Rollover Co

Summit Financial Group LLC, based in Brentwood, TN, is a single-location financial firm dedicated to empowering families to save, organize, and prepare to achieve their financial goals. With expertise in investing, retirement planning, estate management, insurance, and tax strategies, the firm provides tailored financial strategies that align with clients' risk tolerances, time horizons, and objectives. Led by President James H. Cole, Summit Financial prides itself on fostering long-term relationships within a supportive, family-oriented environment. Their comprehensive approach to financial services ensures clients receive attentive guidance while navigating the complexities of personal finance. Generated from the website

Located in Brentwood, TN, Edward Jones - Financial Advisor: Michael Weed, stands as a beacon of financial expertise catering to individuals, families, and small businesses. Specializing in personalized guidance, this firm excels in crafting tailored solutions that span investment management, retirement and estate planning, and education savings programs. Michael Weed and his team of dedicated financial advisors bring a wealth of experience to the table, ensuring clients receive comprehensive support and advice to navigate the complexities of financial planning. At Edward Jones, the focus is clear: fostering strong relationships with clients through consultations and ongoing assistance to prepare them for life's myriad stages. Rather than offering a one-size-fits-all approach, the firm prides itself on individualized care and customized strategies that resonate with a diverse range of investors. Here, thoughtful planning is not just a service but a philosophy, making financial success not only achievable but also sustainable for those who entrust their financial future to Edward Jones. Generated using this brand's available information