Financial Advisor, ChCF®
Investments – Southern Oaks Financial Services
It is the mission of Southern Oaks Financial Services to help build wealth for our clients. By working together as partners, we will strive to make you confident in the investment decisions you make today – and in years to come.
At the core of our investment program is a diversified investment strategy tailored to meet your specific needs. By working closely with our clients and learning about their financial goals, we are able to help them create a personal solution from a wide range of products and services.
Southern Oaks is an asset management and consulting firm dedicated to providing solutions for our clients. For more information call Tim Pierson at (706) 485-5244 or go to our website at www.southernoaksfinancial.com.
What we do
Financial Planning – We can guide you to your future.
Southern Oaks Financial Services has the support of a highly skilled and trained financial service team. This team includes professionals with in-depth knowledge of strategies to help create, maintain, and distribute wealth.
We can specialize a plan for you no matter what your individual needs.
The team specialties include:
- Retirement Life Planning
- Asset Allocation Modeling
- Risk Management
- Tax Management
- Insurance Analysis
- Long Term Health Care Issues
- Charitable Planning
- Business Succession Planning
- Estate Planning
- Social Security Strategies
About Tim Pierson
Tim Pierson transitioned to investment centers of America in December of 2011 as a financial advisor.
Tim comes to Investment Centers of America with core principles that he carries into every aspect of his life.
- Expect to be heard
- Expect to be treated special
- Expect to work with facts
One of Southern Oaks Financial Services key goals is to gain and maintain our clients trust. This will happen by consistently demonstrating our commitment to highly personalized service and attention to each client’s unique financial needs and desires.
Southern Oaks Financial Services
991 Greensboro Road PO Box 4250
Eatonton, GA 31024
E-mail address: firstname.lastname@example.org
Southern Oaks Financial Services along with Investment Centers of America promises:
- We view our company as a family,
Powered by the cooperative success and professional growth of our partners;
- We value long-term relationships,
Driven by a concern to do what is right for our clients;
- We encourage collaborative relationships, personal integrity, and strong values;
- We are a goal-oriented team,
Seeking to provide the best in financial services and resources; and
- We are powered by the success of all our partners,
Who motivate us and drive our efforts.
- Independence, Integrity, and Inspiration – the Power of ICA.
How Can We Help You?
Important Customer Information
Investment Centers of America, Inc. (ICA), member FINRA / SIPC, and a Registered Investment Advisor, is not affiliated with Southern Oaks Financial Services, The Peoples Bank or The Geo. D. Warthen Bank. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or its affiliates *subject to risks including the possible loss of principal amount invested. ICA does not provide tax or legal advice.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a Registered Broker-Dealer (BD) or Registered Investment Advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisgy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: AL, CA, FL, GA, IL, SC, TN, & WI