Investment Services

Southern Heritage Financial Services may be appropriate if you want ... Expert guidance for today’s global marketplace … comprehensive and competitive products to meet your financial goals … and experienced practical guidance in your investment strategies.

Southern Heritage has formed a relationship with Infinex Investments Inc., to provide you with a wide variety of products and services … including stocks, bonds and other securities. You can rely on Madison Trewhitt, Financial Consultant, to help you determine what products are best matched with your financial goals.

Products Available through Infinex Investments Inc.

  • Individual Stocks and Bonds
  • Mutual Funds
  • Insurance
  • Fixed and Variable Annuities
  • IRAs
  • 401(k) and  Other Types of Qualified Retirement Plans

Service Features

  • Unique solutions to fit your needs
  • Personalized, professional investment advice
  • No-cost, no-obligation consultation

We invite you to explore how Southern Heritage Financial Services can help you evaluate and achieve your investment goals.

Securities offered through INFINEX INVESTMENTS, INC.
Member FINRA / SIPC. Southern Heritage Financial Services is a subsidiary of Southern Heritage Bank. Infinex is not affiliated with either entity.

Madison S. Trewhitt III

Financial Consultant