Franklin Tennessee
Phone: 615-567-3056
jbudd@buddmelone.com
725 Cool Springs Blvd. Suite 600 Franklin TN, 37067
Troy Michigan
Phone: 248-687-7507
jbudd@buddmelone.com
101 W. Big Beaver Road, Suite 1400, Troy MI 48084
Joe Budd is a Five Star Wealth Manager
Joseph Budd, CFP®, ChFC®, MSFS has been awarded the Five Star Wealth Manager award for the 9th consecutive year. “I am humbled and grateful for the opportunity to serve our clients with our Client Life Process, which guides our Financial Planning process, and Investment and Risk Management processes. Actions taken with a financial plan instead of the markets and emotions, are key to pursuing goals and having successful outcomes in the investment process.” -Joseph Budd.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.