3 Best Financial Services in Memphis, TN

“Bluff City Advisory Group's goal is to take the complexity out of wealth management and provide straightforward advice to guide you toward your goals. Chirag Chauhan is the Managing Partner of Bluff City Advisory Group. Their team will create a plan based on that information, while considering your entire financial picture. They will continue to work with you to adapt your plan so it seamlessly transitions along with you. Their team’s range of skills, education, and knowledge gives them the ability to provide you with the information you need to make informed financial decisions. Bluff City Advisory Group provides forward-thinking investment strategies customized to uniquely fit each client.”

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“ The Sims Financial Group, Inc. is an independent financial services firm in Memphis, Tennessee. Retirement planning is the firm’s specialty: 40(k), IRA, SEP, and personal retirement plans. Charles Sims, Jr. is the president and CEO of the firm he founded in 1988. He is a graduate of Memphis State University and 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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“First Command has been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families. They help you build successful financial behaviors early in your military career and together apply them consistently throughout your lifetime. Their Advisors are in 175+ offices worldwide with an emphasis on being near major military installations to help keep you financially squared away wherever life takes you. Austin Beard joined First Command Financial Services as a Financial Advisor in January 2019. He is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to build lasting relationships with each individual and family. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

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