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Southwestern Investment Group
About us
Southwestern Investment Group was established in 2002 with the ideal of advisors helping good people enhance their lives through prudent and well-reasoned financial guidance.
It was important to be an independent practice, so our allegiance would always be with our clients. Today, we are proud of our independence and the fact that our advisors are not obligated to sell any proprietary funds or products – only those that are in your best interest.
We have access to literally thousands of financial resources – mutual funds, stocks, bonds, certificates of deposit, money market accounts, Section 529 college savings plans, private money management firms and thousands of quality insurance products – through Raymond James, one of America's largest independent financial practices.
We are a wholly owned subsidiary of the Southwestern Company, one of the largest and oldest corporations in Tennessee – dating back to 1868. It's a legacy of service that we are proud to carry forward into our future – and yours.
Southwestern Investment Group and Southwestern Investment Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.
"Investment advisory services offered through Southwestern Investment Advisory Services, Inc."
Disclaimer: http://raymondjames.com/smicd.htm
It was important to be an independent practice, so our allegiance would always be with our clients. Today, we are proud of our independence and the fact that our advisors are not obligated to sell any proprietary funds or products – only those that are in your best interest.
We have access to literally thousands of financial resources – mutual funds, stocks, bonds, certificates of deposit, money market accounts, Section 529 college savings plans, private money management firms and thousands of quality insurance products – through Raymond James, one of America's largest independent financial practices.
We are a wholly owned subsidiary of the Southwestern Company, one of the largest and oldest corporations in Tennessee – dating back to 1868. It's a legacy of service that we are proud to carry forward into our future – and yours.
Southwestern Investment Group and Southwestern Investment Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.
"Investment advisory services offered through Southwestern Investment Advisory Services, Inc."
Disclaimer: http://raymondjames.com/smicd.htm
Hours of operation
Monday8:00AM - 5:00PMTuesday8:00AM - 5:00PMWednesday8:00AM - 5:00PMThursday8:00AM - 5:00PMFriday8:00AM - 5:00PM
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2 recommendations and reviews from 2 people
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Referral from
February 7, 2018
Allen B. asked:Like most people (I hope), I want to be able to imagine a future where I finally have enough assets that I don't have to work forever. I heard good things about Vanguard, so I had almost all my money parked there, for over two years. Rather than the beginning of the long upward slope towards real wealth I imagined, I actually LOST money. I sent messages to them asking what I could do about it, they couldn't tell me anything I understood, so I took all my money back out of Vanguard. I have an accountant I like very much. He does my taxes for me, answers my dumb questions about my mortgage and my car loan and so on. I've worked with him for over ten years, and I trust him a lot. Alas, he's not interested in taking more of my money to manage my portfolio. But I would really like to find a guy like that, for investments. Does anybody have any ideas about this? Somebody local, like my accountant, I could go to for this? Where is everybody else parking their money these days?Marna B. replied:Jason Plunkett at. http://www.southwesterninvestmentgroup.com/
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Referral from
January 19, 2018
Denise P. asked:Anybody have a recommendation for a really great financial advisor?Katrina R. replied:We use Jeffery Dobyns at Dobyns Wealth Team. They are amazing. http://www.southwesterninvestmentgroup.com/team/dobyns-wealth-team/
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