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915 Middle River Drive STE 105

TN Office » (615) 244-4104

FL Office » (305) 470-0002

Investment Services

When considering an investment adviser it's comforting to know that a broad range of products are available to help you achieve your goals. Sound Crest Financial Services rises above the rest through it's unique expertise utilizing a wide range of financial products, services and strategies.

Investment Services

  • Corporate Bonds 
  • Common Stock 
  • Preferred Stock 
  • Educational IRA 
  • Traditional IRA 
  • Roth IRA 
  • Simple IRA 
  • Individual Brokerage Accounts 
  • Mutual Funds 
  • Government Securities 
  • Variable Annuities 
  • ETF (Exchange Traded Funds) 
  • Fee based investment planning *
  • Fee based Investment Advisory*

    *Through Investacorp Advisory Services

Financial Planning Strategies

  • Tax efficient investment strategies 
  • 403 (b) Analysis 
  • 401 (K) Plans Rollovers 
  • Estate Planning Strategies 
  • Divorce Planning Strategies 
  • Business Buy out settlements 
  • Profit Sharing Plans

Insurance Services

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance Planning