For five years Jeff Mathis, president of Southern Heritage Financial Group, has served his hometown by providing financial advice and wealth planning to families, business owners and retirees through personalized service and southern charm.
“I have lived in this area since I was a boy, and it is a tremendous privilege to give back to my roots and the community I grew up in, by assisting them with their financial situations,” said Mathis. “My team and I have always been committed to integrity, honesty and fair treatment – that is the heritage engrained in our community, as well as the heritage of our company.”
When Mathis originally started the company, it consisted of only himself and an assistant, working day-in and day-out to serve the community and grow the company.
Today, Southern Heritage Financial Group has grown their internal office to two assistants, a technology department, marketing department and several financial representatives who work in surrounding areas.
Southern Heritage Financial Group is the only independent financial firm in the area. All of their hard work is filtered back into the community to better the resources and culture of the area, said Mathis. The firm offers clients personalized advising and custom-tailored financial plans to meet individual life goals. They assist their clients with estate planning, retirement planning, investment strategies and taxes.
“At the end of the day, our goal is to help our fellow neighbors increase the value of each and every one of their hard-earned dollars,” said Mathis. “We make our clients our purpose and try to help this community as much as we can by providing sound financial advice to all who walk through our door.”
For more information about Southern Heritage Financial Group, call their office at (931) 433-4343 or visit their website at www.yoursouthernheritage.com.
Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC. Southern Heritage Financial Group is not an affiliate of NEXT Financial Group Inc. Southern Heritage Financial Group is located at 1635 Huntsville Highway.