Broker Check

ATLANTA: 770.512.5100  
NASHVILLE: 615.823.1111

In The News

March 7th 2018 was a very special day for National Financial Services Group. Mehran Assadi Chairman, CEO, and President of National Life was in the building just having a Town Hall discussion with us and our office. No question was off limits and everyone had the opportunity to meet and speak to Mehran Assadi. This was a perfect example of leading by example and living our motto of Do good, Be good, and Make good. 

Media

  • October 21, 2014, Jim Cook, CEO on Buckhead Business Radio, Top Thought Leaders in Financial Markets Discussion. Listen to the broadcast.

Firm Recognition*

  • Six time GAMA International Master Agency Award (2006, 2007, 2008, 2009, 2010, 2014) awarded to the Top 250 financial planning firms in the world. GAMA International is the premier organization for field leaders in the financial services industry.
  • Six time GAMA International First in Class Award (2005, 2006, 2007, 2008, 2009 & 2010)
  • Eight time GAMA International Management Management - Diamond Award (2006, 2007, 2008, 2009, 2010, 2011, 2012 & 2013)
  • Six time National Life Chairman's Trophy "Firm of the Year" Winner (2005, 2006, 2007, 2008, 2009 & 2010)
  • Two time Equity Services, Inc., Gold Winner (2006 & 2007)
  • Six time Equity Services, Inc., Silver Winner (2005, 2005, 2008, 2008, 2010, 2011, 2012)
  • Five time President's Trophy "Most Outstanding Agency" (2005, 2006, 2007, 2008 & 2009)
  • Six time Dillon Award Winner for Achievements in Retention & Recruiting (2005, 2006, 2007, 2008, 2009 & 2010)

Outstanding Individual Achievements*

  • 2015, May 13 - James L. Cook has been named to the Board of Trustees for the GAMA Foundation for Education and Research. Click here for press release.
  • 2016, 2015, 2014, 2012, 2011 – "Top Advisor under 40" Award (National Association of Insurance and Financial Advisors) - Peter MacKenzie.**

  • 2017, 2015, 2014, 2013, 2012, 2003 NFSG Excalibur Award for Top Associate - Bruce Reich, CPA, MBA
  • 2017 Premier Producer Group – Hillory Burkett , Jr., CFP® 

  • 2017 Diamond Club – Bruce Reich, CPA, MBA; 

  • 2017 President’s Club Qualifiers – Hillory Burkett, Jr., CFP®; Hugh F. Hale, III;  Bruce Reich, CPA, MBA; 

New Designations and Registrations

  • 2016 Curt Spinney received the RICP®
  • 2015 Stuart Jones became a Certified Financial PlannerTM

*Awards are based on sales criteria.

** Recognizes excellence and achievement in the insurance and financial services fields measuring business production, years in business, and community involvement for professionals 40 years of age and younger.