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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
101 North Poplar Street, Paris, TN, 38242, United States
Get directionsWeekday | 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 |
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.
CBTC Investments has a 5 star rating with 1 review.
CBTC Investments is closed now. It will open on Monday at 8:30 a.m.