SAGESPRING WEALTH PARTNERS
SageSpring Wealth Partners is one of the best financial Advisors located in Knoxville. SAGESPRING WEALTH PARTNERS is one of the Three Best Rated® Financial Services in Knoxville, TN.
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Reviews
Timothy Johnson has been our financial advisor for a couple of years now, and we could not be more grateful for all that he's done for us. Preparing for your future is intimidating, especially when it comes to finances. However, we are fully confident Tim will always guide us to the best option for us in stewarding our finances well. He listens well, answers all of our questions honestly and with grace, and gives us peace of mind. My husband and I highly recommend this group and Tim especially.
Travis, our financial adviser and a fiduciary, is wonderful to work with. He takes the time to talk with you to understand your investment goals. He has helped diversify our portfolio by putting us in some terrific mutual funds. His company’s full service capabilities include Stephen, a CPA, who prepares our tax returns. Travis and Stephen work closely together to insure that we take all available tax advantages provided by the government. In the past, we missed many deductions that were available to us due to a lack of communication by our former CPA and financial adviser. Having these professionals under on roof, nothing gets missed. This company is invaluable when it comes to building our retirement portfolio.
Luke Powers and Travis Cullman have been fantastic advisors for our family. They are patient when we ask questions and act quickly when we need anything. They take the time to play through all scenarios when making financial decisions which is much appreciated. I would highly recommend this team!
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Location / Contact:
- 136 Concord Road, Knoxville, TN 37934
- Phone : (865) 686-5202
- EMail : tra***@s***.com
- Website : swinvestmentgroup.com/adv...
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
Nearby Financial Services in Knoxville:
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WEALTHSOURCE PARTNERS, LLC 10641 Deerbrook Drive, Suite 100, TN 37922
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INTEGRITY WEALTH SERVICES 9724 Kingston Pike, Suite 1402, TN 37922