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Business Profile

Investment Advisory Services

Your Family Matters, LLP
BBB accredited business seal
BBB Accredited BusinessA Rated by BBB
Visit Website(901) 563-7999Write a Review

About

Overview

Your Family Matters, LLP

1655 Wynne Rd Ste 103

Cordova, TN 38016-4998

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
By Appt. Only

BBB Accreditation & Rating

Your Family Matters, LLP is BBB Accredited.

BBB accredited business seal

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

Why choose a BBB Accredited Business?

BBB Rating

A

Reasons for rating

  • Length of time business has been operating
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About This Business

Your Family Matters provides financial planning and advisory services, including personal budgeting, debt management, retirement planning, and estate planning. The company assists clients with investment strategies, tax preparation, and life insurance options.

BBB Accredited Since: 9/1/2024

Years in Business: 2

Products and Services

YFM is a Registered Investment Adviser (RIA) Firm located in Cordova, Tennessee. As a part of our fiduciary responsibilities, we offer our members/clients a holistic approach to family financial planning. Our core business principles are also driven by our desire to ensure each client has a plan for their financial and legal success today, tomorrow, and into the next generation. 

Services Offered: Financial Planning and Investments; Trust, Will, Power of Attorney, & Estate Planning; Tax Planning & Preparation; Life Insurance & Annuities; Notary Services

 

Business Details

Local BBB:
BBB of the Mid-South
BBB File Opened:
5/24/2024
Business Started:
3/4/2024
Type of Entity:
Limited Liability Limited Partnership (LLLP)
Business Management:
Mr. Thomas Mercer

Additional Contact Information

Principal Contacts
Mr. Thomas Mercer
Customer Contacts
Mr. Thomas Mercer
Additional Email Addresses
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
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.

  • Life Insurance and Annuities (TN, AR, MS, MO, AL)

    Certified Public Accountant (CPA)

    Certified Financial Planner (CFP)

    Notary Public

Additional Information

Business Categories
Investment Advisory Services, Tax Return Preparation, Financial Planning Consultants, CPA, Life Insurance, Bookkeeping Services, Retirement Planning Services, Accounting, Financial Consultants, Estate Planning and Management, Tax Reporting Service, Annuities, Mutual Funds

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