Bellwether Investment Group, LLC

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(423) 842-3188Call

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Map & DirectionsDirections5502 Hixson PikeHixson, TN 37343 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Hixson with Financial Planners

Lupton City (6 miles)
Harrison (9 miles)
Signal Mountain (11 miles)
Daisy (12 miles)
Chattanooga (13 miles)
Brainerd (14 miles)

More Info

Email: John Lindsey
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: fax: (423) 842-3148
Neighborhood: Hixson
Categories: Financial Planners, Investment Advisory Service, Investment Management, Investment Securities, Investments

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Details

Phone: (423) 842-3188

Address: 5502 Hixson Pike, Hixson, TN 37343

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Bellwether Investment Group, LLC

Tax Planning
® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Charitable Giving
Estate Planning - As part of your financial team we work with you, your accountant, and attorney developing a customized estate plan that enables you to maintain the lifestyle you deserve now while also building a financial legacy. Building your legacy could include trusts, charitable giving, education funding, wealth replacement strategies, complete trust services, tax strategies and more.

Investment Management
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
Mutual Funds
Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Wealth Management
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

Accounting Services

Financial Planning
We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Retirement Planning
Youâ€™ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, youâ€™ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture â€“ important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
Annuities
2 Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Long Term Care
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Asset Management
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

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