Values First Advisors

When it comes to money and your financial future, you want only the best guiding you along the way. With 70+ years of experience, Aldebaran Financial is a leader in investing and wealth management, committed to helping you achieve financial security and prosperity. Aldebaran Financial prides itself on: Understanding Your Specific Financial Needs and Goals Providing Individual Attention Optimizing Returns on Your Offering the Best Investment Advice and Wealth Management Contact Us today for a portfolio evaluation!

Located in Johnson City, TN, Peter Cholerton - Raymond James is a distinguished financial services firm specializing in tailored wealth management solutions. Catering to individuals, businesses, and municipalities, they offer a comprehensive range of services, including investment banking, asset management, and capital market solutions. With a focus on detailed analysis and personalized attention, their team of experts helps clients navigate complex financial landscapes, emphasizing prudent risk management and opportunities for financial growth and protection. With a global presence and a community-centered ethos, Peter Cholerton - Raymond James is dedicated to delivering meaningful and objective-based financial solutions. Their decades of experience are evident in the quality of service provided, which includes portfolio advisory strategies, investment research, and client-specific assistance. Whether clients seek to grow, protect, or transfer their financial resources, this firm stands ready to offer attentive guidance and valuable insights tailored to individual needs. Generated using this brand's available information

Our wealth management team offers a full range of services, from recommending individual investments to developing a comprehensive retirement plan. We take a conservative approach to investing, allocating your investments, and designing a personalized portfolio that suits your goals. We typically recommend growth and income portfolios and divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term. As the markets inevitably fluctuate, we will remain vigilant and, with your consent, adjust your allocation when appropriate. We will also address your insurance, tax planning, estate planning issues, and retirement planning needs.