Here’s The Deal: Guardian Investment Advisors, LLC is an independent financial services company in Chattanooga, TN. Garry Thurman is the owner and CEO of the firm. He is a financial planner who works closely with friends and neighbours throughout greater Chattanooga and surrounding areas. He has nearly 25 years of experience in the financial industry. The Guardian Investment Advisors, LLC team comprises professionals who pride themselves on a comprehensive care approach that understands the importance of priorities, family, and confidence in your financial future. You will quickly learn that their top focus is relating to their clients. They want to understand who you are and what you care about. They believe their relational approach is the only way to guide the path to an investment and retirement strategy personalized to each family and individual. Their investment planning is tailored to your current and future needs.
3 Best Financial Services in Chattanooga, TN
Expert recommended Top 3 Financial Services in Chattanooga, Tennessee. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 GUARDIAN INVESTMENT ADVISORS, LLC. REVIEWS
I honestly cannot say enough good things about Garry and his amazing team! Everyone in the office is so knowledgeable and kind, you can tell that they genuinely care about their clients and doing what is best for them. Garry personally took so much time to sit down and explain all my options and made me feel like each question I asked was valid. I so appreciate this as I am new to investing and feel a bit out of my depth. The amount of time Garry was willing to spend with me truly spoke to how much he cares and I can say this about everyone I've worked with in his office. They never make you feel rushed and are more than willing to take the time to explain each question thoroughly. They are also lightning fast in responding over email! Never am I left wondering where things are at and I'm confident that if I have a question or concern, they will get back with me as fast as reasonably possible. I really cannot recommend them enough.
My husband and I have been working with Garry and Tim for roughly 10 years now. Starting just after our wedding and before building a family, we wanted some guidance and planning for our financial future. We didn't come in as new clients with a massive portfolio, but were welcomed with open arms and given just as much attention and mentorship as if we had all the money in the world. Whether you are fresh out of college or well-established in your career, Guardian Investment Advisors will walk each step with you, having your best interests at heart. 10/10.
Best decision we made for retirement investments and life insurance was Guardian Investment Advisors. Everyone at Guardian is trustworthy, knowledgeable, and professional. Garry and his team are always available to answer any questions we have and lead us in the right direction. We are retiring with assurance we are in the best of hands thanks to Guardian.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Cody Sims is the top-notch financial advisor at Ameriprise Financial Services in Chattanooga, Tennessee. He holds the designations CRPC™ (Chartered Retirement Planning Counselor™), AAMS™ (Accredited Asset Management Specialist™), and AWMA? (Accredited Wealth Management Advisor™). At Ameriprise Financial Services, the team's unique and collaborative approach to financial planning starts with your dreams, not just the numbers. They will work with you to thoroughly understand your goals and review your current financial situation to create a financial plan that suits your specific needs in the short and long term. They know that a financial plan is not just about the numbers but about understanding your hopes and dreams for the future and how a financial plan can help you get there. The team appreciates that you've worked hard to build your financial stability, and they will work together with you to ensure your plan is continually working just as hard for you and your dreams.
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TOP 3 CODY SIMS - AMERIPRISE FINANCIAL SERVICES REVIEWS
I have been a customer of Cody and his team for greater than 25 years. I think my personal story shows the type relationship Cody and all of his staff develop with their clients and why I recommend him as your Ameriprise financial advisor. We met when I sat in on meetings when he was my parents’ personal advisor. As years passed I came to share the personal bond he and my parents maintained as he helped develop and then manage a retirement plan they were comfortable with. No small feat there! Later on as I served as their executor he shepherded me through the death and estate process of first my father and later my mother. His assistance and guidance during those difficult times was sure, patient and comforting. Cody had already become my own personal advisor when I had to leave my career early for health reasons. He has been instrumental in helping me to manage that personal and financial blow and to then structure my finances to prepare for my own retirement age which is now fast approaching! Over the past 25 years Cody has diligently maintained a structured meeting schedule to help me me set and revise goals, evaluate & update risk strategy and to recommend changes in investments as needed. I am grateful for Cody’s personal touch and how that has helped guide his financial recommendations over the years. I will close as I began by recommending without reservation Cody Sims and staff as a personal financial adviser.
We came to Cody with our financial needs when I retired 17 years ago. He was highly recommended to us by two trusted friends of ours. Still today Cody proves his skill and wisdom when it comes to making sound investment strategies. My family accounts continue to grow and meet our goals while I am retired. Our financial life depends on successful money management Cody has provided. It's hard to find people that are honest and loyal to the needs of their clients: but we have found that with Cody Simms, our Ameriprise financial advisor. Cody, Ashley and staff members are very professional, congenial and a joy to be around. We are very thankful for their faithful care of our financial needs.
I have been a client of Cody, Ashley and Team for many years and cannot say enough good about the services they provide. They are extremely personable, professional and have taken very good care of my finances. I especially appreciate the care and attention to personalize the information provided to me and present it in a way that is easy to understand. I have no hesitation in recommending Cody Sims and his team for financial planning services.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Evergreen Advisors is a fee-only registered financial planner in Chattanooga, Tennessee. Jim Place founded the firm, beginning his career as a financial advisor in 1983. As the founder of Evergreen Advisors, LLC, he brings over 39 years of practical day-to-day experience to the table. He became a Certified Financial Planner® in 1987. The team at Evergreen Advisors has the knowledge and skill to help you become better prepared and feel more secure about the future. They will work closely with you to develop a long-term financial plan, looking at your goals, needs, and priorities to determine the right individualized strategy for guiding your financial future. They recognize their clients' and co-workers' values, respect their family commitments, and understand the need to lead healthy lives. Evergreen Advisors handles over $200 million in assets for clients in over a dozen states.
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TOP 3 EVERGREEN ADVISORS REVIEWS
I met with a lot of financial advisors recently, but Jayme and Michael were in a class of their own. Between the two of them they had more degrees and certifications than anyone else in town. Add on top of that the fact that they aren't working for those sketchy broker-dealer firms, so you know their advice comes untainted by commissions. The help and advice I received was super useful. If you're on the fence about checking them out, just get in there for that first consultation at least. You'll be glad you did.
My experience with Evergreen Advisors has been incredible. Everyone at the firm is extremely knowledgeable, and genuinely care about helping you accomplish your goals. They won't overwhelm you with financial jargon, but instead make sure you fully understand how they are investing your money. Highly recommended,
This firm is wonderful. I have worked with Jim, Jayme and Michael personally and they were more knowledgeable than I could ever imagine. Not only are they honest but they are so personable. I would recommend them to anyone who wants to trust that they are receiving good advice about their money and assets. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.