Wells Fargo

Hal Otey Financial Wealth Management is a financial advisory firm based in Germantown, TN, dedicated to helping individuals and families achieve financial freedom. Their team of experienced financial advisors offers a range of services, including financial planning, retirement planning, investment management, estate planning, and tax planning. With a focus on understanding each client's unique goals and vision, Hal Otey Financial provides personalized strategies and guidance to help clients build and protect their wealth, prepare for retirement, and leave a lasting legacy. As a trusted coach and advocate, Hal Otey Financial goes beyond traditional financial advising by providing ongoing support and accountability to ensure clients stay on track towards their goals. Their comprehensive approach includes creating customized financial plans, implementing disciplined investment strategies, and offering tax-efficient estate planning solutions. Whether clients are just starting their financial journey or are already in retirement, Hal Otey Financial is committed to helping them navigate the complexities of wealth management and achieve true financial freedom.Generated from the website

Welcome to Merrill Lynch in Memphis, TN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.