McKinney, Reba

Garrett Investment Group, nestled in the heart of Athens, TN, stands as a reputable financial firm dedicated to offering customized wealth management services, investment solutions, and asset management expertise. Catering to a diverse clientele including individuals, businesses, and municipalities, this establishment excels in providing tailored financial planning, strategic portfolio advice, in-depth investment research, and specialized support tailored to each client's unique objectives. Drawing upon a wealth of industry knowledge, they excel in guiding clients through intricate financial landscapes with a focus on meticulous analysis and individualized care, promoting responsible risk management alongside avenues for financial growth, protection, and succession planning. With a broad global presence and a strong community-centered ethos, Garrett Investment Group is steadfast in delivering attentive, practical, and goal-driven financial strategies to meet the distinctive needs of their clients. Their commitment to offering meaningful, unbiased, and objective-based solutions underscores their dedication to fostering lasting financial success and security for those they serve. Generated using this brand's available information

Currently serving as President, Partner, and Portfolio Manager for Capital Square, LLC, Sandy Maddox currently prefers to build investment portfolios for clients, small business owners, and institutions with investment assets in excess of $2 million by providing them with customized investment plans, recommendations, and services. Normally, other planning topics are reviewed and these include estate planning, long-term care issues, life insurance, and retirement planning. He does accept clients with smaller asset sizes on an exception basis as he believes everyone should have access to professional management. Sandy started his career in financial services and investments with Merrill Lynch in 1991, then continued with AmSouth Investment Services, Inc. through 1998. He became the Branch Manager and Registered Principal for Raymond James Financial Services, Inc., after joining that firm in 1998 and continuing through 2008. Forming Bellwether Investment Group, LLC, with his partners in 2008, he has accumulated over 29 years in the industry.

Capital Square, LLC is a fee-only investment adviser based in Chattanooga, TN, specializing in retirement planning and portfolio management. As a Registered Investment Adviser and fiduciary, they prioritize their clients' best interests and customize investment portfolios to match their financial needs and future goals. With a conservative objective to be the premier wealth management firm in the South, Capital Square builds lasting relationships with clients and provides a disciplined approach to investment, backed by world-class research. Their professional investment advisors offer guidance and support during stressful market conditions, emphasizing the importance of staying the course for long-term financial success.Generated from the website