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Hispanic Chamber of Commerce of East Tennessee

Business directory. directorio comercial.

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FINANCIAL PLANNING (8)

Capital Financial Group

Chelse Stevens
Financials Services Rep.
8320 E. Walker Springs
Suite 100
Knoxville, TN 37923
(865) 246-1700
Email
http://www.capitalfinancialgroup.net
Business Type: Financial Planning
Contact #2
Bavy Lopez
Assistant General Agent
8320 E. Walker Springs Lane
Suite 100
Knoxville, TN 37923
(865) 246-1725
Email

Edward Jones Investments - George Lucke

George Lucke
Financial Advisor
4956 Clinton Hwy
Knoxville, TN 37912
865-219-7910
877-482-1936
Email

Edward Jones- John Gardner

John Gardner
Financial Advisor
11002 Kingston Pike, Suite 101
Knoxville, TN 37934
(865) 671-2520
(888) 229-4571
Email
http://edwardjones.com
Business Type: FINANCIAL PLANNING

Edward Jones- Regina Greene

Regina Greene
1891 Louisville Road, Suite 104
Alcoa, TN 37701
(865) 977-5859
Email
http://www.edwardjones.com

New York Life Insurance Company

James (Bo) Sutton
Licensed Agent
265 Brookview Centre Way
Suite 102
Knoxville, TN 37919
(865) 523-0741
(865) 637-7353
Email
Business Type: Financial advisor services focusing on family goals and priorities; advising on creating a financial strategy that reflects your life's priorities.

Northwestern Mutual

Kevin Proffitt, CFP
Managing Director
6216 Highland Place Way, Suite 201
Knoxville, TN 37919
(865) 251-5100
(865) 251-5101
Email
http://www.nmfn.com
Business Type: Financial Planning, Life Insurance, Investments, Disability Insurance, Long Term Care
Contact #2
Patricia Ramsey
Director of Recruiting
Email

ORNL Federal Credit Union

Clay Kearley, CSE, CCE
VP, Business Banking
Knoxville, TN865-425-2614
865-218-4414
Email
http://www.ornlfcu.com

Visionary Horizons Wealth Management, LLC

Philip Dortch
620 Mabry Hood Road
Suite 102
Knoxville, TN 37932
865-809-6789
Email
http://www.visionaryhorizons.com
Business Type: Visionary Horizons Wealth Management is a boutique financial management firm based in Knoxville, TN, serving clients throughout the Southeast. Our primary mission is to provide individualized financial management strategies for our clients through our specialized wealth management process. This includes active investment management and proactive client communications using financial planning as a foundation for short and long term goals. In short, we provide our clients with solutions that range from traditional retirement plans to complex investment strategies. We provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting your specific values and life goals. Working in partnership, we provide options and seek solutions with you, not for you. Solving problems. Helping you clarify your goals. Freeing up your time so you can do what you want to do.