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Home > Financial Planner Directory > Tennessee > Johnson City > David L. Maurice, MDiv., CFP®

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David L. Maurice, MDiv., CFP®

Carrier & Maurice Investment Advisors

508 Princeton Rd
Ste 301
Johnson City, TN 37601-2064
Phone: (423) 610-0099
Fax: (423) 610-0366

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

401(k)/403(b)/IRAs
Annuities
Asset Allocation
Career Change
Estate Planning
Investment Management
Life Planning
Retirement
Long-term Care
Sudden Wealth
Special Needs
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: Our firm provides strictly COMMISSION FREE, hands-on investment advisory and management services. We may recieve commissions exclusively in connection with Long Term Care Insurance placement which cannot be offered by "Fee Only" advisers.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.