Edward Jones - Financial Advisor: Stephen J Williams

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who want a banking relationship that goes beyond transactions. Pinnacle was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. We don't use a phone menu. We don't push products, instead leading with advice and empowering our financial advisors to make decisions locally. Pinnacle is listed among the nation's top 25 banks and as one of America's best companies to work for. We operate in several primarily urban markets throughout the Southeast.

Ameriprise Financial Advisors - Cooper, Holland, and Martinez, located in Hendersonville, TN, is committed to helping clients achieve their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, they offer tailored recommendations and strategies to navigate both expected and unexpected financial challenges. The firm emphasizes a collaborative approach, focusing on understanding clients' unique needs and providing regular updates on their financial progress. Advisors possess various specialized credentials, ensuring a comprehensive understanding of investment strategies, estate planning, and wealth management to serve clients effectively. Generated from the website

In an ever-changing financial climate, you may find it difficult to create a financial strategy, while also finding the time and the knowledge to manage a plan that can grow with you over the years. Without a current and flexible plan in place, and more importantly a team to watch over that plan, it could be difficult for you to achieve your financial goals. Guided Wealth Partners is an independent financial services firm dedicated to assisting clients on their financial journey. We offer a team approach in creating comprehensive investment and financial strategies. Our desire is to provide personalized recommendations for our clients that can grow with them throughout the many milestones of life.