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Business Profile

Financial Planning Consultants

Caledonian Financial, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(931) 388-7171Write a Review

About

Overview

Caledonian Financial, Inc.

708 North Main Street

Columbia, TN 38401-3318

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BBB Accreditation & Rating

Caledonian Financial, Inc. is BBB Accredited.

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

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About This Business

Caledonian Financial provides financial products and services, including asset and risk management, retirement planning, and estate planning. The company assists clients with developing financial plans, recommending accounts or products based on analysis and risk tolerance. Services include investment advisory, college savings plans, retirement accounts, and insurance products. Caledonian Financial works with attorneys and tax professionals as part of a client's financial team.

BBB Accredited Since: 8/8/2023

Years in Business: 20

Products and Services

According to information supplied by the company, it offers financial services including financial planning, retirement planning, and money management services.

Business Details

Local BBB:
BBB of Middle Tennessee
BBB File Opened:
7/21/2008
Business Started:
11/25/2005
Business Started Locally:
12/1/2005
Business Incorporated:
8/19/2005
Type of Entity:
Corporation
Business Management:
Mr. Montee Sneed, CEO

Additional Contact Information

Principal Contacts
Mr. Montee Sneed, CEO
Customer Contacts
Mr. Montee Sneed, CEO
Gaye Messmer CFP, Financial Advisor
Thomas Sneed
Additional Phone Numbers
Other Phone: (877) 388-7171
Other Phone: (931) 446-4039

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.

Additional Information

Business Categories
Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Management, Long Term Care Insurance, Mutual Funds, College Savings Plans, Bond Brokers, Wealth Management, Financial Advisor Support Pension Portfolio Management, Financial Advisor Support Wealth Management, Asset Management

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