Financial Advisor recommendation in Middle Tennessee?

[gregintenn]

I just got a letter from mine stating she is retiring. I was referred to her when my first one retired. Does anyone here have one they are happy with in the Nashville or North of Nashville area?

[surfabilly]

we have started speaking with an advisor from northwestern mutual. so far he is very attentive. while we don't have a lot with him, i do know that he is trusted by a few executives of some pretty noteworthy companies headquartered in the nashville area. pm me if you would like his info.

[Peace]

I have worked in the industry.  PM me if you would like to chat.  The short version:  If you are able, find a good "per hour" financial advisor - one that you pay to help you plan... and one whom has nothing to sell you.

 

After that, if you want to go to a place like Northwestern Mutual, etc., you have an informed plan that is not influenced by the need to sell product.  I have been a client at Northwestern Mutual for years and am happy to give you a name or two as well.

[subsonic]

Greg Luken, in Cool Springs. He works on a nominal percentage of return basis. He only makes money if you make money. We've used him for about 10 years now and have done very well under his guidance.

http://luken.pro/

[Erik88]

I work with a woman in Knoxville. Noell Lewis with Edwards Jones. I've never met her, only conducted business over the phone but I really like her.

 

I'm sure you can find someone locally but just wanted to throw it out there.

 

 

3541 W EMORY RD
POWELL, TN 37849
(865) 938-5978

[kieefer]

http://www.mutualfundstore.com/mfs/ia?utm_source=google&utm_medium=cpcb&kwid=MFS10060&utm_campaign=Store&gclid=CMGRybzE9LwCFRJp7AodLCsAqw