675 N Mount Juliet Rd, 200, Mount Juliet, Tennessee, 37122
The EPM Financial team provides investment management, risk optimization, strategic wealth planning advice, and life insurance policies. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.
Tuesday: 9:00am to 5:00pm
Wednesday: 9:00am to 5:00pm
Thursday: 9:00am to 5:00pm
Friday: 9:00am to 5:00pm
Year established: 2002
Tags: financial planning, financial planner, 401(k) planning, wealth management, life insurance, retirement planning, long term care, annuities, retirement
Specialties: 401(k) retirement plans and Individual Retirement Accounts, 529 qualified tuition plans, Annuities, Bonds, Certificates of deposit, Group retirement and savings plans, Life insurance, Long-term care, disability, and critical illness, Mutual funds, Other retirement savings plans designed specifically for employee groups, Qualified Retirement Plans, Simplified Employee Pension Plans, Stocks, U.S. Treasuries & Securities
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