We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
Any comments regarding protection or safe and secure and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners.
Investment advisory services offered through Blue Ridge Wealth Planners, an SEC registered investment advisor.
*Blue Ridge Wealth Planners’ Chattanooga* location at 1210 Premier Drive, Suite 100, Chattanooga, TN 37421 is an office of convenience for meeting with clients only. All business records and services are held and conducted from the main address at 9725 Cogdill Road, Suite 101, Knoxville, TN 37932.