Planning and Investing
At Tennessee Valley Investment Advisors, we’re here to help you plan with purpose, whether you're saving for retirement, investing, or navigating life’s financial twists and turns.
About Tennessee Valley Investment Advisors
Local Expertise. Proven Results.
As part of the TVFCU family, Tennessee Valley Investment Advisors delivers tailored solutions backed by decades of financial insight and a commitment to your success. Grow, manage, and preserve your wealth, all with the service and trust you expect from TVFCU.
Learn MoreInvestment Services
What We Offer
- Tax-Managed Investments
- Retirement Income and Planning
- Estate Planning and Wealth Transfer
- Retirement Planning
- Portfolio Review and Financial Analysis
- College Saving Plans
Ready to Get Started?
To learn more about how TVFCU and TVIA can help you navigate life’s financial challenges, please contact us at (423) 634-5212 or click the link below.
Learn MoreFINRA Brokercheck
Make an Informed Choice
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck, a free tool created by the Financial Industry Regulatory Authority (FINRA) to research the background and experience of financial advisers and firms.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TVFCU and Tennessee Valley Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tennessee Valley Investment Advisors, and may also be employees of TVFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TVFCU or Tennessee Valley Investment Advisors.
Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value.
Tennessee Valley Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit this page for for more detailed information.
Personal Banking Solutions
CREDIT CARDS
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Leverage your home equity for flexible and affordable financing.
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Enjoy exclusive benefits like high-interest returns and premium account features.
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