Best Financial Advisors in Columbus, GA

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List of Firms

Columbus, GA Fiduciary Financial Advisors

SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
SEC File# 801-56942
CRD# 281958
Location 233 12th St Suite 204, Columbus, GA 31901, USA
Phone (706) 323-9980
Directions
Stifel
5 out of 5
Location 233 12th St Suite 100-A, Columbus, GA 31901, USA
Phone (706) 660-3940
Directions
Merrill Lynch Wealth Management Advisor David Hancock
Location 7310 N Lake Dr, Columbus, GA 31909, USA
Phone (706) 494-5338
Directions
Merrill Lynch Wealth Management Advisor S Jay Parker
Location 7310 N Lake Dr, Columbus, GA 31909, USA
Phone (706) 494-5332
Directions
Derek P Scrivner - Morgan Stanley
Location 945 Broadway, Columbus, GA 31902, USA
Phone (706) 596-5831
Directions
Louie Burrus - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Bradley Park Ct Ste E, Columbus, GA 31904, USA
Phone (706) 568-1119
Directions
Wright B Waddell - Morgan Stanley
Location 945 Broadway, Columbus, GA 31902, USA
Phone (706) 596-5183
Directions
Jon Hemmings - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 945 Broadway Ste 100, Columbus, GA 31901, USA
Phone (706) 320-3886
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5300
Directions
Hip Financial Services Inc
Location 2501 Old Whittlesey Rd, Columbus, GA 31909, USA
Phone (706) 221-0801
Directions
Michael Goldman - Raymond James
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
Directions
Parker Swift - Raymond James
Location 260 Brookstone Centre Pkwy, Columbus, GA 31904, USA
Phone (706) 257-7900
Directions
Wells Fargo Advisors
Location 6001 River Rd Suite 220, Columbus, GA 31904, USA
Phone (706) 322-6751
Directions
United Financial Services Inc
Location 1332 17th St, Columbus, GA 31901, USA
Phone (706) 322-4445
Directions
Advanced Wealth Solutions LLC
Location 1921 Whittlesey Rd #300, Columbus, GA 31904, USA
Phone (706) 507-9231
Directions
Columbus Financial Consultants PC
1 out of 5
Location 1201 Front Ave Suite P, Columbus, GA 31901, USA
Phone (706) 562-9412
Directions
Lincoln Financial Advisors
5 out of 5
Location 2429 Norris Rd STE 5, Columbus, GA 31907, USA
Phone (706) 563-3700
Directions
Dennis Hendrix - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 945 Broadway Ste 100, Columbus, GA 31901, USA
Phone (706) 320-2551
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5651 Whitesville Rd Suite 101, Columbus, GA 31904, USA
Phone (706) 324-6138
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Kelly Andy
Location 1800 11th Ave, Columbus, GA 31901, USA
Phone (706) 563-7398
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1237 1st Ave A, Columbus, GA 31901, USA
Phone (706) 324-4011
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Patrick Hojan
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5331
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 122 Enterprise Ct Suite D, Columbus, GA 31904, USA
Phone (706) 324-1043
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Fluid Financial Planning, LLC
Location 5636 Whitesville Rd B1, Columbus, GA 31904, USA
Phone (706) 332-2544
Directions
Merrill Lynch Wealth Management Advisor Jason Mitcham Kelly
Location 7310 North Lake Dr Ground Floor, Columbus, GA 31909, USA
Phone (706) 494-5306
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 6801 River Rd Suite 203, Columbus, GA 31904, USA
Phone (706) 324-1490
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 5651 Whitesville Rd-The Arbor, Suite 101, Columbus, GA 31904, USA
Phone (706) 324-6138
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3645 Gentian Blvd Suite 3A, Columbus, GA 31907, USA
Phone (706) 561-0216
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7790 Veterans Pkwy Suite B3, Columbus, GA 31909, USA
Phone (706) 576-2206
Directions
Merrill Lynch Wealth Management Advisor A. Mathes Ballard
Location 7310 N Lake Dr, Columbus, GA 31909, USA
Phone (706) 494-5316
Directions
Morgan Stanley Financial Advisors
Location 945 Broadway, Columbus, GA 31902, USA
Phone (706) 324-5471
Directions
Fluid Financial Planning, LLC
Location 5636 Whitesville Rd b1, Columbus, GA 31904, USA
Phone (706) 332-2544
Directions
Financial Advisors in Columbus, GA

Where Certified Financial Advisors in Columbus, GA Serve

Columbus, GA is a vibrant city with a rich history and a plethora of landmarks that attract tourists from all over the world. From the stunning Chattahoochee Riverwalk to the majestic National Infantry Museum, there is no shortage of places to explore and discover in this charming city. When it comes to top employers, Columbus, GA is home to some of the biggest names in the industry, including TSYS, Aflac, and Synovus. These companies are known for their innovative work and commitment to excellence, making them a sought-after destination for job seekers and entrepreneurs alike. If you're looking to get around town, you'll find that Columbus, GA is well-connected by a network of major highways and streets, including I-185, US-80, and GA-22. Whether you're commuting to work or just exploring the city, you'll have no trouble navigating the roads and getting to your destination quickly and easily.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Columbus, GA can benefit greatly from the guidance of a financial advisor. With a median household income of $47,000, many individuals and families in Columbus may struggle to manage their finances effectively. A financial advisor can provide tailored advice on budgeting, saving, and investing to help residents reach their financial goals. Additionally, Columbus is home to a large military population due to the presence of Fort Benning. Financial advisors can assist military families with unique financial challenges such as frequent relocations and deployment. Overall, a financial advisor can provide valuable support and expertise to help residents of Columbus, GA achieve financial stability and security.

Insurance Broker

Residents of Columbus, GA could greatly benefit from the services of an insurance broker. With the city's growing population and diverse range of industries, it can be challenging for individuals and businesses to navigate the complex world of insurance. An insurance broker can help residents of Columbus, GA find the right coverage for their specific needs, whether it be health insurance, auto insurance, or business insurance. They can also provide advice on how to save money on premiums and ensure that clients are getting the most out of their policies. With an insurance broker on their side, residents of Columbus, GA can have peace of mind knowing that they are adequately protected and prepared for any unexpected events that may arise.

Retirement Planning

Residents of Columbus, GA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assisting individuals in creating a personalized retirement plan that takes into account their unique financial situation and goals. This is especially important in Columbus, GA, where the cost of living is relatively high compared to other areas in the state. A retirement planner can help residents navigate the complexities of retirement planning, including tax implications, investment strategies, and social security benefits. They can also provide guidance on healthcare and long-term care planning, which is particularly important for seniors in Columbus, GA who may require specialized medical attention. Overall, a retirement planner can help residents of Columbus, GA achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Columbus, GA could benefit from the services of a wealth manager in many ways. For instance, a wealth manager could help them develop a comprehensive financial plan that takes into account their current and future financial goals. This could include creating a budget, setting up a retirement plan, and investing in the right stocks and bonds. Additionally, a wealth manager could help residents of Columbus, GA navigate the local tax laws and regulations, which can be complex and confusing. For example, Columbus, GA has a local sales tax rate of 8%, which is higher than the state average. A wealth manager could help residents understand how this affects their overall tax liability and develop strategies to minimize their tax burden. Overall, a wealth manager can provide invaluable guidance and support to residents of Columbus, GA who want to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Columbus, GA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the financial aspects of purchasing a home, such as finding the best mortgage rates and helping residents navigate the complex loan application process. Specifically, Columbus, GA has a diverse real estate market with a range of home prices and styles, making it essential for residents to have a knowledgeable mortgage loan officer who can help them find the right loan for their unique situation. Additionally, a mortgage loan officer can also provide valuable advice on improving credit scores and managing debt, which can be particularly helpful for residents who are first-time homebuyers or those who are looking to refinance their current mortgage. Overall, a mortgage loan officer is an invaluable resource for Columbus, GA residents who are looking to achieve their homeownership goals.

Tax Services

Residents of Columbus, GA can benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to Columbus, GA. They can also provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their financial resources. Additionally, tax advisors can assist residents with tax preparation and filing, ensuring that their returns are accurate and complete. Overall, a tax advisor can be a valuable resource for residents of Columbus, GA who want to make the most of their financial resources and avoid costly mistakes when it comes to taxes.

Estate Planning Lawyer

Residents of Columbus, GA could be helped by an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for the distribution of their assets after death. This is especially important in Columbus, GA, where the population is aging rapidly, and many residents may be concerned about leaving their loved ones with a complicated legal process. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can save their heirs time and money. Additionally, an estate planning lawyer can assist with creating a living will, power of attorney, and healthcare directives, which can ensure that their wishes are followed in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Columbus, GA, helping them protect their assets and ensure their legacy.

Columbus, GA Financial Resources

Columbus, GA Chamber of Commerce

https://columbusgachamber.com/

Columbus, GA City Hall

https://www.columbusga.gov/

Columbus, GA Public Library

https://www.cvlga.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Columbus, GA