Trustcore Financial

Get Full Access

Description

  • TrustCore serves individuals, families, and businesses by helping them grow and preserve wealth and plan for their financial future. For individuals and families, we formulate a customized financial plan that includes tailored advice on investments, tax reduction strategies, risk management, education planning, retirement and estate planning. For businesses, we provide ownership and succession plan strategies, risk management, key-man insurance, and retirement-plan solutions.TrustCore was founded in 1984 and is located in Brentwood, TN, a suburb of Nashville. The firm has 25 financial advisors and advises on over $1.2 billion in assets. The firm was recently named by The Financial Times as one of the Top 300 RIAs in the US.TrustCore is an independent, privately owned firm. We are not a branch of any brokerage firm, bank, insurance company or other financial services company. We believe this is of great importance to our clients as our independence insures that clients receive personalized financial planning based solely on their best interest.Financial Planning offered through TrustCore Financial Services, Inc. Securities offered through TrustCore Investments, Inc., Member FINRA and SIPC®Insurance offered through TrustCore Insurance Agency, Inc.
  • location

    Headquarters:5314 Maryland Way Suite 300, Brentwood, Tennessee, United States

    More
  • Trustcore Financial phone

    Phone Number: +1 615-377-1177

  • Trustcore Financial website

    Website: https://www.trustcore.com

  • Trustcore Financial employees

    Employees:43

  • Trustcore Financial revenue

    Revenue:$1 - 10M

  • Trustcore Financial legal name

    Legal Name:Trustcore Financial

  • Trustcore Financial's Social Media

    Trustcore Financial linkedin Trustcore Financial twitter
  • done Is this data correct?
  • |  NAICS Code: 524126  |

    Show More
Person level website identification

CEO for Trustcore Financial

Gary Dean

Chief Executive Officer And Partner

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Larue Mcintyre

Chief Compliance Officer

Darryl Edmonds

Chairman Of The Board

Kevin Mitchell

Partner

Jefferson Adcock

Certified Financial Planner, Partner

Craig Reed

Partner And Director Of Research

Frequently Asked Questions regarding Trustcore Financial

  • Where are Trustcore Financial's Headquarters?

    Trustcore Financial's Headquarters are in 5314 Maryland Way Suite 300,Brentwood,Tennessee,United States

  • What is Trustcore Financial's phone number?

    Trustcore Financial's phone number is +1 615-377-1177

  • What is Trustcore Financial's official website?

    Trustcore Financial's official website is https://www.trustcore.com

  • What is Trustcore Financial's Revenue?

    Trustcore Financial's revenue is $1 - 10M

  • What is Trustcore Financial's NAICS code?

    Trustcore Financial's NAICS code is 524126

  • How many employees are working in Trustcore Financial

    Trustcore Financial has 43 employees

  • What is Trustcore Financial's Industry?

    Trustcore Financial is in the industry of Financial Services

  • Who is Trustcore Financial's CEO?

    Trustcore Financial's CEO is Gary Dean

Company Directory