Best Financial Advisors in Brentwood, TN

“Andrew and his staff were very warm and welcoming every time I was in the office from offering me homemade cookies or a drink to Andrew himself carrying a thank you gift to my car.”

“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!”

“Great people, products and service!”

“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.”

“They help us reconcile our books each month, help the company stay compliant with tax changes, and have helped me make the right moves to keep my business on track.”

“I used to have an amazing accountant who retired, and I was forced to switch to a subpar company that was not good at handling all the complexities of small business.”

“I have worked with Mark Wade, the Principal of Echelon Wealth Strategies, LLC for many years, and I have found him to be exceptional in all aspects of our relationship, including subject matter expertise, problem solving, response to my inquiries, et...”

“I am impressed with his commitment to take care of his clients and customers, and I've never felt that he did not go the extra mile to take care of my needs.”

“Gabe has been extremely helpful, transparent, and patient in explaining his financial investment strategies and his outlook on the market in a very direct manner.”

“Cool place”

“I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times.”

“The entire team has a wealth of knowledge that is not just about investments but also covers financial planning, wealth transfer and asset management, diversification and allocation to banking and lending solutions.”

“We found this company through Dave Ramsey's ELP program- Smartvestor Pro.”

“Older Americans Greater Fear is Outlasting their savings, a surprising poll shows. Furthermore (92 percent) agreed that the United States is facing a crisis in our Retirement system.”

“Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member”

“Whether you've saved throughout your whole life, recently sold your business, or have big goals and a lot of moving parts, you need a clear plan to use your resources well. The problem is, it takes a lot of time and energy to manage your wealth succe...”

“Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Ce...”