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Best Financial Advisors in Murfreesboro

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Murfreesboro, TNMurfreesboro, TN

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.

Murfreesboro, TNMurfreesboro, TN

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

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12060 Central Pike, Mount Juliet, TN 37122
Mount Juliet, TN 37122
  • Certified Financial Planner (CFP)

Cadence Wealth Advisors offers financial planning services to clients in the Murfreesboro area. It helps individuals invest their money by setting up a portfolio that suits their budget, goals, and risk tolerance. Clients can also get help formulating a retirement plan for their golden years. In addition, the firm offers assistance with taxes, insurance, and estate planning to ensure smooth succession even when the client is already seriously ill. One of its wealth advisors Tyler Dicke is a Chartered Financial Analyst.

12060 Central Pike, Mount Juliet, TN 37122
Mount Juliet, TN 37122

Website(615) 745-3649

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

436 Main Street, Franklin, TN 37064
Franklin, TN 37064
  • Certified Financial Planner (CFP)
  • Retirement Planning

William Bevins is a Cypress Capital fiduciary financial advisor who serves the residents of Murfreesboro and the surrounding areas. His financial planning services include risk management, tax planning, insurance planning, education planning, and retirement planning. He also provides personalized wealth management services through diversified investments in stocks and bonds. William Bevins has been working in the financial services industry for more than two decades. He is a Certified Financial Planner and Certified Trust and Fiduciary Advisor.

436 Main Street, Franklin, TN 37064
Franklin, TN 37064

Website(615) 469-7348

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

215A Castlewood Drive, Murfreesboro, TN 37129
Murfreesboro, TN 37129
  • Certified Financial Planner (CFP)
  • Financial Planning

Hull Wealth Management is an independent advisory firm operating in Murfreesboro. It assists pre- and post-retirees, business owners, individuals, and families in building a financial plan regardless of their backgrounds and stages of life. Its team of professionals provides a wide range of financial solutions for retirement planning, investment management, estate planning, insurance, and business planning. The firm's founding principal, Mike J. Hull, is a Certified Financial Planner who advocates for small businesses using his more than 30 years of industry experience.

215A Castlewood Drive, Murfreesboro, TN 37129
Murfreesboro, TN 37129

Website(615) 896-1181

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1639 Medical Center Parkway Suite 104, Murfreesboro, TN 37129
Murfreesboro, TN 37129
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Landon Carlisle is a financial advisor who caters to clients in the Murfreesboro area. He works on cash flow, education, legacy, and special needs planning and offers investment banking, retirement solutions, and business valuation and transition. He graduated with a degree in Finance, focusing on Financial Institution Management. Carlisle also earned an Accredited Asset Management designation and is a Certified Financial Planner and Chartered Wealth Advisor. He has been with Baird since 1998, where he currently serves as a senior vice president.

1639 Medical Center Parkway Suite 104, Murfreesboro, TN 37129
Murfreesboro, TN 37129

Website(615) 867-7700

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

630 S. Church Street, Suite 100, Murfreesboro, TN 37130
Murfreesboro, TN 37130
  • Tax Planning
  • Finance Planning

LPL Financial is a firm that serves individuals and families in and around Murfreesboro. It aims to help clients fulfill their long-term financial goals with a broad range of financial planning solutions that include retirement planning, money management, profit-sharing plans, tax planning and preparation, and college plans. It also assists clients in securing insurance policies that provide financial protection in case of accidents or sudden deaths. Principal Jeffrey O. Brown is a Certified Financial Planner who has been in the financial industry since 1985.

630 S. Church Street, Suite 100, Murfreesboro, TN 37130
Murfreesboro, TN 37130

Website(615) 216-1340

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

215D Castlewood Dr., Murfreesboro, TN 37129
Murfreesboro, TN 37129
  • Certified Financial Planner (CFP)

Miller Garner Financial Group serves clients in Murfreesboro. It helps them with wealth planning, which includes tax and retirement planning. The company also partners with individuals in creating insurance plans and educates them on different life insurance policies. Its other area of expertise is investment management, and it has experience with different types of assets, including annuities and stocks. Craig Miller, one of the company's wealth advisors, has over 20 years of experience in finance. He serves the non-profit organization Doors of Hope as a board of directors member.

215D Castlewood Dr., Murfreesboro, TN 37129
Murfreesboro, TN 37129

Website(615) 987-0039

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2615 Medical Center Parkway Suite 1560, Murfreesboro, TN 37129
Murfreesboro, TN 37129
  • Retirement Planning

On Track Financial is a full-service financial planning company located in Murfreesboro. The firm provides investment, financial planning, and retirement planning services and offers insurance plans. It assists small and medium-sized enterprises with their 401(k) programs. It works with individuals in making financial plans for short-term and long-term events. In addition, the firm holds consultations for other finance essentials, such as budgeting. On Track Financial is led by Certified Financial Planner Kelcie Daniels, who has eight years of experience working as an independent financial advisor.

2615 Medical Center Parkway Suite 1560, Murfreesboro, TN 37129
Murfreesboro, TN 37129

Website(615) 930-0033

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

1833 Ward Dr. Suite 105, Murfreesboro, TN 37129
Murfreesboro, TN 37129
  • Financial Planning
  • Investment Advisor

Paul Winkler, Inc., offers clients in the Murfreesboro metro financial advice and guidance. The firm helps clients manage their money and make financial decisions based on their targets and life goals. It provides investor coaching which aims to educate clients on the ins and outs of investing and offers financial strategies that include goal setting, distribution, and risk assessments. The firm's advisors also help clients with their investments using a data-driven approach. Paul Winkler comprises advisors with over 15 years of experience.

1833 Ward Dr. Suite 105, Murfreesboro, TN 37129
Murfreesboro, TN 37129

Website(615) 851-1950

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

716A South Church Street, Murfreesboro, TN 37130
Murfreesboro, TN 37130
  • Financial Planning

Quest Financial Group, LLC, is an independent financial services firm that caters to the diverse needs of Murfreesboro. The firm provides clients with insights and online tools to make better decisions about money and become financially secure. With more than 60 years of combined experience, its team of professional advisors assists in investment planning, mitigating tax, and preparing for retirement. The team gives back to the community by supporting the non-profit K9s For Warriors.

716A South Church Street, Murfreesboro, TN 37130
Murfreesboro, TN 37130

Website(615) 962-9122

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

805 S. Church Street Suite 9, Murfreesboro, TN 37130
Murfreesboro, TN 37130
  • Estate Planning

Located in Murfreesboro, RAI Advisors is an independent organization that offers financial guidance on a variety of life situations. Its agents help individuals learn strategies for accumulating wealth, saving for college, or protecting businesses and families. They assist Nissan employees in planning for their retirement or transitioning into retirement. Steve Ruckart is a Chartered Life Underwriter who formed the company in 1982. He is a former National Association of Insurance and Financial Advisors regional vice president.

805 S. Church Street Suite 9, Murfreesboro, TN 37130
Murfreesboro, TN 37130

Website(615) 890-9810

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

805 South Church Street Suite 12, Murfreesboro, TN 37130
Murfreesboro, TN 37130
  • Certified Financial Planner (CFP)
  • Finance Planning

Scott Flowers, CFP, is a Murfreesboro-based financial advisor affiliated with LPL Financial. He and his staff consult with clients to determine their financial goals and circumstances before developing and implementing custom financial programs with assets like annuities, mutual funds, and traditional, Roth 401(k), and SEP IRAs. They also help clients integrate insurance products like long-term care insurance into their financial plans. Scott has over 15 years of industry experience. He is a National Association of Insurance and Financial Advisors of Tennessee State board member.

805 South Church Street Suite 12, Murfreesboro, TN 37130
Murfreesboro, TN 37130

Website(615) 809-2341

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

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