EPM Financial   675 N Mount Juliet Rd 200 Mt Juliet,TN37122   (615) 810-8185
EPM Financial
675 N Mount Juliet Rd 200
Mt JulietTN 37122
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EPM FinancialProviding proactive financial planning and wealth management services to simplify your life.Call Now
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Financial Planning in Mt. Juliet, TN

Are you looking for expert financial planning in Mt. Juliet, TN? At EPM Financial, we provide extensive financial services such as retirement planning, insurance (life/home/auto), investments, and much more. No matter what you need help with, we're ready and willing to assist.

Our goal is to be your trusted advisor. To accomplish this goal, we’ve built a team of passionate individuals who deliver premier financial services to our clients. Our team is well versed in investment management, risk optimization, strategic wealth planning advice, life insurance policies, and much more. Through our staff’s exceptional skills, we're able to deliver quick and efficient services with little to no hiccups.

Additionally, our team provides personable financial care that enables you to ask questions, seek advice, and know that you’re always taken care of professionally. 

Some of the services we provide include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Bonds
  • Certificates of deposit
  • Group retirement and savings plans
  • Life insurance
  • Long-term care, disability, and critical illness
  • Mutual funds
  • Other retirement savings plans designed specifically for employee groups
  • Qualified retirement plans
  • Simplified employee pension plans
  • Stocks
  • U.S. treasuries and securities
Are you in need of financial assistance? Then let the team at EPM Financial help! Call us at (615) 810-8185 today and schedule a consultation.

We opened our Financial Planning in 2002.

We are located at 675 N Mount Juliet Rd, 200, Mt Juliet, TN.

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We are open:

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM