TN · Pulaski

Fiduciary advisors in Pulaski, TN

2 advisors with offices in Pulaski. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Pulaski

Joshua Haney, Financial Advisor - Haney Financial Solutions, LLC

Pulaski, Tennessee

Retirement Planning Investment Management

Haney Financial Solutions, based in Pulaski, Tennessee, provides financial planning services with a focus on retirement planning and investment management. The firm is led by Joshua Haney, a financial adviser with New York Life subsidiary Eagle Strategies LLC, alongside Amanda La Rue and Deborah Mosley. The team works with retirees, business owners, and professionals on risk management, retirement strategy, and estate planning, conducting regular client reviews to adjust strategies as circumstances change.

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Shoemaker Financial - Adam F Reeves

Pulaski, Tennessee

Shoemaker Financial, based in Pulaski, Tennessee, is run by Adam F Reeves, a Registered Representative and Investment Advisor Representative with Cetera Wealth Services and Cetera Investment Advisers since 2005. The firm offers a range of insurance products (life, health, disability, long-term care, and annuities), retirement and estate planning, college funding strategies, and comprehensive financial planning services. Reeves holds an Executive Certificate in Financial Planning and maintains FINRA Series 6, 63, 65, and Series 7 registrations, along with long-term care certification. He actively serves the local community through the Giles County Chamber of Commerce and provides financial education to seniors and medical residents.

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Financial advisors in Pulaski, Tennessee

Advisors serving Pulaski specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Tennessee's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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