Poole Wealth Management

Poole Wealth Management Ready to focus on your financial goals? I can help. Your goals — my focus. Let’s put the strategies together to work for you. Travis R.

Poole Wealth Management can help you take greater control of your financial future and develop personal and business strategies to help you work toward your goals---whatever they may be. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals. Travis is an experienced financial professional with knowledge surrounding tax st

rategies, insurance, investments, wills and trusts, and property and casualty insurance. Practicing in the insurance and financial services industry since 2006, Travis uses a holistic approach, focusing on providing comprehensive and innovative solutions. His expertise is helping his business owners clients protect their business, their employees, and their personal lifestyle. Travis earned a Bachelor’s Degree in Finance from the University of Tennessee at Chattanooga. He is FINRA Series 6 and 63 securities registered, a CERTIFIED FINANCIAL PLANNER™ professional, and is insurance licensed for Life, Health and Annuities. Travis resides in Signal Mountain, TN with his wife and children. He enjoys travelling with his family in their motorhome and taking his daughters to the golf course. One of his favorite times of the year is during the World’s Longest Yard Sale where he and his family sell hot dogs, smoked bologna, biscuits, sweet tea and lemonade on their property in Signal Mountain. His community involvement includes the Mountain Education Foundation and the UTC Planned Giving Council. Travis Poole is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., , Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Poole, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Poole Wealth Management is not an affiliate of any company of the Principal Financial Group® 1978076-012022

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Consider a tax-advantaged IRA to build assets for retirement.

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Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of th...

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In the financial realm, the millennial generation faces a unique set of challenges.

Address

810 Signal Mtn Road
Chattanooga, TN
37405

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14232227526

Website

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