Business Directory

FINANCIAL & FINANCIAL ADVISORS


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Advance Financial

www.af247.com

2920 N Roan St
Johnson City, TN 37601

423-438-1342
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Aldebaran Financial

www.aldebaranfinancial.com

Financial Advisors

4105 Fort Henry Dr, #305
Kinsport, TN 37663

423-239-7535
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Appalachian Opportunity Fund

aofcoaching.net

AOF fosters financial health and community wealth in our region. We accomplish this by providing financial coaching and equitable access to capital, equipping individuals and families with financial management skills and resources.

1524 Bridgewater Ln, STE 103
Kingsport, TN 37660

502-594-0495
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Citizens Investment Services Inc

www.raymondjames.com/tri-cities

3028 Peoples St
Johnson City, TN 37604

423-928-8361
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Edward Jones Investments - Derek Lantz

https://www.edwardjones.com/us-en/financial-advisor/derek-lantz

106 E Main Street
Johnson City, TN 37604

423-929-1047

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Edward Jones Investments- David Beerman

www.edwardjones.com/david-beerman

401 W Oakland Ave, STE 1
Johnson City, TN 37604

423-461-0191

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Edward Jones Investments- Jeff Ledford

www.edwardjones.com/jeff-ledford

Our goal is to provide easy-to-understand education and investment advice to help you meet your long-term financial goals, and focus on who and what are most important in your life. Call us at 423-543-2018 for an appointment.

305 Lawson Ave, STE 2
Elizabethton, TN 37643

423-543-2018

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Fidelity Investments

www.fidelity.com

Financial planning, brokerage and investment, wealth management and advisory services

3018 Peoples St, STE 108
Johnson City, TN 37604

423-928-0739
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ID Wealth

www.idwadvisors.com

2903 E Oakland Ave
Johnson City, TN 37601

423-900-8810
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  • INSURANCE
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ID Wealth

www.idwadvisors.com

4104 N Roan St, STE B
Johnson City, TN 37601

423-900-8810
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Marmo Financial Group, LLC

www.marmofinancial.com

801 Sunset Drive, A-1
Johnson City, TN 37604

423-282-0514
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Merrill Lynch Wealth Management

www.local.ml.com/johnson_city_tn

Personalized Wealth Management

206 Princeton Road, Suite 1
Johnson City, TN 37601

423-282-5191
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New York Life Investments Insurance

Financial Services*, Retirement Plans, Life Insurance, Long-term Care Insurance, Employee Benefit Solutions


*George Cahoon and Brian Clough are Registered Representatives offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. C&C Financial Services is not owned or operated by NYLIFE Securities LLC and its affiliates.

1007 E Watauga Ave
Johnson City, TN 37601

423-220-0811
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  • FINANCIAL & FINANCIAL ADVISORS
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Support Financial Resources

www.supportexp.com

830 E Franklin Street
Centerville, OH 45459

800-444-5465
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Talley Financial

www.mytalleyfinancial.com

Talley Financial helps business owners pay less money in taxes and plan for their future. We bring strategies and ideas to people who don’t want to regret some day they could have paid less taxes if they would’ve known something different.

203 Broyles Dr, Suite 301
Johnson City, TN 37601

423-617-0160
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Taylor Financial Services

brianktaylor.nm.com

I am a Wealth Management Advisor who also has access to Northwestern Mutual's incredible insurance suite to help my clients with a holistic financial plan.

208 Sunset Dr, Suite 401
Johnson City, TN 37604

423-967-7324
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The Trust Company

www.thetrust.com

Trust and Investment Services

119 Boone Ridge Dr, Suite 302
Johnson City, TN 37615

423-232-0280
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Young America Capital

www.yacapital.com

Young America Capital , LLC , is a FINRA/SEC licensed broker-dealer serving the investment banking needs of early-stage and middle-market companies. We  chiefly provide customized services to raise debt and equity capital.

PO Box 318
Abingdon, VA 24212

276-356-9439
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