About
Overview
Your Family Matters, LLP
1655 Wynne Rd Ste 103
Cordova, TN 38016-4998
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | By Appt. Only |
BBB Accreditation & Rating
About This Business
Products and Services
YFM is a Registered Investment Adviser (RIA) Firm located in Cordova, Tennessee. As a part of our fiduciary responsibilities, we offer our members/clients a holistic approach to family financial planning. Our core business principles are also driven by our desire to ensure each client has a plan for their financial and legal success today, tomorrow, and into the next generation.
Services Offered: Financial Planning and Investments; Trust, Will, Power of Attorney, & Estate Planning; Tax Planning & Preparation; Life Insurance & Annuities; Notary Services
BBB Accredited Since: 9/1/2024
Years in Business: 1
Business Details
- Local BBB:
- BBB of the Mid-South
- BBB File Opened:
- 5/24/2024
- Business Started:
- 3/4/2024
- Business Management:
- Mr. Thomas Mercer
Additional Contact Information
- Principal Contacts
- Mr. Thomas Mercer
- Customer Contacts
- Mr. Thomas Mercer
- Additional Email Addresses
- Complaint: Email this Business
- Inquiry: Email this Business
- Sales: Email this Business
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Life Insurance and Annuities (TN, AR, MS, MO, AL)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Notary Public
Additional Information
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.