Best Financial Advisors in Clarke County, GA

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Clarke County, GA Fiduciary Financial Advisors

SEC File# 801-79869
CRD# 133509
4 out of 5
Location 649 S Milledge Ave # 8, Athens, GA 30605, USA
Phone (770) 725-8234
Directions
Lanier Financial Group
1 out of 5
Location 320 E Clayton St #419, Athens, GA 30601, USA
Phone (404) 669-6792
Directions
Morgan Stanley Financial Advisors
Location 225 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 353-0001
Directions
Carson Advisory
SEC File# 801-64883
CRD# 117410
Location 470 Hill St, Athens, GA 30601, USA
Phone (706) 353-1190
Directions
Financial Advisors in Clarke County, GA

Where Certified Financial Advisors in Clarke County, GA Serve

Clarke County, GA is a vibrant and diverse community located in the heart of Athens, Georgia. Home to the University of Georgia, Athens is a cultural hub with a rich history and a thriving music scene. From the historic downtown district to the sprawling campus of UGA, there are countless landmarks that make Clarke County a unique and exciting place to live. Some of the top employers in the area include the University of Georgia, St. Mary's Hospital, and the Clarke County School District. These institutions provide a wide range of job opportunities for residents of the area. Major highways and streets in Clarke County include Highway 78, Highway 29, and the Athens Perimeter. These thoroughfares connect the county to the rest of Georgia and provide easy access to nearby cities like Atlanta and Augusta. Neighborhoods in Clarke County range from historic districts like Five Points to newer developments like Oconee County. Each neighborhood has its own unique character and offers a different experience for residents.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clarke County, GA can benefit greatly from the services of a financial advisor. With a population of over 125,000 people, the county is home to a diverse range of individuals with varying financial needs and goals. A financial advisor can assist residents in developing a personalized financial plan that takes into account their unique circumstances, such as the cost of living in Athens, the county seat, and the availability of local employment opportunities. Additionally, a financial advisor can provide guidance on managing debt, saving for retirement, and investing in the local economy. By working with a financial advisor, residents of Clarke County can gain the knowledge and resources they need to achieve financial stability and success.

Insurance Broker

Residents of Clarke County, GA can greatly benefit from the services of an insurance broker. One of the most common ways that an insurance broker can help residents is by providing guidance on the best insurance policies for their specific needs. With so many insurance options available, it can be overwhelming to choose the right coverage. An insurance broker can help residents navigate this process and find policies that fit their budget and provide adequate coverage. Clarke County, GA is home to a diverse population with unique insurance needs, and an insurance broker can help residents find policies that are tailored to their specific circumstances. Whether it's finding affordable health insurance or protecting their home and belongings with the right homeowners' insurance policy, an insurance broker can help residents of Clarke County, GA find the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Clarke County, GA can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals create a comprehensive financial plan that takes into account their unique circumstances and goals. This can include strategies for saving for retirement, managing debt, and minimizing taxes. Additionally, a retirement planner can provide guidance on investment strategies, helping individuals make informed decisions about where to invest their money. For residents of Clarke County, GA, a retirement planner can also provide insight into the local economy and job market, which can be particularly valuable for those planning to retire in the area. Overall, a retirement planner can help residents of Clarke County, GA feel more confident and prepared for their retirement years.

Wealth Management

Residents of Clarke County, GA could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could help them create a financial plan that takes into account their unique circumstances, such as the fact that the county is home to the University of Georgia and many of its residents are affiliated with the school. A wealth manager could also provide guidance on investing and retirement planning, which could be particularly useful for residents who are looking to build wealth over the long term. Additionally, a wealth manager could help residents navigate the complex tax laws and regulations that apply in Clarke County, GA, ensuring that they are able to minimize their tax burden and keep more of their hard-earned money. Overall, a wealth manager could be a valuable resource for residents of Clarke County, GA who are looking to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Clarke County, GA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream home or investment property. With a wide range of loan options available, a mortgage loan officer can work with residents to find the best fit for their specific financial situation and needs. In Clarke County, GA specifically, where the median home value is $174,000, a mortgage loan officer can provide guidance on down payment assistance programs and other resources that may be available to help residents achieve their homeownership goals. Additionally, a mortgage loan officer can assist with refinancing existing mortgages, potentially saving residents money on their monthly payments or allowing them to access equity in their homes. With the help of a mortgage loan officer, residents of Clarke County, GA can take the first steps towards achieving their homeownership dreams.

Tax Services

Residents of Clarke County, GA can benefit greatly from the guidance of a tax advisor. With the county's diverse population and range of industries, there are many unique tax situations that require expert knowledge. For example, the University of Georgia is a major employer in the area, and many residents work in education or research. A tax advisor can help these individuals navigate the complex tax laws related to education expenses and research grants. Additionally, Clarke County has a large number of small businesses, which often need assistance with tax planning and compliance. A tax advisor can provide valuable advice on deductions and credits, as well as help business owners avoid costly mistakes. Overall, a tax advisor can help residents of Clarke County save money, reduce stress, and ensure compliance with tax laws.

Estate Planning Lawyer

Residents of Clarke County, GA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, power of attorney, and healthcare directives. This can help ensure that their assets are distributed according to their wishes, and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents of Clarke County navigate the complex legal system and ensure that their estate plan is legally sound. This is especially important in Clarke County, which has its own unique laws and regulations that must be followed. By working with an estate planning lawyer, residents of Clarke County can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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