WIENIEWITZ FINANCIAL LLC
1606 Schaeffer Road, Suite 100, Knoxville, TN 37932
Since 1996
Social Security, Portfolio Management, Financial Planning, 401K Plans, Pension and Retirement Planning, Investment and Tax Strategies, Life Insurance, Wills & Estate Planning
Focuses on educating and equipping retirees and pre-retirees to be an integral part of planning for their financial futures ● Complimentary 2nd opinion of your current situation ● They have learned that there are specific financial tools that need to be used for specific situations
TBR® Inspection Report
HERITAGE INVESTORS, LLC
11470 Parkside Drive, Suite 201, Knoxville, TN 37934
Since 2009
Asset, Portfolio and Comprehensive Wealth Management, Business Growth Strategies, Risk-Tolerance, Tax, Estate, Long-Term Care, Succession, Distribution, Exit and Retirement Planning, Mutual Funds, Stock, Bonds & Life Annuities
Offers business consulting for doctors & dentists ● They perform a thorough analysis of all the components of your financial plan and maintain a complete inventory of your assets ● They customize their services to meet your individual needs and goals
TBR® Inspection Report
JP MACKAY
9215 Middlebrook Pike, Suite 500, Knoxville, TN 37931
Since 2013
EDWARD JONES - Business Retirement Plans, 401K, Pension, Retirement Savings and Income Planning, Social Security, Entrepreneurs and Business Owners, Wealth Management, Estate & Legacy Strategies
They can also help you with your personal needs, like cash management, retirement planning and saving for a child's college education ● Provides with small-business owners and those who are self-employed to help address their unique financial and investment challenges