Merrill Lynch Financial Advisor James Gattis

LPL Financial Boro Wealth in Murfreesboro, TN, is your trusted partner for comprehensive financial advising and investment services. As experienced financial planners, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning with diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Our services extend to brokerage accounts, variable annuities, and treasury instruments. Beyond investments, we provide holistic financial planning, covering tax strategies, college savings, and estate planning.

Fortress Wealth Management is a financial services firm that provides comprehensive financial planning and investment services to individuals and businesses. The firm has over 20 years of experience and offers a wide range of services, including investments, retirement plans, tax planning, college plans, estate plans, and more. Fortress Wealth Management is committed to providing its clients with the highest level of service and is dedicated to helping them achieve their financial goals. The firm's experienced and knowledgeable staff will work with you to develop a personalized financial plan that meets your specific needs and objectives.

Here at EKC Financial Solutions we are committed to you, the client, and what matters most. We are not committed to any one company or their products. We believe that every client is different, and every need is different, so there is no cookie cut answer to anyone’s financial plan. Take a moment to sit down with us; Let us take you through our process to find out what is important to you and your family. We want to know your goals so we can help you achieve them.