SavvyFi Featured on 401k Specialist Mag

by | May 21, 2021 | News

SavvyFi was recently featured on 401kspecialstmag.com. The article covers our partnership with Evoshare. Click the title “EvoShare and SavvyFi Team to Tackle Student Loan Debt” to read.
Business News: Venture Nashville Post

Business News: Venture Nashville Post

by | Sep 23, 2020 | News

SavvyFi recently made news over on Venture Nashville! Content from site quoted below: “FINTECH: Nashville’s Savvy Financial Inc. (SavvyFi) filed in August for a $2MM raise they began in 2018, now showing $755MM in. Savvy was formed in 2017 by Jeffrey...
SavvyFi Logo White

Product

How It Works
FAQ

Company

About
Legal

Account

Log In
Sign Up

Savvy Financial, Inc. (“SavvyFi”) is an investment adviser registered with the Securities and Exchange Commission.

The investment advisory services referred to on this website are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful.

Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers.

While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

my529 and Vanguard are the respective trademarks of my529 and The Vanguard Group, Inc. All gifting & cashback stats are valid as of 3/1/21.