Best Financial Advisors in Memphis

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Memphis, TN

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––

Price: Free consultation

Allegiant logo
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License Verified:

License: 5777914

Investment Adviser Public Disclosure Database, SEC

Allegiant

4100 Hilldale Ave, Memphis, TN 38117
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Business Description

Allegiant helps individuals by planning for their financial well-being in Memphis. The firm offers financial planning services for professionals and businesses in the creative industry. It takes care of a client’s paperwork and implements strategies that are based on sound research and analysis. It also manages investments through a diversified and tax-efficient approach. In addition, the company provides project planning services for clients with specific questions. Founder Lauren Estes is a Certified Financial Planner and an artist.

License Verified:

License: 5777914

Investment Adviser Public Disclosure Database, SEC

Ashford Advisors logo
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Ashford Advisors

6060 Primacy Parkway, Memphis, TN 38119
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  • Estate Planning

Business Description

Ashford Advisors is a financial services company that offers financial planning services for clients in the Memphis metro and its surrounding areas. Its services involve planning for its clients' retirement, insurance, tax, and estate. Apart from that, the firm educates its clients about cash flows, savings, investment, and retirement. Ashford Advisors has been in the business since 1898. Its team of financial partners has more than 100 years of combined experience in the financial services industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Facebook
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
B Riley Wealth Management logo
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License Verified:

License: 2543

Investment Adviser Public Disclosure Database, SEC

B Riley Wealth Management

40 S. Main, Suite 1800, Memphis, CA 38103
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  • Certified Financial Planner (CFP)

Business Description

B. Riley Wealth Management, a B. Riley Financial company, provides investment solutions and tax services to individuals, families, and businesses in Memphis and nationwide. The firm leverages B. Riley’s vast platform of financial services and in-house expertise to create customized financial strategies to meet client goals and expectations. B. Riley Financial (NASDAQ: RILY) has been in business for 25 years. It is ranked 2nd in Fortune's 100 Fastest Growing Companies 2021.

License Verified:

License: 2543

Investment Adviser Public Disclosure Database, SEC

Benchmark Wealth Management logo
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Benchmark Wealth Management

5855 Ridge Bend Road, Memphis, TN 38120
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

Benchmark Wealth Management is a financial advisory firm that caters to clients in Memphis. Its financial planning solutions include retirement and estate planning, education savings, cash-flow planning, and debt payoff strategies. The firm also provides guidance on insurance policies, and it has SmartVestor Pro advisors to help clients with investment planning. Its founder and CEO, Nancy Knous, has been in the financial services industry since 1985. She is a Certified Financial Planner and a Certified Fund Specialist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Century Wealth Management logo
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Century Wealth Management

1770 Kirby Parkway, Memphis, TN 38138
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Century Wealth Management is an independent financial solutions firm based in Memphis. It provides personalized family, office, and wealth management strategies aligned with its clients' needs. Originally founded to serve single families needing financial advice, the firm now provides services to a diverse clientele that includes executives, entrepreneurs, philanthropists, physicians, and multigenerational families. Century Wealth Management gives back to its community by supporting organizations such as RISE Foundation, Leadership Memphis, and Madonna Learning Center. Jay Healy, president and founder, is a CFP and CEPA.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Cypress Wealth Management logo
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Cypress Wealth Management

2171 Judicial Drive, Germantown, TN 38138
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Cypress Wealth Management is an independent financial advisory firm serving Memphis. Its services include planning cash flows, college funds, taxes, retirement income, and insurance coverages. Additionally, its financial advisors help with investment management. It also works with professionals like certified public accountants, insurance specialists, and tax attorneys to ensure that no detail of the financial plan is overlooked. The company's founder and president, John Anderson, is a Certified Financial Planner and an Accredited Investment Fiduciary.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
DHG Wealth Advisors LLC logo
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DHG Wealth Advisors LLC

999 South Shady Grove Road, Memphis, TN 38120
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  • Estate Planning
  • Retirement Planning

Business Description

DHG Wealth Advisors LLC is an independent Registered Investment Advisory Firm that provides wealth management and personalized investment advice to individuals and business owners in Memphis and neighboring areas. Owned by the assurance, tax, and advisory firm Dixon Hughes Goodman LLP, the firm uses Modern Portfolio Theory, a Nobel Prize-winning financial method. The firm offers investment management, tax planning, and planning for lifetime financial goals such as retirement, charitable gifts, and education planning. One of its financial advisors, Justin Baas, is a Certified Financial Planner.

Dogwood Financial Planning logo
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Dogwood Financial Planning

8295 Tournament Drive, Memphis, TN 38125
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  • Certified Financial Planner (CFP)

Business Description

Memphis-based Dogwood Financial Planning has been serving the metro for more than a decade. The firm provides consultancy services, including advising on investments, retirement, and asset allocation. Its financial planning services cover tax planning, debt and cash flow management, and insurance planning. Dogwood Financial Planning extends its services to Arkansas and Mississippi. It is a member of the National Association of Personal Financial Advisors. Founder Celia Brugge is a Certified Financial Planner and a member of the Garrett Planning Network.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Eaglestrong Financial logo
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Eaglestrong Financial

1661 International Drive, Memphis, TN 38120
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  • Retirement Planning

Business Description

Eaglestrong Financial helps clients in Memphis plan their short- and long-term financial goals. It caters to individuals who want to allocate their savings, maximize their gifts to charities and families, and reduce their taxes. It also provides strategies for educational funds and life transition finances. Its founder, Tripp Yates, has been in the industry for more than 10 years. Yates has also worked as an auditor at Ernst and Young and is affiliated with AICPA, NAPFA, XY Planning Network, and CFP.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fish Associates logo
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Fish Associates

633 Oakleaf Office Lane, Memphis, TN 38117
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Fish Associates is a financial planning firm offering its services to individuals from the Memphis metro and the surrounding areas. Its consultants analyze its clients' social security benefits and long-term health care plans as part of its financial planning. In addition, it assists with transition planning, investment planning, and retirement planning and coaching. The company also has programs dedicated to women investors, young professionals, and the LGBT community. Fish Associates has more than 25 years of experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Goldman Sachs logo
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Goldman Sachs

5350 Poplar Avenue, Memphis, TN 38120
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  • Retirement Planning

Business Description

Goldman Sachs is a financial advising company that serves clients in Memphis and the surrounding areas. It offers wealth management and preservation services to help individuals protect and transfer their wealth. It also builds financial plans to help clients manage their investments and ideal asset allocation. Additionally, it is available for retirement planning, accounting, and legal services. Michael Deutsch, the head of the office, is a Certified Financial Planner. He has more than 18 years of financial planning experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hal Otey Financial logo
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Hal Otey Financial

530 Oak Court Drive, Memphis, TN 38117
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  • Certified Financial Planner (CFP)

Business Description

Hal Otey Financial is a team of financial advisors serving the Memphis metro and the local areas. It offers management services for investments, as well as planning services for financial, retirement, tax, and estate. The firm makes sure clients are educated on their investments or money by providing accountability, coaching, and advocacy. Founder and owner Hal Otey has been a Certified Financial Planner since 1987. He has taught thousands of Americans about retirement and is currently a member of the Financial Planning Association.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kimery Wealth Management logo
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Kimery Wealth Management

6410 Poplar Avenue, Memphis, TN 38119
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  • Private Wealth Advisor

Business Description

Kimery Wealth Management is a privately owned investment advisory company that offers consulting services for individuals, families, and nonprofit organizations in Memphis. It provides wealth stewardship services, assistance in research and analysis, market insights, family wealth solutions, and global investment strategies tailored to clients' goals and needs. The company's founding member, Kevin Kimery, has more than 22 years of experience in the financial industry. Kevin received honors from Barron’s and The American Registry, Wealth & Finance International.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Wealth Management logo
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License Verified:

License: 108619

Investment Adviser Public Disclosure Database, SEC

Legacy Wealth Management

1715 Aaron Brenner Drive Suite 301, Memphis, TN 38120
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Legacy Wealth Management is a financial advisory firm that serves Memphis. Its team comprises CFPs who act as portfolio managers, financial planners, and an investment committee to help clients achieve their goals. It provides a comprehensive plan, covering a range of areas from retirement and income planning to tax strategies. In addition to wealth management, they advise clients on topics like estate planning, charitable planning, stock option planning and Trust services. The firm also helps FedEx pilots regarding contracts and benefits.

License Verified:

License: 108619

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
LongView Planning Partners logo
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LongView Planning Partners

618 Oakleaf Office Lane, Memphis, TN 38117
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

LongView Planning Partners offers financial advisory services to medical professionals in Memphis and nearby locations, such as physicians and dentists. It assesses clients' current financial situations, lifestyles, and goals to develop tailored financial plans. The team guides in implementing the processes to attain financial security and independence. Additionally, LongView Planning Partners offers insurance products to various states. Marcus Esposito, one of the managing partners, is a Certified Financial Planner and Chartered Financial Consultant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Memphis Planning Wealth logo
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License Verified:

License: 4978675

Investment Adviser Public Disclosure Database, SEC

Memphis Planning Wealth

795 Ridge Lake Blvd. Suite 100, Memphis, TN 38120
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  • Certified Financial Planner (CFP)

Business Description

Memphis Planning Wealth assists local residents and businesses by crafting financial strategies. Its staff offers wealth management and financial planning services through fact-finding, tax opportunities, and the management of risks and investments. Through its representation of known providers, it also handles insurance strategies for long-term care and disability terms, as well as whole and guaranteed UL policies with fixed, variable, and indexed annuities. In addition, it maintains software that oversees the aggregation of financial information, total plan ownership, and remote collaboration for clients.

License Verified:

License: 4978675

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pathway Financial Services logo
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Pathway Financial Services

1916 Exeter Road, Germantown, TN 38138
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  • Certified Financial Planner (CFP)

Business Description

Pathway Financial Services serves clients in Memphis and the surrounding areas. It offers financial planning services to help individuals manage their current income and secure their future financial goals. It also assists small business owners in choosing a suitable retirement plan for their needs, including SEPs, defined benefits, simple IRAs, and profit-sharing plans. In addition, it is available for business employee benefit plans and asset management services. Pathway Financial Services is an independent consulting company that has been operating since 1972.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Pickler Wealth Advisors logo
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Pickler Wealth Advisors

1135 Halle Park Circle, Collierville, TN 38017
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  • Estate Planning
  • Tax Planning

Business Description

Pickler Wealth Advisors is a financial advisory firm that serves Memphis. Services include portfolio management, strategic asset allocation, tax planning, insurance needs analysis, and income strategies. The team of financial advisors also handles family wealth planning, estate management, and retirement planning. Established in 2005, Pickler Wealth Advisors was recognized by the Inc. Magazine as one of the fastest-growing companies in the country during its early years. President and CEO David Pickler has been featured in Forbes Magazine’s Best-In-State Wealth Advisors List for 2021.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Plummer Financial Services, LLC logo
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Plummer Financial Services, LLC

8245 Tournament Drive, Memphis, TN 38125
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Headquartered in Memphis, Plummer Financial Services, LLC, has been providing clients with wealth management solutions for over 30 years. It serves a diverse clientele, including average workers, lawyers, doctors, small businesses, and corporations. The firm formulates investment, tax, and estate planning strategies and manages risks and educational funding. Its investment advisor representative, L.V. Plummer, Jr., started his financial services career in 2012. He was named as 2014's Best Financial Advisor by the Tri-State Defender. Additionally, Plummer is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Red Door Wealth Management logo
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Red Door Wealth Management

756 Ridge Lake Boulevard, Memphis, TN 38120
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  • Retirement Planning

Business Description

Red Door Wealth Management is a comprehensive financial advisory firm serving families, individuals, and private businesses in Memphis and its neighboring communities. It offers financial planning services, including personal advising, cash flow management, income generation, and insurance analysis. The firm helps with retirement planning and handles 401(K), SEP, and Roth IRA plans. Additionally, it provides family office outsourcing and business services. Red Door Wealth Management was established in 2010 by collaborating with Cannon Wright Blount, an accounting firm located in the metro.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Roop Financial Services logo
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Roop Financial Services

9061 Stone Walk Place, Germantown, TN 38138
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Roop Financial Services is an independent firm that caters to clients in Memphis and the surrounding areas. It helps individuals pursue their current and long-term goals by offering various financial planning services, including retirement, insurance, investment, estate, and tax planning. It also offers employee benefits strategies to help business owners with their company objectives. Its president, Walter W. Roop, has been in the industry for more than 30 years. He is a designated Chartered Life Underwriter and the Registered Health Underwriter.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Shoemaker Financial logo
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Shoemaker Financial

2176 West Street, Germantown, TN 38138
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

Shoemaker Financial is a financial advisory firm that serves clients in Memphis and the neighboring areas for more than 40 years. Services include financial planning, college funding, estate planning, individual life insurance, and retirement funding. Business services and risk management are also available. Affiliated with Securian Financial Services, Inc., the firm also provides insurance solutions for both individuals and businesses. Business insurance includes Group Benefits and Commercial P&C. Personal insurance includes Medicare supplements and Home and Auto Insurance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Silverleafe Capital Partners, LLC logo
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License Verified:

License: 133174

Investment Adviser Public Disclosure Database, SEC

Silverleafe Capital Partners, LLC

6070 Poplar Avenue, Suite 725, Memphis, TN 38119
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  • Certified Financial Planner (CFP)

Business Description

Silverleafe Capital Partners, LLC, provides a broad range of financial advisory services to help clients throughout Memphis and the surrounding areas attain their financial security goals. The firm was founded in 2004 and Its financial advisors assist in planning and preparing for short-term or long-term financial goals. Service offerings include investment management, comprehensive financial planning, and benefit plan consulting. Family office services are also available to help high-net-worth families have greater control, visibility, input, and validation over their wealth.

License Verified:

License: 133174

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Strategic Financial Partners logo
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License Verified:

License: 6300686

Investment Adviser Public Disclosure Database, SEC

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300, Memphis, TN 38120
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Business Description

Strategic Financial Partners is a firm assisting individuals, families, business owners in Memphis. It helps clients prepare for unexpected and ever-changing life circumstances through financial planning. Wealth strategies include advice on investments and risk management and yearly review and update of plans if requested. The firm also manages employee benefits for businesses. Its president, Russ VanderSteeg, is a Chartered Life Underwriter (CLU) who has been recognized by the Memphis Business Journal in its 'Top 40 Under 40'.

License Verified:

License: 6300686

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Swain Wealth Partners logo
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License Verified:

License: CRD#: 1887658

Investment Adviser Public Disclosure Database, SEC

Swain Wealth Partners

5100 Poplar Ave Ste 2117, Memphis, TN 38137
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  • Estate Planning

Business Description

Swain Wealth Partners is a financial advisory firm that serves clients in Memphis. It offers risk management, financial planning, investment strategies, and portfolio management. Its advisors provide investment insights and tailor the service based on the individuals' situation. Its team has over 65 years of collective experience in the financial service industry. Mike Swain, the company's financial advisor, is a Certified Financial Planner and a Chartered Financial Consultant. He is a member of the Financial Planner Association of Memphis.

License Verified:

License: CRD#: 1887658

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Telarray logo
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Telarray

700 Colonial Road, Memphis, TN 38117
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Telarray is a financial advisory firm that provides fiduciary financial planning services to clients in Memphis. The firm utilizes the Observatory, its proprietary planning tool, to create strategies befitting the client’s financial goals. It evaluates the client’s details and decisions to look into their financial future. Likewise, the firm offers retirement and estate planning services. It also provides investment strategies for clients, including diversification and risk and tax management services. Telarray boasts over $1 billion of assets under management.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
William Howard & Co. Financial Advisors, Inc. logo
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William Howard & Co. Financial Advisors, Inc.

6410 Poplar Avenue, Memphis, TN 38119
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

William Howard & Co. Financial Advisors, Inc., has been offering financial advice to clients in Memphis since 1984. Customized plans are available for insurance, investment, income tax, education, retirement, and estates. Investment advisory services for long-term diversified asset allocation strategies are also available. William B. Howard, Jr., the company president, is a Charted Financial Consultant and a Certified Financial Planner. He is also a founding board member of the Financial Planning Association of Greater Memphis. Howard has been in the industry for 38 years.

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS