Columbus, GA Financial Advisors and Resources



Financial Advisor Firms in Columbus, GA


THE MONEY ADVISOR GROUP, LLC

Website

(706) 256-0115

2101 Brookstone Centre Parkway
Suite 200
Columbus, GA 31904

SEC#: 801-110519
Years in Business: 4 years

SYNOVUS SECURITIES, INC.

Website

(706) 649-2327

1137 First Avenue - 2nd Floor

Columbus, GA 31901

SEC#: 801-19690
Years in Business: 38 years

GREATMARK INVESTMENT PARTNERS, INC.

Website

(706) 327-2128

6001 River Rd
Suite 300
Columbus, GA 31904

SEC#: 801-29945
Years in Business: 34 years

CAPE INVESTMENT ADVISORY, INC.

Website

(706) 324-2100

5624 Whitesville Road
Building A
Columbus, GA 31904

SEC#: 801-71349
Years in Business: 11 years

FIRST COMMAND ADVISORY SERVICES

Website

(706) 323-9980

233 12th St
Suite 204
Columbus, GA 31901

SEC#: 801-56942
Years in Business: 16 years

FIRST COMMAND ADVISORY SERVICES

Website

(706) 323-9980

233 12th St
Suite 204
Columbus, GA 31901

SEC#: 801-56942
Years in Business: 16 years

PARTNERS CAPITAL SERVICES, INC.

Website

(706) 320-4564

2301 Brookstone Centre Parkway

Columbus, GA 31904

SEC#: 801-79450
Years in Business: 7 years

LONGVIEW WEALTH MANAGEMENT, INC.

Website

(706) 568-0662

3901 Glenn Rd
Ste A
Columbus, GA 31909

SEC#: 801-64708
Years in Business: 16 years

FIRST COMMAND ADVISORY SERVICES

Website

(706) 323-9980

233 12th St
Suite 204
Columbus, GA 31901

SEC#: 801-56942
Years in Business: 16 years


How Retirement-Friendly is Columbus, GA?

  • Population: 195,739
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $153,400
  • Average Monthly Housing Cost: $919
  • Average Household Income: $65,942
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Columbus, GA Financial Advisor FAQs

Look for someone with experience and credentials in finance, not degrees only. Most importantly, look for someone who demonstrates an ethical framework such as fiduciary duty.
Financial advisors help their clients with financial decisions. A typical advisor will do a risk assessment to find out what kind of investments suit the person best, perform a detailed analysis of their needs and existing finances, set up an appropriate plan according to risk tolerance and assets available, and monitor the account over time.
The cost varies. If you are in the industry, then it might be preferable to consult with one of your colleagues. Otherwise, you can call any number of reputable financial planners in your area and ask for their services. Whatever company or individual you speak with will likely offer different types or levels of service so it is helpful to know what specifically you are looking for before consulting with them about their rates.
It depends on your financial goals. A wealth advisor can help you by dissecting these goals, providing guidance for saving and investing, and offering advice to avoid major mistakes that limit the inevitable wealth-building process.