Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Tennessee, TN Firms Offering College Savings Plan
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Farmers Insurance Group
2516 Mt. Moriah Rd Ste F-735 Memphis, TN
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Provides insurance and financial services to customers in the Memphis area.
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The Sims Financial Group, Inc
Memphis, TN
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As a Certified Financial Planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the: CFP and LUTCF Designations.
My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives.
Working together, we'll formulate a strategy to help you achieve your goals. Then I'll recommend the appropriate products and services to help you execute your strategy.
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Choice Benefits and Investments
151 Heritage Park Drive Suite 403 Murfreesboro, TN
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I am committed to building mutually successful, lifelong client relationships with individuals and small business owners by exhibiting honesty, complete accessibility, and the highest ethical standards. Each client situation is unique and is treated as such. I work hard to ensure my clients are able to meet their financial goals and objectives, receiving the highest expected returns with the lowest assumption of risk.
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Lincoln Financial Advisors Corp.
2100 West End Ave. Suite 800 Nashville, TN
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Our Philosophy:
- Serve first, long-term relationship, strict confidentiality
- Coordinate with your current advisors to create a team of experienced professionals working on your behalf
- Educate you as to your alternatives so you may make informed decisions
- Develop a resource center to provide up-to-date information for your particular situation
- Action orientation
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