Best Financial Advisors in Cobb County, GA

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List of Firms

Cobb County, GA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Christopher Wiley
Location 1395 South Marietta Pkwy SE Bldg 300 Suite 218, Marietta, GA 30067, USA
Phone (678) 402-5460
Directions
Capital Management Advisors, Inc.
SEC File# 801-81193
CRD# 147014
Location 1800 Parkway Pl #850, Marietta, GA 30067, USA
Phone (770) 422-4606
Directions
Allen Financial Services
Location 732 Kennesaw Ave NW # 230, Marietta, GA 30060, USA
Phone (770) 420-3333
Directions
CW Wealth Management, LLC
Location 3225 Shallowford Rd Building 100, Suite 120, Marietta, GA 30066, USA
Phone (470) 473-7134
Directions
Evelyn Dinkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1275 Shiloh Rd NW Ste 2320 & 2321, Kennesaw, GA 30144, USA
Phone (678) 306-4007
Directions
Edward Jones - Financial Advisor: Jeff Beamer
Location 31 Atlanta St SE Suite 202, Marietta, GA 30060, USA
Phone (770) 514-7070
Directions
Senior Financial Planning, LLC
5 out of 5
Location 2551 Roswell Rd Suite 209, Marietta, GA 30062, USA
Phone (770) 973-5220
Directions
Edward Jones - Financial Advisor: Justin H Cook
Location 2790 Sandy Plains Rd Suite 204, Marietta, GA 30066, USA
Phone (770) 779-8952
Directions
Edward Jones - Financial Advisor: David Rice
5 out of 5
Location 1395 South Marietta Pkwy SE Bldg 300 Suite 218, Marietta, GA 30067, USA
Phone (678) 402-5460
Directions
Edward Jones - Financial Advisor: Michael S Hebdon, CFP®|AAMS™
Location 550 Kennesaw Ave NW Suite 600, Marietta, GA 30060, USA
Phone (770) 427-3048
Directions
Anovest Investment Advisors
Location 3225 Shallowford Rd # 220, Marietta, GA 30062, USA
Phone (770) 971-7117
Directions
MasterPlan Retirement Consultants
5 out of 5
Location 410 Villa Rica Way SW Suite 100, Marietta, GA 30064, USA
Phone (770) 980-9262
Directions
Edward Jones - Financial Advisor: Michael E McCracken
5 out of 5
Location 376 Powder Springs St Suite 150, Marietta, GA 30064, USA
Phone (770) 427-3347
Directions
Lewis Forbes Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 1501 Johnson Ferry Rd Ste 125, Marietta, GA 30062, USA
Phone (678) 285-1201
Directions
Edward Jones - Financial Advisor: Rhonda Jones, CFP®|AAMS™
Location 2453 Powder Springs Rd SW Bldg 300, Suite 315, Marietta, GA 30064, USA
Phone (678) 567-0541
Directions
Edward Jones - Financial Advisor: Britt Jones, CRPC™
5 out of 5
Location 1503 Johnson Ferry Rd Ste 150, Marietta, GA 30062, USA
Phone (770) 977-4229
Directions
Chappell Financial Group
Location 3200 Cobb Galleria Pkwy UNIT 215, Atlanta, GA 30339, USA
Phone (770) 980-1717
Directions
Financial Advisors in Cobb County, GA

Where Certified Financial Advisors in Cobb County, GA Serve

Cobb County, GA is a bustling area filled with a variety of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Marietta Square to the modern SunTrust Park, there is something for everyone in this vibrant community. Some of the top employers include The Home Depot, WellStar Health System, and Lockheed Martin, providing ample job opportunities for residents. Major highways such as I-75 and I-285 make transportation a breeze, while notable streets like Cobb Parkway and Windy Hill Road offer a plethora of shopping and dining options. Neighborhoods range from the upscale Vinings to the family-friendly East Cobb, providing a diverse range of living options for residents. Overall, Cobb County is a dynamic and thriving area that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cobb County, GA can greatly benefit from the services of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a large population of retirees and aging baby boomers in the area, a financial advisor can help individuals navigate the complexities of retirement accounts, social security benefits, and other sources of income. Additionally, with the high cost of living in Cobb County, a financial advisor can assist with budgeting and saving strategies to help residents achieve their financial goals. Whether it's saving for a child's education or purchasing a home, a financial advisor can provide personalized guidance to help residents make smart financial decisions and secure their financial future.

Insurance Broker

Residents of Cobb County, GA can benefit greatly from the services of an insurance broker. With a population of over 760,000 people, Cobb County is the third most populous county in Georgia, making it a bustling and diverse community. An insurance broker can help residents navigate the complex world of insurance, whether they need health insurance, auto insurance, or home insurance. The broker can help them find the best policies for their needs and budget, taking into account the specific risks and challenges that come with living in Cobb County. For example, residents may need flood insurance due to the county's proximity to the Chattahoochee River, which is prone to flooding. An insurance broker can help them find the right policy to protect their homes and belongings in case of a flood. Overall, an insurance broker can be a valuable resource for residents of Cobb County, helping them to make informed decisions and protect themselves and their families.

Retirement Planning

Residents of Cobb County, GA can benefit greatly from a retirement planner in a number of ways. Firstly, a retirement planner can help residents of Cobb County, GA create a personalized retirement plan that takes into account their unique financial situation and goals. This can include creating a budget, setting up a retirement savings account, and investing in the right assets to ensure a comfortable retirement. Additionally, a retirement planner can help residents of Cobb County, GA navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. With the high cost of living in Cobb County, GA, having a retirement planner can be especially helpful in ensuring that residents can enjoy their golden years without financial stress.

Wealth Management

Residents of Cobb County, GA would greatly benefit from the services of a wealth manager. With a median household income of $75,654, Cobb County is one of the wealthiest counties in Georgia. However, managing wealth can be a daunting task for many individuals. A wealth manager can assist in creating a personalized financial plan that aligns with the unique needs and goals of each resident. They can provide guidance on investments, retirement planning, tax strategies, and estate planning. With the help of a wealth manager, residents of Cobb County can have peace of mind knowing that their finances are being managed effectively and efficiently.

Mortgage Loan Officer

Residents of Cobb County, GA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents in a variety of ways, such as securing financing for a new home purchase or refinancing an existing mortgage to obtain a better interest rate. Additionally, mortgage loan officers can provide guidance on the different types of loans available and help residents choose the best option for their unique financial situation. In Cobb County, where the median home value is higher than the national average, the expertise of a mortgage loan officer can be particularly valuable in navigating the local housing market and finding the right loan to fit individual needs.

Tax Services

Residents of Cobb County, GA could benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor could help individuals navigate the complex tax laws and regulations specific to the state of Georgia and Cobb County. They could also assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor could provide guidance on estate planning, retirement planning, and investment strategies. With the help of a tax advisor, residents of Cobb County can feel more confident in their financial decisions and ensure that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Cobb County, 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 Cobb County is by helping them create a comprehensive plan that outlines how their assets will be distributed after their passing. With the help of an estate planning lawyer, residents of Cobb County can ensure that their loved ones are taken care of and that their assets are distributed in accordance with their wishes. Additionally, an estate planning lawyer can help residents of Cobb County navigate the complex legal landscape and ensure that their plan is legally sound. Given the unique laws and regulations in Cobb County, it is important to work with an attorney who is familiar with the local legal landscape.

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