3 Best Financial Services in Nashville, TN

Here’s The Deal:
David Adams Wealth Group, LLC, is an independent financial planner in Nashville, Tennessee. David Adams is the Founder and principal of the firm. He is a CERTIFIED FINANCIAL PLANNER™ professional and CPA in Nashville, Tennessee. By focusing on education, collaboration, and a deep understanding of each client's unique situation, he and his team create a supportive environment that enables clients to navigate complexities, secure their financial future, and work towards realizing their dreams. Adams Wealth Partners specializes in wealth and retirement plans. Their experienced team of wealth advisors is here to help ensure that planning for your financial future is time well spent. When you work with them, they collaborate to create and implement a tailored financial plan. They act as your financial partner, helping you make informed decisions, monitor progress, and adapt the plan as needed. They provide services in Nashville, Brentwood, Franklin, and surrounding areas.

Here’s The Deal:
Shawn M Johnson has a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. He is obsessed with leveling the playing field in life. His career with Edward Jones began 27 years ago in 1997, and it has been a meaningful mission. He maintains multiple professional certifications, including the CRPC™ and CRPS™. He does this by using an established process. Listening and understanding who his clients are and where they want to be are at the heart of the matter. Shawn M Johnson and his team put a strategy into action that was unique to them. He likes to call it a road map. He works with clients such as churches, small businesses, and serious individual investors. The goals may vary with each client, from retirement and wealth building to leaving a legacy. His established process remains the same with all his clients. They can also monitor your progress to help you stay on track or determine if any adjustments need to be made. Throughout it all, they're dedicated to providing you with top-notch client service. Contact her today to request an appointment.

UNIQUE FACTS:
• Accepting New Clients
• Serving Clients With $250,000.

Here’s The Deal:
Pinnacle Financial Partners is one of the leading financial and banking partners in Nashville, Tennessee. The company was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace to attract and retain the best, most experienced financial services professionals. The founders thought that if employees liked their jobs and balanced work and personal life, they would naturally do their best for clients. They aim to become the premier financial services firm and the ultimate workplace destination. This is the place for their mission, vision, and values, which come together to form their business strategy. Pinnacle Financial Partners offers everything you need for your money, like banking, financial, investing, trust services, home loans, and insurance. They offer clients distinctive financial services and effective advice, creating outstanding long-term value for shareholders.