Clinton, MS Financial Advisors and Resources



Financial Advisor Firms in Clinton, MS


MASCAGNI WEALTH MANAGEMENT, INC.

Website

(601) 925-8099

205 E. Main Street

Clinton, MS 39056

SEC#: 801-110839
Years in Business: 4 years


How Retirement-Friendly is Clinton, MS?

  • Population: 25,131
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $169,500
  • Average Monthly Housing Cost: $1,023
  • Average Household Income: $75,512
  • Mississippi Total Tax Burden: 8.99% (15th Highest in U.S.)
  • Mississippi Property Tax: 2.80% (25th Highest in U.S.)
  • Mississippi Individual Income Tax: 1.64% (14th Lowest in U.S.)
  • Mississippi Sales and Excise Tax: 4.55% (6th Highest in U.S.)


Clinton, MS Financial Advisor FAQs

One method is a commission-fee structure. In this arrangement, the financial advisor receives a flat annual fee for advising on investments and securities in addition to commissions from merchandising products such as mutual funds, annuities or variable insurance contracts from their firm.
Financial advisors charge on a case-by-case basis. The more information you provide them, like your level of investment experience and net worth, the easier it'll be for them to estimate an accurate fee.
Financial advisors typically help people with investments or retirement planning. The specific roles of an advisor can vary depending on the client's needs, but in general they work with long-term goals and education about investments, securities, budgets and taxes.
The number one thing you should look for in a financial advisor is that they are measured, honest, and ethical. You also want someone who understands how to help you with your financial situation. Make sure to find out if he or she has an insurance license among other credentials.