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CBTC Investments
- Financial Services
- Paris, TN
About this business
Why Use a Financial Advisor Everyone has financial goals. Whether they involve building wealth, planning for retirement, or leaving a lasting legacy, they are among your highest priorities. That makes them a high priority for us, too. At CBTC Investments, we provide our clients with convenient access to the services of LPL Financial. Our financial professionals, Beverly Neighbors and Michelle Conroy, are dedicated to building long-term relationships and providing the insights and guidance you need to address your financial ... read more
Location details
101 North Poplar Street, Paris, TN, 38242, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:00 p.m. | |
| Tue | 8:30 a.m. to 4:00 p.m. | |
| Wed | 8:30 a.m. to 4:00 p.m. | |
| Thu | 8:30 a.m. to 4:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We've worked with Meredith for a number of years and we've been very happy with the results. Meredith has done a great job understanding our family goals. She leveraged this knowledge to help set us up with a solid plan that has guided a number of decisions and trade-offs. I would definitely recommend working with Meredith for any individual or couple looking for financial planning support!
I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms.
Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.
Frequently asked questions about CBTC Investments
How is CBTC Investments rated?
CBTC Investments has a 5 star rating with 3 reviews.
When is CBTC Investments open?
CBTC Investments is closed now. It will open tomorrow at 8:30 a.m.