Investment Advisor Directory

Investment Advisor: Garrett Financial, LLC

Company: Garrett Financial, LLC
Contact: Bill Garrett

7000 Executive Center Dr., Suite 240
Brentwood, Tennessee, 37027

Phone: (800) 792-6791
Fax: (615) 221-9807
Website: http://www.garrettfinancial.com



Fee-based financial planning and portfolio management. Planner since 1988. Specialty: retirement planning and cash flow efficiency. Total planning is also available.

Serves Counties: Davidson (TN), Maury (TN), Rutherford (TN), Williamson (TN)

License #: 1638299
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes

Financial Advisor Experience: 21-25 Years


Designations: CFP

Products:
Life Insurance
Bonds
Stocks
Annuities
Mutual Funds
Exchange Traded Funds (etfs)



Minimal Assest: $250,000

License Type: Series 6,Series 7,Series 24,Life Insuranc

Insurance Type:

Disclosure: William Garrett is a Registered Principal & Investment Advisory Representative Offering Securities and Advisory Services through Unitied Planners'Financial Services of America, a Limited Partnership, Member FINRA/SIPC. Garrett Financial, LLC and United Pl


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