Investment Services
Personalized Products And Services For Individuals and Business Owners
Expect a Difference.
"At Southern Heritage, we have always known that no two clients are exactly alike. That's why we take the time to get to know you and your financial needs. When it comes to helping you invest in your financial future, you can Expect a Difference."
Southern Heritage Financial Services and Infinex … Working Together For You
In today's global investment marketplace, you need comprehensive and competitive services to meet your financial goals. With this in mind, Southern Heritage has formed a unique partnership with Infinex Investments, Inc. Your Infinex representative, a dedicated professional, provides access to a wide variety of products and services.
Plan Your Investments
Your representative will work with you to help you choose solutions for your unique financial situation. Southern Heritage and Infinex offer access to financial products to meet your needs:
While the investment options themselves are important, the professional advice of our representative is what sets us apart. With the variety of choices available today, you'll enjoy the peace of mind that comes from knowing you can rely on a knowledgeable professional. Ask about our expert planning services:
Call for A Consultation
For more information, or to schedule your no-cost, no-obligation consultation, contact Madison S. Trewhitt III at 423-303-2884 or mtrewhitt@infinexgroup.com.
Securities offered through INFINEX INVESTMENTS, INC.
Member FINRA / SIPC. Southern Heritage Financial Services is a subsidiary of SouthernHeritage Bank. Infinex is not affiliated with either entity.
