The Tennessee Credit Union
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About The Tennessee Investment Services


About The Tennessee Investment Services

The Tennessee Investment Services program located at The Tennessee Credit Union offers professional service from people you know. We strive to help you reach your financial goals. Bethel Coleman, Financial Advisor and Chartered Retirement Planning Counselor, will work with you to customize a strategy for your financial future so that you can decide when and how you want to retire.

 


Services

Retirement Planning Rollover and IRA Request a Consultation

Retirement Planning

Rollover Services & IRA Transitions Benefits of Consultation
Other Services Rollover and IRA Request a Consultation
Financial Webinars Other Services Request Consultation

 

 


Meet Your Financial Advisor

Bethel Coleman, Chartered Retirement Planning CounselorSM

 

Financial Advisor Bethel Coleman

Professional Services

My Background

Contact

  • Investment Management for Seniors
  • Retirement Planning
  • Financial Life Planning
  • Insurance Planning
  • Tax-advantaged Investment Planning
  • Charitable Giving Strategies
  • Comprehensive Financial Guidance
  • College Savings

For over 10 years I have been helping members pursue their financial goals by carefully developing a plan that aligns with their specific needs, experience, and time horizon is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate strategy for you.

The Tennessee Investment Services

1400 8th Ave South, Nashville, TN 37203

Office: 615-780-7803

Fax: 608-780-7808

bethel.coleman@lpl.com

Check the background of this investment professional on FINRA's BrokerCheck

 

Request Consultation

 


*Bethel Coleman is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Tennessee Credit Union and The Tennessee Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Tennessee Investment Services, and may also be employees of The Tennessee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Tennessee Credit Union or The Tennessee Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA, or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 


*The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.