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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.

HoursCLOSED 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:

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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.