Find a Financial Advisor in Calhoun, GA

 



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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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




 

STARR-MATHEWS FINANCIAL, LLC

Website

(706) 624-4080

215 North Piedmont Street

Calhoun, GA 30701

SEC#: 801-113164
Years in Business: 3 years

 


Calhoun, GA Financial Advisor FAQs

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.