Personalized Financial Planning
We have partnered with Bloom Financial Planning to offer access to personalized, independent financial planning services, designed to help you plan with clarify, confidence and purpose.
This partnership allows us to connect customers with an experienced financial planner while continuing to serve as your trusted banking partner. Together, we provide broader support for your financial well-being.
Helping your money support the life you want.
Bloom Financial Planning is a local, independent firm focused on helping individuals and families make thoughtful financial decisions at every stage of life. Through this partnership, Heritage Bank & Trust customers now have specialized options to explore financial planning beyond traditional banking services.
Bloom Financial Planning can help
Financial Planning
Business Planning
Divorce Planning
Investment Management
Risk Management
Bloom Financial Planning
Berrie Coble, CPRS®, CRC®
Phone: (931) 388-2141
Email: berrie@bloomfptn.com
Web: BloomFinancialPlanningTN.com
Berrie Coble, founder of Bloom Financial Planning, is a Maury County native with over 15 years of experience, working one-on-one with clients to simplify complex financial topics and create strategies tailored to each person's goals, values and priorities.
Advisory services offered through Investment Advisor Representatives of Bloom Financial Planning LLC, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker‑dealer, member FINRA/SIPC, to residents of Tennessee and Alabama. Cambridge and Bloom Financial Planning LLC are not affiliated. Cambridge’s Form CRS (Customer Relationship Summary)
Let's start the conversation
Contact your local Heritage Bank & Trust relationship manager to schedule a complimentary introductory conversation with Berrie.
To learn more about Bloom Financial Planning, visit their website.
No insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal or state deposit guarantee fund or government agency.
FDIC-Insured - Backed by the full faith and credit of the U.S. Government
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