3 Best Financial Services in Chattanooga, TN

I have been a customer of Cody and his team for greater than 25 years. I think my personal story shows the type relationship Cody and all of his staff develop with their clients and why I recommend him as your Ameriprise financial advisor. We met when I sat in on meetings when he was my parents’ personal advisor. As years passed I came to share the personal bond he and my parents maintained as he helped develop and then manage a retirement plan they were comfortable with. No small feat there! Later on as I served as their executor he shepherded me through the death and estate process of first my father and later my mother. His assistance and guidance during those difficult times was sure, patient and comforting. Cody had already become my own personal advisor when I had to leave my career early for health reasons. He has been instrumental in helping me to manage that personal and financial blow and to then structure my finances to prepare for my own retirement age which is now fast approaching! Over the past 25 years Cody has diligently maintained a structured meeting schedule to help me me set and revise goals, evaluate & update risk strategy and to recommend changes in investments as needed. I am grateful for Cody’s personal touch and how that has helped guide his financial recommendations over the years. I will close.

These are the kind of people you want sitting around your Thanksgiving table. They make you feel so at home. These are people you can understand what they are saying and you know they have your best interest at heart. You will love them.

Tommy and I have been with Cody Sims for 20+ years. He and his wonderful staff have always been very attentive to our financial needs and make us feel like family.

This financial group has done a great job meeting my family’s needs over the past year. From a warm greeting by Schuyler to a seasoned handshake by Jay and an impressively relational conversation with Tanner, this team has gone above and beyond in serving our family well. They are open, honest and easy to work with. They’ve even published a new book (“The Allon Approach”) which will be a great read! I would recommend them to all in the local area to help with your financial planning.

Can't express how helpful Tanner was for me. I certainly recommend him for anyone making retirement planning. He cares about the client and is very honest and helpful in every aspect. He's very knowledgeable and professional. He makes everything easy to understand.

Jay has been great to work with! Very respectful and knowledgeable person. Would recommend this business to friends and family! ~Daniel with Masters HVAC.