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Showing 1 - 4 of 4 results
SOUTHERN OAK WEALTH GROUP, LLC
SOUTHERN OAK WEALTH GROUP, LLC
Brentwood, Tennessee
1-24 employees
As we built up our team over the years, we developed a rare combination of expertise and experience, where each core member has specialized knowledge and experience in areas ranging from estate and family legacy to business succession. To this expertise we added a process for serving clients that would enable them to rely on us as the central point of access for everything related to their wealth. The result is a level of interconnection that often creates efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each member of your network is talking to another, and each part of your wealth is aligned with the rest.
Retirement Benefits Rank
Top Benefits
MCFARLIN CAPITAL, LLC
MCFARLIN CAPITAL, LLC
Murfreesboro, Tennessee
1-24 employees
McFarlin Capital, LLC is a wealth management firm that specializes in creating portfolios tailored to each individual and his or her personal needs. Our investing strategy is designed to preserve principal, generate above-market income and reduce volatility. Our team of passionate professionals is united in its commitment to maintain the highest measure of integrity, skill and communication in our relationship with you, our client. We vow to be certain in understanding your financial position and provide you with only exceptional service, expert advice and best-in-class products to help you pursue your financial targets.
Retirement Benefits Rank
Market Laggard
LEVINE GROUP, LLC
LEVINE GROUP, LLC
Brentwood, Tennessee
All Size Average employees
Levine Group, LLC was founded in 1963 with the goal of assisting clients in every aspect of their financial lives. We strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Certain appropriately licensed individuals of Levine Group, LLC are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. " Investor Disclosures: https://www.kestrafinancial.com/disclosures http://www.finra.org/ https://www.sipc.org/
Retirement Benefits Rank
Market Leading
JEFFREY GALL WEALTH ADVISORS
JEFFREY GALL WEALTH ADVISORS
Franklin, Tennessee
All Size Average employees
As founder and owner of Jeffrey Gall Wealth Advisors, located in Walnut Creek, California, I provide comprehensive personal advice to a select group of successful business owners, executives, retirees and affluent families who want practical and objective ideas tailored to their estate planning, investment and retirement planning needs, all delivered with the personalized, attentive service you expect and deserve. Knowledge is power, but wisdom is the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to helping people just like you create wise strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies appropriate to your situation. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to potentially reap those rewards. I enjoy helping people as they strive to build a solid financial foundation for the future. Jeffrey Gall is a registered representative with and Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above. Financial Planning offered through Jeffrey Gall Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. For a list of states in which I am registered to conduct securities business visit my website: www.jgwealthadvisors.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading