Financial Advisors in Valdosta, GA
With over seventy years of combined market experience, Southern Point Investment Partners strives to help our clients reach their financial goals through a collaborative team effort with the client’s aspirations as the driving force for all decisions. We have the privilege of working with clients in different steps of life and being along the way as their dreams become a reality. With various specialties among our team members, we will prepare a well-rounded plan based on what matters to you.
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GUIDANCE FOR WHAT MATTERS
Southern Point Investment Partners' mission is to help our clients find financial freedom while working with an innovative and creative team to achieve their unique aspiration. Your goals aren’t stagnant, and your investment plan shouldn’t be either. We understand everyone has a different version of “What Matters”, so we formulate a unique plan tailored for your individual needs.
JOIN US FOR COFFEE
AND A SECOND OPINION
We'd be privileged to offer you a cup of coffee and a second opinion. For a complimentary consultation or to refer a friend, please contact us and let us know if you prefer milk or cream.
Our initial consultation is complimentary. All the information discussed is treated confidentially. Our objective is to get to know each other and present how we'd approach your investment portfolio. You're under no obligation to work with us. Either way, the coffee is on us.
Over the years, some of our best clients have come from referrals. By appointment, we welcome you to come in and share your current financial situation and future investment objectives with us. We'll provide an assessment of your existing investment portfolio.