AJ Advisors

EST. AUM
$393,857,212

CONTACTS
2

CLIENT ACCOUNTS
1,483

Firm Details

Metro area Nashville
CRD Number 321606
Website ajadvice.com
Client types

Overview

At AJ Advisors, they take a collaborative approach to financial planning, working closely with their clients to identify their goals and develop specific steps to help them achieve financial success. They believe that financial planning is about more than just making choices – it’s also about understanding why those choices are important. With comprehensive planning software and resources for specific areas like tax planning and Social Security, they can help clients see the big picture and make informed decisions about their financial future.

Platform Details

Investment Preferences

Alternative Activity