The Mentzer Group, LLC Email Format
Financial ServicesTennessee, United States0-1 Employees
The Mentzer Group is a financial advisory firm partnering with East Tennessee families and beyond to help protect and grow their hard-earned savings with trust and integrity. Are you worried about whether your savings will last? Unsure how to navigate market changes or make the right financial decisions for your family? Retirement is one of life’s biggest milestones, but it can also feel overwhelming. At the Mentzer Group, we can help turn your confusion into clarity and confidence. We partner with families in East Tennessee and across the country to create personalized retirement strategies that help them gear up for life's great adventures and opportunities. About Doug our Mentzer Group Advisor : Doug’s career is built on the belief that no one should face retirement alone. As a Certified Funds Specialist® (CFS®) and Certified Income Specialist™ (CIS™), he brings years of experience in tax planning, income strategies, investments and more and a passion for helping clients navigate their financial journeys. He also holds life and health licenses as well as the Series 65 securities license. Doug lives in Knoxville with his wife and children and enjoys physical fitness, playing the guitar and cheering on the Tennessee Titans. Since 2008, we’ve been helping families and retirees in our community navigate their financial journeys with respect and transparency. Our exclusive Journey to Retirement Plan is designed to help you make confident decisions about your retirement. We take pride in building close, trusting relationships with every client. Whether you’re planning for retirement, managing investments or seeking guidance through life’s financial complexities, our friendly, skilled professionals are ready to help you every step of the way.