JP MACKAY
9215 Middlebrook Pike, Suite 500, Knoxville, TN 37931 Directions
Since 2013
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. Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work together to develop specific strategies to help you achieve your goals. They welcome the opportunity to work with your lawyer, accountant, and other trusted professionals to deliver a comprehensive strategy that will leverage everyone's interests. They can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
EDWARD JONES - Business Retirement Plans, 401K, Pension, Retirement Savings and Income Planning, Social Security, Entrepreneurs and Business Owners, Wealth Management, Estate & Legacy Strategies
TBR® Inspection Report
WIENIEWITZ FINANCIAL LLC
1606 Schaeffer Road, Suite 100, Knoxville, TN 37932 Directions
Since 1996
Wieniewitz Financial LLC aims to educate and equip retirees and pre-retirees as an integral part of its future financial planning. The firm has learned that there are specific financial tools that need to be used for specific situations. They are providing financial advice or compensation guidance to customers. Wieniewitz Financial LLC provides a complimentary 2nd opinion on your current situation.
Social Security, Portfolio Management, Financial Planning, 401K Plans, Pension and Retirement Planning, Investment and Tax Strategies, Life Insurance, Wills & Estate Planning
TBR® Inspection Report
HERITAGE INVESTORS, LLC
10641 Deerbrook Drive, Suite 100, Knoxville, TN 37922 Directions
Since 2009
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. Whether you’re just starting in the world of investments or enjoying the fruits of your labor as you coast through your golden years, the financial experts at Heritage Investors are prepared to help you get the most out of your financial endeavors. 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 will modify the strategy to meet your specific, long-term financial goals.
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