-
-
Cumberland Trust & Investment Co.
Financial Planner in Nashville TN
Areas of Expertise | investment management | wealth management | asset management | charitable giving | living trusts | asset protection |
Is this your business?Claim it now to make a change or prevent unauthorized access.∞ 5 recommendations recommend -
Address
40 Burton Hills Blvd Ste 300
Nashville, TN
37215 -
-
Map/Directions
-
About
At Cumberland Trust, we offer a unique team approach alternative to traditional trust companies. We focus on the people, their needs and their values rather than managing assets. We do not have the conflict of interest that comes from also serving as investment advisors. We have provided professional, comprehensive estate settlement services for nearly a decade, and have been named executor and/or trustee by many families searching for an equitable alternative to naming a family member. In addition, we have extensive experience with special needs trusts and non-conforming assets. We offer a range of personalized, confidential services and an experienced team of caring, committed professionals.
-
I've been doing this for 23 years
-
Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed