Financial Advising in Chattanooga, TN

“I have been a client of Cody, Ashley and Team for many years and cannot say enough good about the services they provide. They are extremely personable, professional and have taken very good care of my finances. I especially appreciate the care and attention to personalize the information provided to me and present it in a way that is easy to understand. I have no hesitation in recommending Cody Sims and his team for financial planning services.”

“Explains the medicare process in a clear and concise fashion so I could understand it. Did not remind further explanations. Great customer service and returned calls quickly. Followed up.”

“My experiences with Barnett and Company have always been excellent.We always stop in Chattanooga on the way to Florida every winter.The staff has always welcomed us with open arms.They go over all of my accounts and explain everything in detail.They are the best!!!!ThankYou”

“After being gas lit about do I know how to use a telephone ?? and who's D.J. basically I was dumbfounded by some of the higher-ups at NHC... I was pleasantly surprised ? about how knowledgeable most of the employees are here who could articulate the answers to my questions about my ESOP consistently. Unfortunately I was given some inaccurate Information about my separation date and pay out time frames in 2022. After calling on several occasions I finally got some clarification. Unfortunately my ESOP lost a bundle in 2022 in the stock market and that's disappointing since its planned to likely crash in 2023. But ya know... you cannot control everything in life. Que Sera Sera.”

“I can't believe that Charles Schwab got such negative reviews. I been with them since 2007 and been amazed by all the agents, services, and managers. They are my favorite bank and I have banked with BOA, US bank, Chase, Wells Fargo, and Union Bank. Reason why: 1. Every time I called in, my issue was addressed by people in the US and not oversees. They are all knowledgeable and if they do not know the answer, they will go find out for you. They don't just keep passing you around and transfer over transfer to another agent. 2. I have never waited more than 10 mins for an agent to answer the call. 3. Most importantly is when I travel to different countries, I need a reliable bank. I have been in a jam and could not access my credit card or other bank accounts in a different country and when I called Schwab they understood my situation and allow my atm limit to increase substantially to obtain cash from my account. I wouldn't know what I would do in a different country with no access to my accounts. My disclosure is that I am a loyal client. A bank that you can just call and talk to someone (not a machine or oversee) right away is worth more than an extra %.”