Best Financial Advisors in Bartow County, GA

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Bartow County, GA Fiduciary Financial Advisors

Patton Financial Associates
5 out of 5
Location 319 E Church St Ste B, Cartersville, GA 30120, USA
Phone (678) 605-6600
Peachtree Planning Corporation
Location 111 Leake St, Cartersville, GA 30120, USA
Phone (770) 386-6304
Financial Advisors in Bartow County, GA

Where Certified Financial Advisors in Bartow County, GA Serve

Bartow County is located in the northwest corner of Georgia and is bordered by Paulding, Cherokee, Floyd, and Gordon counties. The county seat is Cartersville and the largest city is Adairsville. Other communities in Bartow County include Cassville, Emerson, Euharlee, and White. The county has a population of 98,000 and a total area of 543 square miles. Major highways and streets include I-75, US 41, and State Route 20. The largest employers in the county are Wellstar Health Systems, Walmart Distribution Center, and Home Depot. The main neighborhoods in Bartow County are Cartersville Heights, Emerson Estates, Hickory Ridge, and White Oak Station.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of our economy and provide a variety of services to their customers. In Bartow County, GA, there are several banks which offer a variety of products and services to their customers.Some banks have multiple branches in the county, while others are only located in one city or town. The banks offer a wide range of products and services, including checking and savings accounts, loans, mortgages, credit cards, and investment advice. They also offer online banking and mobile banking to make it easy for customers to access their accounts from anywhere.

Insurance Broker

Bartow County, GA residents can benefit from the services of insurance brokers. Brokers can help residents find the best rates and coverage for their needs, and they can also assist with filing claims. In addition, brokers are knowledgeable about the insurance industry and can help residents compare different policies to find the right one for them.

Retirement Planning

Financial advisors can help Bartow County, GA residents with retirement planning in a number of ways. For one, they can provide an overview of the different types of retirement plans available and help you choose the best one for your needs. They can also help you plan for how much money you will need to have saved by the time you retire, and develop a savings plan that will allow you to reach your goal. Additionally, financial advisors can offer advice on how to invest your money so that it grows over time, and provide guidance on when it is appropriate to start withdrawing funds from your retirement account. By working with a financial advisor, Bartow County residents can be sure that they are making the most informed decisions about their retirement planning.

Wealth Management

Bartow County, GA residents who are looking for a comprehensive wealth management plan can benefit from the services of a qualified financial advisor. Wealth management encompasses all aspects of financial planning, and a good advisor will help you to develop a plan that is tailored to your specific needs.

Estate Planning Lawyer

Estate planning lawyers help residents of Bartow County, GA create a will and other legal documents which dictate how their estate will be handled after they die. This includes naming an executor of the estate, deciding who will inherit property and assets, and setting up trusts to ensure that the wishes of the deceased are carried out. In addition, estate planning lawyers can also help residents make arrangements for long-term care in case they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Bartow County, GA can play a major role in helping residents achieve their dreams of homeownership. By providing information and advice on the various types of mortgage loans available, mortgage loan officers can help residents find the right loan for their needs. They can also help residents understand the terms of their mortgage loans, and advise them on how to make payments on time. In addition, mortgage loan officers can help residents prepare for the home buying process by explaining what to expect and by providing resources such as lists of approved lenders and real estate agents.

Tax Services

Tax accountants can help Bartow County, GA residents by ensuring they are getting the best possible return on their investment. By working with the county and its residents, tax accountants can help ensure that everyone is taking advantage of deductions and credits that they may be eligible for. This can result in lower taxes for residents, and more money being available to spend in the local economy.


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