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501 Lafayette Drive
Oak Ridge, TN 37830

Y12 Investment Partners

865-482-4301

 

Our Team

At Y12 Financial Investments and Retirement Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

As I began my career in banking in the early 1990's I found many facets and products to provide financial education and products to my members. To stop the piecemeal of financial strategies I went back to school to earn my designation...

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Mitzi Watt

Registered Representative

865-482-4301

865-220-8424

Bio coming soon!

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