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      Details

      Your Wealth. Your Retirement. Your Estate Planning. Your Legacy. Your Southern Heritage Is You!

      General Info

      Southern Heritage Financial Group is a comprehensive wealth, retirement and estate planning firm that is committed to helping local retirees and pre-retirees plan for and work towards achieving their retirement goals.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 931-433-4343

      ExtraTollFree - 877-433-4442

      Address:
      1635 Huntsville Hwy Fayetteville, TN 37334
      Email:

      Link:

      http://www.yoursouthernheritage.com

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      Categories
      Investments, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
      Services / Products
      Complete Wealth, Comprehensive Retirement Planning, Managed Growth, Estate and Legacy Planning, Insurance Okanning, Retirement Transition, College Funding Life Insurance, Mutual Funds, IRAs, Stocks, Annuities, 1031 Exchanges, 529 College Savings Plans
      Accreditation

      FINRA/SIPC

      AKA

      Jeff Mathis Financial Service

      Data provided by one or more of the following: Thryv, Data Axle, Yext.