Capital Square

Closed
Call
Website

Advertisement

1 W College St
Athens, TN 37303
+1 (423) 877-6708
https://capitalsquare.biz

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

Also at this address

Own this business?
See a problem?

You might also like

Notley Sidney Sandy Maddox

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.
Public adult education school, Contract food services, Business services, nec, nec

McMinn County Board of Education

McMinn County Dir-Finance is a local government corporation located in Athens, TN, dedicated to providing essential financial services to the county and its residents. With a wide range of county offices and departments, including the Finance Department, Sheriff's Department, and Health Department, McMinn County Dir-Finance plays a crucial role in maintaining the smooth functioning of local governance and ensuring the well-being of its community.Generated from the website
Insurance agents, nec, Health insurance carriers

Carter Insurance

Carter Insurance, a trusted insurance provider in Athens, TN, has been serving the community since 1927. With a focus on earning their clients' trust, they offer a wide range of insurance solutions, including home, auto, business, and life insurance, from reputable companies such as Auto Owners, Erie Insurance, and Progressive Insurance. With a commitment to serving their neighbors and friends, Carter Insurance remains dedicated to providing reliable insurance coverage that protects their clients' way of life. As a leading insurance leader in the area, they have built a strong reputation for their exceptional service and expertise in the industry.Generated from the website
United States›Tennessee›Athens›Capital Square

Advertisement