The Trentham Group

371 Fountain View Cir
Alcoa TN  37701-1945

Phone: (865) 982-2653

The Trentham Group

Our Approach:
We strongly believe that financial planning and an ongoing relationship with a financial advisor are most valu...able investments you can make. We ask targeted questions and listen to our clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what our clients have already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.

Areas of Focus:
Estate Planning Strategies
Retirement Planning Strategies
Investments
Education Planning
Saving for Education
Family Finances
Tax Planning Strategies
Retirement Plan Distribution
Charitable Giving

Licensing Information:
I am licensed and registered to conduct business in TN.
Based on licenses and registrations I hold, I may also conduct business in SC, FL, NM, AK, OH, IN, PA, AZ, IL, AL, MN, CO, TX, VA, MD, LA, GA, MI, CA, NH, KY, NY, NC, WV.
CA Insurance #0F11510

Working with us:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect:
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs

What to bring:
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.
While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Show Map Website

Business Information


Categories: Bank/Financial Institution, Financial Services

Hours

Mon: 8:00 am - 5:00 pm
Tue: 8:00 am - 5:00 pm
Wed: 8:00 am - 5:00 pm
Thu: 8:00 am - 5:00 pm
Fri: 8:00 am - 4:00 pm



Report a Problem

Knoxville Tweets

Green Party Knox TN
Green Party Knox TN
Join us at #KnoxPride to learn more. The #GreenParty platform supports Same-sex Marriages, Medical Marijuana & Need… https://t.co/KuZLH60e9v

Green Party Knox TN
Green Party Knox TN
Come see us at our booth at #knoxpride This Saturday June 23rd from 12 to 8. Parade at 11. We will be having a moc… https://t.co/eq3gUvJmWg

Bai Boi BBMG
Bai Boi BBMG
@ish_flo @BigClaut_MG #knoxville #serveoutdabowl #Rollin @ Knoxville, Tennessee https://t.co/rz9eLMzYEL

Erin Donovan
Erin Donovan
RT @utmedicalcenter: We’re proud to provide medical coverage again this year at the @usacycling #USPro National Championships. Today, time…

Jayson Swain
Jayson Swain
#Knoxville has produced some recent stars. Check out #Tennessee native, talent manager @richiewalls classes Sat/Sun… https://t.co/3gO17rOyly

Feral Giant
Feral Giant
Last minute gig shooting #SoFarKnox at Felding Co for @BlankNewspaper. Lots of talent here tonight. #Knoxville… https://t.co/idx6vbqofx

KnoxvilleLiving Home
KnoxvilleLiving Home
Just Listed in #Knoxville #TN. 8303 Alexander Cavet Drive! Please retweet! https://t.co/3AKxIfIWQI https://t.co/RCRKZQj1mg

TMJ-TN Bank Jobs
TMJ-TN Bank Jobs
We're #hiring! Click to apply: Payment Services Risk CRO AML Issue Coordinator - https://t.co/9kEIKJ5kyS #Banking… https://t.co/Tuiqea19JB

TMJ-TN Mgmt. Jobs
TMJ-TN Mgmt. Jobs
Can you recommend anyone for this #job? Assistant Manager - Kingston Pike, Knoxville - https://t.co/MGrhcjx3dU… https://t.co/H1evDu5wgE

Dr. Axiel Yaël Birenbaum
Dr. Axiel Yaël Birenbaum
A woman mayor and a woman police chief. They keep the neo-nazis at bay during #Pride march. When the KKK came to… https://t.co/PyhoaZ6n09