3 Best Financial Services in Chattanooga, TN

“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.. 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. Their top priority is building strong relationships with their clients. They take the time to understand who you are and what matters to you. They believe that this relational approach is the key to creating a personalized investment and retirement strategy for each individual and family. Their investment planning is tailored to meet both your current and future needs.”

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“Cody Sims is a financial advisor at Ameriprise Financial Services and 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 understand that a financial plan is not just about the numbers; it's about your hopes and dreams for the future and how a plan can help you achieve them. The team values the hard work you've put into building your financial stability and will collaborate with you to ensure your plan continues to work hard for you and your goals.”

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“Evergreen Advisors is a fee-only registered financial planner founded by Jim Place. He founded the firm at the 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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