Jeff is a Partner and trusted advisor working with Capital Square, LLC since its formation and was previously with Bellwether Investment Group, LLC. Jeffs belief of If you succeed, then I succeed, drives him to provide a high level of client services. He cares for his clients like family and strives to simplify the investment process while giving them the confidence to succeed. His goal is to provide such great service and resources that his clients naturally become his marketing and referral partners.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. William Roebuck is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Chattanooga, TN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
Helping you reach your financial goals. We are dedicated to helping individuals, businesses and retirement plans meet their financial needs by developing investment plans around their long term goals and risk tolerance.
Closed now
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. J.R. Petersen is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Chattanooga, TN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
Closed now
