Westgate Financial Group

LPL Financial Boro Wealth in Murfreesboro, TN, is your trusted partner for comprehensive financial advising and investment services. As experienced financial planners, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning with diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Our services extend to brokerage accounts, variable annuities, and treasury instruments. Beyond investments, we provide holistic financial planning, covering tax strategies, college savings, and estate planning.

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.

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.