Investment & Insurance
Get the proven, professional assistance you need to grow your business, maintain your stability, or breathe life into your books. We partner with Cetera Investment Services to offer several investment and insurance choices to our business customers.
We'll help you take a practical look at the state of your business, and where you want to be. So you can have a roadmap for success and make the right forward-thinking decisions.
Choose From Several Products and Services, Including:
- Business asset management
- Small business retirement plans — 401(k), SIMPLE, SEP
- Mutual funds
- Business insurance
- Fixed and variable annuities
Are You A Current Business Client?
Keep your accounts and investments just seconds away with our secure online login.
Our Team is Here to Help
Leann Cordell - Financial Advisor
I am dedicated to my clients and understand that financial planning is not a "one size fits all" approach. I take the time to find out the desired outcome for each account before recommending a strategy. I work, live and volunteer here in the community full-time.
Leann, who grew up in Manchester, is a Middle Tennessee State University graduate with over 10 years of experience in the industry. She focuses her efforts on educating her customers and providing them advice to help them weather the markets. Whether you need full-service financial planning or an account to stash some rainy day money, she is available to help you fulfill your investment goals. She is an Investment Adviser Representative (IAR) and holds the Series 7, 63 and 65 registrations as well as her life, long term care and disability licenses. She is an active volunteer in the community and a member of McMinnville Breakfast Rotary, currently serving as President until July 2013. Other organizations she has worked with include the American Cancer Society, Leukemia and Lymphoma Society, Habitat for Humanity and Alzheimer's research.
Products and Services available:
- Retirement Planning
- Asset Management
- College Funding
- Small Business Retirement Plans (401(k), SIMPLE, SEP)
- Mutual Funds
- Fixed and Variable Annuities
About Cetera Investment Services
Registered address: 200 E Main St, McMinnville, TN, 37110.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.