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Business Profile

Retirement Planning Services

Senior Financial Advisors, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(615) 216-1048Write a Review

About

Important information

  • Additional Info:
    Our commitment is to help our clients work towards achieving all their financial goals and to provide you with a "worry-free" retirement. At Senior Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions about their retirement future. We provide impeccable client service to in areas of Social Security planning, wealth preservation, Medicare products and estate planning. Our number one goal is to help protect our client's lifestyle for a lifetime.

Overview

Senior Financial Advisors, Inc.

4019 Luke Ct Ste B

Murfreesboro, TN 37128-1018

Get DirectionsView Service Area

BBB Accreditation & Rating

Senior Financial Advisors, Inc. is BBB Accredited.

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

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About This Business

SFA Wealth Management provides financial advisory services, including retirement planning, investment management, tax planning, and estate planning. The company assists clients with creating personalized financial strategies through a process involving discovery, strategy introduction, implementation, and progress reviews.

BBB Accredited Since: 7/30/2010

Years in Business: 20

Products and Services

Estate Planning, Financial Advisory Services, Health Care Planning, Income Planning, Insurance Products, Investment Planning, Legacy Planning, Social Security Maximization, Tax Planning

Photos and Videos

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Business Details

Local BBB:
BBB of Middle Tennessee
BBB File Opened:
3/31/2008
Business Started:
2/16/2006
Business Incorporated:
2/16/2006
Type of Entity:
Corporation
Business Management:
Mr. Larry D. Roby, President
Ms. Cindee Roby, Vice President/Co-Owner

Additional Contact Information

Principal Contacts
Ms. Melody Pinkston, Director of Operations
Customer Contacts
Mr. Larry D. Roby, President
Ms. Melody Pinkston, Director of Operations
Fax numbers
Primary Fax: (615) 216-7831
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
Retirement Planning Services, Insurance Companies, Financial Services, Financial Planning Consultants, Insurance Services Office, Life Insurance, Medicare Supplements, Medicare, Long Term Care Insurance, Annuities, Senior Insurance, Wealth Management

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