3 Best Financial Services in Memphis, TN

“The Sims Financial Group, Inc., founded by Charles Sims, Jr., who serves as the president and CEO, specializes in retirement planning. The firm offers services including 40k, IRA, SEP, and Personal Retirement Plans. He is a Graduate of Memphis State University. He earned the certified financial planner designation awarded in 1988. The Sims Financial Group, Inc. is also a risk management firm with experienced insurance professionals dedicated to helping you achieve your goals. The firm offers Life, Health, Long-Term Care, Disability Insurance, and Medicare Advantage and Supplement Plans. They have a proud history of serving their community by assisting individuals, families, and professionals. They specialize in helping businesses attract and retain qualified employees by designing benefit packages. To explore the possibilities and take advantage of their expertise, contact The Sims Financial Group, Inc. to schedule a complimentary consultation.”

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“JAdams Financial Services, led by Joyce Adams as CEO and owner. She completed her master's in accounting and finance management at Keller Graduate School of Management of DeVry University. She regularly attends industry training and certification programs to help foster her approach to offering financial services and advice to her clients. With a wide range of services, their team is equipped to deliver holistic financial plans tailored to each client's specific needs. They strive to be a caring, trusting partner that enables you to achieve financial freedom. The firm is confident with its personalized process and dedicated team members. The firm provides financial guidance to everyone, regardless of annual income or net worth.”

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“Fish and Associates, established by Kathy Fish in 1992, is led by her as the President, Partner, and Senior Advisor. She founded the firm with an unshakeable belief that anything can be accomplished with discipline and a plan. She prides herself on customizing individual financial plans for each of my clients, no matter the size of their portfolios. She believes in a return on life, not just a return on investments. She educates all her clients about complex financial matters so they can gain control of their finances and future. She received an undergraduate degree in Biology and an MBA in Finance from the University of Memphis, but her love of learning didn't stop there. She is a CERTIFIED FINANCIAL PLANNER™ as well as a Chartered Life underwriter and a Chartered Retirement Planning Counselor. She and her team want you to understand and feel comfortable with every aspect of your plan. Fish and Associates aims to earn your trust by providing personalized service, knowing your finances are being watched over by people who care about your welfare. They have committed to providing an expert level of communication and education for women who want to be more informed about their financial situation.”

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