VEESART FINANCIAL, LLC

CONNECT

Address:

8245 Tournament Drive - Suite 130
Memphis, TN 38125

Phone:

(901) 748-4899, Toll Free: (800) 778-8738

Fax/Other:

(901) 748-3341

Our Services

Investment Planning Tools

Envision®
Comprehensive Planning
Asset Allocation Strategies
Retirement Planning Analysis
Cash Flow Analysis
Education Planning

Fixed Income

Bonds (Taxable and Tax-Advantaged)
CDs FDIC Insured

Preferred Stocks
Unit Trusts

Mutual Funds

Lending Services (through affiliates of Wells Fargo Advisors Financial Network)

Mortgages
Home Equity
Business Loans

Retirement Accounts Analysis

Consolidation of outside accounts including 401(k) and IRAs

Initial Public Offerings

Alternative Investments and Hedge Funds

Annuities

Fixed and Variable

Insurance

Life
Long-Term Care

Estate Planning Analysis

Veesart Financial, LLC can assist in reviewing or helping you develop an estate plan to simplify the transfer of your estate to family members.  Proper estate planning can use lifetime gifts and trusts to potentially reduce your estate-tax liability.  We will work with you and your other professional advisors, including your CPA and attorney, to develop the strategy that is most appropriate for your situation (we can also recommend other professional advisors, if needed).  By taking steps today to review your will and estate documents with your professional advisors, you could protect your heirs from substantial delays, fees, and taxes.*

 * Veesart Financial and Wells Fargo Advisors Financial Network are not tax or legal advisors.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals