Best Financial Advisors in Albany, GA

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List of Firms

Albany, GA Fiduciary Financial Advisors

SEC File# 801-68950
CRD# 146655
Location 601 Pointe N Blvd, Albany, GA 31721, USA
Phone (229) 439-2348
Directions
SEC File# 801-118682
CRD# 308057
Location 2410 Westgate Dr Suite 108, Albany, GA 31707, USA
Phone (229) 888-8308
Directions
Edward Jones - Financial Advisor: John P Martin Jr
SEC File# 801-3297
CRD# 250
Location 2801 Old Dawson Rd Suite 140, Albany, GA 31707, USA
Phone (229) 432-7553
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Lincoln Financial Advisors
Location 414 N Westover Blvd E, Albany, GA 31707, USA
Phone (229) 888-6868
Directions
Bryson Wealth Strategies
Location 624 Pointe N Blvd, Albany, GA 31721, USA
Phone (229) 432-8429
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2503 Ledo Rd, Albany, GA 31707, USA
Phone (229) 883-8650
Directions
Lincoln Financial Advisors Crp
Location 2547 Lafayette Plaza Dr, Albany, GA 31707, USA
Phone (229) 888-6868
Directions
Nations Financial Services, Inc , Albany Ga 31701
Location 1901 -D N Slappey Blvd, Albany, GA 31701, USA
Phone (229) 573-7047
Directions
Johnson Tax & Financial Solutions
5 out of 5
Location 230 S Jackson St Suite 231, Albany, GA 31701, USA
Phone (833) 346-2829
Directions
Jenkins Group
Location 2327 Lake Park Dr, Albany, GA 31707, USA
Phone (229) 883-8028
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Dasher & Padgett Financial Advisors, Inc.
Location 2551 Lafayette Plaza Dr, Albany, GA 31707, USA
Phone (229) 883-3500
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Strategic Wealth Group LLC
5 out of 5
Location 2301 Dawson Rd #300, Albany, GA 31707, USA
Phone (229) 405-3100
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Sadler Retirement
Location 2531 Lafayette Plaza Dr C, Albany, GA 31707, USA
Phone (229) 420-9777
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Suntrust Investment Services
1 out of 5
Location SunTrust Building, 410 W Broad Ave, Albany, GA 31701, USA
Phone (229) 430-5467
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Hale Financial Services Inc
Location PO Box 71794, Albany, GA 31708, USA
Phone (229) 435-1658
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Marcus, Inman & Daniels Wealth Advisors
Location 613 Pointe N Blvd Suite B, Albany, GA 31721, USA
Phone (229) 800-8120
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Morgan Stanley Financial Advisors
5 out of 5
Location 2421 Westgate Dr Ste 100, Albany, GA 31707, USA
Phone (229) 352-6540
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Upland Wealth Advisors
5 out of 5
Location 613 Pointe N Blvd Suite A, Albany, GA 31721, USA
Phone (229) 800-4820
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 624 Pointe N Blvd, Albany, GA 31721, USA
Phone (229) 432-8428
Directions
Wells Fargo Advisors
3 out of 5
Location 618 N Westover Blvd, Albany, GA 31707, USA
Phone (229) 436-0501
Directions
Edward Jones - Financial Advisor: Bailey Cave
SEC File# 801-3297
CRD# 250
Location 2801 Old Dawson Rd Suite 140, Albany, GA 31707, USA
Phone (229) 432-7553
Directions
Edward Jones - Financial Advisor: Kemble Teague
SEC File# 801-3297
CRD# 250
Location 2334 Lake Park Dr Suite B, Albany, GA 31707, USA
Phone (229) 496-1347
Directions
Edward Jones - Financial Advisor: Trae Sims, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
Location 1151 Dawson Rd M, Albany, GA 31707, USA
Phone (229) 438-8466
Directions
Waddell & Reed Inc
Location 1410 10th Ave, Albany, GA 31707, USA
Phone (229) 881-4710
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Securities America Inc
Location 510 Flint Ave, Albany, GA 31701, USA
Phone (229) 432-2180
Directions
Mauldin & Jenkins, CPAs & Advisors
5 out of 5
Location 2303 Dawson Rd, Albany, GA 31707, USA
Phone (229) 446-3600
Directions
Financial Advisors in Albany, GA

Where Certified Financial Advisors in Albany, GA Serve

Albany, GA is a charming city located in the southwestern part of the state. It is home to several notable landmarks, including the Albany Civil Rights Institute, the Flint RiverQuarium, and the Ray Charles Plaza. The city is also known for its vibrant downtown area, which features a variety of shops, restaurants, and entertainment venues. As for top employers, Albany is home to several major companies, including Procter & Gamble, MillerCoors, and Phoebe Putney Health System. These companies provide a significant number of jobs to residents of the city and surrounding areas. When it comes to transportation, Albany is conveniently located near several major highways, including I-75 and US-82. Additionally, the city is home to several major streets, including West Oglethorpe Boulevard and North Slappey Boulevard. Finally, Albany is made up of several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Albany, GA could greatly benefit from the services of a financial advisor in a number of ways. One common area where a financial advisor can help is with retirement planning. Albany is home to a large population of retirees, and a financial advisor can help them navigate the complex world of retirement savings and investment options to ensure they have enough money to live comfortably in their golden years. Additionally, many residents of Albany struggle with debt and budgeting, and a financial advisor can provide guidance on how to manage their finances and create a plan to pay off debt. Overall, a financial advisor can be a valuable resource for residents of Albany who want to improve their financial situation and achieve their long-term goals.

Insurance Broker

Residents of Albany, GA can benefit greatly from the services of an insurance broker. With the city's high risk of natural disasters such as hurricanes and tornadoes, it is essential to have adequate insurance coverage to protect one's home and belongings. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs and budget. Additionally, with Albany's large population of retirees, an insurance broker can assist in finding affordable health insurance options and Medicare supplement plans. Overall, an insurance broker can provide peace of mind and financial security to residents of Albany, GA.

Retirement Planning

Residents of Albany, GA can greatly benefit from the services of a retirement planner. With a retirement planner, individuals can receive guidance on how to save and invest their money wisely, plan for their retirement years, and ensure that they have enough funds to cover their living expenses. In Albany, GA, where the cost of living is relatively low compared to other cities in the state, a retirement planner can help residents make the most of their retirement savings and investments. Additionally, a retirement planner can assist individuals in navigating the various retirement benefits and plans offered by local employers and the government, such as Social Security and Medicare. With the help of a retirement planner, residents of Albany, GA can feel confident and secure in their financial future.

Wealth Management

Residents of Albany, GA could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager could help them create a personalized financial plan that takes into account their unique financial situation and goals. This could include strategies to save for retirement, pay off debt, or invest in the local economy. Additionally, residents of Albany, GA may face specific challenges related to their location, such as the impact of natural disasters on their finances. A wealth manager could help them navigate these challenges and develop a plan to protect their assets in the event of a disaster. Overall, a wealth manager could provide valuable guidance and support to residents of Albany, GA as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Albany, GA can benefit greatly from the services of a mortgage loan officer. One specific way that a loan officer can help is by guiding residents through the process of purchasing a home in Albany's historic districts. These areas have unique zoning regulations and preservation requirements that can be confusing for first-time homebuyers. A knowledgeable loan officer can help residents navigate these regulations and find the best mortgage options for their needs. Additionally, a loan officer can assist residents in securing down payment assistance programs that are available in Albany, GA, helping to make homeownership more affordable and accessible for those who may not have otherwise been able to purchase a home.

Tax Services

Residents of Albany, GA can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping residents navigate the complex tax laws and regulations specific to the state of Georgia. For example, Albany residents may be eligible for certain tax credits or deductions that are unique to the state. A tax advisor can help residents identify these opportunities and ensure that they are taking advantage of all available tax breaks. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning or estate planning, that can help residents minimize their tax liability and maximize their financial well-being. Overall, working with a tax advisor can provide Albany residents with peace of mind knowing that their tax affairs are in order and that they are paying only what they owe under the law.

Estate Planning Lawyer

Residents of Albany, GA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Albany is by helping them to create a will or trust. With a properly drafted will or trust, residents can ensure that their assets are distributed according to their wishes after they pass away. An estate planning lawyer can also assist with the creation of a power of attorney, which allows someone to make important financial and medical decisions on their behalf if they become incapacitated. In a city like Albany, which has a large retiree population, having a solid estate plan in place is especially important. An estate planning lawyer can provide peace of mind and help residents protect their assets and loved ones.

Albany, GA Financial Resources

Albany, GA Chamber of Commerce

https://albanyga.com/

Albany, GA City Hall

https://www.albanyga.gov/

Albany, GA Public Library

https://www.docolib.org/

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