JP Mackay has been a financial advisor with Edward Jones, who believes it's important to invest his time understanding what you're working towards before investing your money. Edward Jones is committed to giving you top-notch customer support. He believes a long-term investment approach is the best way to build and preserve your financial future. Edward Jones welcomes the opportunity to work with your lawyer, accountant, and other trusted professionals to deliver a comprehensive approach leveraging everyone's interests. He can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Edward Jones has been assisting investors to achieve what’s most important to them for nearly 100 years using the same straightforward investing philosophy. Contact them to make an appointment.
Best Financial Services in Knoxville
Handpicked Top 3 Financial Services in Knoxville, Tennessee. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
EDWARD JONES - JP MACKAY REVIEWS
J.P. is fantastic at what he does. He is always prepared, professional, and sure knows his stuff. His office and staff are delightful. His interest with clients and in the community is greatly appreciated. I highly recommend anyone to talk with J.P. if they are searching for the advice!
I am a complete dunce when it comes to finances and the stock market. I am grateful to have a personal resource in JP who always takes the time to break down all my options and explain all the details in a way even I can understand. Plus, he isn't one of those boring numbers guys . If you're looking to anything in the financial realm, he's your guy!
We have been going to J.P for about 6 years and he has been the best... We are going to get to retire sooner than we ever thought!!!!
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Integrity Wealth Services is one of the best financial services located in Knoxville. They believe in educating their clients right from the start to remain disciplined and stick to the plan when events may trigger emotional decision-making. They avoid high-risk short-term investments in favor of a systematic strategy that can help their clients to achieve their objectives while providing sound guidance to help them stay invested. Their mission is to focus on overseeing your family’s financial affairs, not marketing their practice. Their clients include financially successful individuals and families with whom they can significantly impact their financial lives. They can also integrate your current financial professionals into their team approach. They take a proactive approach to help you develop a strategy to address your financial goals and objectives. Contact them to schedule a meeting.
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Fri: 9am - 1pm
Sun: Closed
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INTEGRITY WEALTH SERVICES REVIEWS
I have met with Paul Ragone several times to help me determine when I can retire. He actually told me it wasn’t in my best interest to retire yet even though I have a sizable 401k that I would roll over to a IRA that he would manage. So, I have 7 months left before I can retire and do the things I want to do in retirement. He didn’t charge me for any of our meetings. Paul put A LOT of time into educating me about how markets work, much I didn’t know about or ever cared to research. I just picked investments in my 401k randomly which I regret now but I did ok I guess. I had met my with my ex-husbands financial advisor before meeting with Paul. I just didn’t get a good feeling. The experience with Paul has been nothing short of amazing. If you are retiring soon, do yourself a favor and call Integrity Wealth Services.
We’ve been working with Paul and IWS for over 2 years, and could not be more pleased with his knowledge, honesty, and overall approach. He’s invested the time to understand our individual goals and needs, and helped develop a comprehensive strategy for achieving them out of what had previously been various, random accounts. If you’re looking for a wealth manager, recommend you contact IWS and see if they are the right fit for you, too.
Paul has been helping me for twenty years and we have been very successful. He is a true professional that always puts the client first. Highly recommend him if you need a financial planner.
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Southwestern Investment Group is one of the best financial services located in Knoxville. Their comprehensive and personal planning process takes a critical look at your situation from a perspective of tax, investment, estate, and risk management. They connect and communicate your needs to their network of professionals, ensuring your best interests are held paramount. They aim to help you save on taxes, enjoy your ideal retirement, and live a life of generosity and purpose. They take the time to know and understand your entire financial picture while providing time-tested and steadfast money-management strategies that help you reach the goals that matter to their clients. Their advisor team takes the time to understand your personal and financial goals. Contact them to schedule an appointment.
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Sat & Sun: Closed
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SOUTHWESTERN INVESTMENT GROUP REVIEWS
Luke Powers and Travis Cullman have been fantastic advisors for our family. They are patient when we ask questions and act quickly when we need anything. They take the time to play through all scenarios when making financial decisions which is much appreciated. I would highly recommend this team!
I have been working with Travis for over 3 years and have been very happy with the performance of my portfolio and extremely pleased with Travis and his team. He is a Dave Ramsey Endorsed Local Provider for a very good reason.
Luke is prompt, professional and personable. He listens well and helps with my personal needs, refreshing!
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