Retirement Planning in Whitfield County, GA

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

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Whitfield County, GA

Wells Fargo Advisors
Location 100 N Hamilton St, Dalton, GA 30720, USA
Phone (706) 278-5232
Directions
Collin Daniell, Financial Planner - BD Planning Partners
5 out of 5
Location 7213 Noah Reid Rd Suite 106, Chattanooga, TN 37421, USA
Phone (423) 994-4289
Directions
DeWayne Blair - COUNTRY Financial representative
5 out of 5
Location 100 W Walnut Ave Ste 116, Dalton, GA 30720, USA
Phone (706) 278-3300
Directions
Lawrence D Walter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 305 Point N Pl Ste 1, Dalton, GA 30720, USA
Phone (706) 278-5662
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Financial Planning Associates
SEC File# 801-79162
CRD# 159404
Location 5726 Marlin Rd # 212, Chattanooga, TN 37411, USA
Phone (423) 855-4941
Directions
Cody Sims - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 412 Georgia Ave Ste 210, Chattanooga, TN 37403, USA
Phone (423) 648-2900
Directions
Browne, Draper & Land Financial Concepts
SEC File# 801-42017
CRD# 7461
Location 118 W King St, Dalton, GA 30720, USA
Phone (706) 226-0144
Directions
Family Financial Center
5 out of 5
Location 301 N Glenwood Ave, Dalton, GA 30721, USA
Phone (706) 529-7564
Directions
Laughter Bennie M
Location 115 W King St, Dalton, GA 30720, USA
Phone (706) 529-5255
Directions
Security Finance
4 out of 5
Location 708 S Glenwood Ave Suite 310, Dalton, GA 30721, USA
Phone (706) 278-1005
Directions
The Retirement Planner Inc
Location 343 Hoke Chambers Dr Suite 1051, Trion, GA 30753, USA
Phone (321) 285-9129
Directions
Lendmark Financial Services LLC
Location 2535 E Walnut Ave Suite M13, Dalton, GA 30721, USA
Phone (762) 268-4044
Directions
Lendmark Financial Services LLC
3 out of 5
Location 100 W Walnut Ave Suite 124, Dalton, GA 30720, USA
Phone (706) 217-6124
Directions
O'Gwin Investments Planning
Location 110 N Hamilton St, Dalton, GA 30720, USA
Phone (706) 226-5795
Directions
Modern Woodmen of America
Location 101 E Crawford St # 205, Dalton, GA 30720, USA
Phone (706) 226-0800
Directions
1st Franklin Financial
5 out of 5
Location 514 Fleming St Suite 4, Dalton, GA 30721, USA
Phone (706) 226-7417
Directions
Ray Bryant - COUNTRY Financial representative
5 out of 5
Location 2007 Cleveland Hwy, Dalton, GA 30721, USA
Phone (706) 217-1111
Directions
Talley Mullins & Co
4 out of 5
Location 403 N Hamilton St, Dalton, GA 30720, USA
Phone (706) 226-6377
Directions
Fred A Mayfield & Co
Location 208 W Gordon St, Dalton, GA 30720, USA
Phone (706) 226-5644
Directions
BD Planning Partners
5 out of 5
Location 7213 Noah Reid Rd Suite 106, Chattanooga, TN 37421, USA
Phone (423) 266-7400
Directions
Edward Jones - Financial Advisor: Nick Payne
SEC File# 801-3297
CRD# 250
Location 1209 W Walnut Ave Ste 3, Dalton, GA 30720, USA
Phone (706) 876-1922
Directions
OneMain Financial
4 out of 5
Location 324 Northgate Dr, Dalton, GA 30721, USA
Phone (706) 278-1700
Directions
Insight Retirement Plan Consultants of Raymond James
Location 1200 Premier Dr Suite 100, Chattanooga, TN 37421, USA
Phone (423) 510-8479
Directions
Hudson Joel
Location 513 Benjamin Way # 208, Dalton, GA 30721, USA
Phone (706) 279-1413
Directions
Investment & Retirement Management
Location 200 W Emery St, Dalton, GA 30720, USA
Phone (706) 278-2429
Directions
Edward Jones - Financial Advisor: Paras Sharma, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4213 Cloud Springs Rd, Ringgold, GA 30736, USA
Phone (706) 229-8791
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: 9:00 AM – 1:00 PM Sunday: Closed
Directions
Elder Law Practice of David L. McGuffey
5 out of 5
Location 400 N Selvidge St, Dalton, GA 30720, USA
Phone (706) 428-0888
Directions
Dalton-Whitfield Joint Development Authority
Location 100 S Hamilton St, Dalton, GA 30720, USA
Phone (706) 278-7373
Directions
Liberty Tax
3 out of 5
Location 1347 W Walnut Ave, Dalton, GA 30720, USA
Phone (706) 229-7242
Directions
Dalton Smith Finance
5 out of 5
Location 2514 E Walnut Ave #11, Dalton, GA 30721, USA
Phone (706) 278-2506
Directions
Royal Oaks
5 out of 5
Location 1220 Broadrick Dr, Dalton, GA 30720, USA
Phone (706) 275-8899
Directions
Douglas Couch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6111 Shallowford Rd Ste 101, Chattanooga, TN 37421, USA
Phone (423) 424-3345
Directions
SEC File# 801-70106
CRD# 149861
5 out of 5
Location 1206 Pointe Centre Dr, Chattanooga, TN 37421, USA
Phone (423) 933-1814
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Angela Moss Gordy CPA
5 out of 5
Location 605 S Thornton Ave, Dalton, GA 30720, USA
Phone (706) 279-1475
Directions
Retirement Planning in Whitfield County, GA

About Whitfield County, GA for Those Planning to Retire

Whitfield County, located in the northwest corner of Georgia, is a vibrant and bustling community with a rich history and diverse economy. Home to several notable landmarks, including the Prater's Mill Historic Site, the Chief Vann House Historic Site, and the Dalton Freight Depot, the county offers visitors and residents alike a glimpse into its storied past. In terms of employment, Whitfield County boasts a thriving manufacturing sector, with top employers including Shaw Industries, Mohawk Industries, and J+J Flooring Group. These companies, along with others in the area, provide thousands of jobs and contribute significantly to the local economy. Major highways and streets in the area include I-75, US-41, and GA-52, which provide easy access to nearby cities and attractions. Additionally, neighborhoods in Whitfield County range from quiet residential areas to bustling commercial districts, with something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Whitfield County, GA can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to individuals and small businesses in the area. With the county being home to a large number of textile and carpet manufacturing companies, many of which are small businesses, a bank can offer loans and lines of credit to help these businesses grow and expand. Additionally, a bank can help residents with their personal finances, offering savings and checking accounts, credit cards, and investment opportunities. With the county's population being predominantly Hispanic, a bilingual staff at the bank can provide essential financial services to those who may not speak English fluently. Furthermore, a bank can offer financial education programs to help residents better understand and manage their finances, which can be especially helpful in a county where the poverty rate is higher than the state average. Overall, a bank can play a vital role in supporting the financial well-being of Whitfield County's residents and businesses.

Insurance Broker

Residents of Whitfield County, GA could greatly benefit from the services of an insurance broker. With the county's diverse population and industries, an insurance broker can provide tailored solutions to meet the unique needs of individuals and businesses alike. For example, the county is home to a large number of carpet manufacturers, and an insurance broker could help these businesses navigate the complexities of workers' compensation and liability insurance. Additionally, Whitfield County has a growing Hispanic community, and an insurance broker could provide bilingual services to ensure that all residents have access to the insurance coverage they need. Overall, an insurance broker can help residents of Whitfield County save time and money while ensuring they have the right coverage for their specific needs.

Wealth Management

Residents of Whitfield County, GA could greatly benefit from the expertise of a wealth manager. With a population of over 100,000 people, many individuals in the county may struggle with managing their finances and planning for the future. A wealth manager can provide personalized financial advice and investment strategies to help residents achieve their financial goals. Additionally, given that Whitfield County is home to several large manufacturing companies, such as Shaw Industries and Mohawk Industries, a wealth manager can assist employees in maximizing their company benefits and stock options. Furthermore, with the recent growth of the county's healthcare industry, a wealth manager can help individuals navigate the complexities of healthcare financing and plan for potential medical expenses. Overall, a wealth manager can provide invaluable guidance and support to the diverse population of Whitfield County, GA.

Financial Advisor

Residents of Whitfield County, GA could benefit from the expertise of a financial advisor in various ways. With a population of over 100,000, the county is home to many individuals who may be seeking guidance on how to effectively manage their finances. One specific area where a financial advisor could be helpful is in navigating the local economy, which is heavily reliant on the carpet and flooring industry. As such, residents may need advice on how to invest in or diversify their portfolios to account for fluctuations in this industry. Additionally, a financial advisor could assist residents in creating personalized financial plans that take into account their unique goals and circumstances, such as saving for retirement or paying for college tuition. With the complexity of financial planning, a trusted advisor can help residents make informed decisions and achieve their financial objectives.

Mortgage Loan Officer

Residents of Whitfield County, GA can greatly benefit from the services of a mortgage loan officer. With the county's population of over 104,000, a mortgage loan officer can help individuals and families navigate the complex process of securing a home loan. Specifically, in Whitfield County, GA, where the median home value is $139,900, a mortgage loan officer can assist in finding the most suitable loan options for potential homeowners. Additionally, Whitfield County has a large Hispanic population of over 40%, and a mortgage loan officer who is bilingual can provide invaluable assistance in ensuring that language barriers do not prevent individuals from accessing the resources they need to secure a home loan. Overall, a mortgage loan officer can provide the necessary expertise and guidance to make the dream of homeownership a reality for residents of Whitfield County, GA.

Tax Services

Residents of Whitfield County, GA can greatly benefit from the expertise of a tax advisor. With the county being home to numerous small businesses and industries, a tax advisor can provide guidance on tax planning and compliance. Additionally, Whitfield County has a diverse population, with a significant number of residents who are immigrants or non-native English speakers. A tax advisor can assist these individuals in navigating the complexities of the US tax system and understanding their tax obligations. Furthermore, with the recent changes to the tax code, including the Tax Cuts and Jobs Act of 2017, a tax advisor can help residents of Whitfield County take advantage of new deductions and credits. Overall, a tax advisor can provide invaluable assistance to residents of Whitfield County, ensuring they are maximizing their tax savings and staying in compliance with the law.

Estate Planning Lawyer

Residents of Whitfield County, GA can benefit from the services of an estate planning lawyer in a variety of ways. One specific way in which an estate planning lawyer can help residents of Whitfield County is by assisting them in creating a comprehensive estate plan that takes into account the unique laws and regulations of the state of Georgia. This can include drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. Additionally, an estate planning lawyer can help residents of Whitfield County navigate the complexities of probate court and ensure that their assets are distributed according to their wishes. With the help of an experienced estate planning lawyer, residents of Whitfield County can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs