Investment Individuals
Our goal is to help individuals obtain their unique investment goals. Our specialized process based on knowledge and experience enables us to clarify your goals and identify the strategies that will help you achieve them. We formulate a comprehensive strategy best suited to your unique needs that may include recommendations for estate planning, investments, or
education funding. We expect your life to change and will continually monitor progress and revise your plan as needed.
Services we provide individuals and families:
- Retirement planning
- Investment planning
- Estate planning
- Education funding
Get in touch
Send Lee a Message
Where to find us
Contact Details
2555 Caffey Street, Suite A
Hernando, Mississippi 38632
6465 North Quail Hollow, Suite 200
Memphis, Tennessee 38120
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Phone: (901) 271-3720
Fax: (901) 271-3730
Contact Pierce Financial for help organizing your finances, hear a second opinion on your retirement plan, and gain insight on your investment portfolio.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Pierce Financial and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
This communication is strictly intended for individuals residing in the states of AL, AR, CA, FL, IL, KY, LA, MS, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.
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