Best Financial Advisors in Lowndes County, GA

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Lowndes County, GA Fiduciary Financial Advisors

Wells Fargo Advisors
2 out of 5
Location 3310 B, N Valdosta Rd, Valdosta, GA 31602, USA
Phone (229) 259-7844
Directions
Maxx Financial Solutions LLC
Location 411 Cowart Ave ste A, Valdosta, GA 31602, USA
Phone (229) 444-8353
Directions
Raymond James Financial Services
5 out of 5
Location 3338K Country Club Rd K, Valdosta, GA 31605, USA
Phone (229) 247-3381
Directions
Community Credit Solutions LLC
Location 100 N Patterson St, Valdosta, GA 31601, USA
Phone (877) 465-4775
Directions
Edward Jones
Location 113 W Brookwood Dr Suite C, Valdosta, GA 31601, USA
Phone (229) 242-8800
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First Command Financial Advisor - Chelcie Sirvid
Location 4333 Bemiss Rd Ste 10, Valdosta, GA 31605, USA
Phone (229) 469-7159
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Southern Point Investment Partners
5 out of 5
Location 3321 N Valdosta Rd Suite A, Valdosta, GA 31602, USA
Phone (229) 245-6022
Directions
Brookwood North Investment Advisors, LLC
Location 208 W Park Ave, Valdosta, GA 31602, USA
Phone (229) 232-4561
Directions
Edward Jones
5 out of 5
Location 119 N Ashley St, Valdosta, GA 31601, USA
Phone (229) 241-0001
Directions
Thrivent Financial for Lutherans
Location 300 N Railroad Ave, Lake Park, GA 31636, USA
Phone (229) 785-8025
Directions
K&C Consulting and Financial Services
Location 100 N Patterson St, Valdosta, GA 31601, USA
Phone (229) 740-6290
Directions
Krystal K. Comer, CPA
5 out of 5
Location 2101 N Patterson St, Valdosta, GA 31602, USA
Phone (229) 740-9212
Directions
Goddard, Karen C CPA
Location 1009 N Patterson St, Valdosta, GA 31601, USA
Phone (229) 242-2233
Directions
Kerrigan Capital and Risk Management
Location 3543 N Crossing Cir, Valdosta, GA 31602, USA
Phone (229) 588-8448
Directions
Kevin S Giddens - Morgan Stanley
Location 2906 N Patterson St, Valdosta, GA 31602, USA
Phone (229) 293-3923
Directions
Financial Advisors in Lowndes County, GA

Where Certified Financial Advisors in Lowndes County, GA Serve

Lowndes County, GA is a vibrant and bustling area filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique and exciting place to live. From the towering spires of the Lowndes County Courthouse to the stunning beauty of the Valdosta State University campus, this county is home to some of the most iconic landmarks in the state. Top employers in the area include Moody Air Force Base, South Georgia Medical Center, and the Valdosta City School System, all of which provide ample employment opportunities for residents. Major highways and streets like I-75, US-41, and North Ashley Street make traveling throughout the county a breeze, while neighborhoods like Kinderlou Forest, Cherry Creek, and Northside provide a diverse range of housing options for those looking to settle down in the area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lowndes County, GA could benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor could assist them is by helping them understand and manage their debt. According to recent data, the average debt per capita in Lowndes County is higher than the state average. A financial advisor could work with residents to create a budget and debt repayment plan that fits their unique financial situation. Additionally, a financial advisor could help residents navigate complex financial decisions such as investing, retirement planning, and saving for college. With the help of a financial advisor, residents of Lowndes County could gain greater financial stability and peace of mind.

Insurance Broker

Residents of Lowndes County, GA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies that fit the specific needs of each resident. This is particularly important in Lowndes County, where the population is largely made up of rural communities and small businesses. An insurance broker can help residents find insurance policies that cover their unique needs, such as crop insurance for farmers or liability insurance for small business owners. Additionally, an insurance broker can provide guidance on navigating the complex insurance industry and help residents understand their coverage options. Overall, an insurance broker can provide invaluable assistance to residents of Lowndes County, ensuring they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Lowndes County, GA could benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways is by helping individuals navigate the complex world of retirement savings and investment options. In a county where the median household income is below the national average, it can be especially challenging for residents to save enough for retirement. A retirement planner can provide guidance on the best strategies for building wealth and maximizing savings, while also helping individuals plan for unexpected expenses and other financial challenges that may arise. Additionally, a retirement planner can help residents of Lowndes County, GA make informed decisions about healthcare and insurance options, which can be particularly important for older adults who may be facing higher healthcare costs. Overall, a retirement planner can provide valuable support and guidance to help residents of Lowndes County, GA achieve their financial goals and live comfortably in retirement.

Wealth Management

Residents of Lowndes County, GA could benefit from the services of a wealth manager in several ways. One of the most common ways is by providing guidance on how to invest and grow their wealth. With a wealth manager's expertise, residents can make informed decisions about their finances and develop a long-term financial plan that aligns with their goals. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that are specific to Georgia and Lowndes County. This is particularly important for residents who own businesses or have significant assets. By working with a wealth manager, residents can ensure that they are taking advantage of all available tax breaks and minimizing their tax liability. Overall, a wealth manager can provide valuable support and guidance to residents of Lowndes County, helping them achieve their financial objectives and secure their financial future.

Mortgage Loan Officer

Residents of Lowndes County, GA could greatly benefit from the assistance of a mortgage loan officer in a variety of ways. Firstly, Lowndes County is known for its agricultural industry, and a mortgage loan officer could help farmers secure loans to purchase land or equipment to improve their operations. Additionally, many residents of Lowndes County are first-time homebuyers, and a mortgage loan officer could guide them through the complex process of obtaining a mortgage and help them find the best rates and terms. Furthermore, Lowndes County has a significant military population due to the presence of Moody Air Force Base, and a mortgage loan officer could assist military families in securing VA loans and other benefits. Overall, a mortgage loan officer could provide invaluable support to the residents of Lowndes County, helping them achieve their financial goals and improve their quality of life.

Tax Services

Residents of Lowndes County, GA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. For example, residents of Lowndes County who donate to the local food bank or volunteer at a local school may be eligible for tax credits that they are not aware of. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations specific to Lowndes County, such as the local sales tax rate and property tax exemptions. With the help of a tax advisor, residents can ensure that they are not overpaying on their taxes and are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Lowndes County, GA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Lowndes County is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Lowndes County, which has a large agricultural community and many families with significant land holdings. An estate planning lawyer can help these families create a plan that protects their land and other assets, while also minimizing taxes and other costs. Additionally, an estate planning lawyer can help families in Lowndes County plan for the future by creating powers of attorney and other documents that ensure their wishes are respected if they become incapacitated or unable to make decisions on their own.

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FAQs About Personal Financial Advisors in Lowndes County, GA