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Trey Finch Email
Director Client Service . TrustCore
Brentwood, TN
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Employees:
24Revenue:
$3.5MAbout
TrustCore provides unique financial strategies and management to high net worth individuals and families, enabling them to have peace of mind and more lifestyle choices by growing and preserving their wealth. TrustCore was founded in 1984 to fill the need for trustworthy, client focused, coordinated financial advice and planning. Over the years, the company has grown to become one of the largest independent wealth management firms in the state of Tennessee, managing client assets in excess of $830,000,000. From our offices in Brentwood, a suburb of Nashville, we serve clients in over 40 states across the nation. Our approach to success begins with a commitment to provide sound financial counsel with integrity. Because we are independent, we do not offer "house brand" products, and our advisors have no production or sales quotas. That means we are objective when selecting investment choices for clients. We address a client's broad financial situation, and do not recommend "product" remedies that do not meet the underlying, long-term needs. TrustCore clients benefit from almost 500 years of collective experience from financial professionals who hold the industry's most recognized credentials. Our team of more than 20 professionals is comprised of disciplined experts with a broad range of financial disciplines. TrustCore uses cutting edge technology, enabling us to provide our clients with the information they need, when they need it. We use the most sophisticated financial software to perform complex calculations, formulate financial plans and maintain an extensive database of clients' financial data. From our website, clients can view their accounts, check stock prices and read articles on a variety of topics. We believe that our success depends on results and the satisfaction of our clients. We invite you to contact us today, to see how we can help you achieve your financial goals.TrustCore Address
5314 Maryland WayBrentwood, TN
United States