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EP Wealth Advisors
- Finance
- Nashville, TN
About this business
Location details
3835 Cleghorn Ave #250, Nashville, TN, 37215, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
For the past 25+ years , my wife and I have had a relationship with Allan , Mark, Scott , and the entire EP team. The key point here is ……..relationship. From helping us set our financial goals to developing an investment plan to keep us “ between the rails “ relative to the plan , we have been very pleased with their approach , their delivery , as well as the results generated through many market swings. A key point to our relationship is the communication which we have with Allan and the team. Discussion is always welcome ... read more
Mark Pierce and his team are phenomenal to work with, bringing a perfect balance of expert advice and a warm, personal touch. I highly recommend their services, and my family members trust Mark for their personal advice too.
A trustworthy and thoughtful team that has very effectively framed and guided our investment strategies based on our goals and circumstances Equally effective tactical execution and very responsive customer service that has dramatically simplified this part of our lives.
I have worked with Alan and colleagues for over 25 years. They have expertly guided my investments to better than expected returns. They distinguish themselves in their easy to understand reports as well as their excellent customer service.
I have been very pleased with the performance of my financial investments under EP Wealth Advisors. Five years into my retirement, my portfolio is up almost 60% since inception. I am particularly impressed with the attention and guidance given by my personal advisor, Scott Freeman. I Highly recommend EP Wealth Advisors.
Frequently asked questions about EP Wealth Advisors
How is EP Wealth Advisors rated?
EP Wealth Advisors has a 5 star rating with 9 reviews.
When is EP Wealth Advisors open?
EP Wealth Advisors is open now. It will close at 5:00 p.m.
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