Planning and Investing
Tennessee Valley Investment Advisors
Tennessee Valley Investment Advisors (TVIA) is dedicated to providing exceptional service to help members work toward achieving their personal, professional and financial aspirations. We offer an array of services to help members pursue these goals.
- Tennessee Valley Investment Advisors
- Tax-Managed Investments
- Retirement Income and Planning Strategies
- Estate Planning and Wealth Transfer Strategies
- Retirement Planning — Traditional IRAs, Roth IRAs, 401(k) and 403(b) accounts
- Portfolio Review and Financial Management Analysis
- College Saving — 529 Plans and Coverdell Education IRAs
To learn more about how we can help navigate through life’s financial challenges, please contact us at (423) 634-5212.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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. TVA Federal Credit Union 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 TVA Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TVA Federal Credit Union 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
May Lose Value