3 Best Financial Services in Nashville, TN

“Adams Wealth Partners was founded by David Adams to create a supportive environment where clients can navigate financial complexities, secure their future, and achieve their dreams. David Adams is a CERTIFIED FINANCIAL PLANNER™ professional and CPA. Known for clarity and transparency, their experienced team helps clients understand their financial choices, enabling informed decision-making. As a trusted partner, Adams Wealth Partners takes a personalized and comprehensive approach to guiding individuals toward their financial goals. They offer a holistic suite of tailored solutions designed to meet each client’s unique needs. Their services are available in Brentwood, Franklin, and the surrounding areas.”

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“Shawn M. Johnson is an experienced financial advisor at Edward Jones. He holds AAMS™ and CRPS™ designations, which enhance his ability to navigate complex financial situations. His passion for providing financial and investment guidance to those in his community led him to a career he loves. Shawn works with a diverse range of clients, including churches, small businesses, and serious individual investors. His office works with HIGH Net Worth professionals and individuals throughout the country with an established financial process that will be based on individual or organization goals. While client goals vary, from retirement planning and wealth building to legacy planning, his structured approach remains consistent. He actively monitors progress to help clients stay on track and make necessary adjustments along the way. Shawn M. Johnson is currently accepting new clients with $250,000 or more in assets.”

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“Pinnacle Financial Partners is an award-winning firm known for attracting and retaining top financial professionals. Their goal is to become the premier financial services firm and the ultimate workplace destination, where mission, vision, and values align with business strategy. Pinnacle Financial Partners provides comprehensive financial solutions, including banking, financial planning, investments, trust services, home loans, and insurance. They are committed to delivering personalized financial services and strategic advice, creating lasting value for clients and shareholders. At Pinnacle Financial Partners, their advisors partner with clients on their journey to protect, grow, and distribute their wealth. They take a multigenerational approach, recognizing that your finances represent a responsibility not just to you, but to your entire family and generations to come. They are wholly owned Registered Investment Advisor (RIA) that ffers a variety of services to meet the unique needs of high-net-worth clients. They offer proprietary portfolios and custom solutions to complex scenarios.”

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