Best Financial Advisors in Jackson County, MS

We did the hard work of finding trustworthy partners in Jackson County, MS. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Jackson County, MS Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Mike Odom
5 out of 5
Location 1218 Jackson Ave, Pascagoula, MS 39567, USA
Phone (228) 712-9955
Directions
Connie Kittrell - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Beauvoir Rd Ste 1C, Biloxi, MS 39531, USA
Phone (228) 385-1053
Directions
First Command Financial Advisor - Jing Lisanby
5 out of 5
Location 750 Dr. MLK Jr Blvd, Biloxi, MS 39530, USA
Phone (228) 388-6163
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1716 Government St Ste A, Ocean Springs, MS 39564, USA
Phone (228) 872-7831
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 921 Cedar Lake Rd, Biloxi, MS 39532, USA
Phone (228) 392-9486
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2112 Bienville Blvd STE D, Ocean Springs, MS 39564, USA
Phone (228) 875-7025
Directions
Gulf Coast Financial Consultants
Location 2113 Government St # D2, Ocean Springs, MS 39564, USA
Phone (228) 818-3229
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2112 Bienville Blvd Suite D, Ocean Springs, MS 39564, USA
Phone (228) 875-7025
Directions
Southern Financial
SEC File# 801-67489
CRD# 142644
4 out of 5
Location 1126 Jackson Ave, Pascagoula, MS 39567, USA
Phone (228) 762-1997
Directions
Northwestern Mutual Financial Network
Location 922 Porter Ave STE 109, Ocean Springs, MS 39564, USA
Phone (228) 818-9507
Directions
Merrill Lynch Wealth Management Advisor Lawrence R Adams
Location 2548 A Beach Blvd, Biloxi, MS 39531, USA
Phone (228) 385-6322
Directions
Strojny Financial Services
3 out of 5
Location 2598 Pass Rd suite f, Biloxi, MS 39531, USA
Phone (228) 388-6596
Directions
Republic Finance
5 out of 5
Location 3806 Hospital Rd, Pascagoula, MS 39581, USA
Phone (228) 762-0900
Directions
Donnie Anderson: First Horizon Mortgage
Location 611 Jackson Ave, Ocean Springs, MS 39564, USA
Phone (251) 257-9479
Directions
Financial Advisors in Jackson County, MS

Where Certified Financial Advisors in Jackson County, MS Serve

Jackson County, MS is a vibrant and diverse community located in the southern region of the state. With a rich history dating back to the early 1800s, this area is home to many notable landmarks, including the beautiful Gulf Islands National Seashore and the historic Pascagoula River Audubon Center. As a hub for industry and commerce, Jackson County boasts a strong economy with many top employers such as Ingalls Shipbuilding, Chevron, and Singing River Health System. These companies provide jobs for thousands of residents and contribute to the growth and development of the area. Major highways and streets in Jackson County include I-10, Highway 90, and Highway 57, providing easy access to neighboring cities and towns. The county is also home to several unique neighborhoods, including the charming downtown areas of Pascagoula and Ocean Springs, as well as the scenic waterfront community of Gautier.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jackson County, MS can greatly benefit from the guidance and expertise of a financial advisor. With a median household income of $52,000 and a poverty rate of 16.2%, many individuals and families in Jackson County face financial challenges. A financial advisor can help residents create a budget, develop a savings plan, and make informed investment decisions. Additionally, they can provide guidance on managing debt and planning for retirement. With the help of a financial advisor, residents of Jackson County can work towards achieving their financial goals and securing a stable financial future for themselves and their families.

Insurance Broker

Residents of Jackson County, MS can benefit greatly from the services of an insurance broker. With its location on the Gulf of Mexico, Jackson County is prone to natural disasters such as hurricanes, floods, and tornadoes. An insurance broker can help residents navigate the complex world of insurance, ensuring that they have adequate coverage to protect their homes and property in the event of a disaster. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a county where many residents work in industries such as fishing and manufacturing, which can be physically demanding and lead to injuries or health issues. Overall, an insurance broker can provide invaluable support and peace of mind to residents of Jackson County, MS.

Retirement Planning

Residents of Jackson County, MS could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help Jackson County residents is by providing guidance on how to maximize their retirement income. With a large portion of the population being retirees, it is important for residents to have a plan in place to ensure they have enough money to support themselves throughout their retirement years. Additionally, a retirement planner could assist residents in navigating the unique tax laws and regulations specific to Mississippi. By working with a retirement planner, residents of Jackson County can feel confident in their financial future and enjoy a stress-free retirement.

Wealth Management

Residents of Jackson County, MS can benefit greatly from the services of a wealth manager. With a median household income of $46,610, many individuals and families in the area could use guidance in managing their finances and investments. A wealth manager can help clients create a personalized financial plan that takes into account their unique goals and circumstances, such as saving for retirement or paying for a child's education. Additionally, given the region's vulnerability to natural disasters like hurricanes, a wealth manager can help clients prepare for unexpected expenses and ensure their assets are protected. Overall, a wealth manager can provide valuable support to residents of Jackson County, MS in achieving their financial objectives and securing their financial future.

Mortgage Loan Officer

Residents of Jackson County, MS could greatly benefit from the assistance of a mortgage loan officer. With a population of over 140,000 people, many individuals and families in Jackson County are looking to purchase a home or refinance their current mortgage. A mortgage loan officer can provide valuable guidance on the home buying process, including information on available loan programs, interest rates, and down payment requirements. Additionally, a loan officer can help residents navigate the unique housing market in Jackson County, which includes a mix of urban and rural areas, as well as a strong military presence due to the nearby Naval Station Pascagoula. By working with a mortgage loan officer, residents of Jackson County can feel confident in their home buying decisions and secure the financing they need to achieve their homeownership goals.

Tax Services

Residents of Jackson County, MS can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing assistance with tax planning and preparation. In Jackson County, MS, where the economy is largely driven by industries such as shipbuilding and seafood processing, tax laws and regulations can be complex and ever-changing. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available tax deductions and credits. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and avoid potential penalties. With the help of a tax advisor, residents of Jackson County, MS can feel confident in their tax planning and preparation, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Jackson County, MS can greatly benefit from the services of an estate planning lawyer. Firstly, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after their passing. This is particularly important in Jackson County, which is known for its high number of retirees and elderly residents. Additionally, an estate planning lawyer can help residents minimize taxes on their estate and protect their assets from potential creditors. With the help of an estate planning lawyer, residents of Jackson County can have peace of mind knowing that their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jackson County, MS