Spivey Financial Group

Legacy is not what you leave FOR people; it’s what you leave IN people. Jerry L. Spivey, CLU®, CFP®, RICP®
FINRA | SIPC | Silver Oak Securities Info (PDF)

Location

25 S Thomas Street
Elberton, GA 30635

Contact

jspivey@spiveyfinancial.com
(706) 283-7722

Spivey Financial Group proudly serves clients in Georgia, South Carolina, Florida, and Tennessee. Our firm specializes in Retirement Planning, Portfolio Management, College Planning, Estate Planning, Business Planning, Long-Term Care Planning, Tax Management, and Insurance Planning.

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. (SOSI), Member FINRA/SIPC. SOSI and Spivey Financial Group are not affiliated.

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