Best Financial Advisors in Clarke County, GA

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List of Firms

Clarke County, GA Fiduciary Financial Advisors

Carson Advisory
SEC File# 801-64883
CRD# 117410
Location 470 Hill St, Athens, GA 30601, USA
Phone (706) 353-1190
Cannon Financial Strategists
SEC File# 801-79869
CRD# 133509

4 out of 5

Location 649 S Milledge Ave # 8, Athens, GA 30605, USA
Phone (770) 725-8234
Lanier Financial Group

1 out of 5

Location 320 E Clayton St #419, Athens, GA 30601, USA
Phone (404) 669-6792
Morgan Stanley Financial Advisors
Location 225 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 353-0001
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About Clarke County, GA

Clarke County, GA is located in the northeastern part of the state and is bordered by Oconee County to the north, Barrow County to the east, Jackson County to the south, and Walton County to the west. The county seat is Athens, which is also the largest city in the county. Clarke County has a population of approximately 125,000 and is home to a number of notable landmarks, including the University of Georgia and Sanford Stadium. The top employers in Clarke County are the University of Georgia, Athens-Clarke County government, St. Mary's Hospital, and Walmart. Major highways and streets in Clarke County include U.S. Route 78 and State Route 15. The most prominent neighborhoods in Clarke County are Five Points, Normaltown, and Winterville.

Where Certified Financial Advisors in Clarke County, GA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clarke County, GA have a number of banking options to choose from. Each bank offers different services, and it can be hard to decide which one is right for you. Your best bet is to do some research on each bank and find out what they offer. Then, compare the services to see which ones are most important to you. Once you know what you're looking for, it will be easier to decide which bank is right for you.

Insurance Broker

Residents of Clarke County, GA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best insurance policy for their needs and budget. They can also help residents file claims and get the money they deserve after an accident or other disaster.

Retirement Planning

Financial advisors can help Clarke County, GA residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents save money and invest in the right places so that they can retire comfortably. Residents of Clarke County should consult with an advisor as soon as possible to get started on their retirement planning.

Wealth Management

Clarke County, GA residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances and plan for their future. It includes tasks such as budgeting, investing, insurance planning, and tax planning. By working with a wealth manager, Clarke County residents can ensure that they are making smart financial decisions and taking steps to secure their future.

Estate Planning Lawyer

Estate planning lawyers can help Clarke County, GA residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or living trust, estate planning attorneys can help residents make sure their property is distributed in the way they want, and that their loved ones are taken care of financially if they pass away. In addition, estate planning lawyers can advise residents on how to reduce or avoid estate taxes, which can be costly.

Mortgage Loan Officer

Mortgage loan officers in Clarke County, GA can help residents by providing them with the best possible mortgage products and interest rates. In addition, they can offer advice on how to get a mortgage, how to improve one's credit score, and how to save money on interest payments. Mortgage loan officers can also provide tips on home buying and refinancing.

Tax Services

Tax accountants can help Clarke County, GA residents in a few ways. They can help residents understand their tax obligations and file their taxes correctly. Tax accountants can also help residents find tax breaks and deductions that they may be eligible for. Finally, tax accountants can help residents plan for their future tax obligations.


FAQs About Personal Financial Advisors in Clarke County, GA