Retirement Planning in Bartow County, GA

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Top Retirement Planners in Bartow County, GA

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Strategic Planning Insurance and Financial Services
Location 3908 Golflinks Dr NW, Acworth, GA 30101, USA
Phone (678) 742-8601
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Elliott Stewart - COUNTRY Financial representative
5 out of 5
Location 162 W Main St Ste 108, Cartersville, GA 30120, USA
Phone (770) 607-8919
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Bartow County Zoning Department
Location 135 W Cherokee Ave #135, Cartersville, GA 30120, USA
Phone (770) 387-5067
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Consumer Concepts
Location 1720 Mars Hill Rd #8345, Acworth, GA 30101, USA
Phone (404) 915-5442
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Robson Planning Group
Location 3405 Dallas Hwy #820, Marietta, GA 30064, USA
Phone (678) 391-6987
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Leveraged Wealth Management
Location 9200 Main St Suite 2A, Woodstock, GA 30188, USA
Phone (770) 783-2699
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Dempsey Lord Smith LLC
5 out of 5
Location 901 Broad St, Rome, GA 30161, USA
Phone (706) 238-9575
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COUNTRY Financial
Location 4504 Holly Springs Pkwy #102a, Holly Springs, GA 30188, USA
Phone (678) 535-5273
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Helton & Fultz, LLC
5 out of 5
Location 140 W Cherokee Ave, Cartersville, GA 30120, USA
Phone (678) 920-7088
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 4350 Southside Dr, Acworth, GA 30101, USA
Phone (770) 917-9877
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Laurus Wealth Planning
Location 1300 Ridenour Blvd #100, Kennesaw, GA 30152, USA
Phone (678) 562-9545
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PGT Bookkeeping Services
Location 41 Crowe Springs Spur NW, Cartersville, GA 30121, USA
Phone (404) 271-4960
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Financial Coaching Solutions, LLC dba danthemoneycoach.com
5 out of 5
Location 52 Mountainbrook Dr, Cartersville, GA 30121, USA
Phone (678) 938-3629
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Natalie Green Hosea, Probate & Estate Administration, Financial Planning Services
4 out of 5
Location 225 Creekstone Ridge, Woodstock, GA 30188, USA
Phone (770) 609-9529
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Madison Financial & Associates
SEC File# 801-80184
CRD# 168012
5 out of 5
Location 5703 Downington Way, Acworth, GA 30101, USA
Phone (770) 675-6801
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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College Planning Institute
Location 3950 Cobb Pkwy NW #1004, Acworth, GA 30101, USA
Phone (770) 882-0123
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City of Cartersville Planning & Development
5 out of 5
Location 10 N Public Square, Cartersville, GA 30120, USA
Phone (770) 387-5600
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Third Act Retirement Planning - Marietta Financial Advisor
Location 3020 Roswell Rd # 200, Marietta, GA 30062, USA
Phone (770) 971-2888
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Retirement Planning in Bartow County, GA

About Bartow County, GA for Those Planning to Retire

Bartow County, GA is a vibrant and bustling community located in the heart of Georgia. With a rich history and diverse culture, this area is home to some of the most iconic landmarks in the state. From the stunning Etowah Indian Mounds to the majestic Red Top Mountain State Park, there is no shortage of natural beauty to explore. In addition to its natural wonders, Bartow County is also home to a thriving economy, with top employers including Shaw Industries, Anheuser-Busch, and Cartersville Medical Center. Major highways and streets such as I-75, US-41, and GA-20 provide easy access to the city's numerous neighborhoods, each with its own unique charm and character. Whether you're looking to hike through the mountains, explore the local art scene, or simply relax and enjoy the southern hospitality, Bartow County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bartow County, GA can benefit from a bank in various ways. For instance, a bank can provide them with easy access to financial services such as savings accounts, checking accounts, loans, and credit cards. Moreover, banks in Bartow County can offer personalized financial advice to help residents make informed decisions about their money. This is particularly important in a county like Bartow, which is home to several small businesses that rely on loans and financial support to grow and thrive. Additionally, banks in Bartow County can provide a sense of security to residents by offering FDIC-insured accounts that protect their money in case of bank failures. Overall, having a bank in Bartow County can help residents manage their finances, grow their businesses, and feel more financially secure.

Insurance Broker

Residents of Bartow County, GA can greatly benefit from the services of an insurance broker. With a population of over 100,000, Bartow County is home to a diverse group of individuals with unique insurance needs. An experienced insurance broker can help residents navigate the complex world of insurance policies and find coverage that fits their specific needs. For example, with the county's close proximity to Atlanta, residents may need additional coverage for their vehicles due to increased traffic and potential accidents. Additionally, with the county's growing economy and increasing number of small businesses, many residents may require specialized commercial insurance policies. An insurance broker can help residents find the best policies for their unique situations, ensuring that they have the coverage they need to protect their assets and livelihoods.

Wealth Management

Residents of Bartow County, GA can benefit from the expertise of a wealth manager in several ways. Firstly, the county is home to a diverse range of industries, including manufacturing, healthcare, and logistics. A wealth manager can help individuals working in these fields to optimize their investment portfolios, plan for retirement, and minimize tax liabilities. Additionally, Bartow County has a growing population, with many young families moving to the area. A wealth manager can provide guidance on saving for college, setting up trusts, and creating estate plans to ensure that their assets are protected for future generations. Furthermore, the county is located in a region prone to natural disasters, such as tornadoes and floods. A wealth manager can help residents prepare financially for these events by ensuring they have adequate insurance coverage and emergency funds set aside. Overall, a wealth manager can provide valuable financial guidance to residents of Bartow County, GA, helping them achieve their long-term goals and secure their financial futures.

Financial Advisor

Residents of Bartow County, GA can benefit from the services of a financial advisor in numerous ways. One specific area where a financial advisor can be of great assistance is in helping residents navigate the local economy. Bartow County is home to a diverse range of industries, including manufacturing, healthcare, and retail. A financial advisor can help residents understand the financial implications of these industries, such as the potential impact on job growth and property values. Additionally, a financial advisor can assist residents in creating a personalized financial plan that takes into account their unique circumstances and goals. This may include developing a budget, creating a savings plan, and investing in stocks or mutual funds. With the help of a financial advisor, residents of Bartow County can make informed financial decisions that can lead to greater financial stability and success.

Mortgage Loan Officer

Residents of Bartow County, GA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist in the process of securing a mortgage for the purchase of a home. This is particularly important in Bartow County, where the median home value is $183,700, making it a relatively expensive place to live. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, which can lead to significant savings in the long term. Furthermore, a mortgage loan officer can provide guidance and advice on the various mortgage options available, including fixed-rate and adjustable-rate mortgages, as well as government-backed loans such as FHA and VA loans. This can be especially helpful for residents of Bartow County, which has a diverse population with varying financial needs and backgrounds. In short, a mortgage loan officer can be a valuable resource for residents of Bartow County, GA looking to purchase or refinance a home.

Tax Services

Residents of Bartow County, GA can benefit from the expertise of a tax advisor in several ways. One specific area where a tax advisor can help is in navigating the complex tax laws that govern the state. Bartow County is home to several small businesses and entrepreneurs who may not have the resources to hire a full-time accountant. A tax advisor can provide guidance on tax planning, preparation, and compliance, ensuring that businesses and individuals in Bartow County are in good standing with the IRS and state tax authorities. Additionally, a tax advisor can help residents of Bartow County take advantage of tax credits and deductions that they may not be aware of, ultimately saving them money on their tax bill. With the help of a skilled tax advisor, residents of Bartow County can make informed financial decisions and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Bartow County, GA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping them create a comprehensive estate plan that takes into account their unique financial and familial circumstances. This includes drafting a will, setting up trusts, and establishing powers of attorney. Additionally, an estate planning lawyer can assist with the probate process, ensuring that assets are distributed according to the deceased's wishes and in compliance with Georgia law. In Bartow County, GA, where there is a significant population of retirees and elderly individuals, an estate planning lawyer can also provide guidance on long-term care planning, Medicaid eligibility, and other issues related to aging and healthcare. With the complexity of estate planning laws and regulations, the expertise of an estate planning lawyer can be invaluable in helping Bartow County residents protect their assets and ensure their loved ones are taken care of.

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