges, having access to affordable student loans could greatly benefit the community. Furthermore, a bank could provide small business loans to entrepreneurs looking to start or expand their businesses in the area, contributing to the growth and development of the local economy. Overall, a bank in Rutherford County, TN could offer a range of financial services and support to its residents, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Rutherford County, TN can benefit from the expertise of an insurance broker in various ways. With the county's population of over 330,000, there is a diverse range of insurance needs that an insurance broker can help with. For instance, an insurance broker can assist residents in finding the best health insurance plans that cater to their specific needs. Rutherford County is also home to several small businesses, and an insurance broker can help these businesses find the most comprehensive and cost-effective business insurance policies. Furthermore, given the county's location in the heart of Tennessee, residents may require additional coverage for natural disasters such as floods or tornadoes. An insurance broker can help residents navigate the complexities of such policies and ensure that they have adequate coverage. Overall, an insurance broker can provide invaluable assistance to residents of Rutherford County, TN, helping them find the best insurance policies to protect their health, businesses, and property.

Retirement Planning

Residents of Rutherford County, TN could benefit greatly from the services of a retirement planner. With a population of over 330,000 people, Rutherford County is one of the fastest-growing counties in the state. This rapid growth presents unique challenges for retirees, including navigating complex tax laws and managing their investments in a volatile market. A skilled retirement planner can help residents of Rutherford County plan for their retirement by providing personalized advice on topics such as Social Security benefits, pension plans, and estate planning. Additionally, a retirement planner can help residents of Rutherford County navigate the unique challenges of living in a rapidly growing community, such as finding affordable housing and healthcare options. Overall, a retirement planner can provide much-needed guidance and support to the residents of Rutherford County as they plan for their future.

Financial Advisor

Residents of Rutherford County, TN would greatly benefit from the assistance of a financial advisor in several ways. One specific aspect of Rutherford County that could be addressed by a financial advisor is the high number of small business owners in the area. With a thriving business community, many entrepreneurs may require guidance on how to manage their finances effectively and make smart investment decisions. Additionally, with the growth of the county's population and housing market, residents may need assistance in navigating the complexities of purchasing a home or managing mortgage payments. A financial advisor could also provide valuable insight into retirement planning, college savings, and estate planning. Overall, the expertise of a financial advisor could help residents of Rutherford County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Rutherford County, TN can benefit from the expertise of a mortgage loan officer in several ways. With the county's population growing at a rapid pace, a mortgage loan officer can help residents navigate the complex and ever-changing world of mortgage lending. They can assist in finding the best mortgage rates and programs available specific to Rutherford County, which has a unique housing market with a mix of urban and rural areas. Additionally, a mortgage loan officer can provide guidance on the home buying process, including pre-approvals, down payment assistance programs, and closing costs. With their knowledge and experience, a mortgage loan officer can help residents of Rutherford County achieve their dream of homeownership.

Tax Services

Residents of Rutherford County, TN can greatly benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on the complex tax laws and regulations specific to the county. With a population of over 300,000 people, Rutherford County is one of the fastest-growing areas in Tennessee, and its residents face unique tax challenges as a result. For example, property taxes in Rutherford County are calculated based on the assessed value of the property, which can be a confusing process for homeowners. A tax advisor can help residents navigate these regulations and ensure they are paying the correct amount in taxes. Additionally, with a thriving business community in Rutherford County, tax advisors can provide valuable advice on tax planning and strategies for small business owners to minimize their tax liability and maximize their profits.

Estate Planning Lawyer

Residents of Rutherford County, TN can benefit greatly from the services of an estate planning lawyer. Estate planning is a complex legal process that involves the preparation and management of personal and financial affairs in the event of incapacitation or death. An estate planning lawyer can help residents of Rutherford County, TN to create a comprehensive plan that includes the drafting of wills, trusts, powers of attorney, and other legal documents that ensure the proper distribution of assets, the protection of beneficiaries, and the minimization of taxes. Additionally, an estate planning lawyer can provide guidance on the unique laws and regulations that apply to Rutherford County, TN, such as the Tennessee Uniform Trust Code, which governs the administration of trusts in the state. With the help of an estate planning lawyer, residents of Rutherford County, TN can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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