Best Financial Advisors in Brandon, MS

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Brandon, MS Fiduciary Financial Advisors

WMG Financial Advisors, LLC
SEC File# 801-116718
CRD# 285824
Location 106 Highpointe Ct b, Brandon, MS 39042, USA
Phone (601) 949-8740
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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About Brandon, MS

Brandon is a city in Rankin County, Mississippi, United States. The population was 9,084 at the 2010 census. Brandon is part of the Jackson Metropolitan Statistical Area. The largest employer in Brandon is the University of Mississippi Medical Center (UMMC), followed by Baptist Health Systems. The two major highways serving Brandon are Interstate 20 and U.S. Route 49. The neighborhoods in Brandon are generally middle- to upper-class.

Where Certified Financial Advisors in Brandon, MS Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Brandon, MS residents are in luck because banks provide a variety of services to meet their needs.For starters, banks offer checking and savings accounts which make it easy for customers to store money and access it when needed. In addition, banks offer lines of credit, mortgages, and car loans which can help Brandon, MS residents purchase the items they need or want. Lastly, banks provide customer service via phone or in person to answer any questions or concerns that customers may have.

Insurance Broker

Brandon, MS residents can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also provide advice on which policies to avoid. In addition, insurance brokers can help Brandon, MS residents save money on their premiums.

Retirement Planning

Brandon, MS residents who are looking for help with retirement planning can benefit from working with a financial advisor. Advisors can help you create a plan that will allow you to retire comfortably, and they can also help you stay on track with your plan as you move closer to retirement.

Wealth Management

Brandon, MS residents who are looking for ways to manage their wealth can find help from a wealth management firm. Wealth management firms offer a variety of services that can help people make the most of their money. These services can include investment advice, estate planning, and tax planning.Many Brandon, MS residents may not have the time or knowledge to manage their own finances. A wealth management firm can provide guidance and support to help people make sound financial decisions. Working with a wealth management firm can help Brandon, MS residents save money and plan for the future.

Estate Planning Lawyer

Brandon, MS residents who want to ensure their loved ones are taken care of after they die can work with an estate planning lawyer to create a will and other legal documents. These lawyers can also help individuals set up trusts and make arrangements for guardianship of minor children in the event that both parents die. In addition, estate planning lawyers can advise families on how to minimize estate taxes and probate costs.

Mortgage Loan Officer

Mortgage loan officers can help Brandon, MS residents by providing them with the best home loans available. They can also help residents find the best rates and terms for their mortgage, and they can provide advice on what types of mortgages are best for each individual. In addition, mortgage loan officers can help residents understand the mortgage process, and they can answer any questions that borrowers may have.

Tax Services

Brandon, MS residents can benefit from the help of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants can help residents understand what deductions they qualify for and how to file their taxes correctly. This can save residents time and money in the long run.


FAQs About Personal Financial Advisors in Brandon, MS