We are a firm of nearly 100 employees all dedicated to the improvement of the financial health of our community. We currently have eight offices located throughout the nation: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Frisco/Dallas, TX | Omaha, NE | Birmingham, AL | Clarinda, IA
Our philosophy has remained the same since we started our company in 2002 – to improve financial lives so that you can focus on things that are most important to you – personally, professionally, and spiritually. Though our company has grown and continues to expand, our values have remained consistent and have helped us as we navigate our decisions. They determine our future and the future of our clients. They are the frame work for how we behave, grow, and make decisions. They are the core of our company and of our family of advisors. It’s what you can expect of us, and it’s what we expect of our advisors.
CORE VALUES:
Wise comprehensive financial counsel
Treat people with dignity and respect
A high standard of knowledge, professionalism, and expertise
Independent objective solutions
Ethical and trustworthy
Contact us today for more information: http://southwesterninvestmentgroup.com/contact/
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm