Strong Heritage Financial Group423-636-1800
OPEN NOW - Closes at 5:00pm
OPEN NOW - Closes at 5:00pm
705 Professional Plaza Dr, Greeneville, TN 37745
705 Professional Plaza Dr, Greeneville, TN 37745
EmailStrong Heritage Financial Group is an independent firm headquartered in Greeneville, TN. Our full-service wealth managers specialize in multi-generational financial planning & wealth management for high net-worth families, trusts, small business owners, & entrepreneurs, with a focus on corporate executives & professional practices. Our wealth managers are highly experienced at providing objective, well reasoned financial guidance. Using specialized tools and resources, we work closely with you to craft a comprehensive financial plan specific to you. We then manage a consolidated investment portfolio strong on asset allocation, mindful of risk, and continuously monitored for performance. Our focus is the long-term success of your financial plan to help preserve your hard-earned assets from the effects of market dynamics and economic volatility. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
More Business Info
Managing Wealth. Preserving What Matters.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Fax: 423-636-1801
- Services/Products
- We create custom financial plans based upon each client's personal needs & situation, including: Investment Policy Statement, Goal Identification & Prioritization, Financial Statement Preparation & Analysis, Insurance Analysis & Planning, Education Savings Analysis & Planning, Retirement Preparation Analysis & Planning, Retirement Income Distribution Analysis & Planning, Estate Plan Analysis & Planning, Charitable Giving Analysis & Planning, and Sudden Wealth. We offer additional highly specialized services to corporate executives: Stock Option Analysis & Planning, Net Unrealized Appreciation Analysis & Planning, Concentrated Equity Strategies, Restricted Stock Sales (Rule 144), and Affiliate Transaction Plans (Rule 10b5-10. We also offer highly specialized services to small business owners:
- Brands
- Member FINRA/SIPC., Raymond James Financial
- Location
- Objective financial advice from experienced wealth managers.
- Accreditation
CFP, ChFC, AWMA, AAMS, CRPS
- Associations
- Financial Planning Association (FPA). Institute of Certified Bankers (ICB).
- AKA
Strong Heritage
- Categories
- Financial Planners, Financial Planning Consultants, Investment Management, Investment Securities, Retirement Planning Services