Although we have small town values, where a handshake is your word and you do what you say you are going to do, we are a full services, independent advisory firm. To improve the quality of life for our clients and their families, as well as the communities we serve. We don't believe in pushing products or plans; we listen to our clients, identify their goals, provide financial advice and work hard to help them achieve their financial goals.
We provide our clients with a casual atmosphere, where they can be relaxed and confident about their relationship with us and their financial decisions. We do not believe in high-pressure tactics that are commonly used in big brokerage firms. We invite our clients to become part of our financial family.
We provide our clients with a casual atmosphere, where they can be relaxed and confident about their relationship with us and their financial decisions. We do not believe in high-pressure tactics that are commonly used in big brokerage firms. We invite our clients to become part of our financial family.
Services
Brad is responsible for running the business, as well as the overall customer experience. His grandfather owned small country stores and gas stations. He recalls going with his grandfather to the store in the middle of the night to meet a customer there. When he asked why, his grandfather told him that if he took care of them tonight, they would come back tomorrow.
In this day and time, with all of the distractions that we have in our lives, it's hard to know if somebody is truly listening to us and hearing our concerns. The main things we see on a daily basis, while interacting with others, is the lack of concentration and the lack of listening skills that are needed to be successful and truly a benefit to clients.
This communication is strictly intended for individuals residing in the states of AL, AR, CA, FL, GA, KY, LA, MD, MS, NC, SC, TN, VI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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