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You Deserve Financial Excellence, East Tennessee

You Deserve Financial Excellence, East Tennessee

Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We are local financial advisors with over 45 years of investment experience who want to meet the needs of the residents of east Tennessee. We spend time getting to know you, not just your financial goals.

Meet Our Team

How We Help

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

Our investment team can create a portfolio that's designed to fit your needs.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with Fred or Jordan to learn how <strong>we help you reach your goal.</strong>

Speak with Fred or Jordan to learn how we help you reach your goal.

What Sets Us  Apart

Because we spend time getting to know each customer on a personal level, we find it easier to match our financial services to your needs. We develop investment plans and strategies that are designed specifically for you to achieve your goals. Our mission is to do what is best for you.

Contact Us

(423) 453-5610

office@downtownsq.com

Address

8 East Washington Avenue  |  Athens, TN 37303

PO Box 153  |  Athens, TN 37371-0153