Caledonian Financial Services

Caledonian Financial offers a broad range of Financial Services tailored to each individual’s needs. After sitting down with the client and determining a financial plan, several types of accounts or products may be recommended based upon the needs analysis, risk tolerance, and client's vision of long-term financial stability.

Investment and Advisory Services
Stocks, Bonds
Mutual Funds
Asset Management
529 College Savings Plans
Portfolio Development
Risk Management
Financial Management

Retirement Planning
Individual Retirement Accounts (IRAs), Roth IRAs, SEP IRAs
401(k) Plans
Money Purchase and Profit Sharing Plans

Cash Management Services
Money Market Funds
Brokerage Accounts that provide Checks
Debit Cards
ATM access, and Bill-Pay

Elder Care
Caledonian Financial Advisors are happy to assist in Elder Care Planning and work with other advisors to form an advisory team.


Serving the Community
Caledonian team members lead and serve in the local community

Leadership Maury
Leadership Marshall
Maury County Alliance
Main Street
Boy Scouts
Maury County Schools
United Way
Girl Scouts
Generation Maury
Business Women of Spring Hill
Cub Scouts
Leadership Middle Tennessee