Find a Financial Advisor in Calhoun, GA

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Our Process for Choosing
An Independent Financial Advisor in Calhoun, GA

  • Financial Advisor Close to Calhoun, GA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.




(706) 624-4080

215 North Piedmont Street

Calhoun, GA 30701

SEC#: 801-113164
Years in Business: 4 years


Calhoun, GA Financial Advisor FAQs

Calhoun is a Georgia city in Gordon County. Calhoun is west of Gordon County's center, along the Oostanaula River, where it meets Oothkalooga Creek. Mohawk Industries, based in Calhoun Georgia, is a market leader with $9.6 billion in yearly revenue. It is the area's largest employer, with 42,100 employees. Calhoun, formerly known as Oothcaloga Depot and Dawsonville, is located in the Cherokee Nation's heartland and the scene of a major Civil War battle (1861-1865). It is now the epicenter of the massive textile industry in northwest Georgia. Our financial advisors are ready to serve you in Calhoun, a city and a country seat of Gordon County, Georgia, USA. It is located on the Oostanaula River, west of central Gordon County, where Oothkalooga Creek flows. It is part of the Coosa River/Alabama River basin. There are many financial advisors close by, and the list below should help you find one that is right for your needs.

A financial advisor is someone who offers personalized financial advice, typically concerning investment management.

You should inquire about their trading capabilities by asking what instruments they can trade with. It is good to know which commission structure the firm will provide so no commission will be hidden unless previously communicated through pricing transparency. Ask them how often they examine all markets, asset classes, and securities to stay up-to-date with the current state of the market.

If your goal is to have a long-term, secure retirement with some level of financial security, then you should hire a qualified advisor.

Make sure to do your own research on the part of the company's website which outlined what services the company offers. Consider checking online reviews to make sure others are happy with these services as well (and unhappy if need be). It's also advised to call up references listed on reputable websites whose ratings you trust rather than contacting those who advertise themselves directly because it might seem biased.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.