3 Best Financial Services in Nashville, TN

“Adams Wealth Partners is founded by David Adams, who serves as the principal of the firm. He is a CERTIFIED FINANCIAL PLANNER™ professional and CPA. 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.”

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“Shawn M. Johnson is a financial advisor at Edward Jones. With 27 years of experience since joining the firm, he is dedicated to levelling the playing field and has made it his 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. Shawn M. Johnson accepts new clients and serves those with $250,000 in assets. Contact him today to request an appointment.”

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“Pinnacle Financial Partners believes that employees who enjoy their jobs and maintain a healthy work-life balance will naturally perform their best for clients. The firm aims to be the premier financial services provider and the ultimate workplace destination. Their mission, vision, and values align with their business strategy, making Pinnacle an award-winning workplace that attracts and retains the best, most experienced financial services professionals. 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 shareholder value.”

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