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Business Profile

Financial Planning Consultants

Family Wealth Advisory
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(423) 899-0641Write a Review

About

Overview

Family Wealth Advisory

122 Lee Parkway Drive, Suite 100

Chattanooga, TN 37421-1740

Get DirectionsView Service Area

BBB Accreditation & Rating

Family Wealth Advisory is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Silver Oak Securities, Inc. provides financial advisory services, including pension consulting, portfolio management for businesses and individuals, and financial planning. The company assists clients with investment strategies and retirement planning.

BBB Accredited Since: 10/9/2000

Years in Business: 48

Products and Services

Broker-Dealer Services, Financial Planning, Pension Consulting, Portfolio Management, Retirement Investing

Business Details

Local BBB:
BBB of Southeast Tennessee & Northwest Georgia
BBB File Opened:
10/14/1994
Business Started:
1/1/1978
Alternate Names:
Edward T. McManus
Business Management:
Mr. Ed McManus, President/CEO

Additional Contact Information

Principal Contacts
Mr. Ed McManus, President/CEO
Customer Contacts
Mr. Ed McManus, President/CEO
Fax numbers
Primary Fax: (423) 899-0569
Additional Phone Numbers
Other Phone: (731) 668-3825
Additional Websites
seniorfinanceadvisor.com/...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 321507 for this business, issued by Department of Commerce & Insurance/TN. The expiration date of this license is 1/31/2027.

Department of Commerce & Insurance/TN

500 James Robertson Parkway, Davy Crockett Parkway

Nashville TN 37243

615-7412241Website

Additional Information

Other Resources
Department of Insurance (TN)
James K. Polk State Office Bldg
Nashville TN 37219
Phone Number: (800) 342-4029
Business Categories
Financial Planning Consultants, Financial Services, Insurance Services Office, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Insurance Consultant, Investment Security, Long Term Care Insurance, Senior Insurance, Investment Seminars

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