3 Best Financial Services in Knoxville, TN

“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.”

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“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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“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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