Citifinancial

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Hal Otey Financial Wealth Management is a financial advisory firm based in Germantown, TN, dedicated to helping individuals and families achieve financial freedom. Their team of experienced financial advisors offers a range of services, including financial planning, retirement planning, investment management, estate planning, and tax planning. With a focus on understanding each client's unique goals and vision, Hal Otey Financial provides personalized strategies and guidance to help clients build and protect their wealth, prepare for retirement, and leave a lasting legacy. As a trusted coach and advocate, Hal Otey Financial goes beyond traditional financial advising by providing ongoing support and accountability to ensure clients stay on track towards their goals. Their comprehensive approach includes creating customized financial plans, implementing disciplined investment strategies, and offering tax-efficient estate planning solutions. Whether clients are just starting their financial journey or are already in retirement, Hal Otey Financial is committed to helping them navigate the complexities of wealth management and achieve true financial freedom.Generated from the website

Independent. Reliable. Consistent. Client-focused. Experience you can trust. Reliant Investment Management is an independent investment advisor in Memphis, Tennesse that provides customized portfolio management and comprehensive financial planning based on personal relationships with each client. Our financial advisors work both with individuals, businesses, and government facilities to assist with their financial planning and wealth management. We evaluate every element of the investment process for the benefit of our clients, continually working to minimize taxes, control management and custody costs, and obtain excellent trade executions. Call our Memphis investment company to learn more about our financial services!