Center Street Wealth Management Group has opened a new office in downtown Kingsport, Tennessee.
The office will provide assistance on a variety of financial matters including retirement planning, employer retirement plans, education funding and overall investment planning, reported Times News.
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Situated at 125 W. Center St Kingsport, the new office consists of a team including senior financial advisers Jeff Bedford, Tim Colvin, Greg Taylor and Natalie Wells along with a senior registered client service associate, Andrew Medukas.
Currently, the team is associated with Wells Fargo Advisors Financial Network. The team previously managed over US$300 million in client assets at UBS Financial Services.
The firm also works with clients’ attorneys and tax professionals to assist with estate planning strategies and tax planning matters.
Bedford said "Our decision to establish an independent practice was driven by our desire to offer a high level of personalized advice to a broader base of clients."
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By GlobalData"Being an independent investment practice, we have the powerful advantage of our association with Wells Fargo Financial Network and the ability to offer enhanced service and technology for our clients," Wells said.
