Best Financial Advisors in Johnson City, TN

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”

“My wife and I have been using their services for a little over a year now, and we have been so impressed with how professional they have all been in the midst of so much uncertainty.”

“When I moved from San Diego to Nashville three years ago, two of my biggest concerns where having to find a new doctor and dentist, and leaving behind the tax firm I had worked with for the last 30 years.”

“He is extremely knowledgeable, patient, and transparent through the whole process of converting my retirement accounts, and is always accessible when I need to ask him questions.”

“I have known and worked with Kevin for more than 15 years, and I have found him to be a man of God with tremendous integrity and most of all, cares for the people he works with.”

“Simply put....”

“From tax accounting to financial planning, life planning to just plain old good solid advice, that's what I count on from Jay, and the entire team at BSH.”

“The whole staff is always very professional, detailed and AVAILABLE 😊 - I have peace of mind knowing they are here to help me with my financial needs.”

“He was very patient with all the questions we had for him, sometimes going over the nuances of annuities again and again which really helped build our confidence and made us feel secure.”

“I rest easy knowing that I can sit back and relax while they go above and beyond taking care of the details.”

“W Squared has been a great partner with our distributor business in helping us with Microsoft CRM customization, reports, and help desk support, as well implementation of the Inventory component of Microsoft Great Plains!”

“Most recently, Robert went above his role as "adviser" and alerted and counseled the family when he believed my mother (now in her 80's) was the potential victim of a scam artist.”

“Always respond to emails within a couple hours, always quick to return any questions or concerns, always professional, always has their clients best interests in mind!”

“These folks are great and fantastic to work with!”

“Love it”

“She took the time to go over the info requested by the IRS, research the missing documentation and respond to them with a resolutions that resulted in us receiving a refund instead of paying several thousand dollars had we just responded directly to ...”

“We are a full-service Accounting firm licensed in GA and TN. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

“Over 10 years of guidance thank you Scotty, Eric and Clay!!”