Planning Matters LLC

  • Financial - Investments/Planners
  • Financial - Institutions/Services
  • Insurance
12213 Amberset Drive
Knoxville, TN 37922
(518) 348-1880
(518) 348-1885 (fax)
Hours:
Monday - Friday 9 a.m. to 5 p.m.
Evening and Weekend Appointments Available

  • About

    Our goal is to be your most trusted advisor providing personalized, comprehensive financial planning and wealth management services, while maintaining a commitment to excellence in serving you.

  • Whom to Contact

    • Vincent Bonanno Jr., JD, CFP®
      Managing Partner
      12213 Amberset Drive
      Knoxville, TN 37922
      Phone: (518) 348-1880, Ext. 102
      Fax: (518) 348-1885
      Send an Email
    • Christopher Frances, CFS®, CLTC, CRPC®
      Financial Advisor
      12213 Amberset Drive
      Knoxville, TN 37922
      Phone: (518) 348-1880, Ext. 105
      Fax: (518) 348-1885

  • Directions

    We are located on the north side of Route 146 in Clifton Park in a two-story building behind CVS, which is on the corner of Route 146 and Maxwell Road.

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