Financial Advisors in Lebanon, TN

Denise Pishotta, any questions I can answer to help out feel free to reach out anytime.

Ira Work with Paul Winkler.

Josh King with Modern Woodmen

Daniel Gilbert with Primerica is absolutely amazing!! You will love him. He is very knowledgeable about investments. He can be reached at 615-202-3275

https://www.facebook.com/496737927194837 EPM Financial is an awesome team to work with. Martin Porter can help you out.

Jacob McKissick from Edward Jones is great

Laura Headley at Edward Jones.

Greg long with Edward Jones in MJ

Pres. Donald Trump!!!!

Wood Financial in Hendersonville

Senior Financial Advisors-Larry Roby 615-216-1048

Chris Robinette is who I use, very very happy with him and trust him with my money..

Lee Colvin! https://www.facebook.com/Edward-Jones-Financial-Advisor-Lee-Colvin-1486358248248986/

Thrivent! Garrett Dickerson

Advanced Tax and Income Services in Lebanon

Brock Keckler with https://www.facebook.com/496737927194837 EPM Financial

I second Chris Robinette

Edward Jones - Financial Advisor: Lee Colvin

Definitely Chris Robinette hands down!

Chris Robinette and dont think twice

Jim Whatley at Wilson Bank & Trust / Raymond James. Been a part of Mt. Juliet for a long time

Call Brock Keckler at EPM Financial

Paul Winkler.

Martin Porter EPM Financial is the best!

Riverstone Wealth Management in Lebanon TN

Dan Sellers Edward Jones 931-506-7444

David Rhodes at Mt. Juliet Advisors.

Yes!!! Tony Boykin in Cool Springs.

Kevin Collier. Collier Wealth Management

I have a wonderful financial adviser! His name is Tony Boykin in Cool Springs/Franklin. I’m trying to send his link!

Jason Qualls, murfreesboro.

Josh Gerick with Riverstone Financial in Lebanon.

Regions Bank Ken Duke 615-289-4525 I went with him a little over a year ago, and we are definitely Making Some Money Now !

https://www.facebook.com/705994189504244 Dillard Financial Group

Debbie Murphy With Cadence Wealth Advisors. You can’t go wrong with her.

Chris Robinette is the only person I would trust!!

Keith Swift.. best of the best!

I second Riverstone Wealth Management. Great people. Honest people!

Highly recommend Matthew Chase with https://www.facebook.com/2019264935015578 Tandem Financial !!!

Brock Keckler at EPM Financial

Love Pete Benson with BEACON

We use Jeffery Dobyns at Dobyns Wealth Team. They are amazing. http://www.southwesterninvestmentgroup.com/team/dobyns-wealth-team/

Martin Porter is awesome!!

Brandon Edwards EPM financial Mt Juliet TN There voted number 1 in Mt Juliet 615-810-8185

Chris Robinette !

Beacon Capital Management in Cool Springs. My husband is an advisor there, but the entire team is great. They also have an office in Mt. Juliet.

Dawn Klein Kornovich specializes in this very thing! She had helped so many people maximize their credit worthiness. Best of luck to you!

Mark Sullivan at USA Lending.

Hi Kayla! I'm a Realtor and I work with some really great lenders who can get you pointed in the right direction, quick! I can also offer some helpful advice and be with you every step of the way, from now until you get the keys to your new home! You're on the right track as playing off debt and buying a house aren't reached the same way! Call me any time! 615-243-1281

https://www.facebook.com/127729014584906 Liz Humphreys

Call Clint Haynes at Peoples Home Equity in MJ, him and his team are awesome!

Joe Crecy w/ Ameriprise - great guy! joe.d.crecy@ampf.com

Brock Keckler https://www.facebook.com/496737927194837 EPM Financial

You need to call a mortgage person chad with Swbc and call j j love with re/max she can also help 615 300-7788

You can also speak with Sherry Mullins whom is the principal broker at https://www.facebook.com/202502539797850 Mullins Realty Group

Sherry Mullins too!

https://www.facebook.com/keithbryantstrong/

www.DaveRamsey.com He has a link to advisors.

Marquis Shipley at Bank of Tennessee in Mt. Juliet

Talk to Scott Zehnder. He has helped many of our clients get to the point where they could purchase a home. He even helped our own kids.

Talk to Chris Robinette for any financial planning advice. By far the best you could ask for

Call Mark Fisher at Eagle Home Mortgage! They have a credit repair called Home Buyers Solutions and it won’t cost you anything! 615-578-9734

Jacob McKissack with Edward Jones

Martin Porter and Brock Keckler with https://www.facebook.com/496737927194837 EPM Financial

Phil S.. here’s his direct line: ‭(615) 744-2754‬

EPM Financial http://www.financialplanningmtjuliet.com/

Shelly Riggs at Travelink in Nashville: 855-855-5220

Sonia Clay Briggs?

Brandywine travel are great ladies 615-847-4095 in Old Hickory

Martin Porter and Brandon Edwards with the Edwards Porter Group

I use Alan Grimes in Brentwood whom I love ❤️ and I'm sure he could recommend someone in Mt Juliet !!!

Laura Headley and John Lankford are both awesome.

If you are looking at Edwards Jones, I would highly recommend John Lankford!

Shawna, if you would like to sit down and talk, please call my office at 615-443-2090 to set up a time with my office administrator, Lisa, or send me a DM. Thanks for all of the recommendations too.

Laura Headley with Edward Jones is awesome

Janice Penny can hook you up!!

Tim Dial is ours!

I really like Thrivent Financial Services. They've always shot straight with me. Christian based, not-for-profit. They donate a large portion of any earnings to the charities of your choice. I don't know who it would be in your area though.

Look at www.daveramsey.com and click on the link that says ELP, it will show financial advisors that he uses or are certified to be legit and wont swindle you out of money.

Shauna Klaiber Jared with https://www.facebook.com/331346717287420 LedgerWorks LLC

David Rhodes in Mt. Juliet

http://www.daveramsey.com/home/

Underwood Financial in Carthage,TN. Robin Underwood is her name they are a part of Powell & Meadows in Carthage

Raymond James at Wilson Bank and Trust ..... Just voted the best in Wilson County.

Definitely Raymond James at WBT

Buddy Wootten, he has been a financial planner for years!!! He works for John Hancock Investments. He is my daddy and also a very well known citizen for all he does in the community!! The most honest man you will ever meet!! He is the President of the Exchange Club in Donelson Tn!! You will be very pleased if you pick him!

John Lankford with Edward Jones he is the best.

Chris Robinette is a great guy and will help you out.

Lee Colvin with Edward Jones is a great choice!! I can pm you his cell phone number.