Investment & Retirement
Make An Appointment
Let’s team up on your financial plan today. Set up a no-cost, no-obligation appointment by phone or in person at the branch most convenient to you.
615-371-3737 or
800-521-9653, ext. 2317
It’s never too early or too late to seek financial guidance. Whether you’re just starting out in your career, raising a family, or nearing retirement and looking forward to the next fulfilling season in life, creating a financial plan gives you confidence and allows greater flexibility to pursue your dreams on your terms.
Southeast Financial Wealth Management is here to walk with you on your financial journey. They'll educate and answer all your questions so you have the knowledge and confidence to make informed decisions.
Our professionals help with a variety of services, including:
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Our team will help you weigh all available options and understand the best path forward to meet your unique needs. The experienced financial professionals are caring, thorough, and passionate about helping people work toward their financial goals.
They've been helping members since 1994 and look forward to beginning the journey with you!
Meet Our Financial Professionals
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
CFP is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Southeast Financial Wealth Management and Southeast Financial Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Southeast Financial Wealth Management and may also be employees of Southeast Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Southeast Financial Wealth Management or Southeast Financial Credit Union. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial Registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 1-05366905