Dave S.
1/2/2025
I have contracted with Brogan to plan and manage my retirement accounts for five years now. Their services are second-to-none and my accounts have flourished. It has been a flawless transition.
Brogan Financial
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2160 Lakeside Centre Way Ste 102
Knoxville, TN 37922
Brogan Financial, located in Knoxville, TN, specializes in wealth management and comprehensive retirement planning, emphasizing the importance of client relationships in their approach. Their services include income planning, investment management, tax planning, estate and legacy planning, and healthcare planning, all tailored to meet the unique goals of their clients.
Committed to delivering customized financial advice, Brogan Financial offers complimentary financial analyses to help clients identify areas for improvement and plan for a secure financial future. Through educational classes and insightful resources, they aim to empower individuals to achieve their life goals for retirement and beyond.
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Reviews
5.03 reviewsBlake M.
9/16/2022
Truly cares about developing a comprehensive plan for clients retirement needs. Truly refreshing perspective.
Robert B.
11/8/2021
Jim and Peter have both been most helpful over the years and have always delivered a good rate of return on our money given the financial climate at the time. They listened to our goals, set...
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