HERITAGE INVESTORS, LLC
10641 Deerbrook Drive, Suite 100, Knoxville, TN 37922 Directions
Since 2009
Here’s The Deal:
Heritage Investors, LLC believes there are seasons and purposes for all stages of life. The firm offers financial planning services that meet you where you are. The exclusive firm works with a selective client base to help them realize their dreams. Heritage Investors, LLC builds highly personalized financial plans that include tax consultation, insurance, estate planning, and so much more to make a real difference in people’s overall lives. They are committed to going above and beyond in the pursuit of building the best strategies, clearly and repeatedly articulating them, and helping you become and stay financially secure. They exist to help their clients and their teams reach their goals; one conversation, one meeting, and one action at a time. They will modify the system to meet your specific, long-term financial goals.
SPECIALTY:
Asset, Portfolio, and Comprehensive Wealth Management, Business Value Growth Strategies, Retirement Planning, Tax Mitigation Strategies, Employer-Sponsored Retirement plans, Institutional Asset Management, Risk-Tolerance/Assessment, Estate Planning, Long-Term Care Planning, Mutual Funds & Stock/Bonds/Life Annuities & Real Estate
TBR® Inspection Report:
INTEGRITY WEALTH SERVICES
9724 Kingston Pike, Suite 1402, Knoxville, TN 37922 Directions
Since 2012
Here’s The Deal:
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 favour of a methodical strategy that can help you achieve your objectives while still providing sound guidance to help you 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 create strategies that are tailored to your needs and goals.
SPECIALTY:
Comprehensive Wealth Management, Retirement, Investment Consulting, Portfolio Design, Disciplined Rebalancing, Low Fee Portfolio Strategies, Advanced Planning, Estate Planning & Tax Planning
TBR® Inspection Report:
EDWARD JONES - FINANCIAL ADVISOR
9215 Middlebrook Pike, Suite 500, Knoxville, TN 37931 Directions
Since 2013
Here’s The Deal:
JP Mackay is a financial adviser to Edward Jones, who believes it's important to invest his time understanding what you're working towards before you invest your money. Edward Jones is committed to giving you top-notch customer support. He believes the best way to build and preserve your financial future is with a long-term investment approach. Edward Jones welcomes the opportunity to work with your lawyer, accountant, and other trusted professionals to deliver a comprehensive approach that will leverage 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.
SPECIALTY:
EDWARD JONES - Business Retirement Plans, 401K, Pension, Retirement Savings and Income Planning, Social Security, Entrepreneurs and Business Owners, Wealth Management, Estate & Legacy Strategies