Wealth Management in Sullivan County, TN

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List of Firms

Sullivan County, TN Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Alexandra D. Frazier
Location 7 Sheridan Square Suite 110, Kingsport, TN 37660, USA
Phone (423) 782-2237
Directions
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Baird Private Wealth Management
3 out of 5
Location 1555 S Wilcox Dr Suite 1, Kingsport, TN 37660, USA
Phone (423) 246-5222
Directions
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Merrill Lynch Wealth Management
Location 206 Princeton Rd Suite 1, Johnson City, TN 37601, USA
Phone (423) 282-5191
Directions
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Ingram Financial
Location 2903 E Oakland Ave, Johnson City, TN 37601, USA
Phone (423) 854-9684
Directions
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Jeff Voudrie - Retirement Income Advisor.
Location 105 Keeview Ct, Gray, TN 37615, USA
Phone (423) 913-2950
Directions
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Roan Capital Partners
Location 208 Sunset Dr Suite 504, Johnson City, TN 37604, USA
Phone (423) 631-5786
Directions
SEC File# 801-7163
CRD# 8174
4 out of 5
Location 214 E Mountcastle Dr Suite 1a, Johnson City, TN 37601, USA
Phone (423) 928-7144
Directions
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Ferguson Wealth Management
Location 2800 Peoples St Suite 50, Johnson City, TN 37604, USA
Phone (423) 328-3012
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 302 Sunset Dr Ste 107, Johnson City, TN 37604, USA
Phone (423) 282-0662
Directions
SEC File# 801-10746
CRD# 793
Location 1319 Sunset Dr #201, Johnson City, TN 37604, USA
Phone (423) 794-3187
Directions
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Merrill Lynch Wealth Management Advisor Rebecca Loyd-Frazier
Location 7 Sheridan Square Suite 110, Kingsport, TN 37660, USA
Phone (423) 782-2226
Directions
SEC File# 801-113718
CRD# 143816
4 out of 5
Location 801 Sunset Dr A-1, Johnson City, TN 37604, USA
Phone (423) 282-0514
Directions
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The Trust Company of Tennessee
Location 119 Boone Ridge Dr STE 302, Johnson City, TN 37615, USA
Phone (423) 232-0280
Directions
Wealth Management in Sullivan County, TN

Where Wealth Management Advisors in Sullivan County, TN Serve

Sullivan County, TN is a stunning and diverse region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the breathtaking beauty of the Appalachian Mountains to the historic charm of downtown Bristol, this area truly has something for everyone. Some of the most notable landmarks in Sullivan County include the Bristol Motor Speedway, which hosts the famous NASCAR races each year, as well as the historic Paramount Center for the Arts and the stunning South Holston Lake. As for top employers, Sullivan County is home to a wide range of businesses and industries, including Eastman Chemical Company, Bristol Regional Medical Center, and the Kingsport City Schools. These organizations provide countless job opportunities for residents and contribute to the overall economic vitality of the region. When it comes to major highways and streets, Sullivan County is well-connected to the rest of Tennessee and beyond.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sullivan County, TN can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who need it, especially during times of economic hardship. This could include offering loans or lines of credit to help individuals and businesses stay afloat. Additionally, a bank can provide a range of financial services, such as checking and savings accounts, credit cards, and investment opportunities, which can help people manage their money more effectively. Furthermore, many banks offer online and mobile banking options, which can be particularly useful for residents of Sullivan County, TN who may live in rural areas and have limited access to physical bank branches. Overall, a bank can play an important role in helping residents of Sullivan County, TN achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Sullivan County, TN can benefit greatly from the services of an insurance broker. With the county's diverse population, ranging from retirees to young families, an insurance broker can help individuals tailor their coverage to meet their unique needs. For example, those living in the rural areas of the county may require coverage for farm equipment or livestock, while those in more urban areas may need protection for their businesses or rental properties. Additionally, Sullivan County has seen an increase in severe weather events, including tornadoes and flash floods, making it crucial for residents to have adequate coverage for property damage and loss. An insurance broker can navigate the complexities of insurance policies and help residents find the best coverage options for their specific situations, giving them peace of mind in the face of unexpected events.

Retirement Planning

Residents of Sullivan County, TN can benefit immensely from the services of a retirement planner. With an aging population, it is crucial to have a solid financial plan in place to ensure a comfortable and worry-free retirement. A retirement planner can help individuals navigate the complexities of Social Security, Medicare, and other retirement benefits. Furthermore, with the cost of healthcare rising, a retirement planner can assist in developing a healthcare plan that is tailored to the unique needs of Sullivan County residents. Additionally, Sullivan County is home to a significant number of small business owners and entrepreneurs, who require specialized retirement planning services. A retirement planner can help these individuals create a retirement plan that takes into account their business ownership and succession planning. Overall, a retirement planner can provide invaluable guidance and support to Sullivan County residents, ensuring that they can enjoy a secure and fulfilling retirement.

Financial Advisor

Residents of Sullivan County, TN can benefit from the expertise of a financial advisor in numerous ways. One particular area where a financial advisor can assist is in retirement planning. With the county's aging population, it is imperative that residents have a solid plan in place for their retirement years. A financial advisor can help create a customized plan based on the individual's goals and financial situation. This includes analyzing current retirement savings, recommending investment options, and creating a budget to ensure that retirement goals are achievable. Additionally, with the county's economy heavily reliant on manufacturing and healthcare industries, a financial advisor can provide guidance on how to diversify investments and protect against potential market fluctuations. Overall, a financial advisor can offer invaluable support and guidance to residents of Sullivan County, TN in achieving their financial goals and securing a stable future.

Mortgage Loan Officer

Residents of Sullivan County, TN can benefit greatly from the expertise of a mortgage loan officer. With a vast knowledge of the local housing market, a loan officer can help residents navigate the complex process of securing a mortgage. This is particularly important in Sullivan County, where the housing market is diverse and constantly evolving. From the charming historic homes of Bristol to the modern developments of Kingsport, there is a wide range of properties available. A mortgage loan officer can help residents understand the specific requirements and qualifications needed to secure a loan for their desired property. Additionally, a loan officer can provide valuable guidance on how to improve credit scores and build strong financial profiles, which can increase the chances of securing a mortgage with favorable terms. Overall, working with a mortgage loan officer is an essential step for any resident of Sullivan County looking to purchase a home.

Tax Services

Residents of Sullivan County, TN could greatly benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor could provide guidance on how to navigate the complexities of the state's tax code, which can be particularly daunting for those who are self-employed or own small businesses. Additionally, a tax advisor could help residents take advantage of tax credits and deductions that are specific to the region, such as those related to agriculture or energy production. Furthermore, a tax advisor could offer advice on how to plan for future tax liabilities, such as by setting up a retirement account or establishing a trust. Ultimately, by working with a tax advisor, residents of Sullivan County could ensure that they are maximizing their tax savings and minimizing their risk of audit or penalty.

Estate Planning Lawyer

Residents of Sullivan County, TN can benefit from the services of an estate planning lawyer in a multitude of ways. One specific need in this area is the potential for high medical expenses due to the prevalence of chronic diseases like heart disease and diabetes. An estate planning lawyer can help residents create a plan for managing these expenses, including setting up trusts and other financial vehicles to ensure that funds are available when needed. Additionally, an estate planning lawyer can assist with the creation of wills and trusts, which can help ensure that assets are distributed according to the wishes of the individual and their family. Finally, an estate planning lawyer can help residents navigate the complex legal landscape of probate and estate administration, which can be especially challenging in Sullivan County given its unique mix of urban and rural areas.

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