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Lois Carrier-Maurice, MAT, CFP®

Carrier & Maurice Investment Advisors

508 Princeton Rd
Ste 301
Johnson City, TN 37601
Phone: (423) 610-0099 EX5
Fax: (423) 610-0366

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

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

 

How Planner Charges

Considerations: Our firm provides strictly COMMISSION FREE, hands-on investment advisory and management services. We may receive 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.