Studdard Financial, LLC

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Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Today: 9:00 am - 5:00 pm

(901) 355-4713Call Visit WebsiteVisit Website Map & DirectionsDirections7512 2nd St Ste 115Germantown, TN 38138 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Germantown with Financial Planners

Cordova (8 miles)
East Memphis (13 miles)
Olive Branch (14 miles)
Collierville (14 miles)

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General Info: As an RIA, we are legally bound to work in your best interest. Under the Investment Advisers Act of 1940, registered investment advisors are held to a fiduciary standard of care. By law, we must ensure that each investment recommendation we make is based on your best interest. In the event that a conflict of interest should arise, we, as RIAs, are required to let you know. That is not always the case with non-RIA "personal financial advisors." Additionally, we are required to have a written code of ethics that governs our actions and fully discloses how we are compensated.
Email: Email Business
Extra Phones: TollFree: (800) 989-3806
Services/Products: Our Sarasota FL and Germantown TN Fee Only registered investment advisor (RIA) and financial planning firm is dedicated to helping you build wealth, protect it, and pass it down from one generation to the next. We do that by developing a comprehensive financial, estate, and tax plan.
Brands: TD Ameritrade Institutional
Associations: Certified Financial Planner
Other Link: Fee Only Investment Adviser
Categories: Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities

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Details

Phone: (901) 355-4713

Address: 7512 2nd St Ste 115, Germantown, TN 38138

Website: Fee Only Investment Adviser

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Studdard Financial, LLC

Tax Planning
Estate Taxes
Tax Services
For more information about estate planning or tax preparation, please consult your accountant and/or attorney as Studdard Financial does not give tax or legal advice.
Income Tax

Investment Management
As a registered investment adviser (RIA), we offer a wide variety of financial planning and investment management services. We’re dedicated to understanding your personal and financial goals to help you meet your unique investment needs—no matter your needs!

Accounting Services

Financial Planning
During his time at American Express, he held various training and management positions responsible for teaching new advisors the art of financial planning. After leaving American Express, he was named Regional Vice President for The Legend Group, a division of Waddell & Reed. In 2003, Byron formed Studdard Financial in Germantown, TN to help clients build wealth, protect it, and pass it on to future generations. In 2007, Studdard Financial opened an office in Sarasota, FL to serve its growing Florida client base and became a Registered Investment Adviser in 2012.
Retirement Planning
Did you know: according to the U.S. Department of Health and Human Services, only 4 out of 100 people turning 65 today are financially stable? Don’t spend the rest of your life working or counting pennies! We can help you plan for a financially secure retirement by reviewing your current income to help you increase future income. You want to retire and live your golden years as comfortable as possible, right?
Asset Management
Carefully consider your investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. Consult your own advisor for implications of investing. Diversification and asset allocation may not protect against market risk. Studdard Financial, LLC is a registered investment adviser located at 5250 Hyland Hills Ave., Unit 1512, Sarasota, FL 34241. It may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempt from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where this firm and its advisory affiliates or investment adviser representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
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