We can help you plan an effective investment strategy.
Using a customized asset allocation program tailored especially for you by one of our Investment Representatives, we can help you build your portfolio. Call (423) 857.2204 or (423) 262.4310 to schedule a FREE Retirement Planning Session with one of our Investment Representatives.
Let us help you fine-tune your investments as often as your needs change, so your portfolio stays focused on your long-term goals.
Our experienced Investment Representatives will be pleased to meet with you to discuss your current financial situation and assist you in determining suitable ways to pursue your objectives. We can help you diversify your portfolio with Bonds, IRA's, Stocks and many other options.
|Securities offered through LPL Financial, Member FINRA, SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Bank of Tennessee and BOT Investments are not registered broker/dealers and are not affiliated with LPL Financial.|
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|