Laura K Thomason - MetLife

Andy Ellis, CPA/PFS®, CFP®, CFA® is Your Retirement Tax Specialist. Andy works to effectively lower the tax burden of Social Security, Pensions, IRAs, 401Ks and other Qualified Retirement accounts. Our typical clients are retirees who are concerned about taxes from large qualified plan balances ...

Blue Ridge Wealth Planners is a comprehensive financial planning firm based in Knoxville, TN, serving retirees and pre-retirees in East Tennessee and beyond. With a focus on empowering their clients, they offer personalized retirement services to help individuals lead fulfilling and financially confident lifestyles. At Blue Ridge Wealth Planners, their team of knowledgeable professionals takes the complexity out of financial planning, creating a Plan for Everything that covers all aspects of their clients' wealth world. They provide access to a wide range of financial investments and products, ensuring they have every tool available to create customized plans. Whether through in-person or virtual consultations, Blue Ridge Wealth Planners is dedicated to helping individuals achieve their retirement goals with lasting results.Generated from the website

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