3 Best Financial Services in Chattanooga, TN

“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.”

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“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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“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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