Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Services

SFA Wealth Management, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(615) 216-1048Write a Review

About

Overview

SFA Wealth Management, LLC

4019 Luke Ct Ste B

Murfreesboro, TN 37128-1018

Get DirectionsView Service Area

BBB Accreditation & Rating

SFA Wealth Management, LLC is BBB Accredited.

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

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

SFA Wealth provides financial advisory services, including retirement strategy, income planning, investment planning, tax planning, social security maximization, health care planning, and estate planning. The company assists clients with creating tailored financial plans through a process involving discovery, strategy introduction, implementation, and regular progress reviews.

BBB Accredited Since: 9/27/2017

Years in Business: 10

Products and Services

Wealth Management

Business Details

Local BBB:
BBB of Middle Tennessee
BBB File Opened:
9/29/2017
Business Started:
4/19/2016
Business Incorporated:
4/30/2016
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Ms. Melody Pinkston, Director of Operations

Additional Contact Information

Principal Contacts
Mr. Larry D. Roby, President
Customer Contacts
Mr. Larry D. Roby, President
Ms. Melody Pinkston, Director of Operations
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.

Additional Information

Business Categories
Financial Services, Wealth Management

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.