(850) 638-0388

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Mar 27, 2020

Written by: Josh Parrish

Josh Parrish is a well-known registered representative in Northwest Florida. With extensive knowledge in the insurance and financial services industry, he prides himself on helping his clients reach their financial goals. His specialty is helping his pre retirees grow their wealth while also helping to preserve the wealth of his retired clients. His understanding of the different challenges that clients face depending on their stage of life, truly sets Josh apart from others.

Blog Disclaimer

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.

Our Services

  • Retirement planning
  • Qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • Employee Pension Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits
  • Other retirement savings plans designed specifically for employee groups

Chipley Location Address

Southern Financial Group
934 Main Street
Chipley, FL 32428

Chipley Location Phone

Phone: (850) 638-0388
Fax: (850) 638-0205

Dothan Location Address

Southern Financial Group
256 Honeysuckle Road, Suite 9
Dothan, AL 36305

Dothan Location Phone

Phone: (334) 699-4051
Fax: (334) 699-1579

Navigating a Financial Crisis

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have...

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Southern Financial Group and JWC/JWCA are not affiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Southern Financial Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

JWC Financial Disclosures - JWC Advisor Disclosures