Old Glory Capital

Financial Planner Oak Ridge, TN
29 / 100

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About Old Glory Capital

Old Glory Capital is a financial planner in Oak Ridge, Tennessee. The firm is an independent advisory and financial planning practice serving individuals, families, and business owners. Its services include managing investments, financial planning for life's transitions and milestones, and insurance services intended to protect savings and legacies. The firm works with clients preparing for retirement, business owners building a plan around the unplanned moments of running a company, growing families balancing present expenses against future goals, high earners under 45, and families planning to pass assets to the next generations. Old Glory Capital holds a rating of 5.00 from the customers who have reviewed it. The firm describes its purpose as fulfilling its fiduciary duty to clients, and states that it acts as a fiduciary every day. Its team brings more than 25 years of combined experience. Founding Partner James, known as Jimmy to friends and clients, works with clients on tailored portfolios and holds face-to-face conversations with investment companies and analysts; he has owned or partnered in several businesses and serves as a deacon at First Baptist Church of Kingston. Clint, also a Founding Partner, is a born and raised Tennessean. Her focus is building relationships with clients and helping them reach their investment goals. Old Glory Capital is at 108 Tulsa Rd, about 0.1 miles from South Illinois Avenue and roughly the same distance from East Fork Poplar Creek. Oak Ridge Associated Universities is about 0.2 miles away, and the International Friendship Bell is about 0.3 miles away. With a 5.00 rating from its reviewers and a stated fiduciary commitment, Old Glory Capital serves Oak Ridge clients planning for retirement, family milestones, and the transfer of a legacy.

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0 /100
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0/100
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50 /100
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48/100
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55/100

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