Founded in 1987 by Sharon J. Pryse, The Trust Company of Tennessee has more than 100 employees and offices in Chattanooga, Knoxville and the Tri-Cities. The company helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, corporate retirement and personal trust services. Categories: Financial Planner Bank Estate Planning Personal Trust Business Exit Strategy Corporate Retirement Wealth Management

Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients'​ assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars'​ worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more. In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients'​ investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.

For over 25 years, CRS Data has put the power of clear and current property information in the hands of real estate's leading professionals. MLSs, investors, lenders, appraisers and bankers rely on our intuitive, top performing industry solutions to provide the most comprehensive, accurate real estate data available and ultimately improve upon their bottom line. With an in-house team dedicated to collecting, converting, updating and verifying the data available through our robust suites, you can make confident decisions that optimize performance, increase revenue and enhance customer experience. Put the power of intelligent data in your hands with CRS Data.

TVAMP helps clients get their financial life in order & make smart financial decisions. We believe managing finances ought to be easy. We make things simple so clients can focus on what matters most & avoid expensive financial mistakes. TVAMP has seven CFP® professionals on our team and over 300 years of combined experience helping clients. Our services include retirement planning, investment management, estate planning, tax strategies, education savings, and foundation planning. www.tvamp.com TVAMP is a registered investment advisor. Third-party posts found on this profile do not reflect the views of TVAMP and have not been reviewed by TVAMP as to accuracy or completeness. Please see our important disclosure information on our website at www.tvamp.net

We are ProffittGoodson, offering caring and professional investment advice and financial plans for over 35 years. Our decades of experience and expertise enables us to empower our clients and align their financial decisions with their life’s aspirations. We’re ALL IN on your Money Mission. What’s your Money Mission? ❃What do you hope to achieve in the near future? ❃Do you have philanthropic intentions you haven’t yet acted upon? ❃How do you envision your retirement? ❃What does your vision of legacy encompass? ❃Do you want a deeper understanding of your financial life? Enter ProffittGoodson. We infuse clarifying counsel with pure financial assessment to serve clients long-term aspirations. What’s Our Mission? ❃We’re committed to improving our clients lives via: ❃Multidimensional service, disciplined investing, and clarifying counsel ❃Aligning your financial decisions with your life goals ❃Gaining a deeper understanding of your financial life ❃Helping you achieve your Money Mission now and in the future ❃Supporting you to live life to the fullest Visit our website https://www.proffittgoodson.com to learn more about our services and how we can work together to further your Money Mission. ©2023 Proffitt & Goodson, Inc. All rights reserved.

It began in 1986, when LeConte Co-Founder Hoy Grimm started his investment career by directing his focus toward the municipal bond business. In 2001, LeConte Co-Founder Kevin Painter entered the financial services industry as he joined Suntrust Securities. In 2002, Grimm and Painter began their partnership at Suntrust and later became a nationally recognized team. After identifying a better way to do business and put their client's best interest front in center, Grimm and Painter left Suntrust. On March 15, 2007, they established LeConte Wealth Management as a local, independent resource to serve high net-worth clients. In 2014, LeConte Wealth surpassed $100 Million in assets under management. That same year, LeConte Wealth became a Registered Investment Advisor (RIA) exiting the brokerage business and becoming a fiduciary. Since becoming an RIA, LeConte has added a few more members to it's team, including a respected local accountant in Jon Dockery. Today, LeConte Wealth manages over $190 Million in assets for their clients by providing an array of services that include asset management, financial planning and tax preparation/consulting. For more information, visit our website at lecontewealth.com or give us a call at (865) 379-8200. Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.

Founded in 1983, QUALITY FINANCIAL CONCEPTS is a financial-services firm based in Maryville, Tennessee. With personnel that include two CERTIFIED FINANCIAL PLANNER(TM) professionals, two accountants and a versatile support team. QFC takes a team approach to working with clients who not only are located throughout the country but who also represent a broad range of life stages and portfolio values. Quality Financial Concepts offers a diverse range of services, including wealth management, retirement and estate planning, risk management and tax services. The firm specializes in helping clients develop strategies to create tax-efficient retirement income and assisting those who have benefited from unexpected financial windfalls. In all cases, the firm’s goal is to craft financial plans that minimize tax liabilities and meet risk objectives while taking market volatility into consideration. Licensed to offer securities and insurance products in numerous states with TN and TX as the primary states. Doug Horn, CFP®, Registered Principal. Securities offered through Crown Capital Securities L.P., Member FINRA & SIPC. Advisory and Tax services offered through Quality Financial Concepts. CCS and QFC are unaffiliated. No security transaction business or communications can take place through this site. See www.qualityfinancial.com for important disclosure information. www.finra.org www.sipc.org Branch address: 115 West Broadway Avenue, Maryville, TN 37801 (865) 984-3550

Providing fee-only financial planning and wealth management to families in NC & SC.

Infinity Wealth Management specializes in comprehensive wealth management for family-oriented professionals and retirees. For 20 years we have been doing wealth management with an emphasis on tax-efficient distribution planning. This focus gives families more income now and for tomorrow. Infinity is a member of the Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. With a team of skilled and certified public accountants, Infinity also provides tax preparation and strategy services to the community for individuals and small businesses. Throughout the year we work with you to offer planning strategies that consider your entire tax and investment picture. Additionally, our wealth management clients are taken through a seven-step tax reduction process called the Tax Management Journey℠. Infinity holds educational Lunch 'N Learns available to the community on various topics including Social Security, investments, tax mitigation, long-term care options, annuities, income planning, estate planning, and IRA distribution planning and maximization. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

American IRA was founded in 2004 by our Founder, Jim Hitt. Mr. Hitt and his team bring over 40 years of Self-Directed IRA services and Self-Directed 401(k) investing experience to the table. They use this experience to create satisfied clients resulting in over $500 million assets under administration and an A+ Better Business Bureau rating. Why choose American IRA? *Low set $285 annual fee! Unlimited assets and account values! *Option for unlimited buy and sell transactions. *No Charge for 'all cash'​ accounts. *40 years investing experience. *Unparalleled educational material. *We work with your professionals. *Tired of electronic phone systems? Call our office and speak to a real person today! *Certified IRA Specialists. *48 hour funding with completed package. *Personalized customer service. Call us today to learn about your many investment options... *Real Estate including Raw Land/Condos/Townhomes/Single Family Homes/Commercial Buildings *Private Lending including Trust Deeds/Mortgage Notes/Unsecured Notes *Tax Liens/Deeds *LLC's *Privately Held Companies *Precious Metals *And Much More...

LeBlanc Financial Alliance is a national, comprehensive financial consulting firm headquartered in Knoxville, Tennessee. Currently serving clients in 23 states, our collaborative team specializes in enhancing the client experience while providing robust and customized financial solutions.