Best Financial Advisors in Dawson County, GA

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List of Firms

Dawson County, GA Fiduciary Financial Advisors

SEC File# 801-8095
CRD# 2881
Location 75 Elliott Rd #220, Dawsonville, GA 30534, USA
Phone (706) 400-4185
Directions
SEC File# 801-10970
CRD# 6413
Location 327 Dahlonega St #1804-A, Cumming, GA 30040, USA
Phone (678) 807-8261
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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KMN CPA LLC
Location 15 NE Cove Rd, Dawsonville, GA 30534, USA
Phone (678) 960-8766
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Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 12 Dawson Mkt Wy Ste 240, Dawsonville, GA 30534, USA
Phone (706) 525-7204
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Eleven Two Financial Advisors, LLC
Location 8840 Little Mill Rd, Cumming, GA 30041, USA
Phone (678) 491-9674
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Edward Jones - Financial Advisor: Matt McGrath
Location 131 Prominence Ct Suite 120, Dawsonville, GA 30534, USA
Phone (706) 265-2358
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Destiny Mortgage Lending
5 out of 5
Location 436 Academy Ave, Dawsonville, GA 30534, USA
Phone (706) 265-2203
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Tim Couch PC CPA/CFP/MTx
5 out of 5
Location 900 Old Dawson Village Rd #110, Dawsonville, GA 30534, USA
Phone (706) 216-1044
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Richlife Advisors - Retirement By Design
5 out of 5
Location 351 Jesse Jewell Pkwy STE 303, Gainesville, GA 30501, USA
Phone (770) 249-7424
Directions
Financial Advisors in Dawson County, GA

Where Certified Financial Advisors in Dawson County, GA Serve

Nestled in the heart of Georgia, Dawson County boasts a rich history and vibrant culture. From the stunning Amicalola Falls State Park to the charming downtown district, there's something for everyone in this bustling community. Top employers in the area include Northside Hospital, Dawson County School District, and the City of Dawsonville, providing ample opportunities for career growth and development. Major highways and streets, such as GA-400 and Highway 53, make commuting a breeze, while neighborhoods like Chestatee and Big Canoe offer a variety of housing options to suit any lifestyle. Whether you're a nature lover, history buff, or simply seeking a welcoming community to call home, Dawson County is the perfect destination.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Dawson County, GA can benefit greatly from the guidance and expertise of a financial advisor. With a median household income of $58,000 and a poverty rate of 11.4%, many families in the area may struggle to make ends meet or plan for their financial future. A financial advisor can assist with budgeting, debt management, and investment strategies to help residents achieve their financial goals. Additionally, with the county's proximity to Atlanta and the growth of local businesses, a financial advisor can provide valuable insight into the local economy and job market. Overall, a financial advisor can be a valuable resource for residents of Dawson County looking to improve their financial stability and plan for a prosperous future.

Insurance Broker

Residents of Dawson County, GA can benefit greatly from the services of an insurance broker. With a population of over 25,000 people, there are many different insurance needs in the area. An insurance broker can assist residents in finding the best coverage for their specific needs, whether it be for home, auto, or health insurance. One specific challenge faced by residents of Dawson County is the high risk of natural disasters such as tornadoes and floods. An insurance broker can help residents navigate the complexities of insurance coverage for these types of events and ensure that they are adequately protected in the event of a disaster. Additionally, an insurance broker can help residents find affordable coverage options that fit within their budget. Overall, an insurance broker can provide valuable assistance to residents of Dawson County in protecting their assets and securing their financial future.

Retirement Planning

Residents of Dawson County, GA could benefit greatly from the expertise of a retirement planner. With a population of just over 25,000, many residents may not have access to the resources or knowledge needed to effectively plan for their retirement. A retirement planner can provide guidance on topics such as social security benefits, investment strategies, and estate planning. Additionally, with Dawson County being located in a primarily rural area, a retirement planner can offer insight into unique challenges that may arise for those living in a more remote location. By working with a retirement planner, residents of Dawson County can feel more confident and prepared for their future.

Wealth Management

Residents of Dawson County, GA can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them plan for their retirement. With the cost of living on the rise and the uncertainty of social security, it's essential to have a solid retirement plan in place. A wealth manager can help residents of Dawson County, GA create a personalized plan that takes into account their unique needs and goals. Additionally, a wealth manager can help residents of Dawson County, GA invest their money wisely, ensuring that they have a diversified portfolio that is tailored to their risk tolerance. This is especially important in Dawson County, GA, where the local economy is heavily reliant on the tourism industry, which can be unpredictable at times. By working with a wealth manager, residents of Dawson County, GA can feel confident that their financial future is in good hands.

Mortgage Loan Officer

Residents of Dawson County, GA can benefit greatly from the services of a mortgage loan officer. These professionals can provide guidance and support to those seeking to purchase a home in this area. With a deep understanding of the local real estate market, a mortgage loan officer can help residents navigate the complexities of obtaining a mortgage and securing the best possible terms. Whether someone is a first-time homebuyer or a seasoned real estate investor, a mortgage loan officer can offer valuable insights and advice that can help them achieve their goals. In addition, Dawson County has a unique mix of rural and urban areas, which can make finding the right property a challenge. A mortgage loan officer can help residents identify the best neighborhoods and properties for their needs, and can also provide assistance with the application process, ensuring that residents are able to secure the financing they need to make their dreams of homeownership a reality.

Tax Services

Residents of Dawson County, GA can benefit greatly from the services of a tax advisor. With the county's growing population and diverse economy, navigating the complex tax laws can be a daunting task for many individuals and businesses. A tax advisor can provide expert advice on tax planning, preparation, and compliance, ensuring that taxpayers are taking advantage of all available deductions and credits while avoiding penalties and audits. Additionally, a tax advisor can assist with estate planning, retirement planning, and other financial matters, helping residents of Dawson County to achieve their long-term financial goals and secure their financial future. With the help of a knowledgeable tax advisor, residents of Dawson County can feel confident that they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Dawson County, GA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a will, which is a legal document that outlines how their assets will be distributed after their death. This is particularly important in Dawson County, where many residents own property and have significant assets. An estate planning lawyer can also help residents set up trusts, which can provide tax benefits and help protect assets from creditors. Additionally, an estate planning lawyer can assist with healthcare directives, which outline a person's wishes for medical treatment in the event that they become incapacitated. Overall, an estate planning lawyer can help residents of Dawson County ensure that their assets are protected and their wishes are respected.

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