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Showing 1 - 11 of 11 results
THE TRUST COMPANY OF TENNESSEE
THE TRUST COMPANY OF TENNESSEE
Knoxville, Tennessee
100-499 employees
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
Retirement Benefits Rank
Top Benefits
MERIDIAN TRUST & INVESTMENT COMPANY, LLC
MERIDIAN TRUST & INVESTMENT COMPANY, LLC
Knoxville, Tennessee
1-24 employees
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.
Retirement Benefits Rank
Top Benefits
COURTHOUSE RETRIEVAL SYSTEM
COURTHOUSE RETRIEVAL SYSTEM
Knoxville, Tennessee
25-49 employees
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.
Retirement Benefits Rank
Market Competitive
TENNESSEE VALLEY ASSET MANAGEMENT P
TENNESSEE VALLEY ASSET MANAGEMENT P
Knoxville, Tennessee
25-49 employees
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
Retirement Benefits Rank
Market Laggard
PRACTICE SOLUTIONS, INC.
PRACTICE SOLUTIONS, INC.
Knoxville, Tennessee
25-49 employees
Practice Solutions, LLC provides mental and behavioral health billing solutions and services to your practice, freeing you up to focus on providing best-in-class care to your patients and growing your practice. We provide professional billing services for behavior and mental health professionals at a cost-effective rate. Our priorities are accuracy in filing claims, diligence in collecting on rejected claims, and showing you progress toward healthy revenue in your practice. More than anything we strive to make sure there are no interruptions in your revenue, so you can focus on providing excellent treatment and care. We welcome business from both group and individual practices of all tenure.
Retirement Benefits Rank
Market Competitive
PROFFITT & GOODSON, INC.
PROFFITT & GOODSON, INC.
Knoxville, Tennessee
1-24 employees
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.
Retirement Benefits Rank
Top Benefits
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BROGAN FINANCIAL, INC.
BROGAN FINANCIAL, INC.
Knoxville, Tennessee
1-24 employees
Brogan Financial is a leading retirement and legacy planning services firm in Knoxville, TN. Serving East Tennesseans since 2001, Brogan Financial is among only a handful of regional companies solely focused on serving the financial needs of those who are retired or who are nearing retirement. Brogan Financial is a federally registered investment advisor located in Knoxville, Tennessee. Brogan Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which Brogan Financial maintains clients. Brogan Financial may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Founder and CEO Jim Brogan was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services. He also hosts a weekly radio show on 98.7 FM WOKI in Knoxville. More Living with Jim Brogan can be heard at 9 a.m. every Saturday, and past shows are recorded as podcasts that can be streamed online. For more information, please visit www.broganfinancial.com.
Retirement Benefits Rank
Below Market
CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP
CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP
Johnson City, Tennessee
1-24 employees
CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP is a financial services company based out of 121 BOONE RIDGE DRIVE, SUITE 2004, JOHNSON CITY, Tennessee, United States.
Retirement Benefits Rank
Market Leading
MARZOLF INVESTMENT GROUP, LLC
MARZOLF INVESTMENT GROUP, LLC
Knoxville, Tennessee
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Top Benefits
KEVIN JAMES LEBLANC
KEVIN JAMES LEBLANC
Knoxville, Tennessee
1-24 employees
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.
Retirement Benefits Rank
Market Leading
WAKEFIELD & ASSOCIATES, LLC
WAKEFIELD & ASSOCIATES, LLC
Knoxville, Tennessee
All Size Average employees
For over 75 years, Wakefield has been developing long-term quality partnerships in the medical recovery services industry. We customize the specific needs and requirements of our clients through continuous improvement by identifying and staying apprised of their progressing requirements. People, Process, and Technology are the three core components of our continual success and longevity.
Retirement Benefits Rank
Top Benefits