Here’s The Deal: Southwestern Investment Group is a well-known financial services firm located in Knoxville. Jeffrey T. Dobyns is the president and Financial Advisor of the firm. He strives to understand his client's goals and provide them with financial confidence before developing and executing ongoing, strategic financial plans. The Southwestern Investment Group team educates and guides their clients to reach their highest financial goals. They listen to their clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. They take the time to understand and know 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.
3 Best Financial Services in Knoxville, TN
Expert recommended Top 3 Financial Services in Knoxville, 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 SAGESPRING WEALTH PARTNERS REVIEWS
Travis Cullman has been our families financial advisor for over three years and every member of his team has been a joy to work with. Travis came highly recommended to us in a time we needed alot of support and guidance on an overwhelming amount of legal & financial paperwork in the midst of shock and grief. He has continued to help us navigate through very difficult and unusual circumstances. We have confidence in Travis because of his integrity, trustworthiness, consistency and honesty. He is driven, meticulous and gifted in numbers, investments and advising! I cannot recommend Travis's stewardship enough! He is irreplaceable with his multifaceted expertise and his desire to really listen to his clients.
Timothy Johnson has been our financial advisor for a couple of years now, and we could not be more grateful for all that he's done for us. Preparing for your future is intimidating, especially when it comes to finances. However, we are fully confident Tim will always guide us to the best option for us in stewarding our finances well. He listens well, answers all of our questions honestly and with grace, and gives us peace of mind. My husband and I highly recommend this group and Tim especially.
Travis, our financial adviser and a fiduciary, is wonderful to work with. He takes the time to talk with you to understand your investment goals. He has helped diversify our portfolio by putting us in some terrific mutual funds. His company’s full service capabilities include Stephen, a CPA, who prepares our tax returns. Travis and Stephen work closely together to insure that we take all available tax advantages provided by the government. In the past, we missed many deductions that were available to us due to a lack of communication by our former CPA and financial adviser. Having these professionals under on roof, nothing gets missed. This company is invaluable when it comes to building our retirement portfolio.
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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: Blue Ridge Wealth Planners is one of the leading financial planners in Knoxville, Tennessee. Bob Fugate is the founder of the firm. The team's mission is to empower retirees and pre-retirees in East Tennessee and beyond to live fulfilling and financially confident lifestyles. They are made up of qualified financial professionals passionate about helping individuals and families achieve their ideal retirements. They balance design and execution, empowering them to recommend individualized strategies and create comprehensive solutions. The team maintains access to a wide range of financial investments and products to have every tool available to develop your plan. They exist to help their clients and their teams reach their goals, one conversation, one meeting, and one action at a time. They will adjust the system to meet your specific, long-term financial goals.
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Fri: 9am - 3pm
Sat & Sun: Closed
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TOP 3 BLUE RIDGE WEALTH PLANNERS REVIEWS
I appreciated the time Jonathan Mills spent sharing with me the services Blue Ridge Wealth Planners provide. He listened to what I was looking for, asked relevant questions along the way, and ultimately made a few suggestions. While I didn't end up using the services provided, I left impressed by his personal and professional character.
I needed assistance with retirement financial planning. Blue Ridge guided me very effectively. They are fiduciaries! That means they are bound to put their clients interest above their own. Give them a chance to perform for you, as they are for me. You won't be sorry you did. John Vandergriff and his assistant Jordan are awesome.
My representative from Blue Ridge Wealth Planners seems very competent and professional. I feel like he has listened to my concerns and goals about my retirement and structured a plan that should meet my needs.
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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: Integrity Wealth Services is an independent financial planner in Knoxville. Paul Ragone is the president and wealth manager of the firm. He has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). The team works with clients nearing retirement or having recently retired in both their accumulation and distribution phases. They believe in educating their clients from the start to remain disciplined and stick to the plan when events trigger emotional decision-making. They avoid high-risk short-term investments in favor of a systematic strategy that can help their clients achieve their objectives while providing sound guidance to help them stay invested. Their mission is to oversee your family’s financial affairs, not market their practice. They stay away from short-term risky investments and focus on a slow and steady approach to help you achieve your goals while offering sound advice to help you stay invested.
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Fri: 8am - 1pm
Sat & Sun: Closed
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TOP 3 INTEGRITY WEALTH SERVICES REVIEWS
Paul Ragone and all of the folks at Integrity Wealth Services have been wonderful over the years. My mother and father (Clint & Gladys Maynard) were with Paul and his team for over 20 years as they helped my parents prepare for retirement and the years beyond. They do a wonderful job of listening to your wants and desires for retirement and then lay out a plan to help you achieve those goals. Upon my parents passing away, Paul has been there to help guide me through the process of navigating my parents' retirement monies every step of the way. I am keeping these retirement funds with Paul as I know there is not a better financial planner out there who cares more about his clients than he and his entire staff at Integrity Wealth Services.
I figured if I ignored retirement then it wouldn’t bother me. Well, a previous employer wanted to cash out a pension plan I was vested in and so I had to do something. My son suggested Paul Ragone who was in the building with the guys who handled his business affairs. As my son said, “They say he is good, I’ve met him and he seems like a nice guy, and he’s low-key like you like.” Best move ever! As a rule I don’t recommend folks for fear they won’t work out and reflect poorly on me. I’ve recommended Paul to five friends and my sister – there is no fear of failure.
I feel like there are so many individuals and companies in the world of investing, that for the average population it can be a bit overwhelming. Paul has helped my family immensely. He will always give honest advise and guidance all while educating you along the way. Highly would recommend to all.
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.