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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 |
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.
I have been a client of Scott Freeman’s for almost 2 decades. Over that time he and his team have both educated me and helped me navigate the markets in good times and bad. I have referred dozens of friends and family to Scott and Team, and will continue to recommend their services to anyone looking for a talented team of financial services professionals that will help you build wealth over the long run.
My wife and I have been working with Scott Freeman at EP Wealth Advisors for nearly three years. Scott has helped us align our financial goals with a long-term investment strategy that has provided both growth and confidence in our future. He has guided us through 401(k) investment strategy, personal investment accounts, setting up 529 plans for our boys, and management of my traditional IRA. Scott is personable, responsive, and communicates complex financial concepts in a way that is easy to understand regardless of your l... read more
My wife and I have been clients of the EP Wealth Advisors Nashville office for over 30 years. They have always put our interests first and are our most trusted financial advisors. They are the main reason that we are financially independent today and they continue to manage our investment portfolio for us. Their advice has always been spot on in both up and down markets and they have always been available to answer any questions or advise us with respect to any financial decisions we make. However, I think that the greatest ... read more
I highly recommend the team at EP Wealth. I've been working with them for more than a decade and they've always supported my needs, provided solid returns and great advice at a low cost. And best of all, they treat me like a partner and not a client.
Frequently asked questions about EP Wealth Advisors
How is EP Wealth Advisors rated?
EP Wealth Advisors has a 5 star rating with 5 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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