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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
Below Market
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 Competitive
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
Market Leading
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HORIZONS WEALTH MANAGEMENT, INC.
HORIZONS WEALTH MANAGEMENT, INC.
Asheville, North Carolina
1-24 employees
Providing fee-only financial planning and wealth management to families in NC & SC.
Retirement Benefits Rank
Market Laggard
INFINITY WEALTH MANAGEMENT INC.
INFINITY WEALTH MANAGEMENT INC.
Arden, North Carolina
1-24 employees
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.
Retirement Benefits Rank
Market Competitive
AMERICAN IRA, LLC
AMERICAN IRA, LLC
Asheville, North Carolina
All Size Average employees
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...
Retirement Benefits Rank
Market Leading
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
Top Benefits
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
Market Leading