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BEST RATED KNOXVILLE, TN FINANCIAL SERVICES

3 Best Financial Services in Knoxville, TN

Expert-recommended 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!

Sagespring Wealth Partners - Knoxville, TN Financial Services
Sagespring Wealth Partners - Knoxville, TN Financial Services
Sagespring Wealth Partners - Knoxville, TN Financial Services
Best Financial Services in Knoxville TN - Sagespring Wealth Partners video
4+ YEARS IN TBR
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SAGESPRING WEALTH PARTNERS

(4.8 Score)
136 Concord Road,
Knoxville, TN 37934 Directions

Since 2002

Specialty:

✓ Retirement Income Planning ✓ Investment Management ✓ Charitable Giving ✓ Estate Planning ✓ Tax-Integrated Planning ✓ Tax-Efficient Investing ✓ Insurance Planning ✓ Education Planning

“Sagespring Wealth Partners carefully craft a plan that will guide you toward a life of wealth and financial independence that supports you and the ones you love. Travis Cullman is the Senior Vice President of Sagespring Wealth Partners. To meet the highest standards of professionalism and ethics in the industry, Travis is a certified Financial Planner™ practitioner. Travis enjoys working with fellow Dave Ramsey fans and supporting Financial Peace University coordinators. Sagespring Wealth Partners' only goal is to be the best stewards of your finances that they possibly can be. They will always go above and beyond what is expected of them and provide the highest level of service.”

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License 283515

Contact:

(865) 686-5202

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Blue Ridge Wealth Planners - Knoxville, TN Financial Services
Blue Ridge Wealth Planners - Knoxville, TN Financial Services
Blue Ridge Wealth Planners - Knoxville, TN Financial Services
Best Financial Services in Knoxville TN - Blue Ridge Wealth Planners video
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BLUE RIDGE WEALTH PLANNERS

(4.8 Score)
9725 Cogdill Road, Suite 101,
Knoxville, TN 37932 Directions

Since 2004

Specialty:

✓ Investment and Wealth Management ✓ Income and Legacy Planning ✓ Tax and Comprehensive Long-Term Care Strategies ✓ Healthcare ✓ Ira Rollovers ✓ Annuities ✓ Wealth Accumulation Strategies ✓ Life Insurance ✓ Dividend Paying Accounts ✓ Stretch Ira Planning ✓ Trust and Estate Planning ✓ Charitable Giving ✓ Medicare ✓ Retirement Planning

“Blue Ridge Wealth Planners team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Bob Fugate is the founder of Blue Ridge Wealth Planners. Bob Fugate has a passion for educating others and empowering them to achieve their goals and dreams. At Blue Ridge Wealth Planners, they know how to take the complexity out of financial planning. They will help you create a plan for everything that covers all the bases in your financial world. They proudly serve clients nationwide. Reach out today to set up your complimentary virtual or in-person consultation.”

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Contact:

(865) 392-4260

Mon-Thu: 9am - 5pm
Fri: 9am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Integrity Wealth Services - Knoxville, TN Financial Services
Integrity Wealth Services - Knoxville, TN Financial Services
Integrity Wealth Services - Knoxville, TN Financial Services
Best Financial Services in Knoxville TN - Integrity Wealth Services video
5+ YEARS IN TBR
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INTEGRITY WEALTH SERVICES

(4.8 Score)
9724 Kingston Pike, Suite 1402,
Knoxville, TN 37922 Directions

Since 2001

Specialty:

✓ Comprehensive Wealth Management ✓ Investment Consulting ✓ Investment Recommendations ✓ Portfolio Design ✓ Portfolio Strategies ✓ Tax Efficient Investing ✓ Insurance Reviews ✓ Estate and Tax Planning ✓ Financial and Retirement Planning ✓ Social Security ✓ Life Insurance

“Integrity Wealth Services is led by Paul Ragone, who is the founder and President of the firm. He has over 20 years of experience as a financial advisor and is an Accredited Wealth Management Advisor (AWMA) and an Accredited Asset Management Specialist (AAMS). Integrity Wealth Services takes great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed. They believe in placing their clients’ best interests first. They take the time to understand your unique situation before tailoring their recommendations specifically to you. Their mission is to oversee your family’s financial affairs, not market their practice. They steer clear of 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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Contact:

(865) 342-7766

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

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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.

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.

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BLUE RIDGE WEALTH PLANNERS REVIEWS

So far, the team over there seems to be produing the results that they strive for. I enjoy the periodic market updates from John via email. Transparency directly on the fidelity app let's me keep a watch on the value of my portfolio. Timely response via email for any questions I might have. Its nice to have Blue Ridge in my corner. Thanks, John! Keep up the good work

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!

Chris helped us clarify our goals and set solid footing for our retirement. We are quite pleased with our experience at Blue Ridge Wealth Planners.

INTEGRITY WEALTH SERVICES REVIEWS

I am close to retiring. Finally! I have had meetings with different recommended advisors in Knoxville lately but felt like they were more interested in how much I had in my 401(k) than what I was hoping we could accomplish with it. After venting my frustration, several people at work told me I needed to go see Paul. Best decision ever. He never even asked to see my statements during the meeting. I tried to hand them to him and he said “let’s get to that later. Right now I just want to learn more about you and your wife”. Then he did exactly that and just listened to us. He only spent about 10 minutes explaining his process, which was very easy to understand. 50 minutes were spent on listening to us. It was such a different experience than what we had been through previously. No preaching, if that makes sense. Paul is the real deal and I look forward to working with him and Integrity Wealth Services for years to come when I retire.

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 done a fantastic job with my portfolio for over 20 years. Highly recommend using his services.

TBR® Inspection Score Report

SAGESPRING WEALTH PARTNERS Total Inspection Points: 116/120
Acknowledgments: 8
Business Hours: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BLUE RIDGE WEALTH PLANNERS Total Inspection Points: 115/120
Acknowledgments: 8
Business Hours: 9
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INTEGRITY WEALTH SERVICES Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10