Best Financial Advisors in Muscogee County, GA

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Muscogee County, GA Fiduciary Financial Advisors

SEC File# 801-10418
CRD# 705
5 out of 5
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
5 out of 5
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
First Command Financial Advisor - Jeff Disla
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
Momentum Wealth Management
Location 1201 Front Ave ste n, Columbus, GA 31901, USA
Phone (706) 842-2400
Directions
Synovus Financial-East Data
Location 6 Corporate Ridge Pkwy, Columbus, GA 31907, USA
Phone (706) 569-9337
Directions
Kelly Andy
Location 1800 11th Ave, Columbus, GA 31901, USA
Phone (706) 563-7398
Directions
First Command Financial Advisor - Korey Wilson
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
First Command Financial Advisor - Michael LaBroski
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
Merrill Lynch Wealth Management Advisor S Jay Parker
Location 7310 N Lake Dr, Columbus, GA 31909, USA
Phone (706) 494-5332
Directions
Financial Advisors in Muscogee County, GA

Where Certified Financial Advisors in Muscogee County, GA Serve

Muscogee County, located in the heart of Georgia, boasts a plethora of landmarks that are rich in history and culture. The National Infantry Museum and Soldier Center, a top attraction, honors the valor and sacrifice of soldiers throughout history. The Columbus Museum showcases art, history, and science exhibits, while the RiverCenter for the Performing Arts hosts world-class performances. The county is home to several major employers, including Fort Benning, TSYS, and Columbus Regional Healthcare System. These companies provide a diverse range of job opportunities to the local community. Muscogee County is crisscrossed by several major highways and streets, including I-185, US-27, and GA-85. These thoroughfares connect the county to other parts of Georgia and make transportation easy and convenient. The county is also divided into several neighborhoods, each with its own unique character and charm. Midtown, located near downtown Columbus, is a bustling area with shops, restaurants, and entertainment venues.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Muscogee County, GA can benefit greatly from the guidance of a financial advisor. With a median household income of $48,000, many families in the area struggle to make ends meet and plan for their financial future. A financial advisor can help these individuals create a budget, manage debt, and save for retirement. Additionally, with Fort Benning Army Base located in the county, many military families can benefit from the expertise of a financial advisor who understands the unique challenges and benefits of military life. Overall, a financial advisor can provide valuable support and guidance to residents of Muscogee County, GA, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Muscogee 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 providing personalized insurance recommendations based on the unique needs and circumstances of each individual or family. This is particularly important in Muscogee County, where severe weather events such as tornadoes and hurricanes are common. An insurance broker can help residents navigate the complexities of insurance policies and ensure they have adequate coverage to protect their homes and belongings in the event of a natural disaster. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in Muscogee County where the poverty rate is higher than the state average. Overall, an insurance broker can provide invaluable assistance to residents of Muscogee County in securing the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Muscogee County, GA could benefit greatly from the services of a retirement planner. A retirement planner can help individuals in the county plan for their future by providing guidance on how to save for retirement, invest wisely, and make the most of their retirement savings. Specifically, many residents of Muscogee County work for the military or government, which often have unique retirement plans and benefits. A retirement planner can help these individuals navigate these complex plans and ensure they are maximizing their benefits. Additionally, with the cost of living in Muscogee County being higher than the national average, a retirement planner can help residents create a realistic retirement plan that takes into account the higher cost of living. Overall, a retirement planner can provide valuable insight and guidance to help residents of Muscogee County prepare for a comfortable retirement.

Wealth Management

Residents of Muscogee County, GA can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning and investment advice. This is especially important in Muscogee County, as it has a diverse economy that includes industries such as healthcare, education, and manufacturing. A wealth manager can help residents navigate the complexities of these industries and create a personalized financial plan that takes into account their unique goals and circumstances. Additionally, a wealth manager can provide guidance on retirement planning, estate planning, and tax strategies, which can help residents maximize their wealth and minimize their financial risks. Overall, a wealth manager can be a valuable resource for anyone looking to build and protect their financial future in Muscogee County, GA.

Mortgage Loan Officer

Residents of Muscogee County, GA would be helped by a mortgage loan officer in several ways. Firstly, they can assist in finding the best mortgage rates and terms for a home purchase. This is especially important in Muscogee County, as the median home value is $129,000, which is lower than the national average. Secondly, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage and provide guidance on the necessary documentation. Lastly, they can help residents with refinancing their existing mortgages, which can provide significant savings on monthly payments and overall interest payments. Overall, a mortgage loan officer can provide valuable assistance to residents of Muscogee County, GA in achieving their homeownership goals.

Tax Services

Residents of Muscogee County, GA can benefit greatly from the expertise of a tax advisor. With the complexity of tax laws and regulations, a tax advisor can help residents navigate the process of filing taxes and ensure that they are taking advantage of all available deductions and credits. Muscogee County residents may also benefit from a tax advisor's knowledge of Georgia-specific tax laws, such as the state's tax exemptions for certain types of retirement income. Additionally, a tax advisor can provide guidance on tax planning and strategies to minimize tax liability and maximize savings. Overall, a tax advisor can provide valuable assistance to Muscogee County residents in navigating the often-confusing world of taxes and ensuring that they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Muscogee 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 is by assisting with the creation of wills and trusts. This is particularly important in Muscogee County, which has a high population of military personnel due to the presence of Fort Benning. Military families often have unique estate planning needs, such as ensuring their assets are protected during deployments or in the event of a tragedy. An estate planning lawyer can also help residents of Muscogee County with other important legal documents, such as powers of attorney and healthcare directives, which can provide peace of mind for both the individual and their loved ones. Overall, working with an estate planning lawyer can help residents of Muscogee County ensure that their wishes are carried out and their loved ones are protected in the event of their passing.

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