Joe Creecy, CRPC, CDFA, APMA

04/04/2024

I’m proud to announce that Forbes has included me on their 2024 Best-in-State Wealth Advisors list. What an incredible honor – one that recognizes my commitment to providing financial advice that helps my clients meet their goals in both the short and long term. Thank you to my extraordinary team and clients. You inspire me each and every day.

Joe Creecy is an Ameriprise Private Wealth Advisor serving the Franklin, TN area. Get the personal financial advice you need to achieve your goals.

04/04/2023

Join us in celebrating! Joe Creecy has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. All of us proudly share the same commitment to building genuine relationships with our clients and to providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

Get financial guidance in Franklin, TN from Joe Creecy & balance pursuing tomorrow's dreams with your goals for today.

01/23/2023

If you have questions about any of the strategies listed in this article, reach out to our team! We can discuss whether they’re appropriate for your unique financial situation.

What to consider as you evaluate your approach to equities for the year ahead.

12/23/2022

Merry Christmas to you and yours!

12/19/2022

2022 was a tough one for investors. As you look back on the year and review your portfolio, consider these takeaways for investors – so you can prepare for the year ahead.

Plus, key considerations for 2023.

12/15/2022

Things are looking up in the yield department. Contact me to discuss how your portfolio may benefit.

10/05/2022

With uncertain markets, is your portfolio aligned for your long-term goals?

10/03/2022

Are you thinking about trading in your day job to start your own business? I can help you create a plan as you prepare for your new venture.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

09/16/2022

When you plan financially for both the expected and the unexpected, life’s obstacles can be easier to navigate.

09/14/2022

Millions of student loan borrowers may be eligible for up to $20,000 in debt cancellation because of the Student Debt Relief Plan. Are you eligible? Let’s talk about how it may affect your financial plan.

Find out how the plan will work, who is eligible and how borrowers can get relief.

09/09/2022

It’s never too early to start planning for your child or grandchild’s education. Let’s talk about your options for saving.

09/08/2022

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.